Today's Energy Pulse
Scania pilots vehicle‑to‑grid power for heavy‑duty electric trucks
Scania showcased one of the first V2G systems for heavy‑duty electric trucks using the Megawatt Charging System (MCS). The pilot demonstrated bi‑directional power flow, letting trucks feed stored electricity back to the grid while parked, with real‑time communication enabling dynamic charging and discharging. The company also opened orders for trucks equipped with an extra battery pack and MCS.
Also developing:
Pakistan’s Carbon Market: A New Opportunity for Startups and SMEs
Pakistan has launched a carbon market policy that lets startups and SMEs generate and sell carbon credits both voluntarily and under a nascent compliance regime. The framework aligns with Article 6 of the Paris Agreement, giving Pakistani credits international recognition. By monetising emissions reductions, small firms can create a new revenue stream and attract green investment. The government pledges support through grants, training, and streamlined approvals to overcome high entry costs.
Solar-to-X Could Redefine Iran’s Energy Future
Iran could pivot from oil‑centric growth to a solar‑led energy system by 2050, with solar PV providing over 80% of installed capacity and 93% of electricity generation. The study projects a 1.66 TW installed power base, 3,200 TWh of renewable electricity, and...
Over 17GWh of BESS Deployed Globally in February 2026
In February 2026, grid‑scale battery energy storage systems (BESS) reached 6.9 GW of power and 17.1 GWh of capacity worldwide, according to Benchmark Mineral Intelligence. This marks a 60 % year‑over‑year increase from February 2025’s 4.5 GW/10.5 GWh. China accounted for roughly 53 % of the...
US Strikes on Iran Risk 5% Global Oil Loss
Iran produces 4-5% of the world's total oil supply, making it the 3rd largest producer in OPEC. The best case for this conflict just took a leg lower. At best, this ends in the next 1-2 months and the Strait...
Power Outages Can Threaten the Lives of Medical Device Users – Knowing Who Is Most at Risk Will Help Cities...
A new study of 2,600 medically dependent households reveals four distinct risk profiles during power outages, highlighting a vulnerable 7% of low‑income urban renters who lack backup power. Outages are becoming more frequent and longer, with most home medical devices...
US Supply Surge Could Pull WTI Back to $53
What Stops WTI Crude From Reverting Toward $53? The December WTI crude oil future (Dec26), which becomes front-month just before the midterms, was at roughly $76 a barrel on March 17 and may revert toward $53. Before the closing of the...
Natural Gas Likely to Stabilize Around $3‑$5
Natural Gas $3 or $5 Near Year-End? Risks Appear to Lean Lower - The second consecutive colder-than-normal winter pushed the front US natural gas future to a high of $7.83 per MMBtus in January, and the price near $3 on...
China’s New Five-Year Plan Deepens Shift Toward Focus on Renewables System
China’s 15th Five‑Year Plan (2026‑2030) places clean electricity at the heart of its economic strategy, shifting focus from merely adding wind and solar capacity to building an integrated “new energy system.” The plan calls for incremental clean power to meet...
UAE Installs Around 1 GW of Solar in 2025
The UAE installed roughly 1 GW of solar power in 2025, lifting cumulative capacity from 5.7 GW to about 6.7 GW. GlobalData projects an additional 2.4 GW will be added in 2026, taking the total to 9.4 GW, and forecasts a compound annual growth rate...
RenewSys Commissions 3GW Module Plant in Maharashtra
RenewSys, the ENPEE Group’s PV encapsulant and backsheet arm, has commissioned a 3 GW AI‑powered solar‑module plant in Raigad, Maharashtra. The fully automated 16‑acre facility raises the company’s total module capacity to 5.6 GW and will produce TOPCon glass‑to‑glass modules. RenewSys recently...
US Waiver Redirects Russian Oil to India, Squeezes China
Macro: US waiver shifts Russian crude to India, squeezing China; grades flipped to Brent premium 🛢️ Drivers: waiver, Hormuz closure, voyage economics. Risks: geopolitics, supply swings. Trade: buy Indian refinery exposure. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Offshore Vietnam: Energy Imports Rise as Domestic Production Falls
Vietnam’s government forecast shows domestic crude production falling to 5.8‑8.0 million metric tons annually between 2026 and 2030, down from an eight‑year average of 8.6 Mt. Imports already rose 5.3% last year to 14.2 Mt, with roughly 80% sourced from Kuwait, now constrained...
Deal Roundup: KKR Buys Into Indian E-Bus Fleet in $310m Deal, Warburg Pincus Backs TheGuarantors
Private equity giant KKR is investing up to $310 million to acquire a majority stake in Allfleet, the electric‑bus platform of India’s PMI Electro Mobility Solutions, aiming to deploy more than 5,000 e‑buses. Warburg Pincus has taken a controlling interest in...
Energy Becomes National Security, Triggering State‑Driven Markets
🔴Thoughts on the Future of Energy Markets🔴 The most severe long-term consequence of escalating trade wars, tariffs, sanctions, disruptions involving Venezuela, Iran, the Strait of Hormuz, and even moves like the Greenland interest isn't just higher prices or short-term supply shocks....
LG, GM to Make LFP ESS Batteries in Tennessee, Recall 700 Laid Off Workers
General Motors and LG Energy Solution’s Ultium Cells will convert its Spring Hill, Tennessee plant to produce lithium‑iron‑phosphate (LFP) battery cells for stationary energy‑storage systems, investing $70 million in the retooling. Production is slated to start in the second quarter of...
Economic Signals – New Well Returns Rebound
The latest analysis shows new-well returns in Russia rebounding after a sharp dip, driven by the Iran crisis that has more than doubled Russian oil prices while the ruble weakens. Using the Marginal Well Model, the author demonstrates that the...
Graphene Oxide Enables Improved Supercapacitors with 1683 C/G Capacitance
Researchers from Shanghai Institute of Technology and partners have created a highly porous NiCo₂V₂O₈@GO hollow‑sphere electrode that dramatically improves supercapacitor performance. The yolk‑double‑shell architecture, coated with graphene oxide, delivers a specific capacitance of 1683 C·g⁻¹ at 1 A·g⁻¹ and retains 87% at...
Britain’s Hydrogen Network Takes Shape with a 300-Mile Spine Along the East Coast
National Gas has launched Phase 1 of Project Union, a 300‑mile hydrogen pipeline stretching from Teesside through Yorkshire to the East Midlands, forming the backbone of a planned 1,500‑mile UK hydrogen network. The corridor will repurpose existing gas lines where feasible and...
Market Talks: Challenges in Brazil’s Natural Gas Market
In this episode, Marcos Mortari and Lucas Boaquini, Business Development Manager at Argos Brazil Gas Markets, discuss the evolution of Brazil's natural gas market following a new legal framework that has increased competition and participation. They explain the emergence of...
National Grid Hits Wallend Substation Milestone
National Grid has finished the main building structure of the new 400 kV Wallend substation on the Isle of Grain, Kent. The substation is a key element of the company’s £2.7 billion South East investment programme and will enable the 1.4 GW NeuConnect...
Windar Renovables to Develop New Wind Turbine Facility in Poland
Windar Renovables will build a new onshore wind turbine tower plant at CTPark Legnica, securing roughly 29,000 m² of indoor space and 41,000 m² of outdoor storage. The facility, slated to start production in Q4 2026, aims to manufacture up to 200 towers...
EU Gas Buyers May Replicate 2022 Spending Surge
This is a key theme for EZ inflation/gas. The curve in gas suggests that EZ buyers hold their nerve, but supply is paramount. The longer it goes on, the higher is the risk that EU buyers will do what...
Israel Hits Iran's South Pars, World's Largest Gas Field
Israel just struck Iranian infrastructure at South Pars, the world's biggest natural gas field. This natgas episode is definitely worth a listen ⬇️⬇️
Why Asia Hopes for a Short Mideast War
A potential war in Iran is sending shockwaves through the Asia‑Pacific as the region’s heavy reliance on Middle Eastern oil, LNG and petrochemicals makes the closure of the Strait of Hormuz a catalyst for inflation, supply‑chain strain and strategic uncertainty....
Calling Lithium “Essential” Is Misguided Media Narrative
It's common for the media to refer to lithium as an essential mineral for batteries. This is Trumpian ignorance https://t.co/db4KuTm6Sk
Targeting Upstream Energy Assets Signals Unchecked Escalation
Both sides are now targeting upstream (ie, production) oil and natural gas assets. Is this an attempt to escalate to de-escalate? Or is it simply a sign that escalation is spiralling out of control?
VSB Secures Another Wind Farm Permit: Company Plans Construction of Pfaffenhausen Wind Farm in Hesse - Construction Start in 2026
VSB Gruppe secured a permit to build the Pfaffenhausen wind farm in Hesse, authorising five Vestas V172 turbines with a total capacity of 36 MW. Construction is slated for the end of 2026, contingent on winning the Bundesnetzagentur auction. The farm...
U.S. Shouldn't Manipulate Oil Prices via Market Intervention
COLUMN: The US shouldn't try to influence energy prices by intervening in the financial market for oil. "... The oil futures and options market isn’t a casino where the US government can self-appoint itself as the house that always wins..." @Opinion...
Iran Claims US‑Israeli Strikes Target South Pars Gas Field
Iran said US and Israeli airstrikes hit its giant South Pars natural gas field and associated infrastructure, according to state television. Petrochemical facilities in nearby Asaluyeh also came under attack, it added.
EDF Starts Taduff Solar Park Construction
EDF Power Solutions Ireland has started construction of the 80 MW Taduff Solar Park in County Roscommon, slated for completion in spring 2028. The solar farm will generate enough electricity to supply roughly 20,000 homes and help Ireland meet its 2030...
Middle East Supplies 40% of 2024 Medium Crudes
GLOBAL OIL PRODUCTION – distribution by density and region. Middle East producers accounted for 31% of global crude output but 40% of medium crudes in 2024: https://t.co/ERNqgOPnnX
Gulf States Seek to Neutralize Iran After strikesGulf States Seek to Neutral
Battered by Iranian strikes and the disruption of the Strait of Hormuz, the U.A.E. and some fellow Gulf states now want the regime to be neutered, if not dismantled, once the conflict ends https://t.co/u1v454vp6D
How to Choose a Carbon Accounting Tool for Your Business
Choosing the right carbon accounting platform is critical for sustainability teams, as it can streamline data collection, reduce costs, and turn emissions reductions into competitive advantage. Experts recommend evaluating core capabilities such as reporting, forecasting, and efficiency analysis, as well...
Japan's Gas Prices Surge on Conflict and Weak Yen
Japan's gasoline price hits a record high 📈⚠️ 🛢️ The Middle East conflict and weak yen are delivering a double whammy to Japanese consumers 👉 Japan depends on the Middle East for most of its oil https://t.co/NMJurOwuQM https://t.co/ivLXm4sdIQ
Future Oil Supply Shifting From Hormuz to Canada
The path away from Hormuz doesn’t run through Texas It runs through Canada. Not a quick fix, but a slow shift in expectations about where future supply comes from. LINK👇 https://t.co/2f6ouGWWtL #Oil #Energy #Geopolitics #SupplyChains https://t.co/s7N92RBiUl
VIDEO: Interviews with IPPs R.Power, BW ESS and Econergy at the Energy Storage Summit 2026
At the Energy Storage Summit 2026 in London, independent power producers BW ESS, R.Power and Econergy shared insights on their large‑scale battery energy storage system (BESS) deployments across Europe and Australia. The executives highlighted recent project wins, evolving financing structures, and the...
Broad Commodity Shock Threatens Entire Industrial System
This isn’t just an oil shock—it’s a full-spectrum commodity shock, writes @glcarlstrom It’s fertilizer, aluminum, helium, plastics, fuel. Block it—and the entire industrial system starts to seize. #Energy #SupplyChains #Commodities #Inflation #Geopolitics
US Spends $1 Bn to Scrap Wind, Fund Gas
The US is reportedly preparing to pay nearly $1bn to TotalEnergies for cancelling two offshore wind leases. Not to build clean energy. To cancel it — with TotalEnergies committing to gas infrastructure in Texas instead. As @MegaWattXinfo put it: "Ideology is expensive."...
Former NEM Review Chair Urges Industry Action as Australia Shifts From Fuel Storage to Energy Storage
Professor Tim Nelson, former chair of the National Electricity Market Review, warned that Australia’s power system has fundamentally shifted from fuel storage to energy storage, rendering legacy market rules obsolete. He highlighted a financing “tenor gap” where banks demand long‑term...
U.S. Achieves Full Domestic Energy‑Storage Production Capacity
The US now has the production capacity to supply 100% of its energy-storage systems domestically https://t.co/WdSoY7xi2L
Hormuz Shock Reveals Fragile Energy‑Food System
Hormuz is a SYSTEMS SHOCK, writes @ctindale Energy → fertilizer → food → unrest → state control. This isn’t a disruption. It’s the exposure of a fragile system built on false efficiency. #Energy #Overshoot #Geopolitics #SupplyChains #Inflation
Zelestra Signs Renewable Contracts Totalling 1.5TWh in Italy
Zelestra has signed bilateral renewable energy contracts under Italy’s Energy Release 2.0 framework, totaling 1.5 TWh. The flagship deal with Burgo Group provides 950 GWh of renewable electricity, giving the paper producer stable supply and lower market risk. The agreements support Zelestra’s plan...
Australia’s Jan-Feb 2026 Clean Imports Sources Revealed
Australia's clean product imports and their sources, Jan-Feb 2026, as per Vortexa. @AvidCommentator hope this helps. https://t.co/CT2PMrsEGj
Hormuz Remains Uncontrollable System Favoring Disruptors
U.S. power can strike targets—but it can’t control Hormuz, writes @citrinowicz Hormuz isn’t a target—it’s a system, and it favors the disruptor. #Hormuz #Geopolitics #Oil #Energy
Zelestra Signs Renewable Contracts Totalling 1.5TWh in Italy
Zelestra has secured bilateral renewable contracts totaling 1.5 TWh under Italy’s Energy Release 2.0 scheme, including a 950 GWh long‑term supply deal with paper manufacturer Burgo Group. The agreement gives Burgo stable, renewable electricity, shielding it from wholesale market swings and supporting its...
Quad3 Bull Case for Oil Unveiled at Hedgeye TV
OIL: correcting for Touristy PMs to "wonder" and worry about Taco Time We'll provide the longer-term #Quad3 Bull Case for Oil/Energy Stocks on our Q2 Macro Themes at 11AM @HedgeyeTV https://t.co/Q3JztwjwmV
Bob Brackett Returns: War in Iran Reshapes Global Gas Flows
NEW ODD LOTS: It’s the return of the legend Bob Brackett @tracyalloway and I talk to Bernstein’s top commodities researcher about war in Iran and how natural gas flows are being reshaped all around the world. https://t.co/DlSfweVsgl
Spiorad Na Mara Submits Offshore Consent
Spiorad na Mara, a 900 MW offshore wind project off the Isle of Lewis, has lodged its planning‑consent application with Scotland’s Marine Directorate. The development is a joint venture between Northland Power (75.5%) and ESB (24.5%). If approved, the farm could...
Energy Prices High, yet Far Below 2022 War Spikes
Energy prices in perspective Oil price currently ~$100/barrel - but well under price in 2022-23 when Russia invaded Ukraine Coal price also up bigly ~$130/ton - but also not as bigly as the insane 2022-23 price in Russian war on Ukraine (price down...
How Diamond Nanoparticles Could Be the Trick for Clothes that Keep You Cool in Extreme Heat
Researchers at RMIT University have created a fabric coated with nanodiamond particles that can pull heat from the body and release it, lowering skin temperature by about 2‑3 °C. The diamonds are synthesized from carbon waste such as plastic, making the...