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:
As Oil Price Surges, Will US Fracking Production Increase?
The episode examines how the recent surge in oil prices, driven by the Middle East conflict, is affecting U.S. shale production and global economies. CEO Mike Eastman of Tall City explains that despite higher prices, his company is not altering its drilling plans, relying on conservative economics based on $60‑$70 oil and emphasizing financial discipline post‑COVID. The show also highlights the ripple effects of the fuel crisis, such as Sri Lanka’s emergency four‑day work week and fuel rationing, and discusses broader market reactions, including central bank policy and investor sentiment.
Standard Chartered Predicts Oil Prices Will Remain Higher For Longer
Standard Chartered raised its 2026 Brent forecast to $85.50 a barrel, up from $70, citing a 7.4‑8.2 million bpd supply cut from the Middle‑East war and limited off‑ramps. The bank projects quarterly Brent prices ranging from $78 in Q1 to $98...
Russia's Rosatom Condemns Strike on Territory of Iran's Bushehr Nuclear Plant
Russia's state nuclear corporation Rosatom condemned a strike that hit the area adjacent to the metrological service building at Iran's Bushehr nuclear power plant. The incident caused no injuries and radiation levels remained within normal limits, according to Iranian officials....
Trump, California Clash Over Offshore Oil Field
President Donald Trump announced plans to restart production at an offshore oil field off California’s coast that was shut down after a 2015 spill. The field, long held in a regulatory limbo, could add several thousand barrels per day if...
Oil Marches Higher as Mideast Crisis Persists
Benchmark crude oil prices surged to multi‑year highs on Tuesday after Iran struck a critical Gulf oil terminal and Israel reportedly killed Iran’s security chief in a bombing. The attacks heightened concerns over regional supply disruptions, prompting traders to bid...
Get Real‑Time U.S. Oil & Gas Stats From API
If you are trying to get basic, up to date, statistics on the U.S. oil and gas industry - @APIenergy has you covered. Check out our "Industry Explained - Frequently Asked Data Questions" page. Interactive charts that answer regular questions...
Energy Economics Monitor: March 2026 Update
Energy Intelligence’s March 2026 update highlights rapid AI integration across the world’s 50 largest energy firms, with national oil companies leading and three regional hubs emerging in North America, Europe and the Gulf. Simultaneously, the escalating US‑Israel‑Iran conflict is disrupting...
Market Watch: Nymex Clings to $3 Handle as Winter Wanes
April natural‑gas futures on the NYMEX edged up 1 cent to $3.033 per million Btu, keeping the contract near the psychologically important $3 handle. Gelber & Associates highlighted a tug‑of‑war between brief late‑season cold snaps and a broader spring‑warming trend,...
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BUSINESS REFLECTION: After the Bell: Is This the Moment to Drill, Baby, Drill?
South Africa’s Mineral and Petroleum Resources Minister Gwede Mantashe announced plans to ease regulations and accelerate oil and gas drilling, including fracking, as global oil prices spike amid the Iran conflict. The move aims to reduce the country’s heavy reliance...
Oil Prices Top $103 as U.S. Allies Reluctant to Escort Tankers in Strait of Hormuz
Oil prices surged on Tuesday, with Brent climbing to $103.42 a barrel and U.S. crude reaching $96.21, reflecting a 2‑3% jump amid heightened geopolitical tension. President Donald Trump warned that NATO allies are unwilling to join a U.S.-led naval escort...
These High-Yielding Energy Plays Could Be a ‘Win/Win,’ Regardless of What Happens with Oil, Bank of America Says
Bank of America recommends master limited partnerships as a high‑yield, low‑valuation play amid volatile oil prices. The firm cites MLP‑focused ETFs TPYP (3.3% yield) and MLPX (4.1% yield), both up about 20% in 2026, and highlights Energy Transfer’s 7.1% dividend...
How the Iran War Could Trigger a Global Credit Crunch
The Iran‑Israel war has shut the Strait of Hormuz, cutting off a vital source of petro‑capital that Gulf sovereigns traditionally channel into global finance. This disruption threatens the $1.4 trillion of assets held in UAE financial hubs and has already forced...
China Cannot Escape the Energy Shock
China is grappling with a global energy shock that has widened the price gap between its domestic fuel and the higher rates in neighboring Hong Kong. The disparity, driven by lingering subsidies and import dependence, prompts Hong Kong motorists to cross the...
419th Fighter Wing Reservists Support First-Ever Microreactor Airlift
On February 13, 2026, the 419th Fighter Wing Reservists executed Operation Windlord, the first-ever military airlift of a containerized microreactor. The mission moved a reinforced steel‑framed nuclear power unit from March Air Reserve Base, showcasing the Department of War’s ability to...
Why Taking Over Utilities Won’t Deliver Cheap Electricity
Renewable energy’s rapid cost declines are outpacing traditional utility models and municipalization efforts aimed at lowering consumer rates. The authors argue that buying outdated utility assets carries financial risks, including overpaying, stranded‑asset exposure, and uncertain savings despite cheaper municipal debt....
Cuba Suffers Island-Wide Blackout
Cuba's power grid collapsed, leaving roughly 10 million people in darkness amid a U.S. oil embargo. President Trump publicly threatened to "take" Cuba, while Havana announced reforms to invite diaspora investment and permit U.S. commercial activity. At the same time, Colombian...
Uranium Market Facing Supply Crunch as Nuclear Fleet Grows – by Georgia Williams (Investing News Network – March 11, 2026)
The uranium market is entering a critical juncture as nuclear power demand accelerates while supply tightens. At the PDAC conference, Cameco’s president and a UxC analyst warned that structural constraints—geopolitical disruptions and project development risks—could reshape pricing and security for...
New Jersey Announces 355-MW Storage Procurement, Solicits 645 MW More
The New Jersey Board of Public Utilities approved incentives for three transmission‑connected battery projects totaling 355 MW and simultaneously opened a solicitation for an additional 645 MW of standalone or solar‑plus‑storage capacity. The combined 1 GW procurement meets the BPU’s short‑term target and...
UK May Extend Heating Oil Subsidy to LPG Fuel
The UK government is considering extending its £50 million heating‑oil subsidy to include liquefied petroleum gas (LPG), giving local authorities discretion to apply the aid. The scheme, which starts on 1 April, allocates £27 mn to England, £17 mn to Northern Ireland, £4.6 mn to...
Grid Consolidation Gathers Pace Amid India’s Renewable Energy Surge
India’s power grid is undergoing rapid consolidation as renewable generation surges, with the country adding roughly 30 GW of solar and wind capacity in 2023 alone. State‑run utilities are merging transmission assets to create larger balancing entities capable of handling intermittent...
Oil at $100 Erases Tax Credit, Hurts 80%
"If oil stays at $100/bbl for the full year, OBBB tax benefits (+$800 per tax filer) will be fully wiped out, assuming a 0.15% increase in core CPI per +10% in Brent oil. By income group, the bottom 80% will...
Energy Department Offers $500M to Scale Critical Minerals Production
The U.S. Department of Energy announced up to $500 million in grants to expand domestic production of critical minerals for advanced batteries, marking its third funding round since 2022. The Office of Critical Minerals and Energy Innovation will fund up to...
Paua Partners with UK Truck Dealers on 16 New Charging Sites
Paua, a leading UK commercial EV charging network, has partnered with DAF truck dealers Motus and Ford & Slater to launch 16 new shared charging sites at their depots. The sites, integrated into Paua Share, allow any brand of electric HGV to...
Sumitomo, “K” LINE, and NYK Join Forces for Ammonia Bunkering in Singapore
Japanese firms Sumitomo Corporation, Kawasaki Kisen Kaisha (K LINE) and NYK Line have signed a memorandum of understanding to develop an ammonia bunkering vessel in Singapore. The partners will commence a Front‑End Engineering Design (FEED) study to define technical specifications, safety...
US Companies Bought Record Amount of Clean Energy in 2025
US corporations set a new clean‑energy procurement record in 2025, signing contracts for 27.3 GW of renewable capacity – a 12% increase over 2024. Solar photovoltaic projects dominated, accounting for more than 70% of the new capacity, while corporate‑backed generation reached...
Rising Crude Prices May Push US Towards Recession, Warns Moody's Chief Economist Mark Zandi
Moody's chief economist Mark Zandi warned that a 49% chance of a U.S. recession looms within the next year as crude oil prices surge amid the U.S.-Iran conflict. Brent crude jumped nearly 40% in March, reaching $119.50 per barrel, while...
Canadians Paying the Least at the Pump Are Complaining the Most, Poll Says
A poll by the Angus Reid Institute finds Canadians in the cheapest‑gas provinces—Alberta, Saskatchewan and Manitoba—are the most vocal about the financial strain caused by rising pump prices. Nationwide gasoline has jumped 23% to $1.74 per litre since the Iran‑related...
Visionary Energy Trading Pioneered Before Cleantech Existed
Before there was a "cleantech" industry, there was Tim Healy. Tim figured out that he could route electricity through digital switches and create an energy marketplace. Companies could trade and share their energy when they weren't using it, then back it...
Oil at $150/Barrel Could Push Inflation to 6% Q2
PANTHEON MACRO: In a $150/barrel oil scenario, “we think inflation would peak in Q2 at about 6% ..” https://t.co/lFerTyCGCR
Gas Prices Surge While Food Inflation Still Lags
An update on a critical chart: Gasoline prices continue to climb, but attention should now shift to food prices, which have yet to follow. Expect policymakers to call it transitory again, even as resource prices — despite volatility — remain elevated by...
Crude Oil's Market Ripple Effects Discussed on Podcast
Plenty to talk about this week as @MrMBrown and I resume our weekly podcast. Amongst other things we'll be looking at crude oil's impact on markets which could well reverberate for some time #oilcrisis https://t.co/B6h8K0JLAj
Trump Admin to Loosen Venezuela Oil Sanctions Amid Price Surge
SCOOP: The Trump administration intends to take additional steps to ease sanctions on #Venezuela’s oil sector in an effort to increase crude production as the #Iran war sends prices surging, sources tell me @GaripPatricia @peterbmillard @zerpius. https://t.co/aefUIb9tHJ
U.S. Pressures Kurdistan to Resume Limited Oil Flow
Iraqi Kurdistan authorities have come under strong U.S. pressure to get this done. Not a lot of oil (~300,000 b/d) but it’s better than nothing.
White House Dismisses Prices, Gas Futures Keep Climbing
$UGA Daily. "You're gonna need a bigger jawbone." White House trying to talk down oil & gasoline prices. But gasoline futures ETF still stretching out higher. https://t.co/vicHCJhxQx
Learn Energy Markets with Palgrave Handbook
Amid commodity chaos, it’s time to learn more about energy markets. One of the best educational resources is Palgrave Handbook of International Energy Economics. Covers everything from replacement value of energy assets to detailed S&D dynamics👇 https://t.co/v8BqCYbaZB
East-West Line Underdelivers; Fujairah Adds Almost Nothing
2 main re-routing avenues available to Gulf oil producers are: 1. Saudi East-West line 2. UAE's pipe to Fujairah As of yet, we're seeing ~half of what we hope will be the 4-5 MMbpd of East-West flow. And virtually nothing extra from Fujairah. Theoretical vs...
XLE Still Strong vs SPY Despite Overbought Status
$XLE Over $SPY Still In Play A fab long recommendation to clients since January - now overbought. But that doesn't mean it's done ;-) #OOTT $WTIC https://t.co/mlMJdgqOFk
Airlines Face $400M March Fuel Surge, Higher Fares
"Global airlines sounded the alarm ... over soaring jet fuel prices triggered by the US-Israeli war against Iran, warning of hundreds of millions of extra costs, higher fares and cuts to some routes." Delta fuel costs up by $400mn for March...
Energy’s Oil Spills Expose Reckless, Profit‑driven Drilling
Fascinating that the way @energy elects to show oil is with it leaking out of its containers and spilling over ground in what would certainly induce all sorts of fines.
No EV Alternative Exists for Jet Fuel, Say Refiners
Gonna say it again: there is no EV equivalent for jet fuel... #Refiners $VLO $PBF https://t.co/5A8N3DTrOh
Cuba Faces Imminent Systemic Collapse After Grid Failure
Cuba is engulfed in a nationwide power grid failure. Systemic collapse is coming to Cuba very soon. Full analysis available on Patreon ➡️ https://t.co/VNJoHISo7E #energy #cuba #geopolitics https://t.co/SR0KrsR1o3
Closing Hormuz Guarantees Outcome; Only Duration Matters
Keep Hormuz closed long enough and it is a mathematical and logistical certainty. The only debate is "How long is 'long enough' to make that happen?"
RBOB Gasoline Futures Near Last Week’s Spike High
RBOB gasoline futures $3.12 - that's very close to the spike high Sunday night last week https://t.co/x2eJ04zPio
Oil Hitting $125 Could Reshape Global Economy
Oil prices climbing to $125 could shift the global economic outlook – Morgan Stanley’s Seth Carpenter @seekingalpha https://t.co/W6t7v236nu
Jawboning Can Crush Oil Futures, Physical Markets Needed
Oil futures having a hard time rising much in anticipation of the scarcity barreling down toward us all when—as we saw last week—jawboning can dump prices by $10 and blow folks out We'll need physical markets to drag paper barrels to...
Oil Chart Hints at Rising Inflation Pressures
$USO There's a lot going on behind the CL chart, lots of inflationary stuff we will see as the year goes on https://t.co/QQRYWzhzi2
Pakistan Faces Highest Energy Risk if Hormuz Closes
Pakistan looks like the Asian energy importer that is most at risk because of the closure of the Strait of Hormuz. More at today's Chartbook Top Links: https://t.co/7rDXmrxVqy
Greece, Eurogroup Discuss Energy Shock’s Economic Impact
Very good meeting with Greece's Minister of Economy & Finance Kyriakos @Pierrakakis, the President of the Eurogroup, at IEA HQ in Paris We discussed recent developments in energy markets amid the war in the Middle East and the potential economic implications...
Rising Oil and Token Prices Preserve White‑collar Jobs
oil goes to 200 token costs go 10x all the white collar jobs are saved
Admin's Gas Price Panic Mirrors Two‑Week Pandemic Urgency
There’s a bit of a “Two weeks to stop the spread” vibe when the admin talks about the pain of higher gas prices.