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:
Planar Li Deposition and Dissolution Enable Practical Anode-Free Pouch Cells
Researchers at Westlake University have demonstrated an anode‑free lithium‑metal pouch cell that reaches 508 Wh kg⁻¹ energy density by using a crossover‑coupled electrolyte. The electrolyte creates a boron‑fluorine polymer‑rich solid‑electrolyte interphase (SEI) that is sub‑nanometer homogeneous, flexible, and enables uniform planar lithium deposition of 5.6 mAh cm⁻². The cell cycles stably for 100 full‑depth cycles and 250 cycles at 80 % depth with 80 % capacity retention, delivering 2650 W kg⁻¹ power at 96 Wh kg⁻¹. These results address the long‑standing lifespan barrier of anode‑free designs, moving them toward commercial viability.
Solar Saves Fuel, but Isn’t Reliable Power
Not only are there guaranteed to be prolonged periods with almost no sunlight reaching solar panels, but solar panels can be rendered totally dysfunctional by snowfall. Solar is fuel savings, not reliable energy.
PSQ Holdings Inc (PSQH) Q4 2025 Earnings Call Transcript
Phillips 66 (PSQ Holdings) reported Q4 2025 earnings of $2.9 billion, or $7.17 per share, with adjusted earnings flat at $1 billion ($2.47 per share). The company completed the full acquisition of the WRB joint venture, increasing exposure to Canadian heavy crude...
Triple-Junction Solar Cells with Improved Carrier and Photon Management
Researchers have demonstrated a perovskite‑perovskite‑silicon triple‑junction solar cell that reaches a certified 30.02 % power conversion efficiency on a 1 cm² substrate. The breakthrough combines a non‑volatile additive, 4‑hydroxybenzylamine, which aligns crystal growth and suppresses non‑radiative recombination in the wide‑bandgap top cell,...
Armenia and Turkey Explore Boosting Energy Connectivity
Armenian Prime Minister Nikol Pashinyan and Turkish Energy Minister Alparslan Bayraktar met on the sidelines of an IAEA summit to explore electricity interconnection, nuclear cooperation, and natural‑gas links. The dialogue builds on Pashinyan’s “Real Armenia” agenda, which prioritises economic development...

Singapore: Energy Security to Power the Digital Era
Singapore is bolstering its energy security by pairing advanced digital technologies with a diversified supply mix. The city‑state is expanding natural‑gas infrastructure, adding a second LNG terminal and creating GasCo to source fuel globally. Solar capacity is set to reach...
Cuba Hit by Nationwide Blackout as Energy Grid Collapses
Cuba experienced a nationwide blackout on Monday after its aging electricity grid collapsed under the strain of fuel shortages and deteriorating infrastructure. The outage left the entire island without power, disrupting hospitals, airports, and the tourism sector that drives much...

How Governments Globally Are Shielding Consumers From War Fuel Shocks
Governments across Asia and Europe are rolling out fuel subsidies, price caps, and emergency stock releases to blunt the surge in energy and food costs triggered by the US‑Israeli war on Iran. The conflict has cut roughly one‑fifth of global...
Middle East Crashes Into Recession
The Gulf region is sliding into recession as refined fuel prices surge amid tightening global energy markets. Distillates such as diesel and jet fuel have risen far faster than crude, with some products nearly tripling in cost. The sharp price...

ExxonMobil, Halliburton Deploy Closed-Loop Automated Drilling in Guyana
ExxonMobil and Halliburton have successfully completed the industry’s first fully automated closed‑loop geological well‑placement system during offshore drilling in Guyana. The workflow combined rig automation, real‑time subsurface interpretation, geosteering and drilling optimization into a single digital loop. The system placed...

Eni Discovers More than 1 Tcf of Gas Offshore Libya Near Bahr Essalam Field
Eni announced the discovery of more than 1 trillion cubic feet of natural gas in two offshore wells, Bahr Essalam South 2 and South 3, located about 85 km off Libya’s coast. The gas‑bearing intervals were found in the Metlaoui Formation, the same reservoir that...

OTC Announces 2026 Spotlight on New Technology Award Winners
The Offshore Technology Conference (OTC) unveiled the 2026 Spotlight on New Technology Award winners, honoring 17 innovations across offshore drilling, subsea systems, digital tools, and well construction. Recipients include industry giants such as Baker Hughes, Bosch Rexroth, Fugro, Oil States,...

Texas RRC Chairman Highlights Strength of Texas Oil and Gas Industry in Letter to Trump
Texas Railroad Commission Chairman Jim Wright wrote to President Donald Trump asserting that Texas oil and natural gas production remains a cornerstone of U.S. energy security. He highlighted that the state accounts for roughly 43% of U.S. crude oil and...
Moody’s Says a Recession Will Be Hard to Avoid if Oil Prices Stay Elevated for Even a Few More Weeks
Moody’s chief economist Mark Zandi warned that a sustained oil‑price spike—driven by the Iran conflict and a closed Strait of Hormuz—could push the U.S. into a recession. Moody’s machine‑learning recession model, which previously indicated a 49% chance, is expected to...

Trump’s Bid for Allies’ Help in Hormuz Gets Cool Reception
President Donald Trump appealed to U.S. allies for naval support to reopen the Strait of Hormuz as Iran’s recent attacks threaten oil shipments critical to global chip production. European and Asian partners responded lukewarmly, while India focused on securing safe...

Iran War Shows Urgency of Hong Kong’s Green Shipping Transition
The Iran‑Israel conflict forced a de‑facto closure of the Strait of Hormuz, prompting major carriers like Maersk to reroute via the Cape of Good Hope and driving up global freight rates. The disruption highlighted Asia’s reliance on Hormuz‑transited oil—Japan and...
Warren Buffett’s Parting Gift to Berkshire Hathaway: A $2 Billion Iran Oil Windfall
Berkshire Hathaway has realized roughly $2 billion from its Occidental Petroleum stake as oil prices surged following the February Iran conflict. The conglomerate holds 264.9 million Occidental shares and warrants for an additional 83.9 million at a pre‑set $59.62 price, which are now...
Fictional Threats Reveal GridEx’s Real-World Utility Defense
What can a fictional scenario teach us about real-world grid security? Explore how GridEx is shaping the future of utility protection. https://spectrum.ieee.org/power-grid-attack-gridex-drone?share_id=9258752

Utilities Study How to Protect Grids From Rising Physical Threats
The Electricity Information Sharing and Analysis Center (E‑ISAC) hosted GridEx 2025, a tabletop exercise that simulated coordinated physical attacks on a fictional power grid during the Beryllia World Chalice Games. Attendance hit an all‑time high with more than 28,000 participants,...

One Big Beautiful Bill (“OB3”) And FEOC: Current Considerations for Debt Financings
The One Big Beautiful Bill (OB3), enacted in July 2024, reshapes renewable energy tax credit eligibility by adding prohibited foreign entity (PFE) and foreign entity of concern (FEOC) restrictions. Treasury’s interim guidance (Notice 2026‑15) introduces a material‑assistance cost ratio (MACR) for...

RheEnergise’s Fluid‑Based Pumped Storage Hits 500 kW
RheEnergise is storing electricity generated by renewables by pumping High-Density Fluid to a high reservoir, then releasing it to generate energy later. Their pilot project has reached a peak power production of 500 kilowatts. https://spectrum.ieee.org/pumped-hydro-storage-rheenergise

Brent Drops Again, Risk Premium Already Overpriced
Today marks the second Monday in a row where - after a weekend with lots of alarmist talk about how high prices will go - Brent has fallen. That tells you a big risk premium is priced and it's not...
Futures Settle: Natural Gas Slips Despite Chilly Weather, Iran Turmoil
U.S. natural gas futures slipped on Monday despite a cold snap that boosted heating demand. A rebound in deeply negative West Texas prices lifted the national average, masking softness elsewhere. European TTF gas and U.S. WTI crude stayed above recent...
Energy Security and Diversification Dominate Upcoming CERAWeek Agenda
World events have thrust energy security & diversification of supply to top of the global agenda. My talk about the issues that will be in sharp focus when global energy leaders gather for our @CERAWeek conference next week. @CNBC @PowerLunch...
Iran Says Market Rumors Aim to Mislead Oil Traders
Iranian Foreign Minister: “Any claim to the contrary appears geared solely to mislead oil traders” 😅 There’s a whole battle of the jawbones happening on top of the acute physical market disruption.
Solar and Batteries Shield Against Fossil Fuel Price Shocks
"The widespread adoption of solar and batteries kind of serves as a hedge or a protection sort of against these price shocks that the fossil fuel markets are very vulnerable to globally," Nabiya Imran, Pakistani think tank Renewables First https://t.co/ELRMpiHyZb
Drones Strike Majnoon Field, Iraq Faces Escalating Threat
Lots of attention on the GCC - but as drones hit the Majnoon field, what does the war mean for Iraq? A very dangerous time ahead https://t.co/nO2Yr3HQde @ColumbiaUEnergy
Fake Comments May Have Thwarted SoCal Clean‑Heat Rules
Did fake comments sink SoCal clean heat rules? Advocates want answers. #energysky -- via Canary Media: https://t.co/OxeMDOg9j3

Considering Adding Insightful Data to Hormuz Crisis Dashboard
I am debating putting this into the BCA Hormuz Crisis dashboard... for the "it's all connected" crowd... Thoughts? https://t.co/d3bt7kTRvZ

VCs Gone From Metrics to Geopolitics Overreach
VCs used to have opinions on startup metrics Then we became experts in epidemiology Then we mastered central bank interest rates policy discussions Today we will educate you in all things Straight of Hormuz, oil prices and middle eastern naval strategies...
Iran's Growing Grip Threatens Strait of Hormuz Traffic
Some Ships Are Eastbound and Down from the Strait of Hormuz | March 16, 2026 1⃣Star Gwyneth Sails Through 2⃣Greek Tankers Set to Run 3⃣Iran May be Verifying Ships 4⃣Allies Rebuff Trump Request for Escorts 5⃣Has Iran Gained Control of the Strait? Video: https://t.co/ztLPpT7oYf https://t.co/iwTzLQlwoa
Oil Rises While Economy and Stocks Falter
Yet another piece of news that is bullish crude (and bearish economy and stock market)

Victoria Can Ditch Household Gas and Lower Electricity Demand
How Australia’s most populous state can quit household gas, while also cutting electricity demand #energysky -- via Renew Economy: https://t.co/pSbH1xQsCu https://t.co/seOVh4e7R4
Water‑spray Cooling Boosts Solar Panel Efficiency 28%
Water-spray cooling can improve PV module efficiency by 28% in arid environments #energysky -- via pv magazine global: https://t.co/KXGVO7eHU2

Iran May Withhold Capacity to Threaten Hormuz Energy
Either Iran is holding back capacity in order to threaten Hormuz and Gulf energy production... or... https://t.co/JSjToWxeDQ

Australia’s Giant Battery Transforms Isolated Grid
Rise of the “big orange blob”: Australia’s biggest batteries change the game in its largest isolated grid #energysky -- via Renew Economy: https://t.co/WCggzlItu8 https://t.co/2eMjxUbYnX
Iran's South Pars Runs, Qatar's North Field Mostly Offline
This shows clearly that South Pars gas field on the Iranian side is operating pretty normally while nearly all the North Field on the Qatari side is shut down, just the domestic gas production probably still running
Solar's Contribution Is Negligible, Merely a Fuel Saver
Solar powers virtually nothing, let alone India. It is a fuel saver for reliable power sources that depends on reliable power sources.

Arevon Energy and American Clean Power Drive Renewable Growth
People on the move: Arevon Energy, American Clean Power, and more #energysky -- via pv magazine usa: https://t.co/5mQqcZcj4v https://t.co/bfdpSErnrt
Japan's 27th Solar Auction Hits $0.029/kWh
Japan’s 27th solar auction concludes with average final price of $0.029/kWh #energysky -- via pv magazine global: https://t.co/DacJieiCix

Gas Prices May Not Drop, Warns Chris Wright
Chris Wright: ‘There’s No Guarantee’ Gas Prices Will Come Down #energysky -- via Heatmap News https://t.co/5uYwIoPK6a https://t.co/dvezbMMNE9

Stop Anti‑fossil Policies; Let Supply Meet Demand
The same anti-fossil-fuel politicians who spent the last decade sabotaging our electricity supply are now saying we should sabotage demand through a data center moratorium. How about instead we abandon anti-fossil-fuel policies so supply can meet demand and we can be...

Historic Solar Thermal Plant Seeks Heritage Listing
“Arguably a world first:” Historic solar thermal plant lines up for heritage listing #energysky -- via Renew Economy: https://t.co/gV4sHAz34z https://t.co/AuGPz9qbo9
Leverage Existing North Sea Oil Assets Now
And then there’s this. Use what we already have when it comes to North Sea oil.
Venezuela's Oil Gains From Hormuz Shutdown, Spiking Prices
Well that’s one way to Make Venezuela’s Oil Great Again…by shutting traffic in the Strait of Hormuz and pushing oil prices into the $90s and $100s https://t.co/0dXdhaPaQ6

Hormuz Attacks Drive Soaring Tanker Insurance Premiums, US Aid Unclear
"Shipping Insurance Costs for Hormuz Passage Surge After Vessel Attacks" https://t.co/Aq3e4lGXyX "Details of a plan for the US International Development Finance Corporation to help insure tankers are still unclear." https://t.co/mC9xKl2B7o
Cuba Experiences Nationwide Blackout Amid US Oil Blockade
#Cuba’s electric grid suffered a total power failure Monday as the island nation struggles with fuel supplies amid a de facto US oil blockade to pressure the communist government. https://t.co/5NRxiUILHa
Iran’s Alleged Tanker Fees Undermine Claims of Resilience
Lots of pessimists are hanging their hat on Iran being "tough" and "resilient." And yet, there are rumors all over of IRGC essentially letting VLCCs go through... for a fee. Hormuz is either shut or it is not. You're not...

Offtake Deal Secures Australia’s Largest Solar‑Battery Hybrid
“Brilliant economics”: Offtake deal seals delivery of Australia’s biggest solar-battery hybrid project #energysky -- via Renew Economy: https://t.co/hURGK7srcY https://t.co/QoJiVH90r5
Iran Strikes Oil Field, Potential Production Loss Looms
Well, Iran finally managed to hit an oil field. Stay tuned for how much damage and how much production may be offline for how long