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:

5 Big Energy Stories - 3.16.2026: NATO to Trump: You Break It, You Own It
The post critiques Germany’s Energiewende, arguing it has spurred industrial decline and shifted carbon emissions to China. It also highlights UK Environment Minister Ed Miliband’s evasive remarks on rising petrol prices. The title references NATO’s “you break it, you own it” doctrine, implying accountability for energy‑related policy failures. Overall, the piece links national energy strategies to broader geopolitical and economic risks.
Small, Decentralized Turbines Power Resilient, Low‑impact Energy
Not every energy innovation needs massive infrastructure. The Vortex Turbine by Turbulent Hydro shows how smaller, decentralized solutions can generate reliable power from rivers and canals with only a low height difference. A single turbine can produce 15 to 70 kW of continuous energy, operating...

China Signals ETS Expansion as Compliance Rules Prepare Steel, Cement Sectors
China’s 2024 work report confirmed plans to broaden its national emissions trading system beyond power to heavy‑industry sectors such as steel, cement and aluminium. New compliance rules now require these firms to report and verify emissions, laying the groundwork for...

Iran Is a Bridge Too Far
The article notes that oil, when priced in gold, sits at only 26% of its long‑term value, implying a potential 300% rebound to pre‑Bretton Woods levels last seen in 2014. It warns that a shutdown of the Straits of Hormuz...

TotalEnergies Plays Down War Impact on Operations
TotalEnergies announced a suspension of production in Qatar, Iraq and the offshore UAE, representing roughly 15% of its total output. The company emphasized that onshore UAE output of about 210,000 barrels per day remains unchanged and that its Satorp refinery...

National Grid Partners to Speed up Connections
National Grid Electricity Distribution (NGED) has teamed up with data‑modelling specialist Yottar to build an automated digital platform for assessing grid capacity. The solution merges NGED’s engineering knowledge with Yottar’s software to generate detailed network models that quickly reveal connection...
Building Manufacturing Capacity when the Grid Can’t Keep Up
Data centers powered by AI are set to consume over 1 GW each by 2035, rivaling city‑scale loads and crowding the electric grid. This surge forces manufacturers into direct competition for limited capacity, stretching utility connection timelines to 1.5–2 years and turning...
JST’s OD3Mag™ Outdoor Breaker Offers Robust Upgrade at Utility Substation in Pacific Northwest
Salem Electric selected JST Power Equipment’s OD3Mag outdoor substation breaker to replace an aging unit at its Oregon facility, prioritizing a rugged enclosure that can endure the Pacific Northwest’s wet climate. The breaker’s magnetic actuation reduces maintenance effort, while its...
5 Things You Need to Know About Advanced Conductors
Advanced conductors, especially Aluminum‑Encapsulated Carbon Core (AECC), are now mainstream, offering higher ampacity without the thermal sag of traditional ACSS. Reconductoring with AECC lets utilities boost transmission capacity quickly, avoiding new right‑of‑way permits and costly structural upgrades. Projects report 30‑40%...
Morgan Stanley Lifts Q2/Q3 Oil Forecasts Amid Supply Gap
Morgan Stanley's Martijn Rats raised his oil-price forecast for Q2 to $110 a barrel, up from $80 previously. For Q3, he now sees $90 a barrel, up from $70. Even a reopening of the strait in the short term would...

Hormuz Closure Won’t Cripple Uranium Supply, Says Analyst
Lots of commentators are suggesting the Strait of Hormuz closure will disrupt uranium supply. I think they’re wrong. Their logic seems simple and obvious: most uranium mining relies on sulphuric acid, a large share of global sulphur exports pass through the...

Sweden Grants Permit to Just Three Wind Farms in 2025
Sweden approved permits for only three wind farms in 2025, totaling 12 turbines and roughly 0.25 TWh of annual generation. The Swedish Energy Agency’s 2035 scenario calls for about 5.4 TWh of new on‑shore wind each year, a gap the current approvals...
Revealing the Behavior of Asphaltene at the Oil/Water Interface: Influence of Resins
Molecular dynamics simulations reveal that asphaltene molecules adopt distinct orientations at the oil‑water interface based on their hydrophilicity, with asphaltene 1 lying flat and forming more hydrogen bonds, while asphaltene 2 inserts at a 60° angle. The presence of resin additives markedly...
Posco to Invest in Global Artificial Graphite Anode Plant in Vietnam
South Korea's Posco Future M announced a KRW 357 billion ($239 million) investment to build an artificial graphite anode plant in Thai Nguyen, Vietnam. The facility will initially target 55,000 metric tons of annual capacity, scaling up in phases as orders materialize, with...

European Energy Inaugurates Lancaster Solar Farm
European Energy commissioned the 108 MW Lancaster Solar Farm in Victoria, delivering power to Apple under a long‑term power purchase agreement. The facility comprises roughly 170,000 solar panels and was inaugurated during the Danish Royal Couple’s state visit, with Yorta Yorta community...

Scientists Unlock a Powerful New Way to Turn Sunlight Into Fuel
Researchers at Helmholtz‑Zentrum Dresden‑Rossendorf introduced a reproducible theoretical framework for designing polyheptazine imide photocatalysts. Using many‑body perturbation theory, they modeled the effect of 53 different metal ions on charge separation and visible‑light absorption. Experimental synthesis of eight ion‑doped materials confirmed...

Procopiou Pushes Tanker Expansion with More VLCC Orders
Greek shipowner George Procopiou is expanding his crude carrier fleet with an order for four 306,000‑dwt VLCCs from Hengli Heavy Industry, placed through Dynacom Tankers. The contracts are valued between $400 million and $600 million. This deal marks the second VLCC order...

Iran Attacks Fujairah, Spares Saudi Pipeline Bypass
Iran has started a new phase of its oil war: Tehran is clearly going after the Strait of Hormuz bypass route, with Fujairah (UAE) coming under attack. But so far, the Saudi pipeline bypass hasn't been attacked (and neither the Yemeni...
Did Fake Comments Sink SoCal Clean Heat Rules? Advocates Want Answers.
Southern California regulators rejected a landmark clean‑heat rule that would have pushed electric heat pumps and phased down new gas heaters, after receiving more than 20,000 public comments opposing the proposal. An investigation by the Los Angeles Times found that...

Eskom Marks 300 Days without Load Shedding
Eskom announced 300 consecutive days without load shedding, highlighting a sustained recovery of its generation fleet. The utility's energy availability factor (EAF) averaged 65.85% for the fiscal year, surpassing the 70% mark on 83 occasions. Unplanned outages fell 53% to...
Ni‐Atom Induced Interface Water Reorientation Around Ru Clusters for Alkaline Hydrogen Evolution Reaction
Researchers introduced single Ni atoms into Ru clusters supported on nitrogen‑boron doped carbon to manipulate interfacial water structure for alkaline hydrogen evolution. The Ni atoms shift the charge distribution of Ru, causing K⁺·H₂O hydrate molecules to reorient and bind more...

How Frankfurt Airport Is Making the Energy Transition Real
Frankfurt Airport’s operator Fraport is executing a multi‑pronged renewable energy plan that combines long‑term offshore wind power purchase agreements with on‑site vertical photovoltaic installations. Starting mid‑2026, an 85 MW PPA with the He Dreiht wind farm will supply roughly 372 GWh of...

Venture Global: A Promising Way to Play the Energy Crisis
The Middle East conflict has reignited a global gas supply shock, pushing European natural‑gas prices up 70% in a week and reviving demand for U.S. liquefied natural gas (LNG). Venture Global (NYSE:VG), a fast‑growing U.S. LNG producer, leverages modular plant...

Europe's Grid Capex Surge Lifts RAB, but Credit Impact Varies Sharply Across Utilities
European integrated utilities are confronting a structural surge in grid‑focused capital expenditure as electrification and renewable integration accelerate. The heightened spending supports long‑term earnings visibility but creates near‑term pressure on leverage and external funding. Credit resilience diverges: Iberdrola, E.ON and...
DNO Brings Forward Norway Production Through Multi-Asset Equinor Swap
DNO ASA announced a non‑cash asset swap with Equinor, trading its stakes in four non‑core Norwegian Continental Shelf discoveries for a 19% interest in the Atlantis field and a 10% interest in Afrodite, both adjacent to the Kvitebjørn area. The...
Saudis Give Oil Buyers Red Sea Option as Hormuz Crisis Persists
Saudi Aramco is giving long‑term oil customers the option to receive April allocations through the Red Sea port of Yanbu as the Strait of Hormuz remains blocked. Deliveries from Yanbu will be limited by pipeline capacity, so buyers will receive...
Iran War an 'Abject Lesson' On Fossil Fuel Dependence, UN Climate Chief Says
The Iran war has triggered a sharp surge in European energy prices, with gas costs jumping 50% in just two weeks. UN climate chief Simon Stiell warned that the crisis highlights the security risks of the EU’s heavy reliance on...
Bajel Projects Shares Rocket 14% After Bagging Largest Ultra Mega Order Worth Rs 700 Crore
Bajel Projects announced a Rs 700 crore ultra‑mega EPC contract from Maharashtra State Electricity Transmission Company Limited to build a 400/220 kV air‑insulated substation and associated transmission lines in Saswad, Pune. The deal, the largest in the firm’s power‑transmission portfolio, drove the stock...
Semiconducting Covalent Organic Frameworks as Functional Dopants for Efficient Perovskite Solar Cells
Researchers introduced pyrene‑based covalent organic frameworks (PyCOFs) as bulk dopants for formamidinium lead iodide (FAPbI3) perovskite solar cells. The COFs feature π‑conjugated linkages and Lewis‑basic groups (–C≡N, –C═N–, –SH) that coordinate with undercoordinated Pb2+ sites, passivating deep traps without altering...
Oil Prices Near $100 Are Tempting Investors -- but History Says Panic Buying Energy Stocks Is a Big Mistake
Crude oil is edging toward the $100‑a‑barrel mark, reigniting enthusiasm for energy equities. While the price rally looks attractive, history warns that impulsive, panic‑driven buying often backfires. Investors are urged to scrutinize balance sheets, cash‑flow stability, and each company’s position...
The EU’s Energy Dilemma
EU foreign and energy ministers convened in Brussels to address mounting risks to energy security as Iranian tensions disrupt shipping routes and threaten supply chains. Norway positioned itself as a dependable gas supplier, offering a potential lifeline for the bloc....

Woodside Continues to Ignore Science and Investors
Woodside Energy has poured roughly $40 billion into oil and gas exploration since 2020, while continuing to market LNG as a bridge fuel for Asia’s power sector. Activist group Market Forces and shareholders argue that this strategy contradicts the company’s own...
Surge in Crude Prices Could Raise Global Inflation by 60 Bps, Cut Growth by up to 0.4 Pp in 2026:...
Crude oil prices jumped more than 40% in just 15 days after the U.S.-Israel‑Iran conflict disrupted the Strait of Hormuz, pushing the benchmark to about $103 a barrel. Former IMF chief economist Gita Gopinath warned that if oil averages $85...

New ABB Report Shows Energy Efficiency Investments Rising in Malaysia - Execution Now Defines Industrial Advantage
ABB’s latest report shows 63% of Malaysian industrial leaders have already invested in energy efficiency, with another 33% planning action within a year. Energy costs represent roughly a quarter of operating expenses, and 61% of firms say rising prices threaten...

Singapore Bunker Sales Eased in February
Marine fuel sales at Singapore, the world’s largest bunkering hub, slipped 10.6% month‑on‑month in February to 4.67 million tonnes, though they were 12.8% higher than a year earlier. Low‑sulphur VLSFO volumes fell 9.8% and high‑sulphur fuel oil dropped 15.2%, while alternative...
The Oil and Energy Intensity of US GDP
The chart shows U.S. petroleum intensity of real GDP falling sharply since its 1973 peak, with overall energy intensity also on a long‑term decline. This reduction means that oil price shocks now have a muted effect on output and inflation...
Oil Prices Trade Mixed as IEA Says Crude From Reserves Will Start Flowing in Soon
The International Energy Agency announced that member countries will release 400 million barrels from emergency reserves to calm markets disrupted by the West Asia conflict. Brent crude rose to $103.95 a barrel while WTI slipped to $98.62, reflecting mixed reactions. The...
US Mitigation Efforts Fail to Ease Hormuz Crisis
As the #Strait_of_Hormuz closure enters week three and continues to drive oil prices higher, here's a list of at least six mitigating attempts by Washington, and their impact : 1⃣ Tried to downplay the closure, saying war will be over "very...
No Policy Can Replace Hormuz Oil Flow Loss
I did not say there's nothing we can do to open the Strait of Hormuz. I said there are no policy options that can offset the loss of flow from the Strait of Hormuz.

LNG Demand May Surge 85% by 2050, Asia Leads
Shell says LNG demand could grow by as much as 85% through 2050 🌍 🚢 Asia is expected to be the main driver of demand, and further investments in new projects will be needed in the 2030s and 2040s to...

Shortening Conflict Drives Oil Prices Down, Prolonging Rises
Every time markets think this conflict lasts longer, oil prices rise. Anything that shortens it makes prices fall. A Trump TACO does that or a blockade of Iran's ports, which'll cause Iran's economy to implode, forcing the Mullahs to reopen...
White House Seeks Iran Coalition Amid Energy Crisis
Coalitions are not built after the fact. Nobody wants messes from Trump's war on them. White House Tries to Build Coalition on Iran to Address Energy Crisis https://t.co/ITeVGtMWhq
Asia's Gas‑to‑Coal Flexibility Offsets Europe’s 2022 Shortfall
South Korea is lifting a cap on coal-fired power generation (until now set at 80% of capacity) to offset the loss of LNG The flexibility of Asia to performan gas-to-coal switching (and its enormous coal-fired fleet) provides a layer of insulation...
Belgian PM Urges Russia Normalization for Cheap Energy
Belgium’s PM Bart de Wever: “We must normalise relations with Russia and regain access to cheap energy. That is common sense. [...] We must end the conflict in the interest of Europe, without being naïve towards Putin.” https://t.co/BopPAyhKSL

Women Leaders Drive Accelerated Green Energy Transition
Join the Gender and Energy Compact partners this week at #CSW70 for the 'Shaping the Green Energy Transition: Accelerating Climate & Energy Action through Women’s Leadership' event. 📅 19 March 🕘 8:30–10:00 EST 📍 UN Church Center 🔗 https://t.co/moPwmBHLfP https://t.co/tQYKxBIZpK
Another Oil Depot Ablaze in Labinsk, Russia
Meanwhile in Russia. Yet another oil depot is on fire in Labinsk, the Krasnodar region. https://t.co/B4FehoC96k

Hedge Funds Push Oil Longs to Six‑year High
Hedge funds have increased their long positions in Oil to the highest level in 6 years. https://t.co/8uRqtrleIr
US Says Oil Prices Will Rise Until Hormuz Reopens
U.S. government acknowledges oil prices will likely continue to rise until Strait of Hormuz is re.-opened: https://t.co/3Db7xAQBDO

Goldman Predicts Energy Shock Will Shrink Europe, UK Growth
Goldman on negative growth impact on Europe and UK from the energy shock > https://t.co/8QpnqMeUnL
India's Energy Security Threatened by Iran War
Iran War Energy Crisis: How Long Will India Stay Exposed to Global Insta... https://t.co/JcyDp1BD9k via @YouTube