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:
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 fossil fuel imports—over 90% of oil and 80% of gas. He urged EU leaders to accelerate the transition to renewable and nuclear power to safeguard energy security and reduce price volatility. Meanwhile, countries such as Italy and Hungary are lobbying to ease climate policies for short‑term cost relief.
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...
Saudi Reroutes Oil via Red Sea Amid Hormuz Closure
♦️Here’s a striking example of how a closure of the Strait of Hormuz can reshape global oil flows—and how Saudi Arabia can rapidly adapt by diverting supplies from its eastern fields to western Red Sea terminals. ♦️A VLCC oil tanker was...
“Arguably a World First:” Historic Solar Thermal Plant Lines up for Heritage Listing
The White Cliffs Solar Power Station, built in 1980, is the first commercially operated solar‑thermal plant in Australia and one of the earliest worldwide. The outback NSW site featured 14 parabolic dishes with over 2,000 mirrors each, generating steam‑driven electricity...
Here’s What the Government Probably Won’t Do About the Global Oil Squeeze
Finance Minister Nicola Willis said New Zealand is considering targeted, temporary assistance for households hit by soaring fuel prices, but ruled out broad fuel tax cuts, universal cost‑of‑living payments, or public‑transport subsidies. Any aid must avoid adding inflationary pressure, fit the...
Trump Mulls Iran Oil Depot Seizure, Escalating Tanker Bottleneck
"Trump is also weighing a seizure of Iran's critical oil depot on Kharg Island — a move that would require U.S. boots on the ground — if tankers remain bottled up in the Persian Gulf, U.S. officials say." He realizes that...
Mad King Must Put Australians First for Gas
Australian gas prices have stabilized at $10 per gigajoule, easing short‑term market concerns. Analysts believe the East Coast export cartel is unlikely to repeat the price spikes seen during the Ukraine war, given heightened public scrutiny. However, the author warns...
The Commodities Feed: Brent Remains Above $100/Bbl as Iran Conflict Develops
Brent crude surged to $106.50 a barrel as strikes on Iran's Kharg Island raised supply fears, while a drone attack temporarily halted loading at Fujairah port. The International Energy Agency announced a coordinated emergency release of just under 412 million barrels,...
The UK Will Invest Billions to Build a Nuclear Fusion Industry
Britain’s science minister unveiled a £2.5 billion, five‑year programme to jump‑start a domestic nuclear‑fusion industry. The core of the plan is a £1.3 billion investment in the STEP (Spherical Tokamak for Energy Production) prototype at the former West Burton coal site, targeted...
“A Bee in Their Bonnet:” Judge Says Council Has “Lost Perspective” In Its Legal Case Against Wind Project
Chief Justice Brian Preston rebuked Tamworth Regional Council’s legal challenge to the 372‑MW Hills of Gold wind project, labeling the council’s focus a “bee in their bonnet” and saying it had lost perspective. The council continues the case after the...
Everllence Secures Contract to Supply Compression Technology
Everllence won a contract to deliver two RB compressor skids for Thailand’s inaugural carbon capture and storage (CCS) project at PTTEP’s Arthit gas field. The compressors, paired with Solar Turbines gas turbines, will enable capture and offshore storage of up...
Enormous Top End Solar and Battery Project Seeks Federal Green Tick
TotalEnergies‑Eren subsidiary TE H2 has lodged a 56‑page EPBC referral for the Wak Wak project, a proposed 2.7 GW solar farm paired with a 6 GWh battery on up to 3,400 ha near Darwin. The development, slated to start construction by May 2027, would connect to...
EMO: Monthly Income From Midstream Companies With Some Tradeoffs
ClearBridge Energy Midstream Opportunity Fund (EMO) offers an 8.3% yield and 1099 tax reporting, avoiding the K‑1 hassle common in many midstream vehicles. The fund benefits from lower interest rates and AI‑driven data‑center growth but is heavily concentrated in its...
Better Nuclear Energy Stock: Oklo Vs. Centrus Energy
Oklo and Centrus Energy announced a joint venture to develop HALEU de‑conversion services and strengthen related fuel‑cycle supply chains. Oklo is advancing its Aurora sodium‑cooled fast‑reactor platform, backed by a Meta‑prepaid 1.2 GW power campus in Ohio slated for 2030‑34. Centrus,...
CUPRA Tavascan EV Exempted From EU Tariffs on Chinese EVs
The EU has granted a rare tariff exemption to the CUPRA Tavascan, an electric SUV built in China for the European brand. The waiver removes the combined 10 % standard duty and 20.7 % China‑origin surcharge, provided the model meets a minimum...
China’s Iran Oil Choice Shapes US Exit Strategy
Context is that China needs oil from Iran. The cacth22 is: 1. China helps: USA wants to get a fast offramp and avoid boots on the ground - will happen if China helps (then Russia is in a Catch22). China is unlikely...
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
Oil Prices Rise After Trump Claims US ‘Totally Demolished’ Iran’s Kharg Island Export Hub
U.S. forces struck Iran’s Kharg Island, a hub handling about 90% of Tehran’s oil exports, prompting a sharp rally in crude markets. Brent crude jumped 1.8% to $104.98 per barrel, pushing oil above $100 for the first time since the...
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
Four Horses, 400 Km, and a Fight over a Gas Pipeline that Will Cross the State’s Most Fertile Plains
The Santos‑owned Narrabri coal‑seam‑gas project remains stalled without the approved Narrabri Lateral or Queensland‑Hunter pipelines. Environmental activist Sally Hunter is leading a 400‑km horseback protest to spotlight the route that cuts through the fertile Liverpool Plains and over 460 farms....
Iran Conflict Sharpens Asia?s Energy Security Focus- #CapitalMarkets #Finance #Treasury #Finance
The escalating Iran‑Israel conflict is spilling into Asian energy markets, prompting the inaugural Indo‑Pacific Energy Security Ministerial in Tokyo. Ministers and industry leaders warned that regional fuel imports are increasingly vulnerable to geopolitical shocks, as military actions push oil prices...
CytomX Therapeutics Inc (CTMX) Q4 2025 Earnings Call Transcript
CytomX Therapeutics outlined a flat‑production outlook for 2026 while front‑loading roughly 60% of its annual capital expenditures in the first half of the year, preserving flexibility to accelerate activity later if market conditions improve. The Deep Utica program is on...
Natural Gas Services Group Inc (NGS) Q4 2025 Earnings Call Transcript
Mach Natural Resources reported a dramatic year‑end reserve increase to 705 million BOE, more than double its March 2025 level. Q4 production hit 154,000 BOE/day with a 68% natural‑gas mix, generating $388 million in total revenue and $187 million adjusted EBITDA. The company maintained...
Olema Pharmaceuticals Inc (OLMA) Q4 2025 Earnings Call Transcript
Northwest Natural Holding Company posted a record adjusted earnings per share of $2.93 for 2025, up from $2.33 a year earlier, driven by new Oregon rates, strong rate‑base growth, and robust organic customer additions. Sea Energy delivered 18% organic growth...
W&T Offshore Inc (WTI) Q4 2025 Earnings Call Transcript
W&T Offshore reported a 10% sequential production increase to 33,500 barrels of oil equivalent per day in Q2 2025, staying within guidance. Adjusted EBITDA rose 9% to $35 million while unrestricted cash topped $120 million and net debt fell to $229 million, boosting...
China’s Power ‘Supergrid’ Gives Xi Buffer Against Energy Shocks
China is accelerating its power‑supergrid build‑out, spurred by Middle East oil shocks, to transport wind and solar from remote western provinces to its industrial heartland. State‑owned grid operators have become the nation’s top bond issuers, selling 92.5 bn yuan of domestic...
Additional LNG Exports From Plaquemines LNG Approved
U.S. Energy Secretary Chris Wright approved a 13% increase in exports at Venture Global’s Plaquemines LNG terminal, adding up to 0.45 billion cubic feet per day (Bcf/d) for non‑FTA destinations. The move raises Plaquemines' authorized export capacity to 3.85 Bcf/d, combining both...
Additional LNG Exports From Plaquemines LNG Approved
U.S. Energy Secretary Chris Wright approved a 13% increase in exports from Venture Global’s Plaquemines LNG terminal, adding up to 0.45 billion cubic feet per day (Bcf/d) for non‑FTA destinations. The move raises the facility’s authorized capacity to 3.85 Bcf/d, combining both...
Trump Threatens Xi Summit Delay If China Doesn’t Help in Hormuz
Donald Trump warned that he would postpone his upcoming summit with Chinese President Xi Jinping unless Beijing assists in securing the Strait of Hormuz. The demand came amid a US‑Israel war that has tightened global oil supplies and highlighted the...
Hong Kong Should Work to Ensure a Steady Fuel Supply Amid War in Iran
The escalating U.S.-Israel conflict with Iran is disrupting global oil supplies, prompting price pressures across Asia. In Hong Kong, petrol station prices have risen modestly, while airlines such as Cathay Pacific and Hong Kong Airlines are set to double fuel...
SK On Targets US Energy Storage Market in Shift From EVs
SK On, the battery arm of SK Innovation, is pursuing at least 10 GWh of U.S. energy‑storage system (ESS) contracts this year, shifting roughly 20% of its 100 GWh global capacity to lithium‑iron‑phosphate (LFP) cells. The company is courting data‑center developers and...
California Orders Sable Offshore to Remove Santa Ynez Pipeline Crossing State Park
California’s Natural Resources Agency ordered Houston‑based Sable Offshore to remove the segment of its Santa Ynez pipeline that crosses Gaviota State Park, after the company received a federal directive to resume oil production. The state denied Sable’s easement request and...
EU Doesn’t See Risks to Oil and Gas Supply Yet
EU energy coordinators met on March 12 and concluded there are no immediate oil or gas supply risks despite ongoing Middle East disruptions. Oil inventories remain high and gas storage levels are stable across the bloc. Regulators consider the current framework...
EU Doesn’t See Risks to Oil and Gas Supply Yet
In ad‑hoc meetings on March 12, the EU’s Gas and Oil Coordination Groups reported no immediate security‑of‑supply risks despite ongoing Middle East tensions. Oil inventories across member states remain at elevated levels, while gas storage fill rates are stable and not...
Carbon Pricing Impact Depends on Supply Chain Coverage
Quick explainer of how the Food Dude's math is wrong (again) today: when you think about the impact of carbon pricing on fuel costs (diesel in this case), what matters is which parts of the supply chain are covered and...
FoodProfessor Misstates Carbon Tax Never Covered On-Farm Diesel
And we have the @FoodProfessor spreading more misinformation. The carbon tax has *never* applied to on-farm diesel. https://t.co/r23JyHnPNU
WinDC Joins with Armada for Nation-Wide Renewable AI Factory Deployment
WinDC and US edge‑computing platform Armada have teamed up to roll out a network of renewable‑energy‑powered portable AI factories across Australia. The partnership will install 11 MW of modular data centres at wind, solar and battery sites, each deployable in about...
Energy Sector Shines While Rest of Market Falters
$XLE - I know I've been posting a lot of "bearish" type charts. Fun Fact - I'm Bullish Energy Fun Fact - It makes up ~3% of the S&P 500 It's only the other 97% that doesn't look good. NBD.... https://t.co/KFRYNMe8KS
The Iran Crisis Is Hitting KiwiSaver Balances – but Market Volatility Can Work for You Too
New Zealanders watching their KiwiSaver balances see declines as oil prices jump above $100 per barrel following the US‑Israeli attack on Iran. Higher oil costs drive inflation, interest‑rate hikes and reduced corporate profits, pushing global equity markets lower, including the...