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:
Adani Power Bags 1600 MW Power Supply Contract From MSEDCL
Adani Power Ltd received a Letter of Award from Maharashtra State Electricity Distribution Company Ltd for a 1,600 MW power supply under a 25‑year agreement, with delivery slated for FY 2030‑31. The company won the bid as the lowest‑tariff provider, offering ₹5.30 per kWh. This contract brings the total of long‑term power‑supply agreements secured by Adani Power to 13.3 GW, covering more than half of its planned 41.87 GW capacity by FY 2032. The deal also includes a pre‑determined coal linkage, guaranteeing fuel availability.
Centre Identifying Sites in J&K for New Hydropower Projects, Says Khattar
India's central government is actively scouting locations in Jammu and Kashmir for new hydropower plants, while reviving three to four stalled projects. Existing stations are undergoing desilting to boost reservoir capacity. Parallel studies are evaluating water‑ diversion corridors that could...
LPG Supply: Delhi CM Rekha Gupta Warns Hoarders, Those Inciting Panic, Says 'Very Soon Situation Will Return to Normal'
Delhi Chief Minister Rekha Gupta warned against LPG hoarding and panic buying, assuring citizens the supply will normalize soon. Oil‑marketing companies (OMCs) confirmed that domestic LPG supplies remain secure and deliveries uninterrupted. The OMCs issued an advisory urging consumers to...

India’s Gulf Oil Imports Vanish, Boosting Iranian, Russian Demand
India used to import 50% of its oil from Iraq, Qatar, Saudi Arabia and UAE (blue). All this oil had to transit the Strait of Hormuz and - recently - this is down to zero. It's this massive hole that's...
Iran Could Shut Hormuz for Weeks, Experts Warn
So to speak.... “Even the possibility that a hostile power could choke traffic in Hormuz—by far the world’s most vital energy and commodity artery—was considered to be absurd,” McNally told Fortune, largely because it hadn’t happened before. “When I would tell...
SAF Association Calls for Using Used Cooking Oil to Produce Sustainable Aviation Fuel
The Sustainable Aviation Fuel Association (SAFA) is urging India’s government to tap used cooking oil (UCO) as a feedstock for sustainable aviation fuel (SAF). It recommends extending producer‑responsibility schemes and building robust collection networks across restaurants, hotels and food processors....
India to Procure Spot LNG for Urea Manufacturing
India’s government announced a rapid spot‑LNG procurement to offset a 40% supply cut from Qatar, which has jeopardised domestic urea production. Petronet LNG invoked force majeure after tankers failed to reach Ras Laffan amid the West Asia conflict. The first...
Coal India Aims to Ensure Power at Just Price Amid West Asia Crisis: Official
Coal India Ltd (CIL), which produces about 80% of India’s domestic coal, pledged to keep electricity prices fair amid the West Asia crisis that threatens imported coal costs. The state‑owned firm holds 122 million tonnes of pithead inventory and 53 million tonnes...
Geopolitical Wars Drive Stocks Down as Oil Spikes
🔴Watch oil prices: In past geopolitical conflicts, stocks were negatively correlated with oil. The longer the conflict lasted and the higher oil prices went, the deeper the drawdown, with the worst being -19.3% during the 2011 Libyan Revolution 👇 https://globalmarketsinvestor.beehiiv.com/p/the-iea-has-proposed-the-largest-emergency-oil-release-from-strategic-reserves-in-history
Oil Cos Weigh Refinery Price Freeze; Move May Hit MRPL, CPCL
State‑owned oil marketing companies (OMCs) are weighing a freeze or discount on the refinery transfer price (RTP), paying refiners less than import‑parity rates to curb losses from a retail fuel price freeze. Global crude prices have surged above $100 per...

Erwin Tulfo: No 'Epal' Politicians During Fuel Subsidy Distribution, Please
The Philippine National Police (PNP) announced intensified monitoring of gasoline stations that abruptly close amid soaring fuel prices linked to Middle East tensions. Police Chief Jose Melencio C. Nartatez warned of possible hoarding and price manipulation, pledging swift action against illegal closures. The...

Oil At US$250/Bbl?
Escalating Gulf tensions have reignited a sharp rally in oil, with some analysts speculating prices could approach $250 per barrel. The piece ties this surge to a concurrent rise in gold, arguing that the gold‑oil ratio serves as a key...

Ge
Here it comes. Covering : - US Strike on Iran's Kharg Island - Impact on USOIL & trade idea with targets - Why Gold ( XAUUSD ) isn't moving higher & whats next for it - Stagflation update & its impact - US Indexes update &...

German Gasoline Outpaces Europe After Oil Shock
Good Morning from Germany, where petrol prices have reacted much more sharply to the oil shock than in the rest of Europe. Excluding taxes and duties, petrol currently costs about 94 cents per litre at the pump in Germany, compared...

Electric Vehicles Could Soon Be Cheaper than Petrol Cars in Africa – if Financing Barriers Fall
New research from ETH Zürich and PSI finds that electric vehicles paired with off‑grid solar can already be cheaper than petrol cars in many African markets, especially where financing conditions are favorable. Falling battery prices and expanding global EV production...
Decouple Electricity Pricing From Gas to Stabilize Power
We need to restructure the pricing of electricity in this country. Time to break the tie between wholesale gas prices and electricity. It would help stabilise the price of power in the current oil and gas crisis
Italy Explores Nuclear Return After 40 Years as Energy Costs Hit
Italy is reviving its nuclear program after a 40‑year ban, driven by soaring gas prices and energy security concerns. Prime Minister Giorgia Meloni’s cabinet approved a legal framework in 2025, targeting a national nuclear strategy by 2027. The government is consulting...

Big Oil's $63B Payday Fuels Global Climate Crisis
And there you have it: Just 2 weeks later, a $63b payday for the few; a planetary disaster for the rest of us. The sun doesn't send a bill, but Big Oil certainly does - and countries pay for it...

Kevin O'Leary Says Iran's Strait Of Hormuz Threat Shows World Still Depends On Oil, Alternative Energy 'Didn't Deliver'
Kevin O'Leary warned that Iran's threat to mine the two‑mile‑wide Strait of Hormuz underscores the world's ongoing reliance on oil. He highlighted that oil is the only commodity used across every sector, including by adversarial nations. O'Leary noted that securing...
Oil Dependence Stinks—Time to Embrace Renewables
While I make my case that the Strait of Hormuz should be renamed “Dire Straits” this is your friendly reminder that oil dependency fuckin’ sucks and today is a great day to support renewables.

AI-Driven Reskilling Essential for 40% Workforce Boost
The global energy transition won’t scale without people. Newly qualified energy workers aren’t keeping pace with demand, and without a ~40% increase in trained entrants by 2030, the skills gap will widen fast. This is where #AI, digital skills, and reskilling become...

Gasoline, Diesel Prices Seen to Spike Again
Diesel and gasoline prices in the Philippines are set to spike again this week, driven by the ongoing war in the Middle East. The Mean of Platts Singapore benchmark, combined with freight costs, suggests diesel could rise up to P23...
Oil’s Irreplaceable Role Spurs Pro‑Hydrocarbon Shift
Oil is the only commodity on Earth used in every single sector of every economy. Even our adversaries need it. The Strait of Hormuz is two miles wide, and Iran is threatening to mine it. Whether securing it costs $2...

10 Best Oil Stocks to Buy Right Now
The article lists the ten best oil stocks to buy, using a Finviz screen and hedge‑fund sentiment data through Q3 2025. It highlights how the Iran‑related supply shock is driving oil prices higher, a theme echoed by analysts on CNBC. Recent...

Some Areas in Metro Manila, 5 Provinces to Have Power Interruptions This Week Due to Maintenance Works
Meralco announced scheduled power interruptions across Metro Manila and the provinces of Batangas, Cavite, Laguna, Quezon and Rizal this week. The outages, ranging from early morning to afternoon, stem from line reconductoring, pole replacements and the installation of primary line...
Hormuz Strait Will Eventually Open Despite Recession Fears
I know it won't come in time for the global economy to avoid a recession, but the world WILL eventually pry open Hormuz one way or another. Iran won't have this card indefinitely. This is not the White Mountains of...
AI Speeds Real‑time Generator Interconnection Cost Studies
We have the technology to implement this improvement over the generator interconnection process in many ISOs. Study cost can be accelerated and should be put into a real-time posture using AI.
Sub-Nanometer Pores in Carbon Nanoreactors Trap Chlorine and Boost Li-Cl2 Battery Performance
Researchers have engineered hollow carbon nanoreactors with sub‑nanometer wall pores that physically trap chlorine‑electrolyte complexes inside Li‑Cl₂ battery cathodes. The 0.8 nm pores block 0.86 nm complexes while allowing lithium and chloride ions to pass, creating confined reaction chambers. This architecture delivers...
Trump Forces Unpopular Northern Iraq Oil Export Resumption
Press the translate button. Remember what I mentioned before: The resumption of oil exports form Northern Iraq was forced by the Trump administration. None of the parties are happy, especially the KRG.

Fuel Oil Prices Spike, Threatening Container Shipping Costs
COLUMN: While the price of Brent and WTI crudes remain well below their record high, the cost of fuel oil has surged above the 2022 and 2008 peaks. The surge is a big problem for the workhorse of globalisation: the container...
Vingroup Shielding Filipino Motorists From Historic Fuel Price Hikes with Campaign
Vingroup’s VinFast has launched a “Trade Gas for Electric” campaign in the Philippines to cushion consumers from a historic fuel price surge of up to P24 per liter. Running March 11‑31 2026, the program offers a 3% discount on electric cars, a...

UK Heat Pump Installations Quadruple Since 2020
Good news on a Sunday and in times of an energy crisis: the number of heat pump installations in the UK last year was over 4x higher than in 2020 new government figures confirm. https://t.co/CsxB2ff5P9

Italy Revisits Nuclear Power Amid Rising Energy Costs
Italy explores nuclear return after 40 years as energy costs hit https://t.co/fQurGswR6n via @Alemrome @Al_Brambilla @donatopmancini https://t.co/Cq5A96SJHB
Shandong Offshore Solar Farm Produces 1.78B kWh, Saves Farmland
Shandong’s Massive Offshore Solar Farm Generates 1.78 Billion kWh Annually While Preserving Farmland by @tweetciiiim #Sustainability #RenewableEnergy #CleanEnergy https://t.co/13ti2nFS3Z

Massive $11.4M Oil Long Faces Liquidation at $88.4
Someone opened a $11,402,000 Oil long position yesterday. If Oil drops to $88.4, he will be fully liquidated. https://t.co/7YNdGzV93U
Biodiesel Boom Drives Massive Soybean Consumption
Met someone tonight who works at a biodiesel plant. Said production is ramping hard and demand is strong. More notably, they use an insane amount of soybeans. 🤔
Iran's Hormuz Blockade Catches White House Off Guard
As they said at the White House, "who could have imagined Iran would block the Straits of Hormuz?"

LNG Fleet Shifts to Asia, China Eyes US Supply
⭕️A large number of LNG carriers were diverted from Europe to Asia. Will China restarts buying US LNG? Map form @Kpler I added the red arrows

Solar Panels: Versatile Harvesters of Sunlight Energy
Fusion energy collector Stellar flux harvester Helios tax collector Photonic skim board Starshine siphon Sunbeam monetiser Solar revenue rectangle Daylight saving device Solar panel https://t.co/qgwTnUKIZg

Morrison’s Anti‑clean‑car Stance Fuels Oil Shock Backlash
Has the oil shock ruined your weekend? How Morrison’s scare campaign backfired on Australia LNP refused to put clean cars on our roads Instead, we're pumping dirty fuel into our tanks Even worse result in New Zealand, too https://t.co/lyNqVHjmzN @TheDriven_io https://t.co/bdU77eNDOy
Trump’s Waiver Ends Flawed Russian Oil Price Cap
By the way, by giving a waiver for Russian crude on water to be sold freely on the market, Trump single-handedly eliminated the "price cap." The "price cap" was one of the lowest-IQ policy decisions in recent years.
Oil Options Implied Volatility Surpasses 2022 War Peak
"Implied vol in oil options is above 100% (1m, ATM), climbing above levels seen at the peak during the Russia-Ukraine war in 2022 and comparable to those during the pandemic lockdown panic" --DB
Top Energy Storage Brands Deliver High Efficiency in 2026 Inspection
Energy Storage Inspection 2026: Fox ESS, SMA, SAX Power, Kostal and BYD impress with high efficiency #energysky -- via pv magazine global: https://t.co/jpdHwBbjHa
Iran's “Open” Strait Claim Masks Ongoing Ship Attacks
“As a matter of fact, the Strait of Hormuz is open … It is only closed to the tankers and ships belong[ing] to our enemies, to those who are attacking us and their allies. Others are free to pass” -...
Pii Energy Launches Edge 2000 Home System on Pi Day
Pii Energy to unveil Edge 2000 plug-in home energy system in “Pi Day” event #energysky -- via pv magazine usa: https://t.co/2xTHfYVe4D
Iran Says only US, Israel Barred From Hormuz
Any country except for US and Israel can pass through Strait of Hormuz, Iranian Foreign Minister says: NY Post
Hormuz Shipping Halt Threatens Billions; Resume for All
Because some folks seem confused: I think it’s really bad that shipping through the Strait of Hormuz is halted, and it would be better for pretty well everyone (except Russia) if traffic resumes It will be utterly miserable for billions of...
Redefining Solar Leadership Standards Beyond 10X Growth
Beyond 10X: Rethinking Leadership Standards in the Solar+ Sector #energysky -- via pv magazine global: https://t.co/31jUrghyFv
US and China on Divergent Clean Energy Timelines
Global Clean Energy Transition Timelines Reveal Stark Contrasts Between US and China https://t.co/BnXbuEhVsT The paper https://t.co/zoRcoqTczK
Oil Loss Anywhere Sends Prices Soaring Everywhere, U.S. Knows
A barrel of oil lost anywhere is a barrel lost everywhere. It’s a global market and acute scarcity in the Middle East/Asia will inevitably spike prices in North America as markets work to incentivize cargoes to fill the hole. US foreign policy...