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:
Offshore Wind Installation Tech Promises to Change Logistics Game, Cut Reliance on Deep-Water Ports
Feederdock, a split‑vessel offshore wind installation system developed by ONP Management and Renewable Resources International, is set to enter the Australian market with Energy Estate as exclusive advisor. The concept pairs a heavy‑lift jack‑up vessel with shallow‑draught feeder ships, delivering a claimed 30‑50% productivity boost while handling turbines larger than 25 MW and foundations up to 2,800 tonnes. By offloading component transport to feeder vessels, the solution eliminates the need for deep‑water ports, reducing logistical constraints and shortening construction timelines. The design has secured basic design approval from the American Bureau of Shipping and is protected by patents.
Australia’s Energy Superpower Still Relies on Imported Fossil Fuels
Why does an energy superpower like Australia still depend on global fossil fuels? #energysky -- via Renew Economy: https://t.co/0HGmHA1yBm https://t.co/XtOt5TzvF3
Climate Tech Startup MGA Thermal Raises $17 Million
Australian climate‑tech startup MGA Thermal announced a $17 million financing round, bringing its total capital raised to $50 million. The round was led by IP Group Australia, with board seat for Shane Meaney, and included a mix of venture firms and government...
Russian Oil Purchase Allowed… for Now — Scott Bessent Announces ‘Short-Term’ Licence as Crude Prices Rise Amid Iran War
U.S. Treasury Secretary Scott Bessent announced a short‑term general licence that lets countries buy Russian crude already stranded at sea, aiming to ease the price surge triggered by the U.S.-Israel‑Iran conflict. The licence covers oil loaded onto vessels by March 12...
Dynagas LNG Partners LP (DLNG) Q4 2025 Earnings Call Transcript
Stabilis Solutions reported a 23% drop in Q4 2025 revenue and a sharp decline in adjusted EBITDA to $1.5 million, driven by the wind‑down of two multiyear marine bunkering and power‑generation contracts. Despite the downturn, the company secured a $200 million, two‑year...
Home Heating Oil and LPG Crisis Update: Our Dossier for the Government Based on the Issues YOU Reported in Your...
The MoneySavingExpert dossier highlights a deepening home heating oil and LPG crisis in the UK, with wholesale oil prices climbing roughly 30% year‑on‑year and widespread LPG shortages impacting over 200,000 households. The report aggregates thousands of consumer complaints, showing a...
Russian Power Entities Appear Plagued by Financing Troubles in Central Asia
Russia's state‑linked power firms are hitting financing snags across Central Asia, prompting a rapid loss of lucrative contracts. Kazakhstan abandoned a Russian consortium for China’s Harbin Electric, slashing project costs by nearly $500 million. In 2025, Inter RAO forfeited three Kazakh power‑plant...
Oil Shock Upends Markets; Fed Cut No Longer Expected
There is probably no single individual asset as widely-consequential to global markets than oil. The financial system’s simply not built to adjust smoothly to extreme swings in oil, let alone in the face of third-biggest quarterly jump in 40 years. Global...
Gas Prices Compared to 70's Oil Crisis
A Reddit user compared today’s gasoline prices to the 1973 and 1979 oil crises, noting that inflation‑adjusted prices then averaged about $4.85 per gallon. In contrast, Ohio’s current pump price is roughly $3.25, roughly 50 % lower than the 1970s peak....
Empowering Engineers With Greater Design Flexibility and Integrated Steam System Performance
Emerson will unveil its latest fuel‑gas and fuel‑oil safety shut‑off valve solutions at the 2026 ABMA Boiler Expo, emphasizing greater design flexibility, installation freedom, and lower total cost of ownership. The new configurations combine pressure regulation, high‑flow capability, and alternative‑fuel...
Oil, Dollar Index, and Emerging Market Retest Strategies
This was a lot of fun. Check out my poolside chat with @stephenweitzel from yesterday We talk about the action in crude oil and energy, the intermarket implications of a big level for the US dollar index, and how to play...
Rex International Reports February Production Across Norway, Oman, Germany
Rex International posted an average February 2026 production of 10,300.1 barrels of oil equivalent per day (boed) from its Norway, Oman and Germany assets. The Brage field in offshore Norway, where Lime Petroleum holds a 33.84% stake, generated roughly 9,510...
FET Launches Remote ROV Control Station for Subsea Operations
Forum Energy Technologies (FET) unveiled a remote control station that lets operators run ROVs from virtually any location using its ICE® Unity platform. The solution bundles advanced control chairs, a Remote‑Connect gateway and VisualSoft streaming software, and can be added...
Petrobras Awards $736 Million Subsea Vessel Contracts to Oceânica
Oceânica Engenharia secured long‑term offshore service contracts with Petrobras valued at about $736 million (R$4.2 billion). The deals cover the SDSV vessels Oceanicasub IV, V, VII, IX and add Oceanicasub VI while renewing Oceanicasub VIII, providing subsea inspection, maintenance and ROV capabilities. Contracts run four...
Equinor Prepares to Drill Rosebank Field in UK North Sea
Equinor is set to commence drilling on the Rosebank field in the Faroe‑Shetland Channel, marking a major milestone for one of the UK Continental Shelf's largest undeveloped projects. The first phase will involve four production wells and three water‑injection wells,...
TotalEnergies Restarts Libya’s Mabruk Oil Field After Decade-Long Halt
TotalEnergies has resumed production at Libya’s Mabruk oil field, an onshore asset that has been idle since 2015. The restart follows the commissioning of a new 25,000‑barrel‑per‑day processing facility that came online on Feb. 28, 2026. TotalEnergies holds a 37.5% interest...
Assala Energy Reports Hydrocarbon Discovery at Magoga-A Well Offshore Gabon
Assala Energy announced a hydrocarbon discovery at the offshore Magoga‑A well in Gabon's Mutamba Iroru Licence II, with an estimated 8 metres of hydrocarbon‑bearing pay in the Gamba Sandstone formation. The well also sidetracked into the adjacent Atora licence, confirming hydrocarbons within...
IEA's One-Month Oil Buffer Signals Looming Global Rationing
The International Energy Agency (IEA) just authorized a 400 million barrel reserve release to offset oil disruptions caused by the Iran war and the Strait of Hormuz blockade. That stabilizes markets—for now. However, with global demand at around 100 million...
New Rules Loom for Home Solar and Batteries, as World’s Biggest Isolated Grid Tackles “Unique Challenge”
Western Australia will raise inverter connection limits to 30 kW from 1 May 2026, allowing larger rooftop solar and battery systems on the South West Interconnected System (SWIS). The rule change also mandates compliance with AS/NZS 4777.2 for undervoltage ride‑through and remote disconnect capability...
US Using Swaps to Enable SPR Refill Plan: Wright
President Donald Trump’s administration plans to use commodity swaps to offset a 172 million‑barrel emergency drawdown from the Strategic Petroleum Reserve, aiming to add over 200 million barrels back within a year at no cost to taxpayers. The swaps would exploit the...
Welcome to the Great Aussie Fuel Crisis
Amid heightened geopolitical tension after the Iran war, Australia faces a looming fuel shortage. Energy Minister Chris Bowen presented data showing national fuel stocks hovering just above mandatory minimums, contradicting earlier government assurances of ample supply. The snapshot revealed consumption...
Global Baku Forum Opens with Iran War Raging Across the Border
The Global Baku Forum opened under the shadow of the Iran war, with Azerbaijan pledging to increase gas supplies to the EU to offset Gulf disruptions. President Ilham Aliyev warned that rising oil prices—now above $100 a barrel—threaten consumers and...
DOE Unveils Initiative to Add 5 GW of Nuclear Capacity Through Uprates and Restarts
The U.S. Department of Energy announced the Utility Power Reactor Incremental Scaling Effort (UPRISE), targeting 2.5 GW of additional nuclear capacity by 2027 and 5 GW by 2029 through power uprates, plant restarts, and life‑extension upgrades. The program taps the DOE’s $289 billion...
2008 Oil Surge Crashed Markets, Fueled Inflation, Enriched Energy Giants
Thoughts? The historic oil price spike to $147 a barrel in July 2008, triggered the worst day in Wall Street history with the Dow falling 777 points. Rising oil prices cascade through the economy, causing inflation across all goods...
US Licenses Russian Oil Sales Amid Iran War Profits
NEW: US Treasury issued a general license for the delivery and sale of Russian oil loaded on vessels as of March 12. Moscow continues to be the single largest beneficiary of the Iran War. https://t.co/oVlT1gzuuN
VAALCO Energy, Inc. Announces Fourth Quarter and Full Year 2025 Results
Vaalco Energy reported FY 2025 results with net sales of 6,370 MBOE and a net loss of $41.4 million, while generating $173.4 million of Adjusted EBITDAX and $212.7 million of operating cash. Production averaged 16,556 NRI BOEPD, surpassing guidance, and the company sold 17,452 NRI BOEPD. It secured a...
Russia Gains $150 Million Daily From Oil After Hormuz Closure
Russia is earning as much as $150 million a day in extra budget revenues from its oil sales after the effective closure of the Strait of Hormuz. https://t.co/cfFgUkBWrB
Rising Nuclear Plant Costs Threaten US Energy Future
Nick is a nuclear expert who wrestles with that most important yet underemphasized issue of nuclear in the US: Continually rising construction costs.
Energy Under Attack: What the Gulf Can Learn From Ukraine and Iraq
Iranian forces struck Qatar's Ras Laffan LNG hub and a Saudi oil facility, underscoring that Gulf energy assets are now frontline targets. The attacks follow a pattern set by the 2019 Abqaiq strikes and highlight the vulnerability of export‑centric infrastructure. Iraq’s...
Unsure About Hormuz? Check This Detailed Analysis
Lots of people asking me my opinion on the Hormuz situation. The truth is I don’t really know what to think. But my inclination is to direct everyone to this link: https://t.co/YQsMAPHfJr
VPPs Accelerate Data Center Connections, Slash Bills 20%
Virtual Power Plants can help data centers get connected faster while giving consumers a 20% discount on their electricity bill. VPPs are anchored by batteries, EV charging, and smart water heaters. Fastest way to meet load growth. @EnergyEmpirePod https://t.co/Duchh2r3Fr
U.S. Department of Energy Announces $1.9 Billion Funding Opportunity for Grid Infrastructure Upgrades
The U.S. Department of Energy’s Office of Electricity announced a $1.9 billion SPARK funding opportunity to accelerate reconductoring and advanced transmission upgrades across the nation’s power grid. The program aims to expand capacity, boost operational efficiency, and reduce electricity costs for...
Remote Field Chosen over Easier Saudi Oil Sites
This is curious. It's a big field, but remote and involves flying a dogleg over Saudi or a long way over the UAE. Would have thought Ghawar, Khurais or Abqaiq would be easier targets.
Energy Independence Doesn't Mean Price Independence, Oil Can Be Exported
"You've always got the option of putting that barrel of oil on a tanker and sending it abroad." Which is why energy independence ≠ price independence. https://t.co/BmuaLeZWk6
Iran War Flips Brazil Diesel vs Biodiesel Prices
The outbreak of the Iran war has pushed global oil‑derivative prices higher, causing imported 10 ppm (S10) diesel in Brazil to trade above biodiesel for the first time since October 2023. On 6 March, S10 diesel at Paranaguá reached R5.173 /m³, surpassing the R4.656 /m³...
Propose National Oil Company with Price Controls and Export Tax
Have you considered a policy that would implement a national oil company and price controls? Perhaps some form of export taxation to fund these activities?
US Gas Prices Surge 20% in Two Weeks, 30‑year High
Gas prices in the US are up over 20% in the past two weeks (from $2.98/gallon to $3.59/gallon). That's the biggest two-week spike that we've seen in the past 30 years. https://t.co/satpQMppWO
European Jet Hits All-Time High, Cracks over $100/Bl
European jet fuel reached an all‑time high of $1,646.25 per tonne on 12 March, with premiums soaring to $109.72 per barrel over Brent crude and $518.5 per tonne over ICE gasoil. The price surge follows the war in the Middle East,...
Europe Must Boost Domestic Drilling Amid Energy Crisis
Sure, the price of crude is soaring, but so is the price of natural gas delivered to European and Asian buyers. Regardless of what happens in this war, this energy crisis shows that European countries have to do more drilling....
Trump Praises Oil Price Hikes, Ignores Affordability Concerns
Always a good spin on things. Suddenly, no words on affordability now *TRUMP: US MAKES A LOT OF MONEY WHEN OIL PRICES GO UP
Iran Keeps Flooding Strait of Hormuz with Oil
VIDEO EXPLAINER: The most important map of the Third Gulf War — the oilfields, the Strait of Hormuz, and the bypass pipelines. Plus a look at how, two weeks into the war, Iran is still exporting lots of its oil,...
Market Predicts AAA US Gas Price Hitting $4 by Month‑end
The market thinks the AAA average US gas price will tag $4 by the end of the month $UGA $RB_F @kalshi https://t.co/kwTVTrGRRG https://t.co/L7SpkLzJR4
Near‑term Crude Cheap, 12‑month Forward Near Peak
While crude for next month delivery is still well below the Monday highs, crude for delivery in 12 months is almost back to its recent peak https://t.co/SGyTj8k9S6
Germany's Nuclear Phase‑out Declared Irreversible, Says Chancellor Merz
German Chancellor Merz: "German federal governments had previously decided to phase out nuclear energy. The decision is irreversible. I regret that, but that's how it is." https://t.co/OSSLMzCnUF
Iranian Incentives Mirror Bessent’s Stated Oil Price
in fairness this is the only correct answer, if Bessent says "$xyz" then the Iranians have every incentive to act in a manner that drives oil prices to "$xyz"
Global Backlash Against Big Wind Evident in WA
Snapped a pic of this sign last week near Colfax, WA. Yet another example of the global backlash against Big Wind. https://t.co/YgsdrZqwZd
Italy Backs IEA's Biggest Emergency Oil Release
Thank you to Prime Minister @GiorgiaMeloni of Italy for her and the Italian government’s support for the @IEA’s largest ever release of emergency oil stocks to address the major market disruptions stemming from the Middle East conflict https://t.co/njWNOSd5hu
Oil Price Expected to Peak Within Six Weeks, Markets Shift
I don't know if the peak oil price will be $125 or $225 but I strongly suspect on a time basis it comes in the next 4-6 weeks, and markets will trade differently after that peak (like June 2022).
Durable Moves Allow Either Repression or Disinflation, Not Both
Nothing new here, and cycles matter + drivers/duration, but I'd note in more durable moves you can repress or disinflate, but you can't do both. The room for repression is def far less, the durability and duration of the drivers in...
Cramer Declares Unwavering Bullish Stance on Oil
Cramer getting sassy about Iran not having the cards to force oil to $200/bbl by citing the US experience in the... Vietnam War? I've LITERALLY NEVER BEEN SO BULLISH. https://t.co/d8799zIp8i