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:
RGreen Raises Over $1 Billion for European Green Infrastructure Fund
RGREEN INVEST closed its fifth green infrastructure fund, Infragreen V, at over €900 million, surpassing the €670 million raised for the previous vintage. The fund will finance mid‑market European projects in renewable generation, energy storage, and electrification, with a strategic emphasis on Central and Eastern Europe. It is classified as an Article 9 SFDR fund and introduces a climate‑linked value‑sharing mechanism that ties manager compensation to emissions‑reduction targets. Commitments came from a mix of French and international institutional investors, including the European Investment Fund and major insurers.
The Lead Untangles: A Practical Guide on What to Do About Your Energy Bills – Right Now
The ongoing Middle East conflict has disrupted oil flows through the Strait of Hormuz, pushing wholesale energy prices higher. In the UK, Ofgem’s gas price cap for April‑June 2026 was set at £1,641, a 6.6% reduction, keeping domestic gas bills...
#156 - Dr Tim Gregory - Nuking Net Zero
In this episode, nuclear chemist Dr. Tim Gregory argues that the UK’s net‑zero ambitions are unrealistic without a substantial expansion of nuclear power, warning that reliance on intermittent wind, solar and limited battery storage will likely lead to rolling blackouts....
Hormuz Disruption Could Persist for Up to One Month
If Hormuz flows do not resume for a month, that's the worst-case disruption duration my colleagues at @RapidanEnergy and I modeled last June when we mapped out a US-Iran conflict on global oil and LNG markets and prices. We modeled disruption...
Utilities Should Focus on the Fundamentals – Emerson’s Sally Jacquemin | DTECH Interview Studio
Emerson’s power‑and‑utility leader Sally Jacquemin warns utilities to cement core infrastructure before chasing advanced technologies like AI. She likens the process to laying a concrete slab before building a house, emphasizing that digital grid fundamentals are non‑negotiable. Emerson, fresh from its...
Renewables Become Only Viable Exit Amid Global Energy Crisis
Renewables are the only exit strategy: Day 12 (updated) impact of the Israel and US attack, tracking Force Majeure, surcharges, and the explosive inflation behind the headlines FORCE MAJEURE IMPLICATIONS >Shell: FM on all LNG cargoes from Qatar >QatarEnergy: Pretty much totally down,...
Tesla's Biggest Bet: Batteries and Energy, Not Robotaxis
NEW: Batteries and energy, not robotaxis and humanoid robots, are Tesla’s best business bet https://www.forbes.com/sites/alanohnsman/2026/03/12/teslas-best-growth-story-isnt-robotaxis-its-batteries/
Clean Energy ETF Sees Flows as Grid Buildout Hits Record
The United States logged a historic 50.3 GW of clean‑power installations in 2025, accounting for more than 90% of all new capacity added to the grid. Solar led the surge, delivering roughly half of the new capacity, while battery storage posted...
Green Banks Pivot to Survive Trump’s Federal Funding Cuts
The Trump administration eliminated the $20 billion Greenhouse Gas Reduction Fund, stripping green banks of their primary federal financing source. In response, a coalition of state and regional green banks formed U.S. Green Bank 50 (GB 50) to coordinate efforts and share...
Op-Ed: Rethinking New York’s Path to Decarbonization
The New York All‑Electric Buildings Act has been stalled in litigation, prompting a rethink of the city’s decarbonization roadmap. Experts argue that relying solely on electrification risks overloading an already strained grid and overlooks more scalable solutions. They propose a...
AI Groups Utilidata, NexGen Cloud Partner to Unlock Stranded Energy
Utilidata and NexGen Cloud have launched the Karman AI power control platform to boost data‑center compute capacity by up to 50 percent using intelligent GPU power orchestration and stranded energy. The system, built on a custom NVIDIA module, monitors power...
Vikram Solar’s PowerHive Unit Launches VION Lithium Batteries in India
PowerHive, the energy‑storage arm of Vikram Solar, has introduced the VION lithium‑battery portfolio for residential backup, e‑rickshaws and distributed energy projects. The launch includes five commercial products spanning inverter batteries, integrated inverter‑battery kits, and dedicated e‑rickshaw packs. By moving beyond...
North Wales Firms Urged to Prepare for Low-Carbon Opportunities at Wylfa
North Wales is being positioned as a hub for the proposed Wylfa nuclear project, which could host Rolls‑Royce small modular reactors. The development promises up to 3,000 construction jobs and roughly 800 permanent roles once operational. Local businesses are urged...
Aerospace Offers an Unlikely Playbook for the Nuclear Energy Industry in 2026
Laura Crabtree argues that the nuclear and fusion sectors can learn from aerospace’s decade‑long battle with fragmented operations and rapid innovation. She stresses that a solid operational foundation—unified data, standardized procedures, and real‑time collaboration—is prerequisite to safely scaling advanced technologies....
India Developing 3 Types of Small Modular Reactors, Govt Tells Lok Sabha
India announced the development of three small modular reactor (SMR) designs – the 220 MWe Bharat SMR‑200, the 55 MWe SMR‑55, and a 5 MWth high‑temperature gas‑cooled reactor (HTGCR) for hydrogen production. Lead units will be built at Tarapur and Vizag sites, with...
Iran Conflict Threatens Global Economy Across All Sectors
The Iran War could trigger a global economic crisis and you won’t find a better summary of why than this one sentence from Rachel Ziemba below. Yes, this is about gas prices. But it’s also about: - the cost of food...
About 6,600 MW Nuclear Capacity Under Construction in India
India is building roughly 6,600 MW of nuclear capacity, slated for completion by 2029‑30, while another 7,000 MW remains in planning and approval phases. Current nuclear output already exceeds 8,780 MW, reflecting rapid expansion. Parallel projects include 12,723 MW of hydroelectric plants under construction...
Oil Likely Tops Soon; Expect Retracement to $98‑$110
$USOIL - As I've already stated I think that a major top is already in, but whenever a commodity goes parabolic, it usually doesn't collapse in a straight line, but retraces a significant portion of the initial decline. The upside...
Energy Efficiency and Domestic Production Boost U.S. Resilience
Summary of my argument: "Decades of investment in efficiency, domestic production, and renewable energy have made the U.S. economy far more resilient to global shocks." Therefore, let's keep implementing those energy policies --now is the worst time to give up on efficiency,...
GoodWe Introduces Low-Noise All-in-One Storage System for Rooftop PV
GoodWe has launched a three‑phase all‑in‑one energy storage system for rooftop PV, integrating inverter, battery and AI‑driven energy management in a single unit. The system operates at a whisper‑quiet 30 dB, earning TÜV Rheinland’s world‑first Grade A low‑noise certification, and can reduce...
Heat Pumps Are Transforming Domestic Hot Water Production – How to Avoid Hygiene Risks?
Heat pumps are rapidly becoming the preferred method for domestic hot water (DHW) production across Europe, driven by decarbonisation goals and the rise of rooftop photovoltaics. Their low‑temperature operation (45‑55 °C) maximises efficiency but overlaps the growth window of Legionella pneumophila,...
The SPR Release: Why Did Oil Prices Increase? (Video)
Oil prices rose despite the International Energy Agency and U.S. government announcing a large Strategic Petroleum Reserve (SPR) release. Analysts say the release was too modest to offset ongoing supply constraints from OPEC+ cuts and heightened geopolitical risk in the...
Switch to Clean Electricity to Avoid Future Energy Crises
The impact of the war in the Middle East on energy: We should fix the roof when the sun is shining not when there's a thunderstorm. Only when we shift energy demand from burning fuels to using electricity from clean power...
Questioning Strategic Reserves Amid Low Export History
IEA reserve requirements set on the basis of national net imports. We're not a net importer. Our net exports were smaller during the CPC time in gov't. Was a strategic reserve built up during that period? Contemplated?
Top 5 Potential Federal Roadblocks Facing Texas Renewables
The U.S. Department of the Interior has overhauled its permitting framework, introducing slower review timelines, new approval processes, and unfamiliar evaluative standards that now affect both federal and private lands. These directives, rolled out over the past 14 months, add...
US Crude Surges 10%, Volatility Predicted Hormuz Closure
US crude #oil is up nearly 10% - second largest day's rally for the commodity in four years. Looks like the implied volatility was giving a portentous signal ahead of time. It wasn't like the closure of Hormuz was surprising news......
Oil Profits Trump, While Consumers Pay and Lose Jobs
Who's the "we" in "we make a lot of money" @atrupar Oil companies make a lot of money. "We" pay a lot more money for everything & "we" lose our jobs. Good deal. @Ole_S_Hansen
US BESS Industry Is ‘Primed for Years of Growth’: Enertis Applus+ on Financing Storage in the FEOC Era
William Lauwers of Enertis Applus+ highlighted that the U.S. battery‑energy‑storage‑system (BESS) market is poised for multi‑year expansion despite looming FEOC regulations. He warned that the new foreign‑entity‑of‑concern rules and evolving Treasury guidance could tighten ITC eligibility, forcing developers to balance lower‑cost...
EU Mulls Looser Carbon Rules, Boosts Energy Aid
EU weighs looser carbon rules, state aid to cut energy costs https://t.co/ZZlkBSlSdq via @E_Krukowska @AlbertoNardelli @europressos https://t.co/V7T7n7KnxM
Energy K‑Shape: Owners Thrive, Consumers Struggle
That sound you hear is the widening of the K-Shaped economy - this time between the owners of energy assets and the consumers of energy assets.
Toshiba Rolls Out AI-Powered Solar Plant Portfolio Management Platform
Toshiba has launched EneTogo, an AI‑driven PV management platform within its Spinex for Energy suite, enabling real‑time monitoring and O&M of distributed solar plants. The system automatically calculates capacity factor, performance ratio, and lost generation while detecting zero‑output faults using...
Trump Tells Oil, Shipping to Prep For
The Trump administration has told U.S. oil companies and shipping groups to prepare for a potential waiver of the Jones Act https://t.co/X46i7aSDwu
Trump Reverses Stance: High Oil Prices Now Beneficial
Trump shifting his own feedback calculus: high oil prices are good now. Let's see how long that lasts.
America’s Power Shortage Is a Market Failure
America’s electricity grid faces looming capacity shortfalls as winter storms, record demand and aging plants converge. Market designs only signal investment after supply gaps appear, leaving developers with limited time and revenue certainty. The article argues that, like 19th‑century railroad...
Jones Act Suspension Hints at Looming Oil Export Limits
If the Trump admin is suspending the Jones Act you better believe that they're pretty darn close to some kind of petroleum export restrictions. Those will make the *domestic* US pricing environment more tolerable for a few weeks—after which it will...
US Oil Imports Rebound to 1990 Levels, 2 M Bpd
US is still a net importer of about 2 million barrels per day of oil, roughly back to 1990 levels. https://t.co/p77J48rR7V
The Briefing Room
Donald Trump suggested the US‑Israel conflict with Iran could end soon, but analysts warn the war may linger, keeping oil markets on edge. Prolonged fighting threatens to disrupt the Strait of Hormuz, a critical chokepoint for global oil shipments, which...
Iran Opens Hormuz to Indian Tankers, Shifts Trade Route
"Indian Source Says Iran to Allow India-Flagged Tankers Through Hormuz as First Tanker Arrives" Looks like the Strait of Hormuz will be the new Bab el-Mandeb 🍻 https://t.co/370QXTDJC2
MEG Shut-In Hurts Tankers, Fuels Oil Rally, SPY Overbought
Full shut-in of the MEG (AG) is obviously bearish for short- mid-term #tanker markers. The tanker stocks are betting this lasts *months*. Oil is partially reflecting, but $SPY is wildly bloated. Trade: -Bullish oil firms: $KOS -Mega bearish $SPY -Holding key tankers: $DHT $STNG
Watch: Your Oil Questions Answered
ING commodity strategist Warren Patterson discusses the ongoing oil price volatility, with Brent crude intermittently breaching $100 per barrel despite the International Energy Agency’s announcement of record supply releases. He examines how the conflict with Iran, particularly the strategic choke...
Unimpeded Tankers: Heading to China or Beyond Seiz
Would like to understand why these tankers are sailing unimpeded. Is it that they are going to China? Is it physically impossible to commandeer these ships like with Venezuela?
Oil Near Record Close Despite Falling Short of Early Highs
Oil is still well below its highs from the extreme buying that we saw early Monday morning. But if it closed here for the day, it'd be its highest close yet.
College’s New Green Skills Innovation Centre Will Inspire Employers to Raise Sustainable Technology Expertise
Wiltshire College & University Centre opened a £500,000 Green Skills Innovation Centre in Chippenham, backed by the Shared Prosperity Fund and Good Energy. The facility features teaching bays for solar PV, heat pumps, battery storage and smart‑home systems, plus an...
Demand for Proof: Nuclear Build Not $9.3B Impact
I want to see a report demonstrating that the “construction phase” of a new nuclear power plant will NOT involve anywhere near $9.3 billion in “economic impact.”
UK Releases 2024 Estimate of North Sea Oil‑Gas Reserves
UK government estimates from 2024 of remaining oil & gas resources in the N. Sea posted today. Source: https://t.co/MdBiDA5rEo https://t.co/UWUhPViK5S
Norwegian Photoncycle Bags €15M Series A to Launch Seasonal Solar Storage in the Netherlands
Oslo‑based Photoncycle raised €15 million in a Series A round led by NordicNinja and Voima Ventures to commercialize its solid‑state hydrogen storage system. The technology stores excess summer solar power as hydrogen for winter use, targeting Dutch and Danish households as net‑metering...
US Fuel Inventories Climb Across Crude, Gasoline, Distillate
U.S. comparative inventory rose 1.5 mmb for the week ending March 6 Crude C.I. rose 1.8 mmb, gasoline rose 1.5 mmb and distillate rose 0.9 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/bXRNoEFCkI
Energy Sector Eyes Break of 10‑Year Trend
#Oil Energy sector stocks in the S&P 500 relative to the broader S&P 500 index. An attempt to break a 10-year trend. https://t.co/LW9Rg4lDI8
Prediction Markets See WTI Futures Still Rising
Prediction markets think WTI futures haven’t peaked yet Market-implied odds of maximum price of front-month contracts this year https://t.co/KJycyDttIE https://t.co/obrkd1ueUb
Disruption at Oman, UAE Oil Ports Could Spike Prices
All eyes & hopes rest on the 2 main oil ports of #MinaAlFahal in Oman and #Fujeirah in UAE if any of these continues to be impacted then it's serious for oil prices. ميناء_الفحل #ميناء_الفجيرة#