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:
New York Needs More Time to Meet Climate Goals, Gov. Hochul Says
New York Governor Kathy Hochul warned that the state’s 2030 climate targets – 70% renewable electricity and a 40% emissions cut – are financially untenable without a policy reset. She highlighted a $4,100 annual cost increase for vulnerable two‑car, heating‑oil households and blamed pandemic‑related supply shocks, offshore‑wind setbacks, and rising energy prices. Hochul suggested the ongoing budget negotiations are the most viable vehicle to amend the 2019 Climate Leadership and Community Protection Act. The governor also noted local resistance to solar and battery projects and a lack of federal support for offshore wind.
Markets Underestimate Iran Conflict’s Oil Shock Potential
Why are oil speculators assuming this war is short and irrelevant? Yesterday I talked to an energy analyst I highly respect, and he waved off the Iran situation. Oil/gas markets are dynamic and flexible, he posited, they can handle it....
Hormuz Closure Threatens Markets, Fuels Inflation Surge
...and yet, the Strait of Hormuz is STILL closed, for the 13th day. Why? 🤔 At some point, investors are going to understand why this is; when they do, it is going to be very bad for both stocks AND...
Gulf Coast Facing ‘Gas Storage Problem’ as LNG Exports Grow
U.S. natural‑gas storage capacity has remained essentially flat since 2012, while overall demand – driven by domestic consumption and rapidly expanding LNG exports – is accelerating. The Gulf Coast, home to the majority of export terminals, is now confronting a...
Can Hydropower Ride the Wave of the Energy Boom?
Hydropower, once the leading U.S. renewable source, posted only a 1.7% increase in generation last year, keeping its share at about 5.6% of electricity. Most of the 79,892 MW capacity is tied to dams over 50 years old, with the last major...
US Transit Fleets Have Bought Over 8,000 Zero-Emission Buses
U.S. public‑transit agencies have collectively funded, ordered, or deployed 8,116 full‑size zero‑emission buses as of July 2025, marking a 16% year‑over‑year increase. Small‑vehicle zero‑emission buses added another 1,400 units, growing 20% in the same period. California remains the clear leader, operating...
The Relationship Among Oil Prices, Food Costs, and Consumer Inflation
U.S. military actions in the Middle East have driven Brent crude sharply higher, reviving scrutiny of oil’s influence on broader price levels. Historical FRED data reveal that oil price movements have consistently co‑moved with the Global Food Price Index and...
Cargo Diversions, Escalating Price War Threaten Latin American LNG Supply
The ongoing Middle East conflict is forcing LNG vessels originally slated for Latin America to reroute to higher‑paying markets in Europe and Asia. Spot prices at key Latin American terminals have risen 15‑20% month‑over‑month, yet remain below the premiums offered...
Power Stocks Surge as West Asia Crisis Reshapes India’s Energy Mix
Power stocks rallied sharply on Thursday as West Asia tensions disrupted LPG imports, prompting a rapid shift toward electricity. The Nifty Energy index jumped 1.93%, led by Adani Power (+7.89%) and ATGL (+7.51%). Analysts cite an early‑summer demand boost and...
U.S. Navy Unready to Escort Tankers
JUST IN: 🇺🇸 United States says Navy is not ready to escort oil tankers through the Strait of Hormuz. It would be 'suicide'. So the war wages on while Trump sends ameteur AI videos from the WH to evoke fake gamer...
Flexible Wearable Batteries on the Cards?
Researchers at Empa have created a stretchable polymer electrolyte based on modified silicone that conducts ions while retaining elasticity. The flexible electrolyte can suppress lithium dendrite growth and fill microscopic voids, enhancing solid‑state battery stability and energy density. Its ultra‑thin...
Ruling Party Proposes Bold Vision to Transform Zimbabwe Into Global Battery Manufacturing Hub
Zimbabwe’s ruling ZANU‑PF party announced a strategic push to transform the country from a raw lithium exporter into a full‑stack battery manufacturing hub. The plan highlights the recent attraction of four of the world’s top six lithium firms and the...
Trump Bought Just 20M Barrels Amid Low Oil Prices
It's pretty amazing that the Trump administration only bought 20MN barrels of oil given oil averaged in the low 60's.
Tesla Energy Gains UK License to Sell Electricity to Homes and Businesses
Tesla Energy Ventures Ltd. received an Ofgem licence to supply electricity to homes and businesses across Great Britain, effective 6 p.m. on March 12, 2026 after a seven‑month review. The approval lets Tesla sell power directly to UK customers, complementing its existing fleet...
Middle East Energy Shock Prompts Industry Call for Renewables Acceleration
The Global Renewables Alliance (GRA) is urging policymakers to fast‑track solar, wind, hydro, geothermal and storage projects after Iran’s closure of the Strait of Hormuz sent oil and gas prices soaring. The trade body cites the current Middle East shock...
UK Government to Prioritize Data Center Grid Access, Cut Down on Speculative Applications
The UK government will introduce a new system to prioritize data‑centre connections to the National Grid after a 460% surge in speculative applications created queues with waits of up to 15 years. The scheme will give AI data centres, AI...
Escalating War, Markets Unmoved by IEA Oil Release
The War Escalates and Markets are Unimpressed with IEA Oil Move: The Middle East war is escalating. The market seems unimpressed with the announcement that strategic oil reserves will be released. The announcement is light on details, such as pace...
TMTB Morning Wrap
Futures slipped 60 basis points as oil prices stay elevated, driven by tanker incidents in Iraqi waters, Oman's export‑terminal clearance, and Chinese refiners canceling cargoes. Asian equity markets opened lower, with the Nikkei and Taiwan indices down over 1%, while...
Iran Claims Tanker Attack, Shipping Risks Surge Globally
Iran says it hit an American tanker. If true…. Iraq has spent the last few days upping the danger for ships. The global risk keeps increasing for ships, crew, and cargo. The Strait of Hormuz and no safe movement...
Iran War Threatens Global Oil System, Risks Economic Collapse
Oil is the lifeblood of the global economy. The system just had a heart attack. The Iran War could become the most consequential geopolitical blunder by an American president in modern history. LINK👇 https://t.co/Tx2sjAvFjq #IranWar #OilMarkets #StraitOfHormuz #EnergyCrisis #EnergySecurity #Geopolitics #GlobalEconomy #OilShock #EnergySystem #SystemicRisk
US Energy Secretary Wright: Iran Operations to Take Weeks, Not Months
U.S. Energy Secretary Jennifer Wright said Iran‑related naval operations in the Strait of Hormuz will last weeks, not months, and that a U.S. Navy escort for commercial tankers is expected by the end of the month. Washington is working with allied...
IEA and AfDB Align on African Clean Cooking Priorities
Pleased to host @AfDB_Group President Sidi Ould Tah at @IEA HQ for a discussion on key African energy priorities – including clean cooking & ensuring African countries benefit from their mineral resources Looking forward to working together on @IEA’s Clean Cooking...
Research Shows Conventional Solar Arrays Can Support Livestock Grazing
A new study by the Federal Association for New Energy Industry, based on research from the University of Göttingen and the University of Cologne, examined five German solar parks over 18 months. It found that vegetation growing under and between...
'German Offshore Overplanting Rule Will Drive up Costs'
A Frontier Economics study finds Germany’s 20% offshore wind over‑planting rule is economically inefficient, recommending a target of 5‑10% overall and 2.5‑5% per project. The rule, intended to lower grid‑connection costs, would instead raise overall project expenses and cause 3‑4%...
After 10 Days, 500M Barrels Loss Seen as Acceptable
10-11 days into this it feels like a good-ish outcome would be getting out of this with only 500 million barrels of lost oil production?
Katherina Reiche and the Myth of Solar Subsidies: Why Operators Do Not Receive 7 Cents per Kilowatt-Hour in State Support
German Economy Minister Katherina Reiche plans to end feed‑in tariffs for small rooftop photovoltaic systems, prompting claims that the state saves billions by cutting a 7‑8 cent/kWh subsidy. In reality, the EEG scheme settles the difference between market prices and a...
U.S. Not Ready to Escort Tankers Through Hormuz
Energy Secretary Wright says U.S. ‘not ready’ to escort tankers through Strait of Hormuz yet. CNBC
Oman's 0.7 Mb/D Oil Exports Risk Disruption
Another problem if Oman's ~0.7 Mb/d of oil exports are also interrupted even though outside Hormuz
Russia Adds Around 100 MW of Solar in 2025
Russia added roughly 100 MW of solar in 2025, bringing total installed capacity to about 3.1 GW. The increase follows the government’s capacity‑supply agreement framework that guarantees long‑term payments for utility‑scale projects. GlobalData forecasts annual additions of around 200 MW, pushing cumulative solar...
Oil Prices Now Reflect True Disruption Risk
What happens with oil prices is all about whether risk premia are accurately priced. Initially, markets were massively complacent. Then there was all-out panic. Now, at between $90-100 per barrel, we're accurately pricing risk of a serious disruption... https://t.co/evJVri93wZ https://t.co/EZteEvaeo1
Storage, System Flexibility Now Immediate Priority for India’s Grid: Industry Leaders
India’s renewable share is accelerating, prompting industry leaders to flag storage and system flexibility as immediate priorities. The grid now experiences an estimated 80 GW swing between low‑demand and evening‑peak periods once solar and wind are accounted for. Leaders at the...
Iran Leverages Hormuz Attacks to Force US Concessions
The Strait of Hormuz remains essentially closed to ship traffic because of Iran's attacks. Every Iranian attack is a negotiation. Iran knows it has leverage and is trying to end this war on favorable terms. Only way out is for...
Largest Oil Reserve Released in History & Porsche Has Lost Its Luster
The episode examines the geopolitical shock to oil markets as the IEA releases a record 400 million barrels from strategic reserves amid the Strait of Hormuz crisis, noting that the move failed to lower prices and also threatens fertilizer supplies, driving...
Zelestra Brings Villamañán Solar Plant Online
Zelestra has placed its 19 MWdc Villamañán solar plant in León, Spain into full commercial operation, completing the trio of projects delivered under a long‑term virtual power purchase agreement (vPPA) with Graphic Packaging International. The facility will generate roughly 28,700 MWh of...
“We Are 80 Pct Renewable:” Wind and Solar Shield Gina Rinehart’s Big Lithium Play From Fossil Fuel Crisis
Liontown Resources, backed by Gina Rinehart’s near‑20% stake, is operating the Kathleen Valley lithium mine with an 80% renewable energy mix. The hybrid power plant—30 MW wind, 17 MW solar and a 17 MW battery—has reduced diesel to roughly 4‑5% of total operating...
Gulf of Aden Swarms with VLCCs, No Houthi Attacks Yet
There are so many VLCCs oil tankers in the Gulf of Aden right now that one could walk from Djibouti to Socrota island wihtout getting their feet wet. (... and no, contrary to some social media posts, the Houthis have...
Iran War Could Leave Lasting Shock on Commodities: Report
The US‑Israel war against Iran has already rattled global commodity markets, tightening supply chains for oil, fertilizers, chemicals and several metals. BMO Capital Markets notes oil prices spiked toward $120 per barrel before settling near $90, while nitrogen fertilizer costs...
Arup Appointed to Provide Early Phase Engineering and Designs of Wylfa SMRs
Arup has been selected to deliver early‑phase foundation engineering and design support for the Wylfa small modular reactor (SMR) project on Anglesey, the UK’s first SMR site. The scheme, led by Great British Energy – Nuclear, targets up to 1.5 GW...
Yttrium-Doped Nickel Catalyst Boosts Ammonia to Hydrogen Conversion Efficiency
Researchers at Tohoku University have created a yttrium‑doped nickel‑ceria catalyst (Ni₁Ce₁₋ₓYₓOα) that dramatically improves ammonia decomposition into hydrogen. The yttrium addition generates stable surface oxygen vacancies and tunes the electronic structure around nickel sites, lowering reaction energy barriers. The optimized...
Ormat Achieves Higher Electricity Prices: Ormat Extends Power Purchase Agreements for Geothermal Power Plant in California
Ormat Technologies has renegotiated its power purchase agreements for the 15 MW portion of the Casa Diablo IV geothermal plant, extending the contracts to 2037. The new "blend‑and‑extend" deals raise the electricity price by roughly 27 percent and increase each off‑taker’s commitment...
UK 'Must Link Energy with National Security'
A RenewableUK‑commissioned report urges the UK government to treat energy security as a core component of national security. The study, conducted with Public First and the Royal United Services Institute, warns that reliance on imported fossil fuels leaves the country...
Indonesia Poised to Lift Fuel Prices Amid Ongoing Conflict
If the conflict lasts, Indonesia will raise fuel prices, which is what it did by end 2022 as the subsidy rose by 30bn…
Data Centers as Growth Driver: FuelCell Energy Increases Revenue by 61% in Q1 – Net Income Remains Negative
FuelCell Energy reported a 61% year‑on‑year revenue increase to $30.5 million in Q1 FY2026, driven primarily by a surge in its product business and higher service contract sales. The product segment leapt from $0.07 million to $12 million, while power‑generation revenue slipped slightly....
Oil Prices Go Up 6% as Hormuz Shipping Crisis Deepens
Oil prices surged on Thursday as Iran intensified attacks on oil and transport infrastructure, reigniting fears of prolonged disruption through the Strait of Hormuz. Brent futures jumped 6.47% to $97.93 a barrel, briefly touching $100, while U.S. WTI rose 6%...
TBM Launched on National Grid’s 2.2km Power Tunnel Under the Thames
National Grid’s Grain to Tilbury project has launched a 271.5‑ton tunnel boring machine, named Caroline, to excavate a 2.2 km, 4‑metre‑diameter power tunnel beneath the River Thames. The TBM employs a “flying launch” technique, with an initial excavation rate of 0.9 m...
ETS Prices Defy Rise in Gas Prices as Middle East Conflict Continues
European carbon allowances (EUAs) stayed flat around €70 despite a sharp 40‑70% rise in Dutch TTF gas futures triggered by the Middle‑East conflict. Gas prices jumped from €31 to over €45 in early March, normally prompting coal‑fuel switching and higher...
A Red Brick‐Derived Fe2P‐Based Cocatalyst Sheet Enables Monolithic Photocatalysts for Efficient Solar Hydrogen Production
Researchers have converted common red brick into a Fe2P‑based cocatalyst sheet that serves as a scaffold for semiconductor particles, creating monolithic photocatalysts for solar water splitting. The CdS‑Fe2P/RB monolith delivers a visible‑light hydrogen evolution rate of 7.7 mmol g⁻¹ h⁻¹ and an apparent...
Iron Incorporation‐Induced Phosphorus Vacancies in MoP: A Dual‐Functional Strategy Toward Efficient Solar Driven Hydrogen Production
Researchers introduced iron atoms into molybdenum phosphide (MoP) to generate phosphorus vacancies, forming a dual‑functional catalyst for solar‑driven hydrogen production. The Fe substitution replaces Mo sites, creating electron‑trapping vacancies while Mo atoms serve as hole traps, markedly improving charge separation....
Contributor: Don't Let Lobbyists Win a Liability Shield for Big Oil
State and local governments across the U.S. are filing climate lawsuits against major oil majors, seeking compensation for billions in damage caused by fossil‑fuel emissions. The Supreme Court recently agreed to hear Exxon Mobil’s petition to block a Colorado wildfire...
India Launches Tender for 1 GW Round-the-Clock Renewable Power
Solar Energy Corp. of India (SECI) has opened a tender for 1 GW of round‑the‑clock renewable power projects, mandating integrated energy‑storage systems. The projects will follow a build‑own‑operate (BOO) model and attract 25‑year power purchase agreements with Indian distribution companies. Bidders...