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:
PETER LEWIS' MONEY TALK - Thursday 12 March 2026
In this episode of Peter Lewis' Money Talk, host Peter Lewis talks with Andrew Freris, CEO of Ecognosis Advisory, and Nick Marro, Principal Economist for Asia at the Economist Intelligence Unit about the recent fuel subsidy crisis in Vietnam and its broader implications for emerging markets. They explore how the emergency fund usage signals fiscal strain and discuss the ripple effects on inflation, currency stability, and investor sentiment across the region. In the second half, Yanan Wu, Chairman and CEO of Surfin Group, joins to examine the latest trends in FinTech and emerging market digital finance, highlighting Surfin's rapid growth and the opportunities and risks of scaling online financial services in Asia.
Supply Shocks and Politics Won’t Push Oil Prices Down
exploding tankers, the us releasing 40% of its remaining oil reserve, and trump bragging about how well things are going: not indications for low oil prices.
The Commodities Feed: Record Oil Release Fails to Rein in Prices
The International Energy Agency announced a coordinated emergency release of up to 400 million barrels of crude oil, the largest ever, yet Brent futures surged to near $100 per barrel. Market analysts attribute the rally to ongoing disruptions in the Persian...
Morning Brief Podcast: SPRs to LPG: How Far Will History’s Biggest Oil Shock Reverberate?
The Morning Brief podcast examines an unprecedented oil shock triggered by the effective closure of the Strait of Hormuz, cutting more than 10 million barrels of crude per day—about twice the 1956 Suez disruption. With virtually no spare production capacity, Brent crude...
JIJ Europe Collaborates with ORCA Computing, Bp, and NQCC on Energy Optimization
JIJ Europe Ltd., together with ORCA Computing, bp and the National Quantum Computing Centre, has launched a SparQ‑funded project to validate a quantum‑classical hybrid workflow for the Unit Commitment problem in power generation scheduling. The approach decomposes large mixed‑integer linear...
Investors Need to Decide How Much Coal Is Too Much Coal
Investors are confronting a pivotal question as capital floods the broader energy sector: how much coal exposure is acceptable. While renewable projects dominate headlines, coal still accounts for a sizable share of global power generation and remains embedded in many...
US Oil Prices Jump 70% Since December,
US oil prices extend gains to rise above $94/barrel, now up +70% since December 2025.
Australian Fuel Prices Surge, up $0.77 per Litre
Fuel has now gone up by $0.77 cents a liter in Australia and keeps climbing by the hour. How much further shall it goooo
Oil Jumps Despite Historic Reserve Release as War Fears Tighten Supply
Oil prices climbed on Wednesday even as the International Energy Agency and partner nations prepared to release roughly 400 million barrels of strategic reserves, the largest coordinated drawdown ever considered. Traders, however, priced in heightened geopolitical risk from the escalating Iran‑related...
China’s Leverage over Iran Could Shape Xi‑Trump Summit
This is just my wild guess: If the IRGC continues to block the Strait of Hormuz and begins targeting China-linked vessels, Beijing may not rule out the possibility of deploying naval forces to escort commercial ships through the strait. That said, naval...
Tankers Attacked, Brent Nears $100, Middle East Risk Spikes
Brent crude #oil is flirting dangerously close to the $100/bbl level once again after two tankers were attacked in Iraqi waters, underscoring the broader risks to energy assets across the Middle East and overshadowing a record oil release from the...
VAALCO Energy Inc (EGY) Q4 2025 Earnings Call Transcript
KLX Energy Services Holdings reported Q4 2025 revenue of $157 million, in line with guidance, and generated $23 million of adjusted EBITDA, the highest quarterly amount of the year with a 14% margin. The Northeast/Mid‑Con segment delivered a 25.3% adjusted EBITDA margin,...
Ecoflow Launches 5 kWh Inverter Battery with Full Discharge
Ecoflow debuts 5 kWh residential inverter battery with 100% depth of discharge #energysky -- via pv magazine global: https://t.co/69GUPjmW2C
Oil Spike Fuels Inflation Fears, Squeezes Stocks
Crude oil prices rose - feeding inflation fears and punishing the stock market- despite an IEA release of 400 million barrels from emergency stockpiles. Now what? #crudeoil #oilprices #IranWar #stocks #stockmarket #inflation #macro #trading #dollar https://t.co/jccqS0V3d3
Aemetis Inc (AMTX) Q4 2025 Earnings Call Transcript
Aemetis reported Q2 2025 revenue of $52.2 million, up $9.3 million thanks to resumed biodiesel shipments to India. The company highlighted a 30% boost in dairy RNG output, seven CARB‑approved low‑carbon pathways, and a surge in California LCFS credit prices to about...
Iran Conflict Fuels Gulf Tanker Attacks, Crude Surge
About to jump on CNBC @asiasquawkbox to talk about the Iran War, the Strait of Hormuz, the latest tanker attacks in the Gulf, and tonight’s jump in the price of crude. Tune in! https://t.co/myMaR7VRA7
SPR Release Announcement Triggers Panic, Fuels Oil Prices
In case you are wondering why oil prices continued to rise despite the US announcement of a massive SPR release: In the SPR literature, more than 30 years ago, experts warned that announcing an SPR release might signal crisis and cause...
SNDL Inc (SNDL) Q4 2025 Earnings Call Transcript
SandRidge Energy reported a strong Q4 2025 and full‑year performance, with average daily production climbing to 19.5 MBOE in the quarter and 18.5 MBOE annually, a 12% increase on a BOE basis and 32% rise in oil output. Revenue grew 25% to...
European Solar Prices Surge Above €0.1/Wp Amid Optimism
European solar module prices tick above €0.1/Wp as buyer optimism remains high #energysky -- via pv-tech: https://t.co/GanafT7ZBD
Brent Crude Nears $100 Again, Reason Unclear
Brent crude pops back toward $100 because, well, hard to say why it wasn’t there already https://t.co/SGjbVYODt2
The NEVI Funds Are Finally Unfrozen, But The Administration’s Chaos Goes Unpunished
A federal judge in January 2026 ordered the release of the $5 billion NEVI program funds that had been frozen by the Trump administration. The thaw restores congressional appropriations for a nationwide EV charging network, but the year‑long pause forced states...
SPR Buffer Brief; Hormuz Delay Drains Reserves Fast
A 400M barrel release can cushion the shock, but only briefly. If Hormuz shipping isn’t restored by late March, losses outpace the reserve fast—about 80M barrels per week. The SPR buys time, not supply. #OilMarkets #SPR #EnergySecurity #Hormuz #EnergyCrisis
Physical Supply Shortage Freezes Oil Market Despite Premiums
The oil market isn’t clearing Available barrels are being offered at extreme premiums, but refiners are refusing to buy When prices rise this fast, markets freeze. The problem isn’t cost. It’s physical supply. https://t.co/bjYMZAsRUg #OilMarkets #EnergyCrisis #Hormuz #Geopolitics #EnergySecurity
US to Release 172m Barrels From SPR over 3 Mths as US Intelligence Says Iran Regime Stable
The United States will release 172 million barrels from its Strategic Petroleum Reserve over the next 120 days, joining a 400‑million‑barrel drawdown coordinated by the International Energy Agency. The emergency release aims to ease the sharp rise in crude prices...
Seizing Whole Oil Tankers Raises Serious Questions
Does this strike anybody as weird that we are just seizing entire ships of oil?
Google Commits to 30 GWh Iron‑air Storage Despite Efficiency Loss
Google bets big on 30GWh of Form Energy’s iron-air battery storage despite efficiency trade-offs #energysky -- via Energy Storage News: https://t.co/Mt1Yhr3Zzq
Iran Raises Stakes on Hormuz in Oil Price Narrative Battle
Iran has escalated its rhetoric and threats around the Strait of Hormuz, a chokepoint that moves roughly one‑fifth of the world’s oil and LNG. The move is part of a broader narrative battle with the United States amid the ongoing...
Hormuz Closure Disrupts Global Energy, Food, Metal Supplies
Good morning from Hong Kong. Day 13 of the Iran War. Hormuz effectively closed, impacting not just global energy supply chain but also food and metals. https://t.co/yXfDXHwzMN
Iran Keeps Oil Flowing as Gulf Supplies Stall
“Winning like never before”? Iran keeps exporting oil through Hormuz Saudi, Iraqi, and Gulf supplies stall and global shipping freezes. Control of the chokepoint looks very different from the victory narrative. https://t.co/XWciH00m2o #IranWar #OilMarkets #Hormuz #EnergySecurity #Geopolitics
Permanent Ban for Energy Efficiency Company that Falsified Claims, Misled Regulator
Australia’s Clean Energy Regulator (CER) has permanently suspended Phenix Trading’s registration under the Renewable Energy (Electricity) Act 2000, barring the firm from creating renewable energy certificates. The decision follows earlier bans by New South Wales and Victoria regulators for exaggerated...
New Coating Keeps Solar Panels Clean without Losing Efficiency
Researchers develop dirt-repelling solar panel coating that doesn’t affect light absorption #energysky -- via Solar Power World: https://t.co/BJgSBTxln9
Physical Market Beats Narrative as Brent Nears $100
DAY 13: The physical market appears to have won the battle over the manufactured narrative. The IEA announced 400 mil barrels release but crude went 🆙 instead of down. Brent eyeing $100 again. 🧵
U.S. Issues New OFAC and BIS Guidance on Cuba: What Exporters Need to Know
The U.S. Treasury’s OFAC announced a favorable licensing policy for resales of Venezuelan oil destined for Cuba, while the Commerce Department’s BIS clarified that the EAR’s License Exception SCP can cover petroleum shipments to eligible Cuban private‑sector and humanitarian end‑users....
Iranian USVs Ignite Two Oil Tankers, 400k Barrels Threatened
The Malta-flagged 50k ton Greek-owned tanker and Marshall Is-flagged 74k ton American-owned tanker is on fire in the anchorage off Iraq. It is suspected the ships were hit by Iranian unmanned surface vessels (USVs). The ships were involved...
Zero-Fuel Renewables Slash Electricity Costs by Cutting Fossil Expenses
"Why do wind, water, and solar reduce electricity price? Because they have zero fuel cost. They eliminate the energy and cost needed to mine, transport, and process fossil fuels, including from dangerous parts of the world."
Trump’s Iran War Pushes Petrol Past $3.50 in Test of US Voter Patience
President Trump’s decision to intensify military pressure on Iran sparked a sharp rally in global oil markets, pushing U.S. gasoline prices above $3.50 per gallon for the first time in years. The price surge coincided with the lead‑up to the...
Electric Farm Gear Beats Diesel on Cost, Boosts Profits
Electric Farm Machinery Now Cheaper Than Diesel Equipment Mike Casey is a New Zealand cherry orchardist who electrified every aspect of his farm 5 years ago. He explains how that has grown his profits. Will e-farming work in Canada? #cdnpoli https://youtu.be/L5pn5d9v2Lw
Texxecure Introduces Standardized PV System Quality Rating
Germany’s Texxecure launches standardized quality rating for PV systems #energysky -- via pv magazine global: https://t.co/KtYvGwXuTl
Reports of Tanker Attack in Southern Iraq
An oil tanker near Iraq's Umm Qasr port caught fire, with early reports indicating a possible direct attack on the vessel. Witnesses said multiple tankers were ablaze, suggesting a coordinated incident. The event adds to a series of recent assaults...
US Taps 172 Million Barrels From Strategic Reserve
United States to release 172 million barrels of oil from Strategic Petroleum Reserve: Department of Energy $USO $XLE
U.S. to Release 172 M Barrels Over 120 Days
U.S. details its participation in the IEA coordinated SPR release. Washington will release 172 million barrels over a 120 day period, equal to a flow of ~1.4 million barrels per day.
SPR Releases Are Optics, Not Price Drivers
Reminder: tapping the "Strategic Petroleum Reserve" is just about optics. It has no meaningful impact on the price of Oil because the reserve is so small, only representing 20 days of US Oil consumption (assuming we used it all) and...
Colombia's Top Energy Stock Near 4-Year High
Game on. Another strong rally in Colombia’s largest energy producer. Now approaching 4-year highs. Here are a few other similar setups: https://t.co/YcLcY6et8c https://t.co/3oWP9oWMkn
Trump Urges Tanker Crews to Brave Hormuz Strait
Trump, 2 days ago: oil tanker crews should “show some guts” and sail through the Strait of Hormuz
Oil and Commodities Set to Rise Despite Iran War Outcome
Carlyle's Jeff Currie lays out a case for why oil and other commodity prices are heading higher, regardless of the exact outcome of the war in Iran. https://t.co/tMKWpSXhYe
US SPR Drawdown To
Finally, some US SPR detail. Reportedly beginning next week. Still no mention of official flow rate (what really matters), but Sec Wright said the drawdown would last ~120 days which yields ~1.4 MMbpd draw pace. (Biden admin managed ~1 MMbpd max drawdown rate...
Energy‑efficiency Firm Receives Permanent Ban for False Claims
Permanent ban for energy efficiency company that falsified claims, misled regulator #energysky -- via Renew Economy: https://t.co/baLK5uJHkt https://t.co/eFAbSFcov3
Ten AP1000 Reactors Could Add Trillion Dollars
Building 10 Westinghouse AP1000s Could Give the U.S. a Trillion-Dollar Boost #energysky -- via Heatmap News https://t.co/9JqjtAvsZB https://t.co/TE2KcjKKZS
Pipelines:
Oil prices up? This is why we need more pipelines. Oil prices down? This is why we need more pipelines. Oil prices steady? This is why we need more pipelines. Sky blue? This is why we need more pipelines. Dark...
Estonia Adds 105 MW Solar Capacity by 2025
Estonia deploys 105 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/TCV1EA87FW