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:
IEA Reportedly Proposes Largest Ever Oil Stockpile Release
The International Energy Agency has proposed the largest ever release of strategic oil reserves to curb a price surge linked to the Middle East conflict. Oil prices slipped below $90 a barrel after the report, boosting equity markets. Governments are expected to decide on the release today, a move that could temper inflationary pressures. The European Central Bank also warned that the Iran situation could reignite euro‑zone inflation.
South Korea Accelerates Nuclear Restarts Amid Middle East Fuel Crisis
South Korea will speed up the restart of nuclear reactors undergoing maintenance to secure energy as the war in the Middle East chokes fossil fuel supplies 🇰🇷☢️ The nation will seek to start two units this month, and a further four by...
NanoMalaysia Unveils Sodium-Ion Prototype Surpassing 300 Wh/Kg
NanoMalaysia Berhad unveiled a sodium‑ion battery prototype that delivers over 300 Wh/kg, placing it among the world’s most advanced sodium‑ion systems. Developed under the NanoMalaysia Energy Storage Technology Initiative in partnership with International Battery Centre Sdn Bhd, the prototype demonstrates performance...
This Sensor Lets DJI Drones Detect Methane and Toxic Gases
AIRINS introduced new multi‑sensor configurations for its Sniffer4D Nano2+ gas detection system, enabling DJI enterprise drones to monitor up to ten gas parameters in a single flight. The solution pairs AI‑driven analytics with lightweight sensors to map methane, hydrogen sulfide,...
Honda Earns EPA ENERGY STAR at Seven US Plants in 2025
Honda announced that seven of its U.S. manufacturing facilities earned the EPA ENERGY STAR certification for 2025, recognizing superior energy efficiency. The Marysville and East Liberty Ohio plants marked their 20th consecutive year of certification, while other sites in Indiana,...
Lonestar Resources US (OTCMKTS:LONEQ) and Murphy Oil (NYSE:MUR) Head-To-Head Analysis
Murphy Oil outperforms Lonestar Resources US across all evaluated factors in a head‑to‑head comparison. Murphy boasts 78.3% institutional ownership, positive profitability metrics (3.83% net margin, 3.73% ROE, 2.01% ROA) and $2.72 billion revenue with a $0.72 EPS and a 45.28 P/E...
Inputs Sought From Private Companies for Deploying Bharat Small Reactors
The SHANTI Act, passed in December, now permits private firms to engage in nuclear power generation in India. NPCIL has reopened its request for proposals to deploy 220 MW Bharat Small Reactors, seeking input from private‑sector participants and extending the expression‑of‑interest...
Oil Crisis: The Answer Isn’t Panic, It’s Power
Rising oil prices expose Britain’s dependence on volatile international energy markets. Although the UK boasts world‑class offshore wind, onshore wind and solar resources, the electricity grid is failing to connect new renewable projects, causing years‑long delays. The article argues that...
IEA Report Likely Shows Oversupplied Market Amid War’s End
How would a big IEA release look considering: -- The war is about to be over "very soon" -- The market is well-supplied, as repeatedly and recently claimed -- Brent is <$90 Just asking... 😅🤔
Qatar's Ras Laffan Outage Tightens LNG Market, Spikes Prices
The world's largest LNG plant hasn't exported a shipment in five days. That's the longest streak since at least 2008 🇶🇦⚠️ Qatar shut its Ras Laffan facility last week after a drone attack The longer Qatar's outage continues, the tighter the market...
Buying Time Till Iran Surrenders
Tomorrow the 32 International Energy Agency members will vote on a proposal to tap up to 400 million barrels from their strategic petroleum reserves, a release larger than the 240‑million‑barrel drawdown after Russia’s 2022 invasion of Ukraine. The IEA holds 1.8 billion...
IEA to Release More Oil than Post‑Ukraine Invasion, Hormuz Closed
The IEA is preparing to release more oil than it did after Russia invaded Ukraine. The Strait of Hormuz remains closed to tankers. 🔒 Members-Only https://t.co/TcCIMKXR4l
Inflation‑Adjusted Crude Oil Poised for $220 All‑Time High
Crude Oil adjusted for inflation is quite cheap An all-time high is very realistic -- that would put Crude above $220 per barrel Likely by the end of this decade $CL_F https://t.co/oQOmEtjGtH
Energy Retailer Dumps Gas Licence to “Focus Exclusively” On Solar, Batteries and VPPs
Discover Energy has surrendered its gas retail licence, shifting exclusively to solar, battery storage and virtual power plant (VPP) services. The Australian regulator approved the move, with existing gas customers transferred to CovaU on September 4. The company cites high compliance...
Big Battery Put on Standby Again as Rooftop PV Sends Grid Demand Below Zero, but None Forced to Charge
The Australian Energy Market Operator (AEMO) placed the Torrens Island big battery on standby after rooftop solar pushed South Australia’s grid demand into negative territory, forecasting a minimum system load of –144 MW. While the battery remained idle, other storage assets...
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Energy Return on Investment (EROI): Definition and Importance
Energy Return on Investment (EROI) quantifies net energy gained versus energy expended to produce it. The metric influences pricing, viability, and policy decisions across fossil, nuclear, and renewable sources. In the United States, average EROI across generation technologies is roughly...
EIA Predicts Brent Surpasses $95 per Barrel Soon
US #EIA forecasts #Brent >$95/barrel over the next two months in its latest STEO. https://t.co/YJdFYlyAms
From Toilet Paper to Diesel: Are We Creating the Shortage?
Australia’s diesel imports remain strong, with about 5.8 million tonnes expected by the end of March 2026 – the second‑largest first‑quarter volume on record. Real‑time tanker tracking from LSEG Vessel Explorer captures roughly 90 % of these shipments, confirming that physical supply...
California's Rooftop Solar Incentives Slashed, Balcony Panels Rise
Wrote about the latest gut punch to rooftop solar incentives in California — and what comes next, including the dawn of balcony solar: https://t.co/KcQ7aj2LIc
Utah Data Center to Power with 1‑GW Solar Farm
1-GW solar project planned for Utah hyperscale data center #energysky -- via Solar Power World: https://t.co/Id925FeaBi
SCG Halts Olefins Unit Following Hormuz Disruption
Siam Cement Group (SCG) has temporarily shut its Rayong olefins plant after the Strait of Hormuz closure disrupted shipments of naphtha and propane, essential feedstocks. The subsidiary Rayong Olefins declared force majeure, estimating a cost hit of about 150 million baht...
IEA's Massive Oil Release Hinges on Single-Country Veto
IEA Proposes Largest Ever Oil Release From Strategic Reserves…but if one country objects then it won’t go through (kinda like OPEC…) https://t.co/wnthFedVaT
Admin Allegedly Uses Vague War Comments to Control Oil Prices
If the administration’s strategy to keep oil prices down is to manipulate the market by making false and/or vague statements on social media about the war then well…points for creativity
Construction Underway on Kwinana Clean Energy Research Hub
Australia’s Future Energy Exports Cooperative Research Centre has begun construction on the first stage of the Kwinana Energy Transformation Hub (KETH) in Western Australia. Western Projects will build the R&D building, designed by Ferguson Architects, with work starting in September...
Lithium Still Beats Long‑Duration Storage, Industry Calls for Diversity
Long-duration tech still outcompeted by lithium, trade group advocates for ‘valuing diversity’ #energysky -- via Energy Storage News: https://t.co/ARa90ueYl7
Gas and Diesel Prices Surge 25‑40% Since January
Gasoline Prices Spike, Now up 25% since January, Diesel Prices 40%, Heating up Inflation. California is back over $5. Prices in Texas jumped by 25% month to month, to over $3.23. https://t.co/hv90K5cgPf https://t.co/NCe7JLzqmA
Highpeak Energy Inc (HPK) Q4 2025 Earnings Call Transcript
Comstock Resources reported Q4 2025 oil and gas sales of $364 million, an 8% year‑over‑year increase despite a 14% production decline. Adjusted net income held steady at $46 million, while GAAP profit surged to $281 million thanks to a $294 million pretax gain from...
KLX Energy Services Holdings Inc (KLXE) Q4 2025 Earnings Call Transcript
KLX Energy Services reported a record 2025 year, delivering $406 million of free cash flow and repurchasing over $100 million of stock. The company reduced debt by $130 million, bringing the debt‑to‑capital ratio to 21.4% and ending the year with $542 million of liquidity....
San Francisco Moves to Expand Curbside Electric Vehicle Charging
San Francisco Mayor Daniel Lurie unveiled legislation to create a permitting pathway for expanding curbside electric‑vehicle (EV) charging stations. The plan targets 100 publicly accessible chargers by 2030, with the San Francisco Municipal Transportation Agency handling permits and private firms...
Solar Dominance and Rooftop Panels Ensure True Energy Independence
The only actual energy security in the world is solar energy dominance in countries that produce their own solar panels. The only actual energy indepedence is hundreds of millions of rooftops with solar on them, which builds a decentralized grid...
Coal: Australia and Canada’s Next Middle‑power Energy Play – by Christopher Wright (Lowy Institute – March 11, 2026)
Canadian Prime Minister Mark Carney urged Australia to treat Canada as a strategic collaborator rather than a competitor, highlighting the potential of joint action in mining and critical minerals. Together the two middle powers already supply roughly one‑third of the...
Canada Is Racing to Make This Key Battery Ingredient at Home – by Anam Khan (BNN Bloomberg – March 10,...
Canada’s battery supply chain is hampered by a lack of domestic graphite refining, with 90% of battery‑grade graphite processed in China. Nouveau Monde Graphite (NMG) is launching a Phase‑2 mine and battery material plant in Bécancour, Quebec, backed by federal...
Iran Weaponizes Hormuz, Blocks Oil; US Pushes Escort Reopening
WHEN THE ARTERY THAT SUPPLIES A FIFTH OF GLOBAL OIL NEEDS, THE STRAIT OF HORMUZ, IS WEAPONISED. Iran says it won’t let traffic through, bills its continued closure as victory. US wants to reopen it, proposes naval escorts if necessary. Here’s Iran’s Araghchi...
As Energy Prices Surge, a Tax on Windfall Gas Profits Could Be the Best Way to Protect Households
Rising energy prices triggered by the Iran conflict have pushed global gas rates up roughly 50%, inflating profits for Australian LNG exporters while household bills climb. Australia, a net oil importer but major LNG exporter, faces a fiscal dilemma: a...
Hong Kong: Metal 3D Printing Transforms Power Facility Maintenance
CLP Power Hong Kong and City University of Hong Kong have signed an MOU to explore metal 3D‑printing for power‑generation equipment. The collaboration targets on‑demand production of turbine, heat‑exchanger and other critical components, focusing on high‑temperature alloys and microstructure control....
Reliance Redirects KG‑D6 Gas to Secure Household LPG
#JustIN | At a time when global energy markets are experiencing volatility, ensuring uninterrupted access to essential fuels for Indian households remains a national priority: #RelianceInd says Natural gas produced from the KG-D6 Basin will be diverted to support supply to priority...
Australians Suffer Pain Not Gain From Gas Exports
Independent senator David Pocock highlighted that Australia’s Petroleum Resource Rent Tax on offshore gas exports generates less revenue than the excise on beer. Treasury Deputy Secretary Shane Johnson confirmed the comparison during a February Senate estimates hearing. The revelation underscores...
How the Spiraling Iran Conflict Could Affect Data Centers and Electricity Costs
Escalating conflict between the US, Israel and Iran has shut down traffic through the Strait of Hormuz, pushing crude oil prices above $110 per barrel and raising concerns about global energy volatility. The disruption is also tightening natural‑gas markets as...
Oil Prices Mirror Chaos Theory's Butterfly Effect
My monthly takes a look at oil price scenarios Inspired by Jurassic Park and Jeff Goldblum’s explaination of chaos theory. This hit close to home. Made my mom cry - should have warned her about the ending. The Butterfly Effect...
Rising Oil Prices Spur New North American Energy Security Focus
You don't have an economy without energy, so you really care about how long these prices are elevated. Let's make the assumption that the stable price of oil post this, is gonna be between $60 and $70. Oil was less...
Taiwan's Energy Future Needs
There has been a lot of commentary over the past week on China's energy vulnerabilities but much less about Taiwan's. In 2020, I coauthored a @CarnegieEndow report on Taiwan's energy trilemma of security, affordability, and sustainability - with ideas for...
Co‑ownership Offers Quicker, Cheaper Renewable Rollout, Report Says
Co-ownership vs consultation: Landmark report proposes faster, cheaper path to renewables #energysky -- via Renew Economy: https://t.co/7lWCPVACJ7 https://t.co/t7SdJhurNu
Embedding Unpredictability Into Boxship Supply Chains
Wan Hai deepens newbuild push with LNG & methanol-ready boxships. Newbuilds vs Iraq war & questions on supply chain design & operation. And the critical logistics. A takeaway from 6 years is how to build unpredictability into supply chains. More...
Energy Secretary Whipsaws Crude Prices Again
A now-deleted post from Energy Secretary Chris Wright whipsawed crude for the second-straight session 🤡 @ENERGY $USO https://t.co/XlECoBdhiQ via @WSJ
PowerBank Secures Funding, Clears Hurdles for 7 MW NY Solar
PowerBank secures funding, clears environmental hurdles for its 7 MW New York community solar project #energysky -- via pv magazine usa: https://t.co/cuWBlZKcKm
U.S. Boosts Solar Power with 43.2 GW Added in 2025
US adds 43.2GW of new solar PV capacity in 2025 #energysky -- via pv-tech: https://t.co/aZ7O8AfdNy
G7 Leaders Convene Video Call on Gulf War Energy Crisis
G7 head of state and/or government will hold a video call Wednesday to discuss the impact of the Third Gulf War, particularly around the “energy situation” and the Strait of Hormuz. The call is scheduled for 2pm GMT. I doubt this...
Argentina Launches 700 MW National Battery Storage Tender
Argentina tenders 700 MW of battery storage nationwide #energysky -- via pv magazine global: https://t.co/fPJqWq2Ss4
Beazley Buys kWh Analytics to Boost Renewable Underwriting
Beazley acquires kWh Analytics to scale renewable energy underwriting #energysky -- via pv magazine usa: https://t.co/HU8MHQTedQ
Navy Warns Danger, Trump Urges Risky Hormuz Passage
If the Navy says it’s too dangerous to escort ships through the Strait of Hormuz, but Trump says tankers should have the guts to sail through. This is some serious mixed messaging.