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:
Market View: How High Can Oil Go? Winners and Possible Losers Amongst Defense Stocks and SG Agri Counters
The episode examines how the recent escalation of the Iran‑Israel‑U.S. conflict is pushing oil above $100 per barrel, creating inflationary pressure and market volatility across Asia and the U.S. It highlights the mixed impact on Singapore‑listed agricultural stocks, where upstream palm‑oil growers may benefit while integrated processors could see margin squeezes. Defense‑oriented tech firms like Palantir are gaining on expectations of higher government spending, whereas broader equities are under pressure from rising energy costs. The host also touches on upcoming earnings and economic data that could shape investor sentiment this week.
Strait of Hormuz Shutdown Sparks Worst Energy Crisis Since 1970s
Closure of the Strait of Hormuz has triggered the worst global energy crisis since the 1970s Who’s to blame for this?
Price Controls Arrive: South Korea, Taiwan Impose Fuel Price Cap
South Korean President Lee Jae‑Myung announced the first fuel‑price cap in three decades as Brent crude breached $100 a barrel amid the Middle East conflict. Taiwan’s government simultaneously introduced a weekly cap limiting gasoline price hikes to roughly 5%, far...
Oil Prices Soar Past $110 While Dow Futures Sink 1,000 Points as Iran War Spirals Into Worst-Case Fears and U.S....
Oil futures surged past $113 a barrel and Brent topped $114 as the U.S.-Israeli conflict with Iran escalated, pushing the Strait of Hormuz effectively closed. The sharp rally in crude sent gasoline price forecasts above $4 per gallon, while Dow...
UK Has Just TWO DAYS' Worth of Natural Gas Stored - Sparking Fears of a Supply Shortage as Iran Shuts...
The United Kingdom’s gas storage has plunged to roughly two days of supply, with reserves falling from 18,000 GWh last year to about 6,700 GWh today. A similar volume of liquefied natural gas (LNG) sits in storage, but the overall buffer is...
TMK Smashes Out New Mongolian Gas Record
TMK Energy reported a new daily gas production record at its Pilot Well in Mongolia, delivering over 900 cubic metres (31,800 scfd) primarily from the LF‑07 well. The output represents a 400% increase since August and a 50% uplift from...
Oil Prices Soar as Iran Conflict Threatens Middle East Supply
Oil markets spiked dramatically as Brent crude briefly touched $119.50 per barrel, driven by heightened geopolitical risk from the Iran‑related conflict in the Middle East. Prices later eased to $107.20 for Brent and $103.18 for WTI after reports that G7...
Renewables, Not Nuclear, Are Displacing China's Coal Fastest
That impacts coal and gas demand but not oil demand. It's also wrong in terms of what's happening. I love nuclear as part of the solution. But look at the country building the most nuclear, China, and you see more...
Beijing's Choice: Strategic Counter or Patient Wait
The only question that matters in the next few weeks is whether Beijing concludes that the Iran escalation cutting off 40% of Chinese oil imports was deliberate and therefore demands a strategic response, or concludes that it was reckless and...
One Nation Senator Who Hates Renewables, Backs Nuclear, Owns Shares in Solar-Battery Company
One Nation senator Tyron Whitten disclosed a 0.00913% stake in Sky Energy Investments, a Victorian solar‑battery firm, despite his public opposition to large‑scale renewable projects. Whitten repeatedly argues that nuclear, coal and gas are cheaper than renewables and has labeled...
US Has Been Exporting More Oil, Petroleum Products than It Imports Since August 2021
In 2025 the United States exported roughly 10.7 million barrels of crude oil and petroleum products per day, surpassing imports of about 7.9 million barrels—a net export surplus of 2.8 million barrels daily. This marks the first full year the U.S. has been...
Exxon & Chevron Jump While Berkshire Drops on Sunday Night
Exxon Mobil and Chevron jumped 3.6% and 3.5% respectively in after‑hours trading as WTI crude surged past $100 per barrel, boosting expectations for higher earnings and cash flow. Berkshire Hathaway fell 1.3% despite its Chevron stake, weighed down by a...
Strait of Hormuz: Global Economy’s Vital Artery at Risk
If you want to understand global oil trade think of this as the world's circulatory system. Pinching the Strait of Hormuz is like closing a major artery. It will cause damage the longer it is closed and if not careful, you either...
BWET: Has Already Tripled Investor Capital, But Is It Still Worth Investing In?
Breakwave Tanker Shipping ETF (BWET) has seen investor capital triple in 2026, driven by a sharp rally in oil freight rates linked to Middle East tensions. However, analysts argue its performance is overly dependent on the Strait of Hormuz conflict,...
Why Developers Are Choosing Battery-Centric DC Coupling for Big Solar and Storage in Australia
Developers in Australia are increasingly adopting battery‑centric DC‑coupled architectures for utility‑scale solar‑plus‑storage projects. The design places the battery and its grid‑forming inverter at the core, using DC/DC converters to integrate PV, which reduces harmonic emissions, lowers connection study costs, and...
2026-03-09: Iran Conflict: Regional Attacks, Economic Impact, and Oil Market Turmoil
The Iran conflict has escalated from direct military exchanges to sustained attacks on critical infrastructure, including oil storage facilities, airports and desalination plants across Iran and neighboring Gulf states. These strikes, combined with ongoing constraints on commercial traffic through the...
Don't Chase Brent Spike; Hormuz Closure Unlikely to Worsen
Brent is $106 and markets are in full panic mode. They were slow to price the de facto closure of the Strait of Hormuz, but at this point the Strait isn't going to get any more closed. If anything, it'll...
Oil Powers Everything, Not Just Energy—Even Vegan Shoes
We live in an oil & gas & coal planet. Asian countries depend on this, despite expanding renewables and nuclear in recent decade. And guess what? It isn’t just an energy input but also an important component of everything you...
Fuelcell Energy Inc (FCEL) Q1 2026 Earnings Call Transcript
FuelCell Energy announced a sweeping restructuring that shifts resources to its proven molten carbonate platform while pausing broader solid‑oxide R&D, aiming to cut operating expenses by 30% versus FY2024. The company posted GAAP revenue of $37.4 million, narrowed its operating loss...
Historic Oil Supply Loss Doubles Suez Crisis, No Spare Capacity
Compared to the last maximum disruption during the 1956-1957 Suez Crisis (as a percentage of total liquids demand), this represents the largest oil supply loss in history, by a factor of two. Worse, unlike in past crises, there's zero spare capacity...
Brent and WTI Crude Surge to $119.5 per Barrel
Brent crude futures LCOc1 climbed to a high of $119.50 per barrel and U.S. West Texas Intermediate (WTI) CLc1 to $119.48 a barrel.
Collective Climate Action Falters While Energy Transition Thrives
climate collective action is on life support the energy transition is alive and well Important distinction to make
Qatar Outage Wipes Out LNG Glut, Risks Deficit
LNG GLUT CANCELED FOR ANOTHER YEAR 🚢⚠️ Qatar's production halt is likely to remove most of a glut Morgan Stanley forecast for this year. The bank now sees a 2m ton overhang Any extension in the Qatar outage beyond one month “quickly...
Refiners' Barrel Scramble Fuels Price Spike, Not Speculation
A really important feature of this current market is that it’s physical participants’ (ie refiners) scramble for barrels—and not spec sentiment—that’s driving insane $ spike & explosion of backwardation We already saw this last week, when spec was net ~flat despite...
Rising Singapore Bunker Fuel Hits Exporters Harder than Importers
Singapore Bunker Fuel Prices 🚀 (From @ShipandBunker) Container ships on the main services to/from North America burn about 150-200 tonnes per day. Exports are going to be hit a lot harder than imports as fuel makes up a larger portion of their...
Oil Gains Shrink to Just 27% of Prior Level
One of the strangest headlines I've had to write: Oil pares gains (today) to just 27% now https://t.co/W2IOR839WN
Oil and S&P Futures Keep Falling, Sentiment Wanes
Oil and S&P 500 Futures Extend Tumble to Start the Week – Is Sentiment Giving Way? Wrote this week ahead article on an airplane with awful wifi... https://t.co/PoHGRgI2oL
Bangladesh Advances Holidays, Shuts Universities to Save Power
Bangladesh brings forward holidays and closes universities to conserve electricity and cut traffic (which also wastes fuel) https://t.co/aw1WmizmA4
Trump's Aggressive Foreign Policy Fuels Higher Oil Prices
Last month I wrote a column about whether Trump could take credit for low oil prices. Trump loves to talk about how much he wants/pushes for low prices, but I argued his aggressive foreign policy was a massive bullish driver of...
Holding Crude Inventory Lets You Profit $30 per Barrel
If you have crude inventory right now you’re selling every single barrel in your tanks (& buying back 6 mths down curve for $30/bbl less pocketing the diff) If you’re not, you’re in a really tough spot because you actually need...
PV‑assisted Heat Pump Hits 7.59 COP with Dual Condenser
PV-assisted heat pump prototype with dual condenser reaches 7.59 coefficient of performance #energysky -- via pv magazine global: https://t.co/7QFbbM8ef2
Closing a Route Moving 20% of Global Supply Triggers Chaos
Shutting the transit route that carries one-fifth of world supply has a way of doing that.
Brent Prompt Timespread Hits Record $9+, Signaling Unprecedented Tightness
The Brent crude prompt timespread is currently over *$9/bbl*, a new all-time record. Timespreads measure the steepness of the crude futures curve, which at the front (prompt) reflects how tight—loose if neg—the spot market is. The oil market has literally never been...
Oil Futures Hit -$42; Meme Traders Could Amplify Chaos
Reminder, oil futures once traded at negative $42 a barrel. And if the meme stock traders get a hold of this thing who knows where it can go?
Oil Spikes to $110, Framework Holds—Briefly
This is actually looking like a great framework after oil hit $110 tonight… Aged pretty well for now. Can change in about ten minutes tho 😂
Oil Surges Past $100, Inflation Data Gains Weight
Middle East tensions spike oil past $100 and shake inflation forecasts. This week's CPI and PCE data could pack extra punch as rate cut hopes fade. 🟢 Open https://t.co/dcFgI6Pdro
Brent Crude Jumps 25% Amid Middle East Conflict
*BRENT CRUDE OIL EXTENDS SURGE TO 25% ON MIDEAST WAR DISRUPTION In addition to rallying 25% today (Sunday night), May Brent Crude oil futures are up 56% since last Wednesday's low (March 4th). https://t.co/Afycm5leiS
US Oil Futures Surge 60%—Record Monthly Gain
US oil futures are now on track to rise +60% this month, marking their largest monthly gain in history. https://t.co/P4ciDNwr85
Oil Surges, Gold Slides as Dollar Rallies
Oil spiking to $107 while gold falls. The dollar is strengthening as global markets panic. Both moves happening at once. 🔒 Members-Only https://t.co/Og6roiaoNd
Self‑declared Oil and Geopolitics Expert Shares Crude Price
If anyone asks — I am now an oil and geopolitics expert. In other news, check out the price of crude https://t.co/FDyPB506SG
WTI Cracks $140, Near 2008 Record
After adding more than $40 a barrel in a little more than five trading sessions, the nominal record for West Texas Intermediate futures—$145.29, set on July 3, 2008—no longer seems out of reach @WSJmarkets https://t.co/rlxj1lnh5N
Oil Price Spikes $40 in a Week; Panic Insufficient
People aren’t freaking out enough The situation is not under control Price of oil up 40 bucks in a week
Brent Hits $110 at Open, Analysts Ponder Oil's Next Move
Brent surged to a high of $110 at market open Monday. What next for oil? Speaking to Singapore's 938 Live Radio at 9.00 am SGT. https://t.co/xI65gMZvag
Taiwan Caps Weekly Oil Hikes, Likely Freezes Power Rates
Taiwan's government will set a weekly cap on oil price increases to help contain domestic inflation, local media reports 🇹🇼🛢️ Fuel prices to be adjusted overall by ~5% this week The likelihood of freezing electricity tariffs in April is high https://t.co/tTWfUV2wiI https://t.co/LgRs7ClOH7
Oil Surge Signals Potential 15% Dow Decline
🚨 Is the Dow about to drop 15%? 😱 Oil just surged 72% in 7 days, blowing past $100 a barrel That kind of spike doesn't happen without MAJOR consequences 👇 Follow @proptraderedge for updates
Trump Admin Anticipates Prolonged Oil Disruptions Amid Russia‑Iran Ties
A sophisticated man like Bessent “unsanctioning” Russian oil as Russia is… 1. Openly supporting Iran 2. Reportedly helping Iran target US assets 3. Still fighting Ukraine …strongly suggests the Trump Admin knows these oil disruptions are going to be longer than expected.
Gulf War III Cuts Global Oil Supply by 20%
Yeeps: @Bob_McNally of @RapidanEnergy "Gulf War III has disrupted ~20% of global oil supply for nine days and counting – more than double the previous record set during the Suez Crisis of 1956-57, which disrupted just under 10%."
Fortescue Builds Pilbara's Largest Solar Farm for Real Zero
Fortescue forges ahead on Pilbara “real zero” with construction of state’s biggest solar farm #energysky -- via Renew Economy: https://t.co/QVCNZxP2rl https://t.co/h1SYpqtK3h
Oil Surge so Strong, Skip Your Morning Coffee
If you're waking up across the Asia this Monday (or anywhere else for that matter), ditch the coffee, you won't need it, just look at today's oil price move https://t.co/dHzqJKjNez
2022: Long Energy, Bet on Russia Amid U.S. Missteps
I’m old enough to remember when the most obvious trade in the world was going long Energy and Russia in Q1 of 2022 bc they held all the cards and the U.S. had a idiot in the White House