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:
Kuwait Cuts Crude Output After Hormuz Disruption
Kuwait's state‑owned oil company KPC announced a precautionary cut to crude production and refinery runs after the Strait of Hormuz became effectively closed following U.S. and Israeli air strikes on Iran. In February, Kuwait produced 2.59 million barrels per day, with about 1.9 million b/d of crude exported through Hormuz, making the waterway critical for its oil revenue. The company said domestic demand remains secured and production will resume once shipping conditions improve. Kuwait joins Iraq as the second Gulf OPEC member confirming shutdowns amid the escalating conflict.
Iran Conflict Fuels Endless Oil‑price, Russia‑Ukraine Funding Loop
So the longer the Iran conflict lasts... 1. The longer oil prices are higher 2. The longer the Trump admin allows Russian oil to be sold without sanctions 3. The more financial firepower Russia has to support Iran to prolong the conflict ...rinse and...
Bahrain Says Refinery Fire From Iran Strike Has Been Contained
A fire erupted at Bahrain's Sitra refinery after an Iranian missile strike, but the blaze was fully contained with no reported injuries and the plant remains operational. The incident comes as the refinery, part of a $7 bn Bapco Modernisation Programme,...
UAE Utilities Say Services Stable Amid Tensions
UAE utility giants Abu Dhabi National Energy Company (Taqa) and Etihad Water & Electricity confirmed that water and electricity services remain fully operational despite recent missile attacks in the region. Both firms activated risk‑management frameworks and precautionary procedures to safeguard...
Pakistan Seeks Saudi Red Sea Route for Oil After Iran Closes Hormuz
Pakistan is turning to Saudi Arabia’s Red Sea corridor to import crude after Iran’s closure of the Strait of Hormuz following recent U.S.–Israeli strikes. The disruption threatens Pakistan’s already tight fuel supply, prompting the government to adopt aggressive conservation policies,...
Tesla Preps to Build Its Most Massive Supercharger Yet: 400+ V4 Stalls
Tesla is set to construct its largest Supercharger hub, Eddie World 2, in Yermo, California, featuring over 400 V4 charging stalls across six phases. Phase 1 will begin later this year with 72 high‑power stalls, expanding to more than double the current...
Iran Signals Possible De‑Escalation, Strait Oil Flow Uncertain
Neighbouring countries will no longer be targeted, unless attacks originate from there, Iranian President Masoud Pezeshkian says. What does this mean? — This could be the first sign of de-escalation in the one-week-old war. — Time will tell if Pezeshkian was actually speaking...
India Announces Standards of Green Ammonia, Methanol to Accelerate Trade of Green Hydrogen Derivatives
India’s Ministry of New and Renewable Energy has issued the first national standards for green ammonia and green methanol, defining strict emission thresholds of 0.38 kg CO₂‑eq per kg of ammonia and 0.44 kg CO₂‑eq per kg of methanol. The standards outline...
Iran Conflict Spikes Oil, Pushes S&P Toward December Lows
🚨 WEEK 2 OF THE IRAN WAR — MARKET OUTLOOK Trump posted "UNCONDITIONAL SURRENDER" on Truth Social. No ceasefire. No off-ramp. The Strait of Hormuz is shut. Oil just had its biggest weekly gain in futures trading HISTORY (+35%). And the...
Renewables Boost Ukraine’s Grid Resilience Against Attacks
Three real-world examples, all occurring at the same time, of how fossil-fuels create energy security risks and distributed WindWaterSolar reduces them 1) Ukraine builds new power grid w/solar, wind, batteries that better withstands Russian attacks https://t.co/NX5wIKD79L
DOE to Make Mixed Oxide Fuel at SRS
The U.S. Department of Energy announced the restart of the HB‑Line facility at the Savannah River Site to fabricate mixed‑oxide (MOX) fuel from surplus plutonium. The move restores a unique national capability, aiming to supply advanced reactors with a faster‑path,...
World's Largest Grid-Forming Hybrid Storage Plant Debuts in China
Vanadium flow and lithium-ion combine in world’s largest grid-forming hybrid storage plant in China #energysky -- via pv magazine global: https://t.co/ClvByN9Wis
US Should Apply Venezuelan Seizure Tactics to Iranian Tankers
Okay, why is this a surprise? The Iranians have been loading at Kharg the entire time. It seems like the US could use that experience of seizing 10 Venezuelan tankers and start leveraging that capability against the 38 Iranian VLCCs.
Power Demand Continues to Hit New Highs
Telangana’s Southern Power Distribution Company recorded a historic peak demand of 11,129 MW on Friday, eclipsing last year’s 10,310 MW. The Greater Hyderabad region also set a new high at 4,421 MW, while agricultural districts such as Nalgonda, Mahabubnagar and Medak each topped...
Energy Outperformance Makes S&P 500 Returns Volatile
$XLE vs. $SPY - Forward returns for the S&P 500 pretty bumpy when energy is outperforming this much.... https://t.co/Cp4GQFvRq3
Bessent Likely to Lift Sanctions on Russian Oil
To avoid further panic in the oil markets, I anticipate that US Treasury Secretary Scott Bessent will be forced to "unsanction" more Russian oil trapped in the sanctioned shadow fleet next week. SANCTIONS CREATE NOTHING BUT TROUBLE. IT'S TIME FOR BESSENT...
PSPCL Defends Revised Distribution Loss Targets
Punjab State Power Corporation Limited (PSPCL) has revised its distribution‑loss target to 10 % for FY 2026‑27, down from an earlier 12.75 % proposal and the regulator’s 11.80 % benchmark. The utility argues the sharp cut is justified by a time‑bound rollout of smart‑metering,...
World‑record 15.45% Efficiency for Kesterite Solar Cell
Chinese Academy of Sciences achieves world record efficiency of 15.45% for kesterite solar cell #energysky -- via pv magazine global: https://t.co/Ek1Po8Djpf
China Shows Unexpected Insulation From Oil, Gas Price Shocks
Sensitivity to OIL price spikes JPMAM Sensitivity to GAS price spikes China is more insulated on both charts than you might have suspected https://t.co/OJm0FMOcmF
South Bow Eyes Increase in Oil Export Capacity to US
South Bow Energy is pursuing binding take‑or‑pay agreements from Canadian producers to fund a new pipeline spur that would add 450,000 barrels per day of crude to its Keystone system. The line would feed directly into the existing Keystone network,...
NY Wastewater Plant Swaps Diesel for Battery Backup
Batteries replace diesel backup at wastewater plant in New York #energysky -- via pv magazine global: https://t.co/7eF7S60bM9 https://t.co/SRDbgLppIC
Oil Hits $90, Yet Dollar Weakens—New Trend
Something really unusual happened yesterday. While oil was pushing above $90 per barrel, the Dollar fell. That's very significant because we'd normally expect to see the oil spike drive the Dollar higher. We've transitioned back into a weak Dollar world... https://t.co/2nXDj5db75...
Qatar’s Al-Kaabi: Market Missing Giant LNG Shortfall
Qatar’s energy minister Khalid al‑Kaabi warned that the ongoing Middle‑East conflict is creating a far larger shortfall in liquefied natural gas (LNG) than market participants anticipate. Damage to export terminals and logistical bottlenecks are curbing Qatar’s ability to meet its...
Renewables Ensure Stable Costs Amid Middle East Turmoil
Geopolitical turmoil in the Middle East once again shows that reliance on volatile oil and gas exposes economies to price shocks. Renewables, electrification and storage offer more stable long term energy costs and stronger energy security. https://t.co/7ejmElNKxi
Reopening Hormuz Strait Essential to Curb Oil Price Surge
STRAIT OF HORMUZ re-opening is central to any effort to prevent another spike in oil prices: https://t.co/hWRuSylzaC
Prolonged Disruption Turns Focus to Inventories
The International Energy Agency’s chief announced that global oil markets are currently well‑supplied, eliminating any immediate need to tap strategic inventories. While some regions continue to experience supply disruptions, the agency sees no justification for coordinated production cuts at this...
Oil Spike Not Worse Than 2022, SPX Panic Overblown
Not this shit again. 1st of all, this oil spike isn't more acute than 2022. In 2022 crude oil reached $129. Currently it's at $91 only. Secondly ,every time SPX is down 1%+ on Friday the usual suspects come up...
Croft’s Quest to Make Battery Charging Exciting
Crofty after four races trying to make charging and recharging a battery exciting #Formula1 https://t.co/kjfJX4jJZJ
Oil Price at Two-Year High After Qatar Warns All Gulf Production Could Stop Within Days
Oil prices surged to a two‑year high after Qatar’s energy minister warned that all Gulf oil and gas exporters could cease production within days amid the escalating Middle‑East conflict. Brent crude rose above $93 a barrel, and the minister suggested...
Aggressive EV Adopters Cushion Oil Price Shocks; US Lags
Countries that have adopted electric vehicles the most aggressively will suffer the least from oil price spikes. The US, of course, is not one of those. [Corrected graph.] https://t.co/jl1blEELO0
Oil Prices Set to Surge Without Conflict Ceasefire
Am re-upping this. 🚀 Brent settled >$92 on Friday. 🚀 Middle East marker crudes are at $100 levels. 🚀 Middle distillates are deep into triple-digit territory. Without an immediate, credible halt to hostilities, oil has only one direction to go. Guess...
Which Basins Will Supply US LNG Build-Out? Maybe All of Them
U.S. LNG demand is set to surge, but the Haynesville Shale’s production is waning, forcing gas producers to look beyond traditional sources. Analysts argue that the upcoming export capacity will be fed by a mix of basins—including the Permian, Marcellus,...
Chinese Team Achieves 19.1% Ultra‑stable Polymer Solar Cell
Chinese scientists build ‘ultra-stable’ polymer solar cell with 19.1% efficiency #energysky -- via pv magazine global: https://t.co/ldPwyTjl1G
US Waives Penalty Tariffs, India Keeps Strategic Ambiguity
#IndiaWatch🇮🇳: The US reverses course. First, the US placed 25% “penalty tariffs” on India for buying Russian crude. Now, the US has granted a 30-day waiver that will allow India to buy Russian oil. MODI’S STRATEGIC AMBIGUITY REIGNS SUPREME. https://t.co/zWsRpg2QtK
US AI Boom Creates Big Market Opportunity for Renewable Gas
The United States is experiencing a rapid surge in artificial‑intelligence workloads, prompting a projected 30 percent increase in electricity demand by 2030. To satisfy this growth, utilities are turning to renewable natural gas (RNG) as a low‑carbon, dispatchable fuel for data...
China's EV Exports Boost Global Shift From Oil
China exported EVs to many countries around the world last year including Indonesia and Mexico. Many countries have plans to reduce their dependence on imported oil. This effort will be accelerated. https://t.co/7qYWV5pWKi
All Major Energy Prices up Year‑over‑year
What’s interesting about this is that electricity, gas, oil, jet fuel and gasoline prices are all higher today than a year ago.
BlackRock-AES Deal Highlights Gas' Edge Over Renewable Power
A BlackRock‑led consortium will take AES private in a $33.4 billion deal, valuing the power producer at roughly $70 billion. The transaction underscores private‑equity interest in regulated energy assets amid soaring electricity demand. It also highlights the competitive pressure gas and nuclear...
China on Track for 100% Renewable Energy by 2051
As a result of China's rapid installation of WindWaterSolar, China can reach 100% WWS across all energy sectors by 2051 if it continues installing at this rate and electrifies all energy. The U.S. and India - only 100 years later https://t.co/Uzltn86O33
Model Shows Land‑Efficient Path for U.S. Solar Growth
New model reveals pathway for land-efficient U.S. solar expansion #energysky -- via pv magazine global: https://t.co/jILgjwj23C
US Natgas Returns to Lower Yield Curve Post‑Winter
U.S. natural gas has reverted to a lower yield curve now that winter is over for markets $3.01 spot price was about $0.14 less than the marginal price on the orange yield curve #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG...
US Natgas Deficit Widens as Henry Hub Slips
U.S natural gas comparative fell 38 bcf to a deficit of 61 bcf week ending February 27 Henry Hub spot price decreased $0.07 from $3.08 to $3.01 #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/pa4jH8FvtE
Diesel Price Spikes Threaten the Global Economy
Oil shocks get headlines. Diesel shocks stop the world Trucks, ships, mines, farms, trains, planes & militaries all run on it Persian Gulf crude is ideal for making it Diesel fuel price hikes are the real killers of the economy #diesel #oilmarkets #energy #Hormuz...
Australian Startup Scales Up Printed Solar Technology
Australian startup scaling up printed solar technology #energysky -- via pv magazine global: https://t.co/UMkegkWcSv https://t.co/pIaYIMCHiw
Hormuz Strait Moves 35% of Global Oil Trade
Hormuz carries about one-fifth of global oil supply But roughly one-third of seaborne oil trade normally pass thru the Strait The real shock is 35% of globally traded oil. Peak oil is today’s reality. #oil #energy #Hormuz #geopolitics #EnergyMarkets https://t.co/ENXgbxfCcf
WTI Jumps 36%, Second Biggest Weekly Rise in 40 Years
WTI Crude Oil prices spiked 36% this week to $91/barrel. This was the 2nd biggest weekly increase in the last 40 years, trailing only the 2020 Covid rebound after Crude Oil prices crashed to $15/barrel. Roughly 20% of global oil supply passes...
Renewables and EVs: Natural Hedges Against Fossil Price Swings
Renewables are a hedge against volatile coal and gas prices. Electric vehicles are a hedge against volatile oil / gasoline prices.
US $20B War‑Risk Backstop Fails to Attract Tankers
US offers a $20B maritime war-risk reinsurance backstop to coax tankers back into the Gulf No one wants it It doesn’t provide shipowners the incentive they need to sail into a war zone. #Hormuz #oilmarkets #shipping #geopolitics
Ceasefire, Not Insurance, Needed to Normalize Hormuz Traffic
Hormuz traffic isn’t being stopped by insurance alone, writes @Amena__Bakr Coverage is still available. The real deterrent is fear of attack, and only a full, sustained ceasefire will normalize flows. #Hormuz #shipping #oilmarkets
Crude Soars 35% While S&P Bare
WTI crude up 35% on the week, one of the best weeks in history. S&P 500 down only 2%? And energy up only 1%? Markets sometimes don't make sense.