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: Ample Supply Mutes War's Impact on US Gas Prices
The war in the Middle East has driven global oil benchmarks to multi‑year highs, yet U.S. gasoline prices have remained relatively modest. Ample domestic crude output and record‑high gasoline inventories have insulated the U.S. market from the price shock. Retail pump prices have risen under 5% year‑to‑date, far below the spikes seen in Europe and Asia. Analysts caution that the buffer could erode if storage draws accelerate or production wanes.
Solar and Batteries Outperform Nuclear in Cost and Speed
So what's the purpose of nuclear? CA had enough solar+batteries in 2025 to produce a constant 4 GW every minute of 90% of days in 2025 plus more power during other hours 4 GW=180% of the constant 2.2 GW DC nuc plant,...
US Weighs Military Powers to Restart Oil Pipeline
The Trump administration is weighing the use of the 1950 Defense Production Act to override a California state court order and restart an offshore oil pipeline serving Sable Offshore. A Justice Department opinion argues the law can preempt state consent...
The Hidden Potential of Trump’s Critical Minerals Stockpile – by Rebecca Egan McCarthy (Grist.org – March 5, 2026)
Despite a broader rollback of renewable-friendly policies, the Trump administration has accelerated efforts to build a domestic critical‑minerals stockpile. The move targets metals essential for both advanced military hardware and clean‑energy technologies, aiming to reduce U.S. reliance on China. By...
AWILCO LNG ASA – PRIVATE PLACEMENT SECURING NEW EQUITY, NEW STRATEGIC INITIATIVE AND ENHANCED DEBT TERMS
Awilco LNG ASA announced a conditional private placement of 77.3 million new shares, raising roughly NOK 251.3 million (US$26 million). The proceeds will finance the launch of its ALNG Trading subsidiary, cover pre‑payments under its sale‑leaseback facilities with China Development Bank, and extend...
Coal-to-Gas Conversions Approved for Two Arizona Power Plants
Arizona regulators unanimously approved the conversion of coal‑fired units at the Springerville and Coronado power plants to natural gas. Tucson Electric Power’s Springerville conversion is budgeted between $170 million and $200 million and targets gas operation by 2030, while Salt River Project’s...
Back‑end Oil Futures Boost Equities Despite Physical Short Squeeze
Andy makes a great point here around potential L/S positioning in the oil and gas space. I think chasing the physical commodities up a tree here is dangerous but I still really like oil and nat gas equities for two...
Is Your Solar Generator’s 200-Watt Panel Not Delivering 200 Watts? Here’s Why the Actual Output Is Often Much Lower.
Solar generators often list a 200‑watt panel rating, but that figure reflects ideal laboratory conditions, not everyday use. In real‑world settings, sunlight intensity, panel angle, temperature and efficiency typically reduce output to 50‑75% of the advertised number. Users must also...
Alaska North Slope Crude Hits Record High: Correction
Delivered prices for medium sour Alaska North Slope (ANS) crude hit a record high on Thursday, trading around an $8.30 per barrel premium to July Ice Brent, the highest since Argus began tracking in January 2018. Purchases by South Korean...
Clean Energy Funding Still Trails Military Budgets
On The Climate Brink, @hausfath.bsky.social writes about the trends of spending on clean energy vs. national defense: When will clean energy spending exceed military spending? https://www.theclimatebrink.com/p/when-will-clean-energy-spending-exceed
Minnesota's Fuel Dollars Exit State, No Local Wells
There is not a single active oil or gas well in Minnesota. Every dime we spend on fuel is money leaving our state.
BP Plans For August Maintenance at Central Azeri Platform
BP will conduct an 11‑day scheduled maintenance on the Central Azeri platform in August 2026, targeting only the gas infrastructure while oil output remains uninterrupted. The outage is notably shorter than the typical 19‑day window, thanks to the deployment of...
LevelTen Index Misreads Solar Prices, Not Actual Costs
Okay. I've been seeing this make the rounds. It is just a large misunderstanding of the second graph, to the extent that it's drawing the wrong conclusions. The price of electricity from solar and wind in the US *has* flatlined...
Rising $100 Oil Prices May Dampen Middle East Conflict
With Oil prices nearing $100 already , risks of a potential de-escalation keep on rising. I may be wrong , maybe oil prices will remain elevated for months , who knows , I am just saying what has the higher probability...
Which States Pay the Most for Gas Each Month?
The U.S. Energy Information Administration reports that natural‑gas prices per thousand cubic feet vary widely, with Idaho at $6.80 and Hawaii at $51.74 as of December 2025. MoneyGeek’s 2025 winter‑heating study shows average seasonal gas bills ranging from $26 in Hawaii...
Southern States Enhances Layered Airspace Protection Strategy with SkySafe’s Drone Detection and Airspace Intelligence
Southern States LLC announced a partnership with SkySafe to embed the latter’s cloud‑based drone detection and airspace intelligence platform into Southern States’ Layered Airspace Protection Strategy for utilities. The integrated solution offers real‑time identification, flight‑path history, and operator location, delivering...
Oil Spikes 43% in Two Months, Trump Eyes Hormuz
BTW, oil rallied an additional 43% over the next 2 months. Trump will do everything he can to open the strait of Hormuz and prevent a similar outcome. As I noted in an earlier post this week, I expect it...
South Bow Confirms Open Season for New Pipeline to the U.S. Using Legacy Keystone XL Permits
South Bow Corp. has launched an open season for its proposed Prairie Connector pipeline, seeking binding commitments for 450,000 barrels per day of crude transport from Alberta’s Hardisty terminal to U.S. markets. The project will leverage existing Canadian permits originally...
South Korea and the Philippines Expand Ties in Nuclear Energy and Critical Minerals
South Korean President Lee Jae‑myung visited the Philippines on March 3‑4, 2026, marking the 77th anniversary of diplomatic ties and signing ten memoranda of understanding across AI, cybersecurity, defense, and energy. The two leaders pledged deeper cooperation on critical minerals, leveraging...
Qcells Resumes Solar Panel Production in Georgia After Customs Hurdles
Qcells announced that its Cartersville, Georgia plant has resumed solar‑panel assembly after customs‑clearance delays tied to the Uyghur Forced Labor Prevention Act. The facility will expand to integrate ingot, wafer and cell production, targeting a 3.3 GW annual capacity. By the...
War-Driven Oil Spikes Hint at Further Upside, Dollar Softens
In the 10 days after Russia invaded Ukraine in 2022, Brent rose 32%. We're now up 25% since the war with Iran began, which - to me - says there's more upside. Given all this, the Dollar is trading soft...
Brent Crude Jumps to $91, Up 25% Weekly
JUST IN: Brent crude oil price surges to $91, up 25% in the past 7 days.
How Trump's Antitrust Enforcer Andrew Ferguson May Be Pushing Up Oil Prices
The FTC under new chair Andrew Ferguson quickly overturned Lina Khan’s condition that barred Scott Sheffield from Exxon’s board after the agency’s 2024 investigation into alleged price‑fixing between U.S. shale producers and OPEC. The reversal came just as a Middle‑East...
California's Anti‑fuel Policies Drive Sky‑high Gas Prices
The government of California has waged war on our in-state fossil fuel supply for decades. Now we rely on 1) limited and expensive in-state fossil fuels, and 2) expensive fossil fuel imports from out of state. Is it any wonder why we...
Solar Remains Top‑rated, yet GOP Vilifies It
Interestingly, solar never got polarized among the US populace. For 20 years, it's polled as the most popular energy source in the US, by wide margins, across the country. It's just that certain members of the GOP political class hated...
Global LPG Conversations: Middle East War Hits Global LPG Markets
The episode examines the immediate impact of the Middle East war and the closure of the Strait of Hormuz on global LPG markets, focusing on sharp price spikes in Asia's forward curve, especially the August Faris Index, which jumped 24%...
Inverter Approach Offers Cheaper Alternative to DTT, Lab Finds
US national lab highlights inverter approach as cheaper alternative to DTT #energysky -- via pv magazine global: https://t.co/Tnle3OYaMQ
Electrifying Sydney‑Melbourne Freight Pays Back in Under Four Years
Electrifying all road freight between Sydney and Melbourne is a no brainer: The payback is less than 4 years #energysky -- via Renew Economy: https://t.co/c9lBrAwKGN https://t.co/bLDZIjZQQ5
ADNOC CEO Meets Japan PM Takaichi as Strait of Hormuz Tensions Mount
ADNOC CEO Sultan Al Jaber met Japanese Prime Minister Sanae Takaichi in Tokyo as tensions in the Strait of Hormuz escalated, emphasizing energy security and confirming that the Ruwais LNG export facility remains on schedule. He reassured that construction has not...
Trump’s Tech Energy Pledge: Genuine or PR Stunt?
Trump asks tech titans to sign an energy pledge, but is it just PR? #energysky -- via Canary Media: https://t.co/Dwehx3RcZ6
Oil Ripping Signals Imminent End of Cycle
It gets harder to do this when oil starts ripping. Has historically been a “the cycle is close to being over” signal
Angola Welcomes Oil Price Surge but Warns Rally May Be Temporary
Angola welcomed the recent surge in oil prices, with Brent climbing above $86 a barrel, far exceeding the $61 benchmark used in its 2026 budget. While the rally promises higher state revenues, the government warned that the boost could be...
Iran Conflict May Trigger 1970s‑style Oil Shock
This may not be WWIII. But it could be the 1930s moment of our era, writes @nfergus He notes, if the Iran war drags on and oil flows break, the shock could rival the 1970s. I'D SAY WE'RE ALREADY THERE WITH...
U.S. Airlines Skip Fuel Hedging, Margins Threatened by Iran Conflict
US airlines no longer hedge fuel costs. That could hurt margins if Iran conflict lingers - https://t.co/LvmzI2bxEL
Next-Gen Rig Simulation: Inside Saipem’s New Drilling Training Centre
Saipem has inaugurated a cutting‑edge Drilling Training Centre equipped with a full‑scale simulator that mirrors offshore rigs. The simulator features a 24‑monitor, eight‑meter screen wall and cyber chairs that replicate real control systems, focusing on deep‑water geological conditions. Accredited by...
Oil Jumps 35%—Largest Weekly Gain Since 1983
Oil surges 35% this week for biggest gain in futures trading history dating back to 1983: CNBC $XLE $USO
Gas Prices Rise 27 Cents, War Hits Wallet
Since last week, average US gasoline prices are up 27 cents to $3.25 per gallon. WAR = COSTS AMERICANS AN ARM AND A LEG. https://t.co/2wqMMXwNZP
Co-Op Expands Its Electric Online Home Delivery Fleet with Toyota
Co-op is investing £1.5 million to add more than 50 Toyota Proace City electric vans to its home‑delivery fleet, replacing older vehicles and expanding service to rural areas. The rollout supports the retailer’s online grocery growth, now available to 86 % of...
Trump Admin Launches $20B Tanker Reinsurance Amid Iran War
Trump admin announces $20 billion reinsurance program for oil tankers during Iran war: CNBC $XLE $USO
China Halts Fuel Exports as Oil Shock Spikes Prices
Bracing for an oil shock, China ordered refiners to halt new diesel and gasoline export contracts and cancel existing shipments. From a week ago, their diesel prices are up 13.5%, gasoline up 11%. THE US-ISRAELI WAR ON IRAN = COLLATERAL DAMAGE =...
Fastmarkets to Discontinue Two European SAF Cost-Based Assessments Reflecting Dutch HBE-IXB Credits
Fastmarkets announced it will discontinue two European sustainable aviation fuel (SAF) cost assessments—AG‑SAF‑0006 (SAF max) and AG‑SAF‑0007 (HVO max)—that previously incorporated Dutch HBE‑IXB credits. The change follows the Netherlands’ update to its biofuel mandate, which now excludes aviation from the...
China's Anger Grows as Oil Spikes, Summit Uncertain
Grumbling out of China is getting louder as crude pushes higher....... I am leaning now 50/50 that the meeting with XI and Trump even happens now. Hope I am wrong because would like to see it. Time will...
Gas Demand Plummets 59% as Solar, Batteries Surge
How low can gas go? Down 59% in 2026 vs 2023 so far. 14th straight and 41 of 64 days in 2026 with WWS meeting >100% of demand for part of the day. Demand also down 3% vs '23 Solar up 62%; batteries...
Energy Storage Inspection 2026: Fox ESS, SMA, SAX Power, Kostal and BYD Impress with High Efficiency
The Berlin University of Applied Sciences (HTW Berlin) and spin‑off Aquu released the 2026 Energy Storage Inspection results, testing twelve 5 kW and 10 kW photovoltaic storage systems. Fox ESS topped the 10 kW DC category with a record 97 % System Performance Index...
Oil Spikes 16%, RSI Hits 1990 Gulf War Levels
$USOIL - We're witnessing an extreme development today. Crude oil is up 16% currently. The 14 day RSI is above 89. The last time it closed above 89 was in August 1990, during the Gulf war. https://t.co/Fl62P7oRcE
Clean Energy Investment Nears Military Spending Threshold, War Delays
One of my predictions in our Climate Brink year end wrapup was that 2026 might be the first year where global clean energy investment exceeds global military spending. Unfortunately with recent wars we will likely have to wait a few more...
Iran Conflict May Prompt US to Lift Russian Oil Sanctions
My friend & oil expert Javier Blas reports just what I’ve been anticipating: that the US-Israeli war on Iran would force the US to lift sanctions on Russian oil. https://t.co/4VIvPSwm63
Cboe Crude Oil Volatility Spikes to 2020 High
A Cboe measure of crude oil volatility has surged to its highest level since 2020 https://t.co/4FBZMvXK9Y
US Oil Price Ripple Effects on Transport Dist
What would such a US oil price mean to the prices of distillates used by the various transport modes—and to supply chains?
Oil Rises While Mag 7 Shows Bearish Signals
Friday's Playbook: Oil Surging. Bearish Signals Across the Mag 7. See How We’re Positioning. https://t.co/Ab25axAjJe via @hedgeye