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:
North Carolinians Band Together to Help Their Neighbors Electrify
North Carolina’s nonprofit coalition has launched Electrify the Triad, a new program that helps households swap gas heating, stoves and water heaters for electric alternatives and install EV chargers. Building on the earlier Solarize the Triad campaign, the initiative partners with Bright Spaces to vet contractors, provide financing guidance, and coordinate bulk‑purchase discounts. State‑wide rebates funded by the Inflation Reduction Act make up to $14,000 available for low‑ and moderate‑income families, lowering upfront costs. Organizers aim to replicate Solarize’s community‑driven outreach to accelerate residential electrification across the Greensboro‑Winston‑Salem‑High Point region.
US-Israel-Iran War: JMIC Data Shows ‘Near-Total Temporary Pause in Routine Commercial Traffic’ Through Strait of Hormuz
JMIC data shows routine commercial traffic through the Strait of Hormuz has virtually stopped, with only two cargo vessels recorded in the past 24 hours versus the usual 138. The pause follows a U.S.–Israel strike on Iran and Iran’s retaliatory...
SENSEWind Installation Tech 'Cuts Onshore Costs'
A Natural Power study finds the SENSEWind self‑installing system could cut the levelised cost of energy by 8.1% for the proposed 350 MW Teviot onshore wind farm in Scotland. The technology eliminates the need for large cranes, delivering roughly £40 million in...
Sea Further Secures EU Research Grant
Monaco‑based startup Sea Further has been awarded a Horizon Europe grant to advance its industrialisation project. The funding, backed by the European Institute of Innovation and Technology, supports the development of bio‑optimized carbon, including graphene produced by marine micro‑organisms. Monaco’s...
Imbalance Price: Explanation of an Extreme Price in Germany
On March 1, Germany’s balancing market recorded an extreme negative imbalance price of ‑1474 €/MWh for a single 15‑minute interval. The price plunge was driven by an unexpected supply shortfall that outpaced intraday trading activity, leaving the system operator to procure balancing energy...
US Waiver Leaves Brent Near 20‑Month High
Crude's reaction to the one-month, conditional US "waiver" on Indian purchases of Russian oil says it all. Brent is not even 1% lower Friday afternoon in Asia, after settling at a 20-month high above $85. @VandaInsights' first Executive Briefing Note of...
Philippines Battles US-Iran War Fuel Crisis with Air Con Limits, Flexible Work Plan
The Philippines, heavily dependent on imported oil, is confronting rising fuel costs driven by Middle East tensions. President Ferdinand Marcos Jr. ordered government offices to keep air‑conditioners at a minimum of 24 °C and is exploring flexible or four‑day work weeks...
TWIFO 487: An Explosive Week in Energy, Equity, Crypto and More
In this episode of This Week in Futures Options, host Mark Longo and CME Group chief economist Eric Norland dissect a volatile week across energy, equity, and crypto markets. They highlight heating oil, crude oil, and natural gas as the...
Protecting the Electricity Grid Is Crucial for National Security
The sponsor‑generated column from Hitachi Energy argues that protecting the United States electricity grid is a matter of national security. It highlights growing cyber and physical threats that could destabilize critical infrastructure and the economy. The piece promotes modernizing the...
Community Battery Launches Next to Community Solar System, to Help Power Regional Resilience
Indigo Power is rolling out the first of seven community batteries across regional Victoria and southern New South Wales, funded by a $4.7 million resilience project with $3.4 million from ARENA. The inaugural 340 kWh unit, BEECH01, sits beside a 99 kW solar array...
Energy Insiders Podcast: The Revolution in Electric Trucking
The Energy Insiders podcast released on March 6, 2026 spotlights a seismic shift in Australia’s trucking sector as battery prices plunge. Daniel Bleakley of New Energy Transport explains how lower‑cost batteries are making electric trucks financially viable against diesel. The episode also...
Offshore Wind Project Says It’s “Fully Prepared” As It Heads Into Full Environmental Assessment
The Blue Mackerel offshore wind project has entered the full environmental impact assessment stage under Australia’s EPBC Act, confirming its status as a controlled action. The 1 GW development, slated for up to 70 turbines about 10 km off Gippsland’s coast, now...
US Grants India Waiver for Russian Oil Loaded by March 5
There is a caveat to the Russia oil waiver for India — “loaded on vessels as of March 5”. The Department of the Treasury's Office of Foreign Assets Control (OFAC) is issuing Russia-related General License 133, "Authorizing the Delivery and Sale...
US Temporarily Relaxes Russian Oil Sanctions for India
The US is temporarily easing sanctions on Russian oil sales to India to address supply shortages and reduce the impact of the surge in prices in the wake of US and Israeli attacks on Iran. The decision to ease sanctions...
Electrifying All Road Freight Between Sydney and Melbourne Is a No Brainer: The Payback Is Less than 4 Years
Electrifying the 900 km Sydney‑Melbourne freight corridor could cut fuel costs by $0.9 billion annually and deliver a payback of two to four years. Battery‑electric 60‑tonne trucks with 450 km+ range and megawatt‑scale chargers already exist, offering quieter, faster, and lower‑maintenance operation. Capital...
China Set to Eclipse US Nuclear Capacity by 2032
China is on track to surpass the US to have the world’s largest nuclear power capacity by 2032, according to a Bloomberg News analysis 🇨🇳☢️ Thanks to decades of making nuclear a priority (plus helpful regulation and financing support) China builds...
Stable Subsidies Drive 11% Rise in European Heat Pump Sales
Heat pump sales rose 11% in 2025 across 16 European countries, with 2.63 million units sold. Twelve countries saw growth, largely where subsidy schemes were stabilised and electricity costs addressed. Policy certainty and energy levies & taxation are proving decisive. https://t.co/hvp6WLgpb3
Mammoth Energy Services Inc (TUSK) Q4 2025 Earnings Call Transcript
Mammoth Energy Services reported $16.4 million revenue in Q2 2025 but posted a $35.7 million GAAP net loss, driven largely by a $31.7 million non‑cash impairment on its Northern White Sand mine. The quarter featured three major portfolio moves: a $108.7 million sale of infrastructure...
China Lithium Prices Plunge Amid Weak EV Demand, War Uncertainty
China lithium prices tumble as weak EV sales, Middle East war cloud demand outlook https://t.co/8TqB23mggy
AI: Nightmare Yet Essential for Fortescue’s Net‑Zero Goal
Forrest says AI the stuff of nightmares, but also critical to Fortescue’s push to real zero #energysky -- via Renew Economy: https://t.co/CtSKQsQa1P https://t.co/B2sbBHDjw9
Developers Warn Denver's Energy Transition Is Outpacing Grid Capacity Needed For Growth
Developers in Denver warn that the city’s aggressive renewable‑energy targets are outpacing the grid’s ability to supply new power. Xcel Energy plans to invest $17.6 billion and add 3,200 MW of renewable and gas capacity, yet expects an additional 1,000‑2,000 MW demand surge...
Investors Rotating From US Tech to Commodities and Bonds
"We are in the first phase of a great rotation away from the US FANG+ and related stocks, semiconductor, and AI software companies towards oil & gas, utilities, emerging market, and resource stocks, and Treasury bonds." - Marc Faber
Morocco Adds 204 MW Utility‑scale Solar in 2025
Morocco installs 204 MW of utility-scale solar in 2025 #energysky -- via pv magazine global: https://t.co/souUIR1saG
In Midst of Boom, New Energy Platform Promises to Boost Home Battery Payback by up to $1,500 a Year
German‑founded 1komma5° introduced Heartbeat AI in Australia, an energy‑optimisation platform that links solar, battery and home loads to real‑time wholesale prices, weather and grid demand. The AI‑driven system claims to accelerate home‑battery payback by up to $1,500 per year without...
US Grants India 30‑Day Waiver for Stranded Russian Oil
This will help. But crucial to understand: India’s total crude imports are ~5.5 mil b/d. This is a minor offset to 20 mil b/d locked out of the market. Washington appears set on offering a drip-feed of relief to a major oil...
Trump Uses Renewables Permitting Thaw as Legal Tactic
Trump’s Renewables Permitting Thaw Is Also a Legal Strategy #energysky -- via Heatmap News https://t.co/k898YBqsSa https://t.co/vc4PSNU4wn
How Much Volume Has Been Traded on the ASX’s New Morning & Evening Peak Futures so Far?
ASX Energy introduced Morning Peak and Evening Peak electricity futures eight months ago to address peak‑demand hedging needs in the NEM. Trading activity has been minimal, with only 58 Evening Peak contracts and zero Morning Peak contracts exchanged across NSW,...
Australia Can Leverage Data Centre Boom for Grid Growth
How Australia can turn the data centre boom into a grid growth story #energysky -- via Energy Storage News: https://t.co/7pJu7VC6tB
Greenidge Generation Reports Preliminary Financial and Operating Results for the Fourth Quarter and Full Year 2025
Greenidge Generation Holdings announced preliminary Q4 and full‑year 2025 results, highlighting a dramatic reduction in senior unsecured debt to $39 million and securing 100 MW of non‑curtailable power for future AI/HPC datacenters. The company obtained a five‑year Title V air‑permit renewal for its...
LIT: Lithium And Battery Technology Remains Bullish (Downgrade)
Analyst Andrew Hecht downgraded the Global X Lithium & Battery Tech ETF (LIT) from buy to hold after a pronounced rally from its April 2025 lows. He cites continued volatility but notes a bullish longer‑term chart and an anticipated lithium supply...
CNRL Says It Will Delay $8-Billion Mine Expansion Until Carbon Pricing Rules Are Clear
Canadian Natural Resources Ltd. announced it will postpone its $8.25 billion Jackpine mine expansion in northern Alberta until federal and provincial carbon‑pricing and methane‑regulation frameworks are clarified. The delay will shave $310 million from CNRL’s 2026 capital budget and pushes back engineering...
US Urges Oil Shift to Pressure China, Russia
"I know I said last April that 'as the debtor country, America has all the leverage v. China'...& I know we are actively trying to choke out both you AND Russia...but could you buy less oil from Russia & more...
GTT Receives Samsung Heavy Industries Order for LNG Carrier Tank Design
GTT announced that Samsung Heavy Industries has placed an order for the design of a new LNG carrier’s cryogenic tanks in Q1 2026. The vessel will carry 180,000 m³ of LNG and will use GTT’s Mark III Flex membrane containment system. Delivery of the...
Windward Daily Brief March 5: Conflict Reaches Indian Ocean as Hormuz Remains Shut
The Strait of Hormuz remained effectively shut on March 4, with only five vessels recorded, while traffic through Bab el‑Mandeb surged to 23 crossings, outpacing recent averages. Suez Canal activity fell to 23 transits, below trend levels, and diversions around the...
US Natgas Storage Falls by 132 Bcf
The U.S. Energy Information Administration reported a 132 billion‑cubic‑foot draw in natural‑gas storage for the week ending Feb. 27, bringing net working inventories down to 1,886 bcf. This decline reflects heightened heating demand and robust LNG export activity as winter deepens. The reduced...
Coal Demand Splits; Warrior Met Poised for Rebound
Macro: coal demand bifurcates—metallurgical firm, thermal pressured. Key factors: Warrior Met's Q4 strength; Peabody's diversified mix. Risks: regulation, China slowdown. Trade: Buy Warrior Met on pullback. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Automation Threatens Jobs in Oil and Gas
#WhosNext? Oil and gas workers? #Automation means the industry doesn't employ as many people as it used to. #AV #Robotics #RPA https://t.co/7icqDY8Mvf
CNRL Mines Free of Carbon Pricing Liabilities
There are other CNRL projects that have material carbon pricing liabilities, including at Jackfish and Primrose. The mines don't have that issue.
Solar Tracking Boosts Crop Yields in Agrivoltaics
New solar tracking strategies aim to maximize crop yield in agrivoltaics #energysky -- via pv magazine global: https://t.co/XYthEuKWUC
Did the Project Profit or Pay Under Carbon Pricing?
I'm sure Pierre checked whether this project made money or paid money under the industrial carbon pricing regime, right?
Middle East Turmoil May Accelerate Solar Investment
Why the Middle East crisis could prompt a doubling down on solar #energysky -- via pv-tech: https://t.co/6ieL0gTNmJ
Boom Launches 200k‑sqft Denver Plant for 1‑2 GW/Year Turbines
Boom is building a 200,000sqft factory in Denver where we will build 1-2GW/year of turbines from raw materials. First equipment arrived today. https://t.co/HijqLgjsBL
Full Capacity Unlikely Until Mid‑April, Not March 9
They physically cannot restart everything by March 9–apparently full capacity probably can’t be restored for a month.
Market Operator’s New Energy Plan Already Outdated?
Is the market operator’s next energy transition plan already out of date? #energysky -- via Renew Economy: https://t.co/onnOaC55j4 https://t.co/KQEdqiJe4m
Iran War Day 6: Energy Crises, Regime Splits, Ukraine Links
The Iran War - Day 6: Energy Disruption, Regime Fragmentation, and Ukraine You are watching a full preview of Peter's coverage of the Iran War. Join our Analyst Tier on Patreon to access daily videos and analysis of...
New Jersey Adds 3 GW to Community Solar Program
New Jersey expands state community solar program by 3 GW #energysky -- via Solar Power World: https://t.co/afe46RjClj
Oil Spike Highlights Renewables' Growing Competitive Edge
The Middle East conflict is stress testing global energy. Bloomberg sees oil at $108 in a severe escalation. We have seen this before. The difference now is that solar and batteries are more cost competitive. Every fossil fuel spike strengthens the...
No Ships in Hormuz Strait: Explained Why
Why Are There No Ships in the Strait of Hormuz | March 5, 2026, Update Video: https://t.co/tcPFyfGeV8 https://t.co/Wgk4B6EEIp
Tesla Wins FCC Nod for Ultra‑Wideband Wireless EV Charging
Tesla Secures FCC Approval for Ultra-Wideband #Wireless #EV Charging by @IntEngineering #Innovation #EmergingTech #Tech #Technology https://t.co/UWndlAbFZ1
Fluence Delivers 600MWh BESS Enclosures Ahead of Schedule
Fluence completes ahead-of-schedule delivery of all enclosures to 600MWh BESS in Australia #energysky -- via Energy Storage News: https://t.co/jqxtRVrdmj