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:
GE Vernova Wins 100MW Italian Supply Deal
GE Vernova has been awarded a contract by Italy’s IVPC Group to supply 17 on‑shore wind turbines, delivering more than 100 MW for the Fortore wind farm in Benevento. The 6.1 MW, 158‑metre machines will be delivered starting in the second quarter of 2027 and include a customized operations‑and‑maintenance service where the two companies share transactional maintenance tasks. The deal follows the earlier installation of a Cypress 6.1 MW turbine at IVPC’s Montefalcone site, marking a broader repowering strategy. The contract was one of the largest awarded in the December 2025 GSE auction, underscoring GE Vernova’s growing presence in Italy’s renewable market.
Fund Managers Slightly Boost Dutch Gas Positions Pre‑crisis
INVESTMENT MANAGERS purchased the equivalent of 12 terawatt-hours (TWh) of futures and options in the European benchmark Dutch TTF contract over the seven days ending on February 27. Nearly all the buying came from repurchases of previous bearish short positions....
QatarEnergy Stops LNG, Some Downstream Production
QatarEnergy announced an immediate halt to LNG output and several downstream products after military attacks damaged its Ras Laffan and Mesaieed facilities. The shutdown triggered a more than 40% surge in natural‑gas prices and a 52% jump in Europe’s TTF...
Middle East War Threatens Oil Markets, Accelerates Clean Energy Shift
Many consider a widespread war in the Middle East the worst-case scenario for the global oil and gas markets. That war is here, and it could have long-lasting impacts on energy and climate policy. This week on Zero, I speak...
Enterprise Ireland Launches Propel Ireland to Accelerate Offshore Wind Innovation and Supply Chain Development
Enterprise Ireland has launched Propel Ireland, an innovation centre designed to accelerate collaboration, research and supply‑chain development in the country’s offshore wind sector. The hub aligns with the Powering Prosperity strategy and Ireland’s ambition to install up to 37 GW of...
Nigeria’s Oil and Gas Expansion and 3D Printing
Nigeria’s oil and gas sector is undergoing a rapid expansion, driven by $500 million local acquisitions, a $750 million Afreximbank partnership, and the launch of the 650,000 bpd Dangote refinery. Production has already surpassed 1.5 million barrels per day, with a government goal to...
Russian Oil & Gas Monthly - February, 2026
The February 2026 edition of Russian Oil & Gas Monthly highlights a sudden escalation in Middle‑East tensions, specifically the outbreak of hostilities involving Iran, Israel, and the United States. The conflict, which unfolded at the end of February, disrupted global...
Hong Kong Sees First LNG Ship-to-Ship Bunkering for Very Large Crude Carrier
CNOOC International Marine Clean Energy and CLPe completed Hong Kong’s first LNG ship‑to‑ship bunkering for a very large crude carrier. The operation on the 2023‑built VLCC Maran Dione transferred about 4,700 cubic metres of LNG in roughly seven hours at...
Australian Printed Solar Technology Used to Power Coldplay World Tour Secures Federal Funding
Newcastle‑based Kardinia Energy has secured a $2.1 million federal grant to launch a commercial‑scale pilot of its printed solar panels. The technology prints carbon‑based semiconducting polymers onto thin recyclable plastic, creating lightweight, flexible modules that are cheaper and easier to install...
Dana Petroleum Puts IKM Testing UK on FPSO Shutdown Duty in North Sea
IKM Testing UK has secured a three‑year offshore shutdown contract with Dana Petroleum for the FPSO Triton operating in the UK Central North Sea. The agreement covers shutdown support across eight fields, including vessel entries, valve replacements and engineering modifications,...
Middle East Crisis Increases Southeast Asia’s Coal Risk
Escalating Middle East conflict has spiked LNG prices, prompting Southeast Asian nations to reconsider energy security. A 50% jump in gas costs followed a drone strike on Qatar’s premier LNG hub, exposing the fragility of regional supply chains. Governments risk...
Ras Tanura Hit Again as Projectile Strikes Saudi Aramco Facility
Saudi Aramco’s Ras Tanura oil export terminal was struck by an unidentified projectile, marking a second incident within days. The earlier drone attack forced a temporary shutdown, and the latest strike’s damage details remain unclear. Ras Tanura handles a large share of...
SWR Freight Surge Puts Focus on Mormugao Coal Handling
South Western Railway posted a 14.3% rise in gross revenue to ₹8,550 crore in FY 2025‑26, driven by an 18.3% jump in freight earnings. Freight tonnage climbed 17% to 47.5 million tonnes, with coal loading up 16.6% to 9.3 MT. The surge has spotlighted...
Germany’s Texxecure Launches Standardized Quality Rating for PV Systems
Germany’s Texxecure Rating Foundation has launched a standardized quality rating for photovoltaic (PV) systems that grades modules, inverters and whole projects on a AAA‑to‑D scale. The two‑step process combines a document review with an on‑site inspection, producing a single risk...
Uniterrupted Power for Farmers: Haryana to Set up Agri Discom
Haryana will launch a dedicated power utility, Haryana Agri Discom, to serve the state’s 7.12 lakh farm consumers across 5,084 agricultural feeders. Announced in the 2026‑27 budget by Chief Minister Nayab Singh Saini, the new entity aims to deliver uninterrupted electricity,...
Ecoflow Debuts 5 kWh Residential Inverter Battery with 100% Depth of Discharge
EcoFlow unveiled the Ocean 2 all‑in‑one battery inverter at the Key Energy show in Rimini. The system pairs a 5 kWh LiFePO₄ battery with a single‑phase inverter, delivering 3.4 kW continuous discharge and 100 % depth of discharge. Units are compact, IP66‑rated and can...
BlackRock Says Buy AI Energy Stocks Over Big Tech in 2026. Here Are 3 Top Picks.
BlackRock’s 2026 outlook shifts focus from AI chip makers to the energy firms powering AI data centers, citing a projected thirty‑fold rise in U.S. power consumption through 2035. The firm highlights three stocks—Bloom Energy, Constellation Energy, and GE Vernova—as top...
Is NuScale the Smartest Investment You Can Make Today?
NuScale Power’s small modular reactor (SMR) stock is trading near its 52‑week low, down more than 75% from its October 2025 peak. The company retains a unique first‑mover advantage as the sole NRC‑approved SMR design, bolstered by a partnership with...
VSB Supplies Solar Power to METRO Group: VSB IES Strengthens METRO’s Self-Supply with Onsite PPA
VSB Integrated Energy Solutions has begun construction of a 1.3 MWp rooftop photovoltaic system on the newly built METRO Deutschland store in Hamburg‑Rahlstedt, operating under an 18‑year onsite power purchase agreement. Installation starts in spring 2026 with commissioning slated for Q3‑Q4...
Ampere and Basquevolt Partner to Develop New Battery Tech
Ampere, Renault Group's EV and software arm, has signed a Joint Development Agreement with Basquevolt to fast‑track lithium‑metal battery technology for future electric vehicles. The partnership leverages Basquevolt's polymer‑electrolyte cells, which promise a substantial jump in energy density, lighter packs,...
Cooperation, Cost Cuts, and New Tech Keys to Unlock Oil & Gas From Tight Reservoirs
The Norwegian Offshore Directorate (NOD) reports that roughly 90 tight‑reservoir discoveries on the Norwegian Continental Shelf remain undeveloped. It argues that stronger cooperation among operators, aggressive cost reductions, and the deployment of proven technologies such as hydraulic fracturing, slim‑hole drilling,...
Energiequelle Starts Lüben Wind Farm Build
Energiequelle has broken ground on the Lüben wind farm in Lower Saxony, deploying five Enercon E‑138 turbines each rated at 4.26 MW with 160‑metre hub heights. The farm is expected to generate roughly 77 GWh annually, enough electricity for about 22,000 households....
Four More UK-Made ROVs to Join DOF’s Fleet
DOF Group has placed an order for four XLX EVO III work‑class remotely operated vehicles from the UK‑based Forum Energy Technologies. Deliveries are slated for April, June, July and August 2026, with the first two units mobilised in Singapore. The ROVs...
Virtus Reaves Utilities ETF Q4 2025 Commentary
The Virtus Reaves Utilities ETF posted a 4.91% decline in Q4 2025, underperforming both the S&P 500 and the S&P Utilities Index. While the broader utility sector modestly lagged the broader market, the fund’s top contributors—DTE Energy, Duke Energy, WEC...
RWE Installs First Turbine at 1.1GW Thor
RWE has installed the first turbine at the 1.1 GW Thor offshore wind farm off Denmark’s west coast. The project will host 72 Siemens Gamesa 15 MW turbines, each with a 148‑metre hub height and 115‑metre rotor blades, slated for completion by the...
UK Businesses Are Starting to Choose Stability over Price – and Reshaping the Energy Market
UK businesses are moving away from the traditional race‑to‑the‑bottom energy procurement model, opting for price stability and transparency instead of the lowest rates. Recent surveys show 23% of firms have reduced operations because of volatile electricity costs, while 40% of...
Australia’s ACT Government Completes Its First Community Battery Network with New 450kWh System
The Australian Capital Territory has finished its first community‑battery network with the commissioning of a 450 kWh system in Dickson. The new battery joins earlier 225 kWh and 450 kWh installations in Casey and Fadden, bringing the territory’s total storage capacity to 1,125 kWh...
Net Hero Podcast – Auctions Matter for Our Green Future
The UK’s AR7 renewable auction delivered a record 14.7 GW of new capacity, with offshore wind alone providing roughly 8.4 GW. The outcome signals that private capital is willing to fund large‑scale clean‑energy projects, restoring confidence after earlier rounds faltered. Industry leaders...
On Imbalance Prices
The blog explains how imbalance prices act as a 15‑minute settlement tool for Balance Responsible Parties (BRPs) in the European power market, bridging the gap between scheduled and real‑time generation. It contrasts three pricing scenarios—day‑ahead parity, punitive rates, and asymmetric...
Oil Crisis Drives Crypto Survival; AI Rules Written in Blood
@sandy_carter `s POV `Iran War, An Oil Crisis, A Crypto Stress Test, And An AI Reckoning` Oil. Crypto. AI. Most coverage is missing the "Big 3" takeaways: 1️⃣ Crypto’s Dual Identity: It’s a "risk asset" for Western traders but a "survival tool"...
EU Widens ETS Aid, Adds 20 New Sectors
EU expands ETS indirect carbon cost compensation to 20 new sectors and raises coverage for eligible industries. https://www.metalnomist.com/2026/03/eu-ets-state-aid-expansion-widens.html
Siemens to Deploy Cloud SCADA for Australian Renewables
Siemens, together with Mescada, will install an AI‑ready, cloud‑based SCADA platform for Global Power Generation Australia, covering eight renewable sites across four states. The Simatic WinCC Open Architecture system will handle roughly 300,000 data tags, delivering real‑time monitoring from a...
Energy Transition Isn’t Fair
The UK Environmental Audit Committee warns that fairness is a critical missing piece in the upcoming Seventh Carbon Budget (2038‑2042). It argues that uneven cost distribution—such as pay‑per‑mile electric‑vehicle charges—will erode public consent for net‑zero. The committee recommends shifting electricity...
VinEnergo Launches Global Strategy with 10 GW Renewable Portfolio
VinEnergo, the Vietnamese renewable energy arm of Vingroup, unveiled a global expansion plan anchored by a secured 10 GW project portfolio across Europe and Asia. The company aims to scale its total capacity to 100 GW within three years, focusing on 50 GW...
Wind Farms, Big Batteries, Pumped Hydro: 13 Renewables Projects Put on Fast-Track by New State Authority
The New South Wales government has fast‑tracked 16 projects worth $34.4 billion, with 13 focused on renewable generation and storage. A newly created Investment Delivery Authority (IDA) will override local council decisions to accelerate planning approvals. Projects range from large wind...
Carmaker League Table Shows EV Supply Chains Are Becoming Even Cleaner — Thanks To Strong EU Rules
The fourth edition of the Lead the Charge Auto Supply Chain Leaderboard shows that major carmakers are accelerating the greening of EV supply chains, with Tesla, Ford, Volvo and Mercedes posting the strongest scores. EU regulations, especially the Batteries Regulation,...
Thailand, South Korea Lead Asia’s Oil‑Shock Market Turmoil
In Asia, Thailand and South Korea have the highest GDP exposure to imported oil & so the violence today in Korea and Thai markets reflects fear how that will play out. Note that this is negative for Asia in general but...
Zodiac Maritime Stacks Tanker Orderbook
London‑based Zodiac Maritime is expanding its crude carrier renewal by ordering five new tankers in Asia. The deal includes four 319,000‑dwt VLCCs from Jiangsu New Hantong Ship Heavy Industry at roughly $120 million each, slated for 2029 delivery, and a 157,000‑dwt...
Market View: Gold Rush, Oil Shock & Sea’s Surprise - Markets Brace for a New Volatility Cycle
In this episode, Michelle Martin and market analyst Ryan Huang dissect a volatile global backdrop, covering Asian equity declines, the earnings surge and share‑price drop of Singapore‑based Sea Ltd (Shopee), Singapore’s push to become a regional physical gold hub, and...
Crude Surges 10%—Energy Stocks Diverge, Reversal Likely
While Crude remains more than 10% higher than last Friday's close in two trading sessions, stocks like Exxon $XOM are at lower levels from last Fri close after its steep runup. @IBDinvestors @marketsurge Similar to Gold stocks starting to...
Markets Wobble as Oil Spikes; US Vows Tanker Protection
For a few hours yesterday morning, markets looked very scary. Brent was going vertical, USD was rising like crazy and S&P 500 was plummeting. The US calmed things down by promising to insure and escort oil tankers, but one Iranian...
QatarEnergy Declares Force Majeure on LNG After Drone Strike
This is likely the first time QatarEnergy has ever declared force majeure on LNG shipments 🇶🇦 ⚠️ Qatar made its name as a powerhouse producer that never fails its customers Then an Iranian drone hit
South Asian Fertilizer Output Slips Amid Qatar LNG Outage
Fertilizer manufacturers in South Asia are beginning to cut output due to an outage at Qatar’s LNG export plant ⚠️ 🇮🇳 Some Indian manufacturers started reducing production at urea plans 🇵🇰 Pakistan’s gas distributor declared FM on to fertiliser plants https://t.co/LUjKJcUg25
Coal Stocks Retreat; Small Exposure via XME, HCC, BTU, AMR
coal stocks have all pulled back in recent weeks... i miss the 'ole days and the $KOL but its small exposures via $XME, or the names: $HCC $BTU $AMR
Trump's Hormuz Plan Could Hike India's Energy Costs
Trump’s Hormuz strategy may raise energy costs as India faces fertilizer and LNG supply risks | Mathrubhumi English https://t.co/BTL63LOcou
EU Ranks Third in Global Fossil Fuel Import Dependence
Europe remains one of the economies most exposed to volatility in global energy markets. The EU still depends on imported fossil fuels for close to 60% of its energy needs. Among large economies, only Japan and South Korea have higher levels of...
Higher Gas Prices Benefit Malaysia, Counter Oil Deficit
Malaysia should not be one of the weakest links here. It exports gas so higher prices is good for Malaysia, offsetting deficit of oil…
US Kills Iran Leaders; War Persists, Oil Spikes
The US just killed Iran's top leaders, but the war isn't ending. The Revolutionary Guard is still fighting, and oil has spiked past $85. 🔒 Members-Only https://t.co/oiXuHGPp3W
Balancing Fast Innovation with Long‑Term Infrastructure Resilience
The Velocity of Innovation vs. The Stability of Infrastructure - how do you build a resilient operational strategy when the tools you are using today may be obsolete before the concrete on your new substation has even cured? Click NOW...
China Seeks New Oil Sources as Middle East Supply Wanes
CHINA’s options to deal with loss of oil supply from Iran and the Middle East: https://t.co/pf8gYZWvxE