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:
Gujarat Gas Shares Plunge 4% After 50% Supply Cut to Industrial Users Amid Middle East Conflict: Report
Gujarat Gas announced a 50% cut in gas supplies to industrial customers after the US‑Iran conflict disrupted regasified LNG imports, sending its shares down 4% to Rs 382 on the BSE. The company, which sources roughly 70% of its gas from imports—particularly Qatar—cited a force majeure event as the cause. In the December quarter, volumes fell 5.6% QoQ, revenue slipped 3.2%, EBITDA remained flat and net profit dropped 4.6%, while industrial volumes plunged 19.7% and CNG volumes rose 11%. The letter to customers warned of immediate suspensions if allocated limits are exceeded.
Big Battery Deals Dominate as Investors Buy, Sell, Finance and Contract Australian Energy Storage
In Q4 2025, battery energy storage systems dominated Australian renewable investment activity, featuring in 16 financing, M&A and offtake deals and representing 2.16 GW of transaction volume. Solar projects contributed 675 MW, with 90 % of that capacity in hybrid configurations. New South Wales...
Solar Insiders Podcast: What’s the Right Way to Consult with Communities?
Renew Economy’s Solar Insiders podcast released an episode on March 4, 2026 featuring Camilla Hamilton of Cogency discussing how renewable developers should consult with local communities. Hamilton stresses that thorough research, attentive listening, and even informal coffee meetings are essential to building...
Norway Warns Gas Production Maxed Out Amid Qatar LNG Shutdown
Norway’s gas producers are operating at near‑full capacity as Europe scrambles for supply after the world’s largest LNG export terminal in Qatar was forced offline by an Iranian drone attack. The shutdown sent European spot gas prices soaring more than...
Iran Likely to Shut Hormuz Strait, Threatening Global Oil Supply
According to @Polymarket, there is a 67% chance that Iran will close the Strait of Hormuz by March 31. The probability has SOARED in the last few hours. 20% OF THE WORLD’S OIL, AND ~40% OF CHINA’S OIL, FLOWS THROUGH THE...
High Electric Bills Stall California's Heat‑pump Rollout
California’s heat pump push faces a big hurdle: high electric bills #energysky -- via Canary Media: https://t.co/XA5b6J2fS6
Iran Conflict Could Turn Canada Into the Market’s Most Reliable Oil Supplier
Oil prices surged as Iran's IRGC declared the Strait of Hormuz closed, cutting 70‑80% of traffic. Brent crude rose above $80 per barrel for the first time since July 2024, while U.S. energy stocks outperformed the broader market. Analysts, led...
US Imposes Preliminary Countervailing Duties on Solar Imports
U.S government sets preliminary countervailing duties on solar imports from India, Indonesia and Laos #energysky -- via pv magazine global: https://t.co/xLDIGb82s4
Trump Puts Solar and Storage at Energy Core
Solar and storage are central to Trump energy priorities #energysky -- via pv magazine usa: https://t.co/SMzlPkYENu
Elon’s Dirty Deals, Tesla’s Credit Losses, and Electric Semi Trucks Save BIG Money
Elon Musk’s new xAI data centers are generating significant emissions, undermining Tesla’s climate leadership. In Europe, Toyota and Stellantis have withdrawn from Tesla’s CO₂ credit pool, potentially costing the automaker billions. Meanwhile, Hyundai’s IONIQ 5 recorded a 33% sales jump in...
UK Tender Favours Condensers, Gas Over Grid‑Forming Batteries
UK: Grid-forming batteries miss out in system stability tender as synchronous condensers, gas get contracts #energysky -- via Energy Storage News: https://t.co/JKsGGhv9o4
Virginia Governor Receives Community Solar Expansion Bill
Community solar expansion legislation sent to Virginia governor #energysky -- via Solar Power World: https://t.co/OZTLKHxHWX
Farm Worries Crop up as Fertiliser Companies Fear a Gas Crunch
India faces a looming gas crunch after Qatar halted LNG production, jeopardising the primary feedstock for urea manufacturing. The country currently holds only about two months of buffer stocks for urea and DAP, and prolonged shortages could force local plants...
Arevon and GS Power
People on the move: Arevon, GS Power, and more #energysky -- via pv magazine usa: https://t.co/gdSh6VDBRG https://t.co/KkFhvwvKUl
Tiny Texas School District Rejects Tax Deal with $6 Billion LNG Project
Point Isabel Independent School District voted down a $160 million, ten‑year property‑tax abatement offered by Texas LNG for its $5.7 billion liquefied natural gas project. The deal would have added roughly $15 million per year to the district’s budget, but the board said...
SandRidge Energy Inc (SD) Q4 2025 Earnings Call Transcript
SandRidge Energy reported a strong Q2 2025, with adjusted EBITDA rising 76% to $22.8 million and net income of $19.6 million. Production increased 19% year‑over‑year, driven by the launch of the Cherokee development program, whose first well delivered 2,300 BOE/day and a breakeven...
ChargePoint Holdings Inc (CHPT) Q4 2026 Earnings Call Transcript
ChargePoint reported Q2 FY2026 revenue of $99 million, hitting the top of its guidance but falling 9 % year‑over‑year. Non‑GAAP gross margin rose to 33 %, the highest since the company went public, while subscription revenue reached $40 million, representing 40 % of total sales....
Atomic Eagle Sets Course for Growth as Uranium Feasibility Metrics Confirm 12-Year Muntanga Mine Life
Atomic Eagle announced a maiden ore reserve of 28 Mlb U3O8 at its Muntanga project in Zambia, backed by an independent engineering review of a feasibility study that confirms a 12‑year mine life. The study projects 25.3 Mlb total production, a 3.5‑year...
U.S. Climate Retreat Misaligned With Accelerating Global Clean Energy Shift
The U.S. is stepping back from global climate policies at the very moment the global clean energy transition is accelerating. Christiana Figueres, former UN climate leader and architect of the Paris Agreement, explains why this attempt to double down on fossil...
Oil Price Rise Might Push Peso Back to 59:$1
Rising crude prices, driven by the Iran‑Israel conflict, could push the Philippine peso past the 59 per‑dollar threshold. MUFG forecasts the PHP trading between 58.5 and 59.5 if oil steadies around $90 a barrel, while JP Morgan sees a modest global...
South Australia Chosen for HAMR Energy’s First Australian Methanol-to-Jet SAF Plant
South Australia has been chosen as the site for HAMR Energy’s $700‑800 million methanol‑to‑jet sustainable aviation fuel (SAF) plant, the first of its kind in the country. The facility will use Honeywell technology to convert 300,000 tonnes of low‑carbon methanol into about...
Americas MGO Prices Soar on US-Iran War
Marine gasoil (MGO) prices in the Americas surged toward $1,000 per metric tonne, marking the highest levels since October 2023. The rally follows the US‑Israel weekend attacks on Iran, which threaten the flow of middle‑distillates through the Strait of Hormuz....
US Shale Producers to Hold Capex, Output Steady in 2026
U.S. shale producers have signaled that 2026 capital expenditures will remain flat or dip slightly, while overall output is expected to stay level or edge higher after accounting for acquisitions, divestments, and the cyclical nature of multiyear upstream projects. The...
Iran Expands Attacks to Targets Outside Strait of Hormuz
Iran escalated its campaign against regional energy assets, deploying armed drones against the United Arab Emirates' main oil export hub and striking major ports in Oman. The attacks, which originated beyond the Strait of Hormuz, signal a widening of Tehran's...
China's Gas Output Expected to Rise Amid Shale Push
China’s domestic natural‑gas production is set to climb in the near term as the government backs unconventional shale projects. Analysts forecast a steady output rise, driven by new drilling licences and financial incentives. The push aims to offset growing demand...
LNG Prices Surge on Qatari Supply Disruption
LNG spot prices jumped sharply after a supply disruption in Qatar, one of the world’s largest exporters. In Northeast Asia, the price rose $1.75 week‑on‑week to $12.45 per MMBtu, while Southwest Europe saw a $5.05 increase to $14.75 per MMBtu....
Spot Prices Wrap: Bulls Wrest Control of Physical Natural Gas
Bulls have taken control of the physical natural gas market as spot prices showed mixed movement but futures advanced. Traders are looking past the early‑March shoulder season, focusing on colder weather forecasts and strong LNG export activity. Geopolitical tension from...
Oil Prices Surge Higher as Market Adjusts Ceiling Scenarios
Brent crude rose to $85 per barrel on Tuesday, marking a notable surge amid heavy trading. The rally reflects market reaction to escalating tensions in the Middle East and concerns over supply disruptions. Traders are now focusing on how constrained...
Legacy Automakers Block North America's EV Adoption
The Real Villains in North America's Low EV Sales? Legacy Automakers Max Fawcett and I discuss his column, "Canada's big bet on EVs can still pay off." We may or may not have discussed EVs' impact on the future of Alberta oil. #ableg...
Are Flex-Fuel Vehicles Making a Comeback?
Chevrolet is re‑launching flex‑fuel vehicles (FFVs) equipped with a 1.3‑liter engine, marking the first standard‑fit FFVs since 2026. The Renewable Fuels Association (RFA) highlights California’s dominant E85 market and urges other OEMs, including Toyota and Honda, to follow suit. Nationwide...
Clean Planet Moves From Validation to Commercialization
Clean Planet has moved from research validation to commercial rollout, securing a ¥1 billion grant from Tokyo’s Zero Emission program in April 2025 and a ¥500 million strategic equity round in January 2026. The company now promotes its QHe IKAROS heat module,...
Schneider Electric Concludes Sustainability Impact 2021-2025 Program with 8.86/10 Score
Schneider Electric released its 2025 extra‑financial results, closing the 2021‑2025 Schneider Sustainability Impact (SSI) program with an overall rating of 8.86 out of 10. The initiative delivered 862 million tonnes of avoided CO₂ emissions, a 56 % cut in supplier emissions, and...
ExxonMobil Optimizing Assets to Offset Disruptions
ExxonMobil said its worldwide scale and diversified portfolio allow it to mitigate disruptions from the latest Middle East conflict. Senior vice president Jack Williams highlighted the company’s ability to shift feedstock and products using its trading arm and long‑term charter fleet....
US Gulf MR Freight Trades Just Under All-Time Highs
Freight rates for medium‑range tankers loading on the US Gulf coast surged as traffic through the Strait of Hormuz nearly stopped, prompting buyers to scramble for alternative diesel supplies. Chevron’s Europe‑bound voyage hit Worldscale 365 ($72.39 per tonne), while ATMI’s Caribbean...
Scanifly Is Official Design Platform for CertainTeed’s SunStyle Solar Roof
Scanifly has been appointed the official design platform for CertainTeed’s premium SunStyle solar roof systems. The new SunStyle Designer lets contractors create 3‑D layouts, generate real‑time production estimates, and export full installation reports across Scanifly’s remote and drone‑based environments. Automated...
Google Data Center in Minnesota Would Be Powered by Wind, Energy Storage
Google has signed an electric service agreement with Minnesota Power to power its planned 700‑MW data center in Hermantown using 300 MW of wind generation and 400 MW of battery storage. The deal operates under Minnesota’s regulated rate structure, ensuring existing customers...
The Guardian View on Rachel Reeves’s Spring Statement: Stability Cannot Mean Sacrificing Living Standards | Editorial
Rachel Reeves’s spring statement reaffirmed a commitment to fiscal discipline, citing OBR projections that borrowing will fall and fiscal headroom has increased. The editorial warns that the UK’s exposure to soaring oil and gas prices from the Gulf conflict could...
Gulf Interceptor Shortage Forces Costly Missile Reliance
The Gulf states are rapidly running out of interceptors. They have already burned through more than half their stockpile trying to stop low-cost Shahed drones, and soon they may have to ignore drones entirely to conserve missiles for ballistic threats. That...
March 2026: The Extreme Solar Construction Issue
ELITE Solar unveiled a $115 million solar cell and panel factory in Egypt’s Suez Canal Economic Zone, completing construction in under 12 months. The Middle East’s low‑tariff environment and rapid build‑out contrast sharply with the United States, where projects like Q‑cells’ Georgia...
Wind and Solar Beat Gas, Coal on 2030 Costs
According to EIA’s 2025 Annual Energy Outlook (LCOE for plants entering service in 2030, without tax credits): Onshore wind: ~$40–$60 per MWh Utility-scale solar PV: ~$35–$50 per MWh Natural gas: ~$75–$100 per MWh Coal (new build): ~$60–$90 per MWh Cents per kilowatt-hour: Wind and solar: roughly...
Energy Cheap and Underweight; Oil Upswing Could Boost Index
This chart shows Energy’s weight in the S&P 500 over time in two dimensions: * Blue line = Energy’s market cap share * Red line = Energy’s forward earnings share Current readings (Mar 2): * Market cap share ≈ 3.4% * Forward earnings share ≈...
IDB Invest Approves Financing for Genneia to Strengthen Argentina’s Energy Security
IDB Invest is extending up to $185 million in financing to Argentine renewable leader Genneia to develop four solar parks and a 40 MW battery storage system. The solar projects total 340 MW across Mendoza, San Juan and Buenos Aires provinces, while the battery will...
Offshore Data Centers Could Boost Offshore Wind Development
Can offshore data centers save offshore wind? Maybe we go offshore before we go to space. https://t.co/QAJ2RJG6Od
Iran Conflict Spurs Gas Prices Near $3.5 Threshold
My friend and renowned oil expert Javier Blas has it right. ONE OF THE COSTS OF THE NETANYAHU-TRUMP WAR ON IRAN = A GAS PRICE SURGE. https://t.co/cnsDUpCpbY
RBOB Contract Roll Added 25¢ to Gasoline Price
Gasoline prices... remember the March-April RBOB contract roll was +25 cents on its own https://t.co/WAOPFvCQdz
Russian LNG Tanker Arctic Metagaz Explodes in Mediterranean
Meanwhile, in the Mediterranean, a Russian LNG tankers exploded. I mean what other SHIP can happen?
Oil Approaches Its Most Bullish Season Yet
We are nearing oil's most bullish time of year. $CL_F $USO $WTIC More from me on @stockcharts: https://t.co/2c4CuouCWe https://t.co/o1k2jBw7MM
Brent Oil Slides, Yet Likely Peaks Before Midterms
December 2026 Brent crude oil is down on the day. It will near top step by the Midterms. Higher or lower by then? My bias is lower https://t.co/bu6WD5MAw6
Oil Market May Be Overly Complacent, New Analysis Shows
Is the oil market too complacent right now? New @axios piece explores the question. #OOTT #energy (1/2)
Oil Spike Threatens USD’s Medium‑Term Reserve Status
I was on @Marketplace with Kai Ryssdal yesterday to discuss fallout from the spike in oil prices for the global economy and what this means for US reserve currency status. We're getting a risk-off Dollar rally now, but medium-term this...