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:
Australian Renewables Pipeline “Running Laps” Around Net Zero Targets. It’s the Pace that Is Lacking
Australia’s renewable pipeline now totals roughly 670 GW – more than three times the 200 GW extra capacity required for its 2050 net‑zero target – but the speed of project delivery is lagging. The bulk of the pipeline consists of onshore wind, large‑scale solar and battery storage, yet planning approvals, especially in New South Wales, remain a bottleneck. Industry leaders stress that accelerating utility‑scale builds is essential to curb rising electricity prices. Victoria is moving to formalise renewable energy zones and a transmission roadmap to jump‑start its own modest pipeline.
Battery Rebate Hits 250k Installs—Now the Momentum Stalls
Federal battery rebate hits a quarter-million installs. But is the party over? #energysky -- via Renew Economy: https://t.co/kt1ijbgQPQ https://t.co/e4bUv8CY20
Oil Shock Math Reveals Dwindling Exporter Surplus, Reshaping Trade
Some basic oil shock math, focusing on the impact on global trade ... Remember that we are starting from an unusually low surplus in the fuel exporting economies ... 1/ https://t.co/WIeQBspqCY
Crexendo Inc (CXDO) Q4 2025 Earnings Call Transcript
Crexendo Inc. reported a flat production outlook for 2026 while front‑loading 60% of its annual capital expenditures in the first half of the year, giving it flexibility to accelerate drilling if market conditions improve. The company highlighted a deep Utica...
AI Data Centers Fuel Surge in Solar‑Storage M&A
Solar-plus-storage M&A heats up as AI data centers drive demand #energysky -- via pv magazine usa: https://t.co/0SfVszvIE9 https://t.co/gM7W0Ker2W
Chile’s Solar Curtailment Grows Amid Persistent Grid Limits
Solar curtailment rises in Chile as grid constraints persist #energysky -- via pv magazine global: https://t.co/nmDkWSHq65
Antalpha Platform Holding Co (ANTA) Q4 2025 Earnings Call Transcript
Antero Resources Corp. closed its HG Energy acquisition ahead of schedule, adding 385,000 net acres and over 400 drilling locations, while divesting its Ohio Utica asset to cement its status as West Virginia's leading natural gas and NGL producer. The...
WEYCO Group Inc (WEYS) Q4 2025 Earnings Call Transcript
WEC Energy Group reported adjusted 2025 earnings of $5.27 per share, an 8% increase year‑over‑year, after excluding a $0.46 per‑share settlement charge in Illinois. Strong weather and a favorable Wisconsin rate review added $1.09 to earnings, while the company announced...
Gran Tierra Energy Inc (GTE) Q4 2025 Earnings Call Transcript
Gran Tierra Energy reported Q4 2020 production of roughly 23,000 barrels of oil per day while sharply curbing costs, cutting operating expenses 39% to $145 million. The company achieved a 133% proved‑developed‑producing reserve replacement ratio and a 1P net present value...
EVgo Inc (EVGO) Q4 2025 Earnings Call Transcript
EVGO reported a fourth‑quarter 2025 revenue of $678 million and GAAP net income of $32 million, with adjusted EBITDA reaching $126 million. The company secured a record $520 million in new or expanded contracts, including five ICE‑dedicated facilities that add roughly $400 million of annualized...
US-Iran Conflict to Cut Brazil Diesel Spot Deals
The US‑Iran conflict has driven NYMEX heating‑oil futures up more than 12%, causing diesel premiums at Brazilian ports to more than double within a day. Spot‑market diesel deals are expected to grind to a halt as import costs surge and...
Oil Holds Gain as Traders Brace for Fresh Attacks in Middle East
Oil prices continued to rise as the United States and Israel escalated military actions against Iran, prompting Tehran to threaten to close the Strait of Hormuz and launch drone attacks on the U.S. embassy in Riyadh. Brent crude climbed above...
Surging Oil Prices Could Derail Pakistan’s Fragile Economic Recovery
Oil prices jumped nearly 10 % after Iran’s retaliatory strikes, prompting JPMorgan to warn that Brent could reach $120 per barrel if Strait of Hormuz disruptions persist. Pakistan, which imports 85 % of its crude, faces a current‑account deficit increase of $1.5‑$2 billion...
Basslink Gets Final Revenue Determination for Operation as a Regulated Service
On 27 February 2026 the Australian Energy Regulator (AER) issued its final revenue determination for Basslink Pty Ltd’s transmission cable for the 2026‑30 control period. The regulator approved a nominal, smoothed revenue of $459.5 million, marginally below Basslink’s revised $461.2 million proposal. Cost allocation...
Hypercharge Reports Third Quarter Fiscal 2026 Results, Record Service Revenue Growth
Hypercharge Networks Corp. posted third‑quarter fiscal 2026 results featuring record service and subscription revenue, a 34% gross margin and a 59% reduction in net loss. Revenue for the nine‑month period rose 33% year‑to‑date to C$9.7 million, driven by higher‑margin Level 2 installations. The...
Venture Global Strikes Five-Year LNG Deal With Trafigura
Venture Global, one of the United States' leading LNG exporters, has signed a five‑year supply agreement with global commodity trader Trafigura, effective from this year. The contract locks in a steady volume of U.S. liquefied natural gas for Trafigura’s worldwide...
Israel Shuts Major Gas Fields Amid Latest Round of War
Israel announced a precautionary shutdown of production at its major offshore gas fields, including Tamar and Leviathan, as hostilities with Iran intensify. The move follows a wave of attacks on energy infrastructure across the Middle East Gulf region. Officials say...
RSPG: A Clean Way To Take Advantage Of The Iran Conflict
RSPG, the Invesco S&P 500 Equal Weight Energy ETF, offers investors exposure to 22 U.S. energy companies positioned to benefit from rising oil prices amid the Iran conflict. Its equal‑weight methodology normalizes valuation outliers and reduces concentration risk, eliminating the...
US PX May Tighten on Mideast Gulf Fighting
US‑Israeli attacks on Iran have halted vessel traffic in the Strait of Hormuz, threatening paraxylene (PX) shipments from Saudi Arabia's Jubail port to the US Gulf Coast. While 56% of US PX imports come from Saudi Arabia, roughly half load...
BOEM Releases Offshore Alaska Seismic Survey Data
The Bureau of Ocean Energy Management (BOEM) has made five 3‑D seismic survey datasets from the Beaufort Sea publicly available through the National Archive of Marine Seismic Surveys. The releases—identified as B‑02‑99‑AK through B‑01‑95‑AK—cover 232 square miles across nine survey...
FAPRI: E15 Expansion Could Boost Corn, Cut Soybean Prices
The University of Missouri’s Food and Ag Policy Research Institute (FAPRI) projects that expanding year‑round E15 gasoline could lift corn demand, nudging corn prices up 2 to 7 cents per bushel, while pushing soybean prices down 9 to 22 cents...
Iran Conflict Drives Oil and LNG Prices Higher
Oil, LNG Prices Spike as Iran Conflict Continues Ron Bousso, senior columnist for Thomson Reuters, discusses oil, LNG markets and the likelihood that Middle Eastern tensions will keep prices high. #IranWar #IranIsraelWar https://youtu.be/TyuJU-0pvIo
Wall Street Rebounds as Oil and Gold Retreat
Is the market already done with the US-Iran war? Wall Street erased early losses while gold and crude oil recoiled from panic highs. Now what? #OilPrices #Crude #Iran #IranWar #stockmarkets #Dollar #Macro https://t.co/sUv93zfPtT
LNG Shutdowns and Refinery Halts Complicate Global Energy Outlook
Middle‑East hostilities have forced Qatar to shut its flagship LNG export plant and Saudi Arabia to pause operations at its largest oil refinery, while tanker traffic through the Strait of Hormuz has nearly stopped. The disruptions arrive amid a global...
Kharg Island Identified as Critical Oil Export Choke Point
Kharg Island is a 'choke point' for Iran's oil exports, says VanEck Funds CEO https://t.co/rI4JYhLG71
Tanker Stocks Fall as Key Oil Waterway Shuts
"Sell the News" even works for tanker stocks when the most important waterway for oil is practically (if not actually) closed. https://t.co/1Blk1tLMqJ
Construction Firm Locked in to Deliver Two Big Solar and Battery Projects in the Sunshine State
Edify Energy announced DT Infrastructure as the preferred EPC contractor for two Queensland renewable projects: the 600 MW Smoky Creek & Guthrie’s Gap solar farm with 2,400 MWh storage, and the 300 MW Ganymirra & Majors Creek solar farm with 1,200 MWh storage. Together the sites...
Boralex Launches Canada’s Largest Operating Battery Storage System
Boralex commissions ‘Canada’s largest operating BESS’ in Ontario #energysky -- via Energy Storage News: https://t.co/KPk7JggYI3
Oil Market Stays Calm Amid War Rhetoric
"Oil market not too worried" @Bear__85 "You may not be interested in war, but war is interested in you" --Leon Trotsky https://t.co/G26AVdQkOv
Crude Oil And The War In The Middle East
US Oil Fund (USO) and Brent Oil ETF (BNO) are both rated hold as traders navigate heightened volatility from the Middle‑East conflict. Brent and distillate futures present greater upside risk than WTI, while seasonal demand backs gasoline and WTI. Both...
Desert UAE's Water Crisis Highlights Grid Vulnerability
Panic buying reflects fear. The real question is grid resilience. Energy and water are inseparable in the desert. #UAE #WaterSecurity #Hormuz #EnergyInfrastructure #Geopolitics #MiddleEastConflict
Red Sea Crisis Hits 834 Days, Hormuz Just Three
“Today is day 834 of the Red Sea crisis and day 3 of the Hormuz crisis,” shipping analyst Lars Jensen
TPM26: Iran Conflict Puts New Risk on US Economic Growth: Yellen
Former Treasury Secretary Janet Yellen warned that the Iran‑Israel conflict threatens to choke oil flows through the Strait of Hormuz, sending crude futures to their highest level in over a year. Higher energy prices could lift inflation and undermine the...
Europe’s Gas Prices Surge 50% Amid Hormuz Tensions
European gas just posted its biggest one-day jump since the Ukraine invasion. Up ~50% as Hormuz security stalls LNG shipping. Energy shocks don’t disappear — they compound. Just when inflation felt contained, volatility returns. Cost-of-living isn’t gone. It was dormant. #NaturalGas #TTF #Hormuz #EnergyCrisis...
Oil Market Stays Calm Despite Ras Tanura Strike
Despite the strike on Saudi Arabia’s largest oil refinery, Aramco’s Ras Tanura facility, the oil market remained relatively calm throughout the day. Stay tuned. https://t.co/HzbD8gLZNn
Switch Maritime, Incat Crowther Hydrogen Fuel Cell-Electric Ferry Hits Design Stage
Switch Maritime and Incat Crowther have entered the detailed design phase for New York’s first hydrogen fuel‑cell‑electric ferry. The 28‑meter vessel will carry 150 passengers at 25 knots, powered by 720 kg of compressed hydrogen, offering a full‑day range without shore‑side charging....
Crude Drilling Targets Long‑running Pivot, Pressure Rises
Crude drilling into a pivot that’s been in play since 2006. Pressure builds here. $USO $USOIL $OIL $XLE $XOP $OIH https://t.co/g5XbBkgmCd
US Residential Solar Shifts to Post‑Incentive Era
US residential solar enters post-incentive era after ITC expiry surge #energysky -- via pv-tech: https://t.co/94Jal3gQEI
Keeping Cool: CHP Systems and Absorption Chillers Are a Winning Combo for Data Center Developers
Data center demand is exploding as AI and cloud workloads grow, putting pressure on power and cooling infrastructure. Microgrids that pair Combined Heat and Power (CHP) systems with absorption chillers shift cooling loads from electricity to waste heat, dramatically lowering...
Iran Commander Declares Hormuz Closed, Threatens Passing Vessels
Iran commander says Strait of Hormuz closed, vows to hit ships trying to pass, report says: CNBC $USO $XLE
Oil Surges 8‑9% as Gasoline Climbs, Yields Steady
Oil jumping to 8-9% gains this afternoon.. gasoline futures up 12 cents. US stocks ~unch with the 10yr 3bps off the HoD.. now near 4.04% https://t.co/XkTx1P5k8G
Energy Set up for Volatility Near Term but Is Turning the Corner Long Term, Says Katie Stockton
Geopolitical tensions sparked a roughly 6% jump in WTI crude, pushing the benchmark above the $68 resistance level. The monthly MACD has turned bullish, suggesting a multi‑month turnaround for oil prices. Energy giants Baker Hughes and Exxon Mobil have rallied...
Long Oil, Short US Consumer: BNO Up, XLY Down
We remain long of Oil in $BNO terms and short of the US Consumer via $XLY https://t.co/wvSfyWS2xT
Questioning the Assumed Decline of Oil & Gas
NEW POST: Are We Sure Oil & Gas Are Fades? https://t.co/a8CQaFm6L7 $UGA $USO $QQQ $SPY $TLT
German-Norwegian Partnership Launches Dedicated Offshore Wind Working Group
Norwegian Offshore Wind and the German‑Norwegian Chamber of Commerce have launched a dedicated offshore wind working group to deepen cross‑border collaboration in the North Sea. The initiative follows the Hamburg North Sea Summit where energy ministers pledged 300 GW of offshore...
Iran’s Missiles Wane, Drones Persist; Energy Targets Spark Crisis
Day 3 of the Iran War has seen Iran's missile launches declining, while drone attacks remain steady. Energy infrastructure is now being targeted, so an energy crisis is on everyone's mind. #crude #crudeoil #energy #geopolitics https://t.co/Y2ccPnnB22
First Solar Asks US to Review Alleged TOPCon Patent Infringement by 10 Competitors
First Solar has filed a Section 337 investigation with the U.S. International Trade Commission against ten crystalline‑silicon panel makers, alleging infringement of its tunnel‑oxide passivated contact (TOPCon) patent (U.S. 9,130,074). The patent was validated by the USPTO at the end of 2025...
Engineering Proof of Performance
The piece introduces boundary thermodynamics as a framework for evaluating building performance, arguing that interior conditions must be measured against documented exterior loads. It explains that HVAC components, envelopes, and IAQ systems only prove their effectiveness when load‑relative data—temperature, humidity,...
Crown Rejects Greenpeace 'Withholding Documents' Claim
The Crown Estate has denied Greenpeace UK’s accusation that it is withholding documents related to the valuation of the UK’s seabed monopoly and offshore wind lease fees. Greenpeace filed a complaint with the Information Commissioner’s Office after two requests for...