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:
EV Batteries and Solar Panels versus Climate Change
A University of Michigan study published in Nature Climate Change finds that recent advances in EV battery chemistry largely neutralize the extra degradation expected from a 2 °C warmer climate. Batteries built between 2019‑2023 would see average lifetime reductions of only about 3 % (max 10 %), compared with 8 % average (max 30 %) for 2010‑2018 models. The analysis, based on simulations of the Tesla Model 3 and Volkswagen ID.3 across 300 global cities, also suggests the hottest regions could benefit proportionally more. A companion investigation highlights that current IEC standards underestimate temperature stress on rooftop solar panels, prompting calls for updated guidelines.
What Do Rising Oil Prices Mean for You?
Oil prices surged after US‑Israeli air strikes on Iran and the killing of Ayatollah Khamenei, pushing Brent crude above $80 a barrel. The conflict threatens the Strait of Hormuz, a chokepoint for roughly 20% of global oil, adding a risk...
Battery Energy Storage Systems No Longer Just for Backup: NeoVolta
NeoVolta says battery energy storage systems are moving beyond backup power to become a profit‑center for commercial and industrial facilities. The company leverages the One Big Beautiful Bill Act, which preserves tax incentives through 2032, allowing owners to slash upfront costs by 30‑50%...
EnergyBin Report: Most Solar Panels on Secondary Market Are for Residential Market
EnergyBin and Buckstop’s fifth PV Module Price Index shows the secondary solar market is dominated by 400‑525 W crystalline‑silicon panels, 98% of which target residential installations. From 2020‑2025, more than 8.7 million modules were listed for resale, with 98% being new, all‑black,...
Midmorning Markets: April Natural Gas Contract Falls Back From $3 as Technicals Cap Rally
Natural gas futures slipped back toward $3 per MMBtu after early gains, as technical resistance halted the rally. The NYMEX April contract was rejected at $3.03, signaling market caution. Simultaneously, escalating Iranian attacks disrupted global LNG flows, adding geopolitical pressure....
Tratos Group Signs Agreement with Exel Composites to Support Grid Modernization
Tratos Group of Italy has signed a four‑year, £22 million framework agreement with Finland’s Exel Composites to supply carbon‑fiber composite conductor cores for grid modernization projects through 2029. The partnership gives Tratos secure access to high‑performance, corrosion‑resistant cores that enable higher...
The Electric Vehicle Tariff Boomerang
The Canada‑China trade deal announced in January reduces the tariff on Chinese electric vehicles to 6.1 % for an initial 49,000‑unit quota, expanding to 70,000 over five years. The move stems from Trump‑era pressure on Canada, prompting a diversification toward Beijing....
Scottish Government Offers £17m to Help Job Transition
The Scottish government has launched a £17 million tranche of its Just Transition Fund to accelerate green jobs, innovation and supply‑chain diversification in the North East and Moray. For the first time, community organisations and social enterprises are guaranteed a portion...
The Hormuz Standoff: Global Energy Flow Severs After 'Epic Fury' Strikes
The Strait of Hormuz, a 21‑mile narrow waterway, was shut after a severe incident dubbed “Epic Fury.” The closure halted the transit of roughly 20 million barrels of oil per day, about one‑fifth of global consumption. Heightened tensions between Iran and...
Lawsuit Targets TotalEnergies over Fossil Fuel Expansion and Paris Agreement Goals
French courts have begun hearing a lawsuit against TotalEnergies, filed by 14 French cities and five NGOs, alleging the company’s portfolio of new fossil‑fuel projects breaches the 1.5 °C target of the Paris Agreement. The complaint, grounded in France’s 2017 duty...
JV Article: District Metals Advances Viken After Sweden OKs Uranium
District Metals is moving ahead with its Viken uranium project after Sweden repealed its uranium mining ban on Jan. 1, reopening the jurisdiction for the first time since 2018. The Viken alum shale deposit is touted as the world’s largest undeveloped...
Checkpoint 2030: Managing Scope 3 Emissions to Hit Climate Goals
Facility managers are confronting rising AI‑driven electricity demand while racing toward 2030 climate targets. The surge in AI workloads is pushing utilities to accelerate renewable deployments, inflating operating costs for buildings. At the same time, Scope 3 emissions—often 75% of a...
THE BIG PICTURE (Infographic): Blackouts in 2025
The International Energy Agency’s Electricity reports from 2024‑2026 document a rapid shift in power‑outage drivers, with 2025 seeing a mix of extreme‑weather damage, protection failures, and emerging grid‑stability risks tied to high renewable penetration. In the United States, winter storms,...
Alpiq Suffers Profit Slump in 2025 After Unplanned Shutdown of Kernkraftwerk Gösgen - Growth Driven by Flexibility Strategy
Alpiq’s 2025 earnings plunged after an unplanned shutdown of the Gösgen nuclear plant, cutting adjusted EBITDA to CHF 572 million and net profit to CHF 197 million. The outage, combined with low water inflows and gas‑plant overhauls, amplified the financial hit amid volatile energy...
SolidSail Mast Factory Starts Production of CFRP Masts for Wind Propulsion
SolidSail Mast Factory (SMAF) in Lanester, France, launched full‑scale production of carbon‑fiber‑reinforced polymer (CFRP) masts on 12 February 2026. The plant, a joint venture between Chantiers de l’Atlantique and five regional composite specialists, will fabricate masts up to 70 metres long, supporting sails...
EU Leaders Told to Stop Fiddling with Energy Markets
Eurelectric’s presidency wrote to EU heads urging them to stop reopening the marginal pricing debate, warning that regulatory churn could jeopardise the massive investment needed for a decarbonised power system. The warning follows European Commission President Ursula von der Leyen’s indication that...
Powered Remotely: Microgrids Connect Rural Communities with Sustainable Energy Security
Microgrids are emerging as a practical solution for rural and remote communities seeking reliable, clean electricity. By coupling solar, wind and battery storage with intelligent control systems, these localized grids can operate independently or in tandem with the main network....
Securing Your Supply Chain: The Complete Guide to Sourcing Verified OCTG Materials
Supply chain risk is rising for oil‑and‑gas and heavy‑industry firms, prompting a sharper focus on sourcing verified oil country tubular goods (OCTG). Global demand reached 16 million metric tons in 2024, with seamless tubes accounting for more than half. Verification—through mill...
Oil Shock Threatens Inflation, Yields, Market Deleveraging
Markets are in risk off mode but NOT full panic YET 📉 $SPX $ES $NQ down 🛢️ $CL surging 🥇 $GC up YET 💵 $DXY strong 📈 $VIX rising Ras Tanura attacked. Oil supply at risk. Iran escalating. If oil keeps climbing, inflation comes back fast. If...
Energinet Pauses Connections Amid Soaring Demand
Energinet, Denmark’s transmission system operator, has imposed a three‑month moratorium on new grid‑connection agreements as electricity demand surged to roughly 60 GW, far exceeding the nation’s 7 GW peak consumption. The surge is driven by data‑center expansions, battery storage projects, and Power‑to‑X...
CHN Energy Switches on 2 GW Solar Plant at Coal-Mining Subsidence Area
China Energy Investment Corp. (CHN Energy) has commissioned the 2 GW Phase II of its Lingwu photovoltaic project, bringing the site’s total capacity to 4 GW and completing half of the planned 6 GW mining‑subsidence solar cluster in Ningxia. The base will deliver roughly...
Tesla Back on Top as Norway’s EV Market Surges to 98% Share in February
Tesla reclaimed its position as Norway’s top-selling car brand in February, as electric vehicles accounted for 98.01% of all new registrations. The market saw 7,127 EVs registered, a sharp rebound from January’s 75% year‑over‑year decline caused by a VAT rule...
Asia’s Outlook Under Higher Oil Prices
Asia can currently absorb the recent oil‑price surge, but the region’s heavy reliance on imported energy makes it vulnerable if prices stay high. Japan and the Philippines source almost 90% of their oil from the Middle East, while China and...
Indian Govt Assures Fuel Availability, Affordability Amid Iran-Israel Tensions
India’s Ministry of Petroleum and Natural Gas reviewed crude, LPG and petroleum product supplies as Iran‑Israel tensions heightened global energy volatility. Brent crude surged to roughly $82 a barrel, prompting concerns over the Strait of Hormuz chokepoint that carries about...
Stock Market Week 09/26: RENIXX Hits New Yearly High - Nordex With Strong Performance - US Solar Stocks Under Pressure:...
The RENIXX renewable‑energy index closed the week at a record 1,288.68 points, though it quickly retreated into a sideways range. German turbine maker Nordex led gains with a 26.3% jump after reporting record 2025 revenue of €7.6 billion and strong order...
US Strike on Iran Could End Low‑oil Price Relief
Low oil prices for much of the past year have helped cool inflation & given Trump license to tout more affordable prices at the pump. But if there was one scenario most likely to upset that trend, it was a...
Long‑awaited LNG Licences, but Most Projects Never Materialized
A reminder: Douglas Channel Energy got its 20-yr LNG export licence in Feb 2012, Kitimat LNG received its export license in October 2011, and LNG Canada a 20-yr export licence in February 2013. None reached a final investment decision until...
How Noisy Is Clean Power?
The University of Manchester has launched the (not)NOISY research programme to develop the first advanced tools for predicting underwater noise from tidal turbine arrays. The project will create high‑fidelity computer models and AI‑assisted simulations that estimate how turbine noise travels...
Strait of Hormuz Crisis Halts Traffic, Tankers Brace
Strait of Hormuz Enters Active Crisis: Five Ships Hit, Traffic Collapses, Tanker Markets Brace for Historic Shock https://t.co/QozOvFyHte
FERC eLibrary Outage Affecting some Users
Maybe not the most urgent issue, but @FERC eLibrary is down (at least for me).
US Zinc BESS Manufacturer Eos Hopeful About Ability to Grow Despite Widening 2025 Losses
Eos Energy Enterprises released its Q4 and full‑year 2025 results, showing a seven‑fold revenue increase to $114.2 million but a net loss of $969.6 million driven largely by non‑cash expenses. The company ended 2025 with $624.6 million in cash, eliminating prior going‑concern doubts,...
Germany Reverses Heat Transition, Reviving Fossil Heating
Just last week the German government gutted the heating law which was supposed to drive a transition away from gas. The timing could not have been worse: Gas prices are up 50% today & this crisis could worsen significantly. This will...
LNG Terminals Need Long‑term Contracts, Not Spare Capacity
Why on earth would Canada (or anyone) have that much spare LNG capacity? The reason many terminals weren't built is because they couldn't secure long-term offtake deals. No one was building terminals on a purely merchant basis.
Oil, Fertilizer Prices Surge After US‑Israel Strike
#oil & #fertilizer prices both spike following the US-Israel joint strike on Iran with the Strait of Hormuz essentially shut down. #oatt #oott https://t.co/wrY5JcnYwb
Housing and Food Prices Cooling Amid Oil Inflation Fears
Good to see on a day where there are worries about high oil prices and inflation, other key inputs like housing and food may be cooling
Energy Reversal and VWAP Gap Signal $INDO Setup
Both a reversal in Energy stocks in addition to a small cap gap stock losing at vwap makes $INDO a good setup. was early initially though. https://t.co/QSXGMfyHtU
MAGA Embraces Solar Amid Rising Bills and AI Competition
MAGA is learning to love solar -- as the right's anti-solar crusade is making utility bills higher, giving China an advantage in the AI race, and fueling U.S. dependence on imported energy. Key MAGA voices urged a pivot. It is...
Refinery Stock Breaks Out Amid Strong Energy Uptrend
$PSX Daily. Refinery stock popping up and out of tight falling channel in context of overall strong uptrend as energy surges. Far from extended https://t.co/Deqj2QXqRJ
Gas Prices Spike 50%—Imported Fuel Dependency Exposed
Gas prices up by around 50% today. A painful reminder that relying on imported fossil fuels is a risky strategy. https://t.co/uXkWNMXbeQ
ECB Signals Quick Rate Moves Amid Gas Surge
The Fed has been quiet but THIS ECB comment shows you how central bankers are thinking about the rise in oil/gas prices Minutes after European natural gas surged 50%, an ECB Governor said they’re ready to “move quickly” on rates. Energy spike...
Critical One Energy Reclaims Full Control of Namibia Assets
Critical One Energy @Critical1Energy $CRTL.CA $MMTLF Regains Full Control of Uranium and Copper Assets in Namibia, Africa by @newsfile https://t.co/YGdKDhloWd
Data Center Outages Threaten Power Grid, Prompting Drastic Action
Dark side of the #datacenter craze: unplugging. Abt 40, using enough power for 1M homes, simultaneously went offline last year, forcing the #VA operator into drastic action. 2d such incident. #realestate #tech #AI #warehouses #industrial https://t.co/zdjJyMPnlt via @WSJ
Gas Prices Jump
UK & European gas price benchmarks have both hit 12-month highs, jumping ~50% today after Qatar paused production in the face of Iranian attacks But it's worth putting this in perspective – we're a long way off the insane spikes we saw...
Europe’s Energy Dependence Exposes Critical Structural Vulnerability
Europe is once again reminded of a structural vulnerability. As I told @politico: “The fact is still that Europe imports most of its energy from other countries. And I think events like this just highlight how problematic, how risky that is...
Japan Poised to Rejoin US‑Canada Lithium Battery Alliance
Happy Monday & March. #Lithium is back. One of my hopes is Japan makes a comeback in lithium-ion battery working with the U.S. & Canada. https://t.co/xcJ04Pczo1
March Cold Snap Won’t Significantly Raise Consumer Gas Prices
A cold spell in Europe in March would definitely put the cat among the pigeons, but worth remembering that it takes a while for gas prices to feed through to consumer prices, so "flash in the pan" shift won't matter,...
Solar Module Prices Surge Faster Than Forecast in February
Solar module prices rise faster than expected in February #energysky -- via pv magazine global: https://t.co/IthL40gLnT https://t.co/eJ2paazz7a
Strait of Hormuz Carries Significant LNG Alongside Oil
Very interesting > The Strait of Hormuz is not just oil - but also LNG. https://t.co/jlv7Hrp9LJ
Brent Climbs, USD Rise Temporary; Real Set to Rally
Brent has jumped to $79 per barrel from $72 on Friday. We're currently getting risk-off price action that's lifting USD, including against commodity exporters like Brazil. But that will fade and the Real will rally like it did after the...