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:
12 Best Electric Utility Stocks to Buy for the Data Center Power Surge
U.S. electricity demand hit a record high last year, with data centers responsible for roughly half of the growth, prompting utilities to brace for a sustained surge through 2026‑2027. Analysts project the sector will invest about $1.3 trillion in capital expenditures between 2026 and 2030 to modernize infrastructure and add new generation capacity. Dominion Energy and WEC Energy Group, both favored by hedge funds, posted strong Q1 results and raised guidance, highlighting the upside of utility exposure to AI‑driven data‑center demand. The article lists the 12 top utility stocks positioned to benefit from this trend.
China's Solar Boom Has Created a Massive Oversupply Problem
China now produces more than twice the global demand for solar components, driving a price war that has left many manufacturers indebted. Industry leaders and the government have convened to launch a $7 billion buy‑out of inefficient plants, impose capacity caps,...
Super‐High Sodium‐Ion Conductivity of Na2.9Sb0.9W0.1S4 at Low Pressures by Systematic Pressure and Temperature Treatments
Researchers applied a two‑step thermo‑mechanical protocol—high‑pressure compaction up to 664 MPa followed by annealing at 250 °C under 97 MPa—to the sulfide electrolyte Na2.9Sb0.9W0.1S4. The treatment induced a tetragonal‑to‑cubic phase transition and delivered a record sodium‑ion conductivity of 44.7 mS cm⁻¹ at pressures as low...
Trump Unprepared for War‑Induced Fuel Shortages
My view on how prepared Trump is for fuel shortages & high gas & diesel prices: "Trump did not anticipate the fallout from the war. He is not prepared. If Trump had thought through the negative consequences from the war, he...
Trump Official Opens Door to Gas Tax Suspension
Energy Secretary Chris Wright told NBC’s Meet the Press that the Trump administration is "open" to suspending the 18.3‑cent federal gasoline tax as pump prices climb to $4.52 per gallon, the highest level in four years. The comment marks a...
Iran Conflict Triggers Recession, Accelerates Renewable Shift
principal near term impact of ongoing iran war: global recession. bad for everyone. principal long term impact of ongoing iran war: end of opec, faster move away from oil & gas towards post-carbon renewables. good for everyone, especially china.
Port Shortfalls Stall Philippines' $11 TWh Offshore Wind Pipeline
The Philippines' 3.5 GW offshore wind pipeline, capable of producing roughly 11 TWh a year, is stalled because existing ports cannot handle the massive turbine components. Government planners cite Pambuhan and Pulupandan as potential hubs, but retrofitting will take years, threatening project...
European Stocks Slip 0.7% as Gulf Clashes Spur Energy‑Driven Sell‑off
Pan‑European equities fell 0.7% on Friday, with the Stoxx 600 closing at 612.14 points and Britain’s FTSE 100 slipping 0.4% to 10,233.07. The decline was sparked by fresh clashes in the Strait of Hormuz, rising Brent crude above $101 a...
Trump Urges China to Buy US Energy as Iran War Spikes Oil Prices and Fed Faces Pressure
President Donald Trump is set to ask Chinese President Xi Jinping to increase purchases of American oil and gas at a May summit, leveraging the Iran‑related Strait of Hormuz shutdown that has pushed U.S. gasoline prices above $4 per gallon....
Oil Inventories Plummet, Looming Shortage Will Trigger Price Spike
The world is burning through oil inventories at the fastest pace on record. Since the US-Israeli war on Iran began, stockpiles have fallen by 4.8 million barrels per day, exceeding the peak COVID drawdown. Once inventories run dry, we will switch from...
Evening Peak Power Demand Exposes Gaps in India’s Energy Transition: Citi
Citi’s latest research warns that India’s power grid is now strained by evening and night‑time peaks as solar output wanes, even though overall shortages have fallen. Peak demand has surged from about 119 GW in 2010 to nearly 250 GW in 2025,...
Trump Administration Is Considering Pausing the Federal Gas Tax to Lower Prices, Energy Secretary Says
Energy Secretary Chris Wright told NBC’s Meet the Press that the Trump administration is open to temporarily pausing the federal gasoline tax. The pause would reduce the 18‑cent per‑gallon federal levy on gasoline and the 24‑cent levy on diesel, potentially...
The Breakaway Climate Conference Challenging the COP Process
The first Transitioning Away from Fossil Fuels Conference convened 57 nations in Santa Marta, Colombia, to draft concrete roadmaps for phasing out coal, oil and gas. Co‑hosted by Colombia and the Netherlands, the summit positioned itself as an action‑focused complement to...
More Battery Electric Trucks Take To Australian Roads
Centurion has launched a fully off‑grid battery‑electric truck hub at Perth Airport, powering 30 eActros 300 trucks with 4.4 MW of rooftop solar, 10.3 MWh of storage and HVO backup. The $24 million (AUD $36 million) project was underpinned by $10.4 million in Australian Renewable Energy Agency...
‘Degree of Complacency’: Are Supply Chains Prepared for Impact of Ongoing Iran War?
The Iran‑Israel war has choked the Strait of Hormuz, cutting oil shipments and depleting emergency stockpiles. While Asian markets impose rationing, Europe remains relatively calm, yet companies warn of rising raw‑material costs and looming shortages. Automakers such as Lucid Motors...
Iconic South African Town in the Middle of Nowhere Has Two Rare Solar Power Plants
Remote town Pofadder in South Africa’s Northern Cape is home to the country’s only two concentrated solar power (CSP) plants – KaXu Solar One and Xina Solar One. KaXu, launched in 2015, was the first South African CSP with thermal‑energy...
Greenlane Expands Electric Truck Charging, Plans Chargers In Texas
Greenlane announced the rollout of high‑power electric truck charging stations in Texas, targeting Houston and Dallas along Interstate 45. Each site will host six to eight pull‑through lanes equipped with CCS connectors and megawatt‑scale chargers for Class 8 rigs. The rollout supports...
Nigeria’s Aliko Dangote Targets New Refinery in Kenya
Nigerian billionaire Aliko Dangote is evaluating a 650,000‑barrel‑a‑day oil refinery in Kenya, with Mombasa emerging as his preferred location. He estimates the project will cost between $15 bn and $17 bn. The move follows Kenya’s President William Ruto’s call for a regional refinery, previously...
The 3 Best Nuclear Energy Industry Stocks to Buy in 2026
Rising electricity demand and climate goals are sparking a nuclear power renaissance, prompting analysts to highlight six stocks across the sector for 2026. The article recommends low‑risk exposure through Brookfield Renewable’s 4.7% dividend and Southern Company’s regulated utility model, mid‑tier...
Oregon Regulators Force Data Centers to Fund Grid Upgrades Under New ‘Schedule 96’ Rule
The Oregon Public Utility Commission issued an order that reclassifies data centers consuming 20 MW or more into a new “Schedule 96” rate, making them pay for transmission and generation upgrades. The rule adds a 1 cent per kilowatt‑hour surcharge for facilities over...
Chevron Returns Over $5 Billion to Shareholders for 16th Straight Quarter Amid Record Oil Prices
Chevron delivered more than $5 billion in cash to investors in its latest quarter, marking the 16th straight period of such payouts. The distribution—$3.5 billion in dividends and the balance in buybacks—reflects the company’s ability to convert soaring Brent prices into shareholder...
Ryanair's 2025 Emissions Jump 50% Since 2019 as Jet Fuel Use Soars
Ryanair disclosed that its global CO₂ emissions in 2025 are 50% higher than in 2019, the steepest rise among the world’s top 20 airlines. The surge reflects soaring jet‑fuel demand in Europe, where low‑cost carriers have rebounded faster than legacy...
The Latest GHG Protocol Proposal Raises the Bar for “100% Renewable” Reporting in Data Centers
The GHG Protocol has issued a draft update to its Scope 2 accounting standards that would require data‑center operators to match renewable electricity on an hourly basis rather than by annual totals. U.S. data‑center power consumption has tripled since 2014 and...
Midwest Pump Prices Are Spiking at Worst Possible Time for Trump
Gasoline prices in the Midwest have surged dramatically after the Iran war, with Ohio seeing a 72% jump that dwarfs gains elsewhere. The spike has pushed a typical fill from $50 to $80, adding roughly $1.50 per gallon to the...
Contship Launches First Fully Electric Port Tractor at La Spezia Terminal
Contship Italia Group has rolled out its first fully electric port tractor at the La Spezia Container Terminal, marking a key step in its decarbonisation roadmap. The vehicle will be operated by Hannibal for internal shuttle duties, serving as a pilot...
The War Between Refiners Over E15 Rises Again This Week In Washington
The House will vote this week on Amendment 289, a proposal to mandate year‑round sales of E15 gasoline nationwide. The American Petroleum Institute (API) and major refiners support the bill, touting consumer choice and regulatory certainty, while the Small Refineries...
Need of Hour Is to Use Petro Products with Restraint: PM Modi
Prime Minister Narendra Modi urged India to use imported petrol, diesel, and gas with restraint as the West Asia crisis tightens global energy supplies. Speaking at the virtual inauguration of development projects worth about ₹9,400 crore ($1.1 bn) in Telangana, he linked...
Need of Hour Is to Use Petro Products with Restraint: PM Modi
Prime Minister Narendra Modi urged Indians to use imported petrol, diesel and gas sparingly, citing the West Asia crisis and foreign‑exchange pressures. Speaking at a Hyderabad event where the government launched development projects worth about ₹9,400 crore (≈ $1.1 billion), he highlighted the...
Power Cuts Hit Several Neighbourhoods in Chennai as Strong Winds & Mild Showers Affect Distribution Network
Strong winds and light showers on Saturday disrupted Chennai's electricity distribution network, causing localized outages across neighborhoods such as Perambur, Kilpauk, and Maduravoyal. Tamil Nadu Power Distribution Corporation Ltd (TNPDCL) reported that 22 power feeders, eight transformers, and 12 insulators tripped,...
“Cannot Be Explained” – New Ultra Stainless Steel Stuns Researchers
University of Hong Kong researchers introduced SS‑H₂, a stainless‑steel alloy that resists corrosion at voltages up to 1700 mV, enabling seawater electrolysis for green hydrogen. The material employs a sequential dual‑passivation strategy, adding a manganese‑based protective layer atop the conventional chromium...
Queue & A: CNG Drivers Line up for Answers as Demand Beats Supply
Commuters in Bhopal are confronting two‑hour queues at the city’s 28 CNG pumps, a stark contrast to the 191 petrol and diesel stations available. Demand for compressed natural gas has tripled over the past three years, yet supply has not...
Trump‑Xi Energy Deal Unlikely: China Won’t Depend on US
Unlike their 2020 phase one agreement, I am skeptical Chinese energy purchases will be a *meaningful* deliverable from Trump-Xi 2.0 for three reasons - Why would China increase its vulnerabilities, becoming dependent on a rival for energy - Trump can't commit to...
Solar Costs Fell 99.7% Over Five Decades
In 1975, a solar panel cost $106 per watt. Today it's under $0.30 per watt. That's a 99.7% cost decline. Unlike fossil fuels which fluctuate with geopolitics and markets... solar has delivered consistent, predictable cost reductions for five decades.
Everything You Need to Know About Small Modular Reactors (SMR's)
Small modular reactors (SMRs) are factory‑built nuclear units of 50‑300 MW that combine a compact footprint with modular construction. China’s ACP100/Linglong‑1 is slated for commercial operation in 2026, while Russia already runs floating and land‑based SMRs in the Arctic. The United...
Australia’s Rooftop Solar Hits Record Amid Battery Boom
Rooftop solar surges to new high in Australia on back of battery boom #energysky -- via pv magazine global: https://t.co/gueC98cIIy https://t.co/ZGbsdgWtdT
Measure PV Module Water Ingress Without Disconnecting
New technique measures water ingress in PV modules without disconnecting them #energysky -- via pv magazine global: https://t.co/StwQG43An9 https://t.co/6ujo8v3wOT
Fuel Price Hike Coming? Oil PSUs Losing Almost ₹30,000 Cr per Month
Indian state‑run oil firms are absorbing roughly ₹30,000 crore ($3.6 bn) in monthly losses by selling petrol, diesel and LPG below market rates. Crude oil prices have jumped from about $69 a barrel in February to $114.4 last month, while the rupee’s...
WA Accelerates Grid Expansion Before Coal Phase‑out
Western Australia backs grid buildout ahead of coal exit #energysky -- via pv magazine global: https://t.co/T5gp0KPYGA https://t.co/7avLP7gy11
Stocks Ignore Oil Surge; Real Price Near Historic Average
Why are stocks seemingly ignoring higher crude oil? Maybe because adjusted for inflation it isn't anywhere near high levels? Going back 20 years, WTI has averaged about $98/barrel. It is currently $95/barrel. 🛢🛢🛢 https://t.co/FQOiHZ1It2
Masers Are the Future of Clean Energy – According to Quaise
Quaise Energy is pioneering a new geothermal drilling method that uses high‑frequency maser (millimeter‑wave) beams to ablate and melt rock, eliminating the need for conventional drill bits. Demonstrations in Texas have achieved a 387‑foot borehole using a 100‑kW gyrotron, the...
Hormuz Crisis Blocks Iraq's Regasification, Favors Iran, Hurts US
It is unfortunate that Iraq cannot get the regasification unit because of the Hormuz Crisis (One of the benefits for Iran, loss to the US)
Pakistan, Iran Negotiate Limited Qatari LNG Transit Through Hormuz
Bilateral Hormuz dealmaking continues parallel to any fuller peace deal negotiations: “Pakistan held talks with Iran to allow a limited number of Qatari liquefied natural gas cargoes to transit the Strait of Hormuz, as Qatar sent through its first shipment...
Equinor Starts Gas Production at Eirin in Norwegian North Sea
Equinor has brought the Eirin field on‑stream in the Norwegian North Sea, adding roughly 27.6 million barrels of oil‑equivalent of recoverable gas. The three‑year, NOK 4.5 billion (~$488 million) tie‑back to the Gina Krog platform extends the platform’s life by seven years to 2036. The...
Fluorine Use in PV Backsheets Plummets Over 30 Years
Fluorine use in PV backsheets dropped sharply over past three Decades #energysky -- via pv magazine global: https://t.co/vjKR6xAMUK
Iran Blockade Lowers Oil Prices, Confirming Original Prediction
When I first started pushing for an Iran blockade, my main point was that the big rise in oil prices already priced the incremental disruption to supply, so the pros outweighed the cons. That's been borne out. Oil prices are...
Iran War Blocks 20 M Bpd in Strait of Hormuz, Shaking Global Oil Supply Chain
Iran’s shutdown of the Strait of Hormuz has halted roughly 20 million barrels of crude daily, a shock to the world’s oil supply chain. President Trump is expected to press China to buy more U.S. energy as the disruption fuels price...
Beijing Orders AI Data Centers to Power Up with Green Electricity, Unveils 29‑Measure Action Plan
Chinese regulators released an action plan with 29 measures that makes renewable electricity a core metric for new AI data‑center projects. The move targets a 44% year‑on‑year jump in AI‑related power use and seeks to align the sector with China’s...
Cameco COO Projects Up to 20 New AP1000 Reactors, Highlighting Massive U.S. Nuclear Expansion
Cameco's chief operating officer, Grant Isaac, told investors the company expects as many as 20 AP1000 reactors to be announced for construction, split between a $80 billion Department of Commerce deal and a parallel Department of Energy effort. The announcement signals...
Ofgem Lifts UK Energy Price Cap by 5%, Adding £94 to Average Household Bills
Ofgem announced a 5% increase to the UK energy price cap, lifting the average annual household bill by £94 to £1,931. The hike reflects soaring wholesale gas and electricity prices and will affect millions of consumers across England, Wales and...
Tenaris to Acquire Artrom Steel Tubes for €86 Million ($93 M), Boosting Steel Pipe Capacity
Tenaris announced a definitive agreement to purchase 100% of Artrom Steel Tubes for €86 million (about $93 million) on a cash‑free, debt‑free basis. The deal adds roughly 450,000 t of steelmaking capacity and 200,000 t of seamless pipe rolling, pending EU and Romanian regulatory...