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:
Home Battery Installs Hit Quarter-Million Mark Under Federal Rebate. But Is the Party Over?
Australia has installed over 252,000 home battery systems since July 2023, delivering 6,280 MWh of storage under the Small Scale Renewable Energy Scheme. The original target of 450,000 installations by June 2026 now looks unlikely, with projections revised to about 425,000 units and 11,000 MWh capacity. A rebate reduction in May and the Australian Energy Market Commission’s draft move toward fixed network charges threaten to slow adoption further. These policy shifts could erode the economic case for residential batteries and dampen the program’s momentum.
Power Consumption Grows Marginally by 1.86% to 132.99 Billion Units in February
India's power consumption rose 1.86% in February to 132.99 billion units, driven by milder temperatures that reduced heating appliance use. Peak demand increased slightly to 243.15 GW, still below the all‑time high of 250 GW recorded in May 2024. The Indian Meteorological Department...
Bernhard Capital: Regulated Utilities Provide Rich Font for Mid-Market Carve-Outs
Bernhard Capital Partners’ Jeff Jenkins highlights that regulated utilities are becoming a fertile source for mid‑market carve‑outs as the sector seeks capital for grid upgrades. Stable, predictable cash flows and strong credit profiles make these assets attractive to private‑equity firms...
Wilmington Trust on What’s Powering the Future of the Energy Transition
Will Marder of Wilmington Trust examines how the past year reshaped capital flows toward the energy transition. He notes a marked acceleration in renewable and grid‑modernization investments, driven by policy support and heightened ESG focus. The firm anticipates continued diversification...
Concrete Milestone at Forrest Wind Farm, with More than Half of Turbine Foundations Complete
Squadron Energy, the renewables arm of Andrew Forrest’s Tattarang, has poured 35 of the 69 turbine foundations for the 414‑MW Uungala wind farm, moving the project past the halfway point. Once completed, Uungala will be the largest wind farm in...
Iran Conflict Spurs Oil, Markets, Crypto, Uranium Opportunities
Thoughts? The Iran war and oil crisis affect your money across four key areas: oil prices and inflation, stock market volatility, cryptocurrency movements, and overlooked opportunities in uranium and energy security stocks.
Fox ESS Launches Hybrid Inverters for Commercial PV
Fox ESS releases hybrid inverters for commercial PV #energysky -- via pv magazine global: https://t.co/xcqiFLBLQg
Vitesse Energy Inc (VTS) Q4 2025 Earnings Call Transcript
Vitesse Energy Inc. reported Q4 2025 revenue of $4.4 billion, a $2.9 billion year‑over‑year increase, driven by a surge to 478 TBtu of LNG sales. Adjusted EBITDA rose 191% to $2.0 billion, while net income reached $1.1 billion despite higher interest costs and swap losses....
High‑Temp Sodium‑Zinc Batteries Uncover Rapid Capacity Loss Causes
High-temp sodium-zinc batteries reveal causes of rapid capacity loss #energysky -- via pv magazine global: https://t.co/1uuo7rjkb1
Brent Crude Jumps 7% Amid War‑Driven Price Surge
On the opening of the Intercontinental Exchange Market in London, BRENT CRUDE SURGED. Since the close on Friday, it's up over 7%, trading at $78 / barrel. THE WINDS OF WAR = HIGHER OIL PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/H6nboenO4u
China’s Oil Buying Spree May Be Running Out of Steam
China’s oil imports reached a record 11.55 million barrels per day in 2025, a 4.4% increase over the prior year, driven by aggressive stockpiling and expanded storage capacity. While the country continues to buy discounted Russian crude and benefits from Saudi...
Oil Reclaims Half Gains, Up 6% Amid Uncertainty
Oil has given back about half of the gap higher.. but where will it be tomorrow morning? CL, Brent +6% https://t.co/xc6c5bVP1V
Riot Platforms Inc (RIOT) Q4 2025 Earnings Call Transcript
Riot Platforms reported $647 million total revenue for FY 2025, a 72% jump driven largely by record Bitcoin mining earnings of $576.3 million. The company posted a $663 million net loss, primarily reflecting non‑cash depreciation, stock‑based compensation and Bitcoin mark‑to‑market adjustments. Management highlighted a...
StealthGas Inc (GASS) Q4 2025 Earnings Call Transcript
StealthGas Inc reported a 12% year‑over‑year revenue decline in Q1 2025, primarily due to the roll‑off of a large industrial contract and a planned one‑week marine downtime. Aerospace revenues exploded 147%, raising the marine and aerospace share of total sales...
Kosmos Energy Ltd (KOS) Q4 2025 Earnings Call Transcript
Kosmos Energy reported record‑near production in Q4 2025, driven by a 13% jump at Jubilee and a 60% increase at the Greater Tortue Ahmeyim (GTA) LNG project. Operating expenses fell almost 40% quarter‑on‑quarter while capital spending came in at $67 million,...
Core Scientific Inc (CORZ) Q4 2025 Earnings Call Transcript
Core Scientific reported 350 MW of energized capacity, with roughly 200 MW already billing, surpassing the halfway point of its 590 MW CoreWeave contract. The company announced expansions at Dalton, Georgia (450 MW gross) and a new 265‑acre Hunt County, Texas site slated for...
Single Atoms of Indium on Hafnia Enable Superior CO2-Based Methanol Synthesis
Researchers reported that single‑atom indium dispersed on hafnia (HfO₂) dramatically improves CO₂ hydrogenation to methanol. The In/HfO₂ catalyst achieves up to twice the methanol space‑time yield of comparable In₂O₃‑based systems while maintaining >90% selectivity at 300 °C. Combined experimental measurements, operando...
Construction Begins on Coal Country Renewable Energy Zone, State’s First to Upgrade Existing Network
Construction has begun on the Hunter‑Central Coast renewable energy zone (REZ), the first NSW project to upgrade existing network assets while adding new infrastructure. The upgrade will provide roughly 1 GW of hosting capacity and connect up to 1.8 GW of new...
Middle East Conflict Spikes Oil, Lifts Dollar, Drags Dow
Further to the prior post: A classic initial market reaction to this weekend’s eruption of military conflict in the Middle East: Oil has surged over 10%, the Dollar has strengthened, and Dow futures have opened down some 500 points. #economy #markets #oil...
Hedge Funds Care About Clean Energy's Cost Advantage
Trivia: The first time I gave a talk that said clean energy was just going to win on cost, with hardly a mention of climate, was at a @Scaramucci SALT conference. I just figured hedge fund managers would care a...
California Wants Millions of Heat Pumps. High Power Bills Might Get in the Way
California aims to install six million heat pumps in homes by 2030 as part of its aggressive decarbonization agenda. While heat pumps offer higher efficiency and can replace gas furnaces, the state’s soaring residential electricity rates often erode expected bill...
Clean Energy Now Cheaper Than Fossil, Outpacing Military Budgets
It's always been the case that the way we win on climate is just to make clean energy the cheapest option. That trend has been clear for 15+ years. Now that crossover is happening. Policy still matters, but the most...
EPS Boosts VLCC Series with Two More Hengli Newbuilds
Eastern Pacific Shipping (EPS) has placed two additional 306,000 dwt VLCC orders with China’s Hengli Shipbuilding, expanding its fleet to ten VLCCs at the yard. The vessels are part of a five‑ship order slated for delivery in 2029‑2030, completing a broader...
Middle Eastern Oil Giants Accelerate Multibillion-Dollar Clean Energy Push
Middle Eastern oil powerhouses, led by the UAE and Saudi Arabia, are accelerating multibillion‑dollar clean‑energy programs that span solar, wind, nuclear, and green‑hydrogen. The region’s renewable capacity is set to surge, with solar projected to grow ten‑fold and nuclear output...
Japan Shipping Group Says Strait of Hormuz Closed to Energy, Other Traffic
Japan’s largest maritime shipping conglomerate announced that the Iranian Navy has officially barred all vessels from transiting the Strait of Hormuz. The ban specifically targets energy cargoes, including crude oil and liquefied natural gas, effectively shutting the narrow waterway to...
Hungary's Edortech Unveils Patented Tin-Anode Technology that Could Transform Global Battery Production
Hungarian startup Edortech announced its patented tin‑anode system, ONLi, ready for scale‑up after a decade of research. Independent audits show the anode can deliver up to 70 % higher energy density and 1.8 times the capacity of conventional graphite or Si‑C anodes...
West Asia Tensions May Squeeze Margins in Energy-Intensive Sectors
Geopolitical tensions in the Middle East are prompting concerns about rising energy costs for Indian firms, especially those in energy‑intensive sectors. While the overall share of power and fuel expenses in corporate cost structures has softened to about 4.3% in...
Europe Seizes Russian Shadow Fleet Tanker After Four Years
Why are European countries just now standing up to Russia's oil revenue and shadow fleet after the war just crossed its 4 year anniversary? What has changed? Has the US done more to help Ukraine in the last year than...
Hormuz Trade Slows to Trickle as Attacks Continue
The Strait of Hormuz, a vital oil conduit, has seen trade reduced to a trickle after a wave of escalatory attacks. U.S. and Israeli strikes on Iranian targets, followed by Iranian reprisals triggered by the reported assassination of Supreme Leader...
Quick Iran Conflict Could Cap Gold and Oil Gains
US-Israel Invasion of Iran May Cap Crude and Gold - Gold and crude oil may show signs of peaking if the conflict is quick and infrastructure isn't impaired. Both were up about 20% in 2026 before Feb. 28. If typical swift...
OIH and XLE Surge; Oil Rally Just Beginning
🚨 UPDATE: On February 2nd I told you to buy OIH and XLE. Since then: OIH: +14% XLE: +10% Crude oil: 7-month highs And in my opinion, we’re just getting started. Here’s why I’m not selling yet:
Japan Pledges to Invest $36 Billion in U.S. Oil, Gas, and Mineral Projects. Here Are 2 Stocks That Could Soar...
Japan announced a $36 billion investment in the United States as the first phase of a broader $550 billion partnership, with most of the capital earmarked for a 9.2‑gigawatt natural‑gas‑fired power plant in Ohio. The project aims to address rising electricity demand...
Nickel Asia Diversifies Into Geothermal, Overseas Investments
Nickel Asia Corp (NAC) posted a 312% jump in net income to ₱6.27 billion, driven by record nickel ore prices and a 56% rise in EBITDA. The company announced three new wholly‑owned subsidiaries to support a geothermal holding entity, a shared‑services...
Iran Conflict Triggers Tangible Oil & Gas Supply Losses – Production Down, Exports Stranded (Short Video)
The outbreak of armed conflict in Iran has immediately curtailed the country’s oil and gas output, with crude production dropping roughly 15% and gas processing operating at about half capacity. Export pipelines and terminal facilities have been forced to suspend...
Renewables Insulate You From Oil Market Chaos
Two different worlds entirely. With the Strait of Hormuz shut down, oil producers closing production and oil tanker insurance companies ceasing coverage in the middle east: Person with no solar & no EV: Congrats, your gas expense may soon double, your...
Coal Region Gets First Renewable Energy Zone Upgrade
Construction begins on coal country renewable energy zone, state’s first to upgrade existing network #energysky -- via Renew Economy: https://t.co/QVh6PXe4kM https://t.co/AG69igRzQk
Crude Jumps 8% As
Not a terribly surprising open. Crude up 8%. SPooz off 1% and USTs up solidly bid but selling into best levels.
Oil Prices Surge: Brent Up 9%, WTI Up 8%
Brent crude oil +9% to $79 WTI crude oil +8% to $72 RBOB gasoline futures +5% to $2.42 https://t.co/Z7uoT3rHYZ
Optimized Airflow Boosts Both Crop Yields and Solar Output
How airflow modifications in agrivoltaics affect crop yield, energy output #energysky -- via pv magazine global: https://t.co/IgahbosKJ6 https://t.co/mCFJfmuIGC
Oil Prices Set to Drop, Fueling Roaring 2020s
YARDENI: “.. in our short-war scenario, oil prices should fall in the coming weeks after a ceasefire .. boosting US consumer spending and benefiting global economies .. The weekend’s Middle East developments make us even more confident in our Roaring...
Estimated $18/Bbl Risk Premium for March 1 Oil Opening
GS: Taking Into Account Estimated Weekend Market Pricing, We Estimate a Risk Premium of Around $18/bbl on the March 1st Oil Market Open https://t.co/vtpc8AfijE
Steel Becomes Central to Modern Solar Project Design
The redefined role of steel in solar energy projects #energysky -- via pv magazine global: https://t.co/1rSfmuEAf3
Commodities Surge, Euro Slides: Brace for Volatile Open
IG pricing US Crude up around $10 to $77.26 Gold up around $111 to $5,385 EURUSD down 64 pips to 1.1751 Strap in. This is going to be a wild open.
Anonymous Objectors Ship Massive Battery to Regulator
Big battery sent to independent regulator by far-flung, anonymous objectors #energysky -- via Renew Economy: https://t.co/ufCyhnE8bZ https://t.co/iFqExlpy6S
Kalshi Predicts 95% Chance Oil Hits $73+ Tomorrow
Kalshi prediction markets currently see a 95% likelihood that U.S. crude oil hits at least $73 per barrel or more tomorrow. U.S. crude closed at $67.02 per barrel on Friday https://t.co/CKqpj0YQcp
Oil Spike Threatens Stocks Like 1990s Gulf War
A sharp oil spike to those levels would likely result in a one-variable stock market like we initially saw during the 1990’s Persian Gulf War. Stocks under pressure until oil prices come back down. https://t.co/8DQZhDYXqo
What Ottawa Taught Me About Climate Action
I've just got back to London from a whirlwind few days in Ottawa, as guest of the Canadian Climate Institute. I penned a few thoughts on what I learned. https://t.co/FrCsgfG4E3
Iran Declares Hormuz Open, IRGC Hints Otherwise
The Strait of Hormuz may be open according to the Iranian government, but the IRGC seems to have different machinations. https://t.co/cvL7jYvGoa
Home Batteries Transform Australia's National Electricity Market
Home batteries reshape Australia’s national electricity market #energysky -- via pv magazine global: https://t.co/fiHsRFXODW https://t.co/R6laEgqPbB
Scaling AI: Cost Vs. Asset Lifecycle ROI
The ROI of Scale: Computational Costs vs. Asset Lifecycles - For AI engineers working in sectors like rail, utilities, and energy, the primary challenge has shifted from “Can we build it?” to “Can we afford to scale it?” https://t.co/SjIN9Uk9eF