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:
VIEWPOINT: New York State’s Newly Required Registration of Large Cooling Equipment
New York State’s Department of Environmental Conservation has amended Part 494 to require commercial property owners to register and report leakage of hydrofluorocarbons (HFCs). Large equipment (≥1,500 lb) must report annual leakage starting March 2026, medium‑size units (200‑1,499 lb) register by June 2026 with reporting due March 2027, and small equipment (50‑199 lb) by June 2028. Registration is completed via an online DEC portal and must include detailed equipment data. Failure to comply can trigger civil penalties of up to $2,500 per violation plus daily fines.
Hormuz Traffic Slows After Strike On Iran
Oil tankers are increasingly bypassing the Strait of Hormuz following the US and Israel airstrikes on Iran, prompting major shipping lines to issue cautionary directives. While the waterway remains officially open, Bloomberg tracking shows a buildup of idle vessels both...
Stale Bread and Bacteria Could Power a New Era in Green Chemicals
Scientists at the University of Edinburgh's Wallace Lab engineered E. coli to generate hydrogen from simple sugars, including stale bread, and paired it with a palladium surface catalyst to hydrogenate organic molecules. The biocatalytic system achieved up to 99% conversion efficiency,...
DRC’s Cobalt Quotas Reshape the Global Critical Metals Market
The Democratic Republic of the Congo announced strict cobalt export quotas—18,125 tonnes for Q4 2025 and 96,600 tonnes for 2026—while reserving 10% of production as a strategic stockpile. The policy, aimed at curbing smuggling, stabilising prices and capturing more domestic value,...
Iran Strike May Push Oil to $73.90 Resistance.
$USOIL monthly - The Israeli-U.S. strike in Iran will propel the price of crude oil to the 1st yearly resistance at 73.90. Above that there's the June 2025 high at 77.64. These are the 2 potential upside targets for next...
Forget Tech Stocks: The Utility Play That Could Outperform Nvidia
Nvidia’s AI‑chip rally has lifted its shares over 700% in three years, dwarfing the S&P 500’s 70% gain. Meanwhile, Brookfield Renewable (BEPC) is positioning itself as the power engine behind that demand, securing record‑size corporate PPAs with Microsoft and Google....
Japanese Company Proterial Plans to Make Magnets & More in India
Proterial, a Japanese advanced‑materials maker, is evaluating India as a production base for its rare‑earth‑free electric‑vehicle magnets and other high‑end components such as superalloys and power‑electronics parts. CEO Sean M. Stack highlighted strong economic momentum, government incentives, and the need...
Record US Crude Exports Threaten Brent Price Rally
Is Crude Oil Becoming a Rally to Sell? US crude and liquid fuel net exports approaching 4 million barrels a day in 2026 -- the highest ever -- may be a primary price-pressure factor for oil. My graphic shows an annual...
Tamil Nadu Power Distribution Corporation Declared No Power Cuts in State Till Public Exams Are Over
Tamil Nadu Power Distribution Corporation (TNPDCL) has ordered a halt to all planned maintenance that requires power cuts until the state’s public examinations conclude in April. The directive applies to Chennai and every district across Tamil Nadu, suspending routine work on...
Norway's Sovereign Wealth Fund Pulls Out of Adani Green Energy
Norway's $1.2 trillion sovereign wealth fund has removed Adani Green Energy Ltd from its portfolio, citing concerns over alleged gross corruption or serious financial crime. The fund sold a holding worth roughly ₹400 crore, while Indian mutual funds have accumulated about $500 million...
SCCL Likely to Bid for Coal Bed Methane in Singareni
Singareni Collieries Company (SCCL) is preparing to bid in upcoming coal‑bed methane (CBM) auctions for three blocks in the Singareni region. The blocks, covering six districts in Telangana, hold an estimated 1.9 billion cubic metres of gas resources. Government officials have...
NSE Eyes Electricity Futures and Coal Spot Exchange as Next Growth Drivers
India’s National Stock Exchange (NSE) announced plans to launch electricity futures, a coal spot exchange and broaden its commodity offerings, leveraging its high‑speed trading infrastructure. CEO Ashish Chauhan said the exchange’s existing systems for order processing, clearing and risk management...
SCI, Oil Firms Shipping JV Delayed over Lack of Clarity on ONGC’s Role
India’s Shipping Corporation of India (SCI)‑led joint venture to own a fleet for state‑run oil firms has stalled because ONGC’s equity participation remains undefined. The JV structure allocates 50% to SCI, with IOCL, BPCL and Sagarmala Finance each holding 10‑15%,...
Should You Invest in Energy Provider SSE?
SSE is launching a £33 billion programme to upgrade its transmission network and expand renewable generation, positioning the utility for the low‑carbon transition. Revenue has surged roughly 50 % since 2021 and normalised EPS has more than doubled, with management forecasting 7‑9 %...
Lithium Demand Rebounds 25% as Low‑cost Supply Tightens Price Gap
Lithium bottom: demand +25% as EV/ESS rebound; SQM+Codelco JV raises low-cost supply, tightens cost curve; prices ≈70% below 2022 — overweight low-cost lithium producers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Hong Kong’s 2nd Richest Man Li Ka-Shing to Sell UK Electricity Operator for $14B
Hong Kong billionaire Li Ka‑shing's CK Infrastructure Group agreed to sell UK Power Networks to French utility Engie for £10.5 billion (about $14.2 billion). The deal, slated for mid‑2026, is part of a sweeping portfolio overhaul that includes potential divestments of ports and...
Clean Coal Term Originated in 1980s Reagan Program
They keep calling it “clean beautiful coal”, so show me the “clean” part. The phrase “clean coal” did not begin in 2016. It traces back to the 1980s, particularly the Reagan-era Clean Coal Technology Program launched in 1985, which promoted pollution-control...
Bond Rally Threatened by Potential Strait of Hormuz Closure
Bond bulls that were celebrating 10y UST yields dropping <4% on Friday waking up Saturday morning to reports that the Strait of Hormuz is possibly being closed 👇 https://t.co/pg9o9TPdO5
Armstrong Fluid Technology’s Compact Fluid Management Station Can Reduce HVAC Energy and Install Costs by up to 30%
Armstrong Fluid Technology launched the Systems Envelope – Fluid Management Station (SE‑FMS), a modular HVAC fluid‑management solution that integrates its Envelope Core platform. The compact unit reduces floor space by up to 40% and cuts energy use by as much as 30%...
Call Skew Lowers Oil Spreads, Polymarket Binaries Boost Value
I wrote about Polymarket Iran markets and crude vols last week but didn't cover oil call spreads vs the odds. Jacked call skew makes call spreads cheaper in oil but the presence of Polymarket binaries creates a bid for them...
Navy Admits Limited Gulf Protection; 21M Barrels at Risk
US Navy says it can't protect all merchant ships in Persian Gulf. Oil majors just suspended shipments through Hormuz, 21M barrels/day at risk. Maritime risk. https://t.co/TylGxcJUhz
Why Delek Holdings Stock Flew Almost 5% Higher on Friday
Delek US Holdings reported a fourth‑quarter 2025 revenue of $2.43 billion, up 2% year‑over‑year, and posted a surprise non‑GAAP net profit of $143 million ($2.31 per share). Adjusted EBITDA surged to $314 million, a stark reversal from a $69 million loss a year earlier,...
Solar Leads New Power Additions, Outpacing All Sources
And now solar is the dominant way that new electricity generation is added to the grid every year. Last year over 100% of all new electricity growth came from solar, wind and nuclear. https://t.co/D91QsFnS6Z
Iran Bans Hormuz Traffic, yet Tankers Still Sail
Iran is sending out warnings on VHF announcing the banning of all ships from the Strait of Hormuz. However, traffic is still moving. What's Going on with Shipping will be monitoring traffic through the Strait. https://t.co/0rPIFY825Q
How America’s Action in Venezuela Guaranteed Guyana’s Oil Future
U.S. forces captured Venezuelan President Nicolas Maduro in a January 2026 raid, removing the military threat to Guyana’s Essequibo region and clearing the path for the country’s oil expansion. Guyana’s offshore Stabroek Block, operated by ExxonMobil with Chevron and CNOOC,...
Storms Damp Western Europe's PV, East Clears Coldly
Storm train hits Western Europe PV as East clears under cold #energysky -- via pv magazine global: https://t.co/Fc7k2DYwqY https://t.co/oq6ymCxS7d
LNG Model Fails: Losses May Be Rational Choice
Bottom line is that the LNG business model sucks @AsimRiaz1978 Losing money is rational behavior if less is lost than making a different decision. Good money after bad. Please don’t tag me on posts to draw attention to your views thru my...
How Sanctions Can Help Stabilise Global Oil Supply
A G7‑backed price cap on Russian oil, introduced in 2022, is shown to boost near‑term extraction while curbing global oil prices and volatility. The cap neutralizes market power and reduces the option value of holding reserves, shifting producer incentives toward...
Trump’s “Drill, Baby” Stance Kills $4.9bn Wind Line
FT's Gillian Tett on Trump's "mad" energy policy "[His] 'drill, baby, drill' mantra makes him reluctant to embrace renewables…Last [yr] energy dept terminated a $4.9bn loan guarantee for an 800-mile…power line to take wind power from Kansas to Illinois & Indiana....
Chinese Drones Plausible, Hypersonics Doubtful; Markets See Calm
Reports of Chinese drones to Iran are plausible But talk of hypersonics is a leap. If true, I see little effect for the present Iran crisis Markets agree with Brent rolling into contango. This looks like calibrated support, not crisis-altering escalation https://t.co/x606IhOrev #Iran...
PTT Eyes Partners Across Value Chain
Thai state‑owned energy group PTT Plc announced it will seek external partners across its value chain, aiming to sell stakes in its oil‑refining and petrochemical subsidiaries—Thai Oil, PTT Global Chemical and IRPC—to global investors. The company also plans to attract...
Brent Contango Signals Market Downplays Iran Disruption Risk
Brent DFL rolling into contango suggests the market is fading the Iran oil disruption risk @Rory_Johnston A US strike will probably still happen But traders aren’t pricing sustained barrels off the market. #Oil #Brent #Iran #EnergyMarkets #Geopolitics
China Wafer Prices Drop Fourth Week Amid Inventory Pressure
China wafer prices fall for fourth week as discounting deepens under inventory pressure #energysky -- via pv magazine global: https://t.co/NhJenObCMv
NRG Targets Data Centers With 6.4 GW of Gas-Fired Capacity
NRG Energy announced plans to add 6.4 GW of gas‑fired generation capacity aimed at powering the United States’ rapidly expanding data‑center sector. The utility sees data‑center electricity demand outpacing traditional commercial loads, prompting a strategic shift toward flexible, dispatchable gas assets....
Wind Power Shifts: Kansas Farm Closes, Massachusetts Opens
One Wind Farm Dies in Kansas, Another One Rises in Massachusetts #energysky -- via Heatmap News https://t.co/WnR6tKEciB https://t.co/PcOAIAaLT4
Expiring Incentives Spark Record Residential Solar Demand
Expiring incentives led to record demand, more diverse market for residential solar in 2025, says EnergySage #energysky -- via pv magazine usa: https://t.co/LtEDSE5vUi https://t.co/rwfIPw1ZbU
For Two Large US Gulf LNG Projects, Diverse Paths Ahead
Two major LNG export projects on the U.S. Gulf Coast are taking divergent routes. One developer announced confidence in securing investment and long‑term offtake contracts, signalling a clear path to construction. The second project’s sponsor warned that without an external...
India’s Solar Boom Set to Outpace Coal by 2028
India is smashing it: 42.5GW of new solar in 2026 ALONE. Think about that scale - it’s more than the entire installed capacity of most developed nations At this exponential rate, solar capacity is on track to CRUSH coal in India...
Sunoyster Launches Lightweight 440W Glass‑covered TOPCon Panel
Sunoyster offers lightweight 440 W glass-covered TOPCon PV panel #energysky -- via pv magazine global: https://t.co/CiwFm0MqhB
Market View: Spring Fever Drags US Gas Prices to 5-Month Low
U.S. natural‑gas futures slid below $3 per million British thermal units, marking a five‑month trough. The decline stems from milder winter forecasts that curb heating demand as the season ends. Elevated storage levels further buttressed the price drop, while market...
Northvolt Factory to Deliver BESS Cells and 1GW Data Centre
Northvolt’s resurrected factory in Sweden will supply BESS cells to new owner this year, add 1GW data centre development #energysky -- via Energy Storage News: https://t.co/OERGaGb3O9
Renewables Outperform Fossil Fuels in Data Center Power
Why Renewables Beat Fossil Fuel for Data Centers #energysky -- via Heatmap News https://t.co/8FF88ts8gD https://t.co/A1CLnD3dI0
Oil Prices Hit 8-Month High as US-Iran Tensions Fester
Oil prices jumped to eight‑month highs on Friday as diplomatic hopes between the United States and Iran faded, reigniting geopolitical risk premiums. Brent crude breached the $85‑per‑barrel mark while U.S. West Texas Intermediate rose above $80. Traders cited potential supply...
NexWafe, Talon PV Seal 7 GW Wafer Supply Deal
NexWafe, Talon PV sign 7 GW solar wafer supply agreement #energysky -- via pv magazine global: https://t.co/kIINEziKWq
Trump Misidentifies Greek Tanker as Venezuelan Vessel
He's standing in front of the MT Cap Corpus Christi, a Greek-flagged crude oil tanker that is neither sanctioned nor seized. It also didn't visit Venezuela recently. Grok says it arrived in Corpus Christi on Feb 26 from Freeport, Bahamas (Feb...
96% Of Inspected New York City Gas Stations Are Lying About Octane Levels
A citywide inspection by New York’s Department of Consumer and Worker Protection found that 702 of 729 gas stations – 96.3% – failed at least one test, most often for mislabeling octane grades. The violations triggered over 1,100 condemnations, forcing pumps...
Communities Must Pair Electricity Affordability with Risk Management
Why Communities Can and Must Consider Electricity Affordability and Risk Together #energysky -- via RMI https://t.co/8VL2nwLz1j
Estonia Adds 1.1 GWh Heat Storage, 1 GW Battery Capacity
Estonia advances 1.1 GWh heat storage, 250 MWh BESS and 800 MWh battery park #energysky -- via pv magazine global: https://t.co/yBI1O2Efvb
Sunrun Installs Drop in Q4 Despite 45% Revenue Surge
Sunrun solar installs fall in Q4 despite 45% revenue growth #energysky -- via pv-tech: https://t.co/NjWbWTQmsd
Team Advances America’s Lithium Resurgence at Thacker Pass
A very interesting day at Thacker Pass. A great team building America’s return to #lithium respectability. @LithiumAmericas $LAC https://t.co/Nl37fx3jlX