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:
Tripura Milestone: State Crosses 8 MW of Solar Power Generation
Tripura has crossed the 8 MW threshold for rooftop solar generation under the PM Surya Ghar Muft Bijli Yojana. More than 2,350 households and small businesses have installed panels, collectively feeding over 8 MW into the state grid. The scheme has disbursed ₹17.27 crore in subsidies to 2,053 participants, enabling many users to achieve zero electricity bills and earn revenue from surplus power. TSECL aims to expand rooftop capacity to 50 MW by 2027.
Market Price Cap to Increase to $23,200/MWh From 1st July 2026
The Australian Energy Market Commission (AEMC) announced that the National Electricity Market (NEM) Market Price Cap (MPC) will increase to $23,200 per megawatt‑hour (MWh) for the 2026‑27 financial year, effective 1 July 2026. This follows a staged rise from $17,500/MWh in FY 2024‑25...
TWIFO 486: Widowmakers and Lethal Weapons
In this episode of This Week in Futures Options, host Mark Longo and guest Carly Garner discuss the week’s market movers, highlighting strong gains in precious metals like silver (+12.5%) and platinum (+8.78%) while noting declines in energy and agricultural...
Communities Demand Decisions, Costs, Concessions for AI Data Centers
People and towns are pushing back against AI data centers There are benefits for jobs & tax revenues but costs in traffic, land use, water, noise & grid stress. As the buildout accelerates, the fight shifts from “can we build?” to “who...
Yes, Santos Was Cleared of Greenwashing. But a Climate Law Reckoning Still Looms
The Federal Court dismissed all greenwashing allegations brought by the Australasian Centre for Corporate Responsibility against Australian gas producer Santos, finding its claims about cleaner‑energy gas and its net‑zero roadmap were not misleading. The judgment accepted Santos’ description of natural...
Strategic Lithium Reserve Needed to Stabilize Supply
I’ve submitted formal comments into the docket. My core message: supply diversification alone is not enough. If we want durable investment in allied lithium production and processing, we must address price volatility. Lithium’s boom-bust cycles have repeatedly delayed capital formation and midstream...
Detect PV Underperformance Using Only AC‑Side Data
How to detect PV system underperformance using only AC-side inverter data #energysky -- via pv magazine global: https://t.co/cF9bdAZScu https://t.co/hkJ5cOflpq
NITI Aayog Panel Calls for Public-Private Push to Boost India's Critical Minerals Self-Reliance
The NITI Aayog‑led National Critical and Strategic Minerals Committee called for a joint public‑private drive to accelerate exploration, research and partnerships for India’s critical minerals. Despite sizable reserves, limited exploration has left the country heavily import‑dependent on lithium, rare‑earth elements,...
AI Data Centers Will Need Their Own Power Sources
“Bring your own power” is coming for AI data centers Higher rates, curtailment, and political backlash are growing as data centers strain grids https://t.co/oS784Z1ZAk #AI #datacenters #energy #powergrid #naturalgas #PJM #infrastructure #geopolitics
Renewable Energy Becomes China‑EU Security Priority Post‑Trump
Renewable energy has become a national security issue in China and the EU — subsidies and cost no longer the only factors — thanks to President Trump Wind Power Is Taking Off In China– All The Way To 2000 M AGL...
Routing Software Wins LNG Carriers on Crew-First Approach
Knutsen LNG France has selected Syroco Live, an AI‑driven routing platform, for fleet‑wide deployment after a successful 2024 trial on four vessels. The system promises to boost navigation safety, cut fuel consumption by roughly 10% and lower greenhouse‑gas emissions while...
Italy's Carbon Rebates Hide High Power Costs, Gas Dominates
Italy wants to mask high power prices by rebating carbon costs But gas still sets the marginal price and firm capacity is still scarce. When will Europe learn it can't regulate its way around energy constraints? https://t.co/bvwbqV1FTZ #EnergyPolicy #PowerMarkets #CarbonMarkets #EnergyTransition #EnergyPhysics
New Single‑Diode Model Reduces Solar Cell Recombination Losses
New single-diode model tackles recombination losses in solar cells #energysky -- via pv magazine global: https://t.co/E9EtCiv3Hq
Petronas Carigali Taps Singapore Firm for Newbuild FPSO
Petronas Carigali awarded a 15‑year firm charter to Singapore‑based OceanSTAR Elite for a new‑build FPSO supporting the Sepat Integrated Redevelopment Project offshore Peninsular Malaysia. OceanSTAR will design, construct, install, operate and maintain the vessel, the third unit using its standardized...
ARENA Advances Industrial Emissions Cuts with $400M Fund
The Australian Renewable Energy Agency (ARENA) has launched the Powering the Regions Industrial Transformation Stream (ITS), a $400 million fund to cut greenhouse‑gas emissions from regional industrial facilities. The program, part of the broader Powering the Regions Fund, supports projects that...
New Model Maps Land‑Efficient U.S. Solar Expansion
New model reveals pathway for land-efficient U.S. solar expansion #energysky -- via pv magazine usa: https://t.co/Ybrc0FUtc8
AER Sets Customer Costs for Basslink Transition
AER sets cost to customers of Basslink, as troubled interconnector transitions to regulated asset #energysky -- via Renew Economy: https://t.co/T2RMDku5H0 https://t.co/Dxnu3ZDfi8
Energy Insiders Podcast: China’s Clean Energy Surge Reshapes Coal, Oil and the Grid
China’s clean‑energy surge is reshaping its energy landscape, with record solar installations and a 30% jump in wind capacity driving more than a third of the nation’s economic growth. Lead analyst Lauri Myllyvirta highlighted that renewable build‑out now outweighs traditional...
Batteries Increase Grid Complexity and Cost, Not a Fix
You missed my point @simonnextclick Massive battery spending doesn’t erase grid physics. Batteries add more complexity to grid constraints & more cost to renewables that are already uneconomic at scale. Stop buying the hype & learn about reality LINK👇 https://t.co/74DMqJ5DXD #EnergyTransition #Batteries #Grid #Renewables #EnergySystems
BP Pushes Aggressive Shale Expansion Despite Declining Basins
BP's Koontz is blowing serious smoke in Permian, Eagle Ford & Haynesville Grow shale to 650k bpd while spending $800M less capital? In mature basins with 30% declines? Looks like he's taking his Sandridge Wild West show act to BP Investors beware #Oil #Shale #Permian...
Natural Resource Partners LP (NRP) Q4 2025 Earnings Call Transcript
Natural Resource Partners L.P. reported $42 million of free cash flow in 2025 and $190 million over the trailing twelve months, while net income reached $31 million. The partnership retired nearly $130 million of debt, leaving $70 million outstanding, and maintained a 75‑cent per unit...
Delek US Holdings Inc (DK) Q4 2025 Earnings Call Transcript
Delek US Holdings reported adjusted Q3 EPS of $1.52 and adjusted EBITDA of $319 million, excluding Small Refinery Exemption (SRE) impacts. Management highlighted a $60 million contribution from its Enterprise Optimization Plan (EOP) and raised the annual EOP run‑rate target to at...
Northwest Natural Holding Co (NWN) Q4 2025 Earnings Call Transcript
Northwest Natural Holding Co. reported fourth‑quarter 2024 adjusted earnings of $2.33 per share, slightly below the prior year due to regulatory lag, and set 2025 adjusted EPS guidance at $2.75‑$2.95. The company completed its largest Oregon gas utility rate case,...
Delek Logistics Partners LP (DKL) Q4 2025 Earnings Call Transcript
MPLX reported Q4 2025 adjusted EBITDA of $1.8 billion, a 2% year‑over‑year increase, and a full‑year adjusted EBITDA exceeding $7 billion, reflecting a 6.7% three‑year CAGR. The company raised its quarterly distribution by 12.5%, returning $4.4 billion to unitholders in 2025. A $2.4 billion...
US Natgas Deficit Shrinks, Prices Near Seasonal Average
U.S natural gas comparative rose 70 bcf to a deficit of 24 bcf week ending February 20 Henry Hub spot price decreased $0.19 from $3.27 to $3.08 Price is reverting to ~$3.07 May - October average after the polar vortex shock #energy #NaturalGas...
PSEG Adds $1.5B to Five-Year Spending Plan
Public Service Enterprise Group (PSEG) lifted its five‑year regulated capital spending plan by $1.5 billion, targeting $22.5‑$25.5 billion through 2030. The company also raised its adjusted earnings growth outlook to 6‑8% from the prior 5‑7% range. The additional capex is aimed at...
Delfin LNG Pipeline Explosion Underscores Dangers of Fossil Fuel Infrastructure, Casts Doubt on Project Viability
On February 3, a 28‑mile gas pipeline belonging to the Delfin LNG project exploded near Holly Beach, Louisiana, creating an 80‑foot fire and injuring an operator who has filed a $1 million lawsuit. The blast occurred on a 50‑year‑old pipeline repurposed...
ORNL Launches the Next-Generation Data Centers Institute
Oak Ridge National Laboratory has launched the Next Generation Data Centers Institute (NGDCI) to tackle the exploding electricity demand of AI‑driven data centers. The institute will combine ORNL’s strengths in energy science, high‑performance computing, cybersecurity and grid research to make...
Due Diligence Required as More Biofuel Feedstocks Used
NorthStandard released a white paper outlining the rapid uptake of biofuels in commercial shipping, noting a twelve‑fold increase in testing volumes to over 1 million MT between 2021 and 2025. Current 5‑10% bio‑blend usage satisfies the 2022 FuelEU Maritime requirement, but upcoming...
BP Goes Big on Shale Oil Drilling
BP is reviving its U.S. shale operations through BPX Energy, targeting an 8% production rise to 500,000 barrels per day this year and 650,000 barrels per day by 2030, which would represent roughly 20% of the company’s total output. The...
MidDay Snapshot: Natural Gas Cash Slides on Weak Demand Indicators
Natural gas cash prices slipped on Thursday as the front‑month April NYMEX contract lost ground. Spot gas for Friday‑Saturday delivery fell 30.5 cents to $2.040 per MMBtu, reflecting unseasonably mild weather forecasts. The price decline was amplified by a razor‑thin storage...
Nanochannel Method Makes Ion Membranes Twice as Strong for Clean Energy
University of Queensland researchers have introduced a nanoconfinement polymerisation technique that creates ultra‑thin ion‑exchange membranes with roughly double the tensile strength of conventional films. The method forces polymer chains to align within nanoscale channels, yielding dense, flexible membranes that can...
Nel ASA Stock Turns Positive After Weak Figures: Revenue Declines - Losses Widen - Order Intake Rises Significantly
Nel ASA posted a steep revenue decline in Q4 and the full‑year 2025, with Q4 revenue down 21% YoY to NOK 330 million and full‑year revenue falling 31% to NOK 963 million. Net losses widened dramatically, driven by a NOK 799 million impairment charge that pushed...
Germany's Nuclear Shutdown: A Strategic Emissions Setback
In 2023, #Germany concluded its #nuclear phase-out, permanently closing its final three #reactors. Those plants had collectively generated approximately 13% of Germany’s power. The shutdown eliminated a reliable, carbon-free power source that would have helped the country achieve its emissions...
QIMC Identifies Second Hydrogen-Associated Structural Zone at 313m, Supporting Multi-Zone H2 System at West Advocate in Nova Scotia
Québec Innovative Materials Corp. announced that drill hole DDH-26-01 intersected a second hydrogen‑associated structural zone between 313 and 330 metres depth at its West Advocate project in Nova Scotia. This finding complements the earlier 142‑191 m fault corridor, confirming a vertically...
New Playbook Guides States Balancing Growth, Modernization, Affordability
A new whitepaper from @DeployAction focuses on a critical "trilemma" for state policymakers: managing load growth, modernizing the generation fleet, and protecting energy affordability for families. We should get more our of what we have already paid for. This new playbook...
Lessons Learned From Hurricane Helene: How Appalachian Power Safely Scaled Mutual Aid
Hurricane Helene devastated Appalachian Power’s mountainous service area, causing widespread circuit failures and road washouts. The utility relied heavily on pre‑established mutual‑aid agreements to bring in external crews and equipment. By implementing rigorous safety protocols, real‑time communication tools, and staged...
Opinion: The Hidden Costs of ‘100 per Cent Renewable’ – by Dave McGruer and Bryan Leyland (Financial Post – February...
Microsoft announced it now sources 100% of its electricity from renewable sources, a headline touted as a climate milestone. The article contends that such claims mask the physical reality that intermittent wind and solar require dispatchable backup generation to keep...
California Leads with Smallest Electricity Price Rise
US state rank of % change in res electricity price 2024 to 2025 US avg price: 17.3 c/kWh & increase: 5% (0.83 c/kWh) 3 states (NV, HI, NC) had price decreases CA had lowest % price increase (1.8%) and lower absolute inc (0.58...
Calls Grow for Mandatory Home Energy Rating Disclosure
Pressure mounts for mandatory disclosure of home energy efficiency ratings #energysky -- via Renew Economy: https://t.co/CLftU6aMdH https://t.co/OeCYml8kTt
Grid Constraints Will Limit Electrification Before Copper Supply
Your "copper cliff" assumes demand is unlimited @simonnextclick It isn’t Grid bottlenecks, permitting delays, power shortages & capital constraints will cap electrification long before geology does #Copper #EnergyTransition #Grid #Electrification #Commodities @ctindale @wbaltzley02
Co‑locating Storage with Solar Isn’t a Silver Bullet
Energy storage co-location with solar PV not a ‘silver bullet’ #energysky -- via Energy Storage News: https://t.co/AlWjI5TUDD
Illinois Cities Push to Sever Ties with Coal Plant
Illinois cities move to cut ties with a massive coal plant #energysky -- via Canary Media: https://t.co/Y04PXhJP7t
IEA Allegedly Drops Climate Priority Under US Pressure
Renewable energy think tank Ember says that, under American pressure, the IEA appears to have "drop[ped] climate change as one of its priorities." https://t.co/JxXMP3djla
Zeo Energy Secures 280 MW Solar‑LDES for Utah Data Hub
Zeo Energy signs MoU for 280 MW of solar plus LDES at Utah data center hub #energysky -- via pv magazine global: https://t.co/RyEAsKMfCh
Homeowners Rush to Install Solar Before ITC Deadline
EnergySage report shows rush to install resi solar systems before end of ITC #energysky -- via Solar Power World: https://t.co/uyzTcxHodf
Energy Policy Shifts Into Industrial Policy, Shaping Companies
🎙️NEW PODCAST: Energy policy is increasingly industrial policy. Why? How does it impact on companies and on the energy transition? What are the opportunities and risks that arise? I was interviewed by the @EYnews Better Finance: CFO Insights podcast. Links in comments. https://t.co/BmLTovVV7F
Solar‑Battery Projects Cut Data Center Build Time to 18 Months
So many Solar/Battery projects have been in the queue for years and can get data centers online in 18+ months instead of 5 years.
Russian Oil Exports Up 6% Since Pre‑War
Is Russia exporting more oil now that it was before the Russo-Ukrainian war? Contrary to Western propaganda, the answer is YES. Russian crude export volumes are 6% above pre-invasion levels. SANCTIONS = NEVER WORK. https://t.co/pElmHdXmbQ
Wind Tops Fossils, Powers Majority in Four States
In 2025, wind was the largest source of electricity, beating out fossils, in 4 states (SD, IA, KS, NM) Wind supplied 10.7% of all U.S. grid+Behind-the-Meter demand 4 states met 67-87.4% & 7 states met 40-87.4% of demand with wind https://t.co/nnjeXX6u8n https://t.co/KP3uii4BqI https://t.co/KuQDJr0EW3