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:
Shell Troubleshoots Subsea Equipment at Ormen Lange Oil Field
Shell is troubleshooting subsea equipment at its Ormen Lange offshore gas field in the Norwegian Sea after a compressor failure forced production cuts on February 16. Output has been reduced by roughly 11.9 million cubic metres per day, about 46% of the field’s 26 mcm capacity. The company has dispatched a vessel equipped with a remotely operated vehicle to inspect installations located 800‑1,100 metres below sea level. Shell expects the outage to be resolved by March 12, contingent on weather conditions.
Reach Subsea Lands Equinor Pipeline Survey Deal
Norwegian offshore services firm Reach Subsea has been awarded a contract by Equinor, on behalf of Gassco, to conduct external inspections of roughly 3,500 km of subsea pipelines. The inspections will span Gassco’s network in Norwegian waters and export routes to...
Data Centers Push Power Use, Threaten Residential Rate Backlash
U.S. data centres seek to avert power price battle with voters After stagnating for more than a decade, U.S. electricity consumption has surged to a record high, driven primarily by growing demand from data centres handling artificial intelligence and other applications. But...
700MW Data Center Could Be Built at Port of Dunkirk, Northern France
The Dunkirk Port Authority has opened a 21‑hectare brownfield site for a potential AI‑focused data center, offering developers a power connection ranging from 400 MW to 700 MW. Power will be supplied by RTE from the nearby Flanders Maritimes substation, with a...
Green Value Supports Transaction: Green Value GmbH Assists Balance Erneuerbare Energien GmbH in Biogas Portfolio Acquisition
Green Value GmbH assisted Balance Erneuerbare Energien GmbH in acquiring a 46 MW portfolio of biogas plants located in Saxony, Saxony‑Anhalt and Mecklenburg‑Vorpommern. The transaction includes technical due diligence and risk assessment performed by Green Value, with plans to modernize and...
Biden’s Green New Deal Supercharged Manufacturing Construction in USA, Trump Killing It
The Inflation Reduction Act and accompanying Bipartisan Infrastructure Law sparked a massive reshoring wave, tripling U.S. manufacturing construction spending between 2021 and 2024. The legislation attracted EV battery, solar, and other cleantech projects, creating a surge in blue‑collar jobs. Following...
Investigations After Wind Worker Deaths in Germany
Two 32‑year‑old construction workers were killed on 25 February when a platform fell inside the tower of the 86 MW Fischborn wind farm in Hesse, Germany. The accident occurred while the men were using an aerial work platform on a turbine...
SOCAR Gets EU Green Light for Major Italian Petrol Bid
The European Commission has approved Azerbaijan’s state oil company SOCAR to acquire 99.82% of Italy’s Italiana Petroli, including its two refineries and a network of roughly 4,500 fuel stations. The deal adds about 10 million tonnes per year of crude‑processing capacity to...
India's Energy Demand to Surpass US by 2040s and China by 2060s, Report Reveals
Shell India’s new scenarios sketch projects that India’s total energy demand will outpace the United States in the 2040s and overtake China by the 2060s, driven by rapid economic and population growth. The report shows the fossil‑fuel share in the...
SHINE Raises $240 Million in Funding to Advance Commercial Fusion Technology
SHINE Technologies announced a $240 million equity raise led by NantWorks, bringing its total funding above $1 billion. The round adds Dr. Patrick Soon‑Shiong to the board, linking the fusion firm with a serial biotech entrepreneur. SHINE will use the capital to...
Final EPA RVO Rule Arrives March, Redefines B
1. Reasonably clear that the all-important final EPA rulemaking on 2026-27 RVOs will be released by the end of March and that it will be fundamentally different from the June 2025 proposed rulemaking. Todd Hubbs and I tackle the...
Armenia’s Nuclear Choice Carries Heavy Debt Trade-Offs, Says GlobalSource
Armenia is negotiating a U.S.-backed small modular reactor (SMR) program that could add up to 30% of GDP to its public debt in a worst‑case scenario. The $9 billion figure reflects a sovereign‑guaranteed loan rather than direct foreign investment, contrasting with...
Why Chima Came Up Short in Nuclear Exports
China dominates domestically with 60 reactors and a growing pipeline, yet its export push for the 1,100 MW Hualong One and 1,400 MW CAP1400 has stalled. Only three Hualong One units have been built abroad, all in Pakistan, while no CAP1400 deals...
Atomic Precision Unlocks Smarter Oxygen Reduction Catalysts
Researchers at Tohoku University demonstrated that the exact nitrogen coordination around a single cobalt atom dramatically changes its oxygen‑reduction reaction (ORR) performance. By synthesizing Co‑Nx sites with x = 3, 4, and 5 on carbon nanotubes, they showed asymmetric Co‑N₃ delivers the highest overall activity,...
Orbital Data Centers: AI Power Solution or $50B Gamble
Can orbital data centers solve AI’s massive power crisis? Tech titans like Musk, Bezos, and Pichai are betting on $51B satellite networks to move AI processing off-planet. The goal: Unlimited, 24/7 solar power. Is it a brilliant move or a...
Momentum Midstream Explores Sale That Could Fetch $5B
EnCap Flatrock Midstream is exploring a sale of its gas‑pipeline subsidiary Momentum Midstream for a price exceeding $5 billion. The private‑equity firm has engaged advisers and is gauging interest from rivals and other buy‑out funds. Momentum operates roughly 4,000 miles of...
Eni Approves Project to Enable Biofuel Production at Pavia Refinery
Eni SpA has approved a final investment decision to convert units at its Pavia refinery into a biorefinery capable of processing up to 550,000 metric tons of waste‑derived feedstock per year. The project, which repurposes the Hydrocracker (HDC2) with Ecofining™...
First Offshore Vessel to Operate on Ammonia Coming This Autumn
Norwegian offshore vessel owner Eidesvik Offshore has commissioned the conversion of the 95‑metre platform supply vessel Viking Energy to run on ammonia, with work slated for completion in autumn 2026. Wärtsilä will provide a 25 MW dual‑fuel engine capable of burning...
Nuclear Fuel: The Most Sophisticated Industrial Product You've Never Learned About
In this episode, host decouple talks with nuclear fuel expert Michael Seeley about the unique nature of nuclear fuel, its manufacturing, and the evolution of fuel reliability. They explain how uranium dioxide pellets and zirconium cladding work together to contain...
MOSCOW BLOG: Russia as a Supermarket Dressed up as a Country
Russian Finance Minister Anton Siluanov announced a sweeping fiscal overhaul, lowering the oil‑price budget rule threshold by $1 each year for five years to shift revenue reliance from oil and gas to domestic consumption. The move follows a sharp drop...
New Trust Charter for Business Energy
A new Trust and Transparency in Business Energy Charter (TNT Charter) was unveiled in the UK to address collapsing trust in the business energy market. Backed by Labour MP Sarah Edwards, the voluntary code calls for clear pricing, fair sales...
Ormat Announces Stable Quarterly Dividend of USD 0.12: Double-Digit Revenue Growth in Q4 and Full Year 2025 – Strong Expansion...
Ormat Technologies reported a 19.6% rise in Q4 revenue to $276 million and a 12.5% increase for the full year, while GAAP net income slipped to $31.4 million in the quarter. The company’s energy‑storage segment more than doubled its revenue, and the...
Everllence’s Electrically Driven Compressor Trains Ordered for Guyana-Bound FPSO
Everllence, formerly MAN Energy Solutions, will supply four electrically driven compressor trains to MODEC for an FPSO serving ExxonMobil’s Hammerhead field offshore Guyana. The order includes two low‑pressure gas compressors with variable‑frequency drives and two export‑gas compressors with fixed‑speed drives....
Fraunhofer Reveals Collaborative Project ‘ProBatman’ on Direct Battery Recycling
Fraunhofer’s FZEB has launched the ProBatman project to develop direct recycling of lithium‑ion battery cathodes, aiming to recover high‑purity materials while minimizing waste. Coordinated by Netzsch‑Gerätebau, the consortium includes BMW, EurA AG, the University of Würzburg and several technology firms,...
US Oversupply Drives Down Energy Prices, Peaks Likely 2026
Peak Gas, Crude Risks Elevated in 2026; Energy Price Trend Down - Absent a supply shock from potential hostilities with Iran, crude oil may be more likely to peak in 1Q on the back of natural gas. Predominant downward price...
Philippines Department of Energy Instructs Renewable Energy Plants to Add Energy Storage
The Philippines Department of Energy issued Circular No. DC2026‑02‑0008, requiring all variable renewable energy (VRE) projects of 10 MW or larger to integrate energy storage systems (ESS). The rule mandates storage capacity of at least 20 % of the renewable plant’s capacity...
Calls to Move England’s Home Insulation Scheme Into Council Workers’ Hands
A Commonwealth think‑tank recommends that English councils replace private contractors with in‑house crews to deliver the £15 bn Warm Homes plan. The proposal calls for creating 30 regional "home improvement corporations" that would train and employ up to 140,000 workers to...
Works Begin at State-Owned, Forest-Based Wind Farm – Starting with Five Firefighting Water Tanks
Victoria’s State Electricity Commission (SEC) has begun preliminary works at the Delburn Wind Farm, installing five 130,000‑litre firefighting water tanks as part of a broader fire‑mitigation plan. The 205 MW project, purchased for about $650 million, becomes the state’s first publicly owned...
Chile Moves to Fast-Track New Lithium Deals
Chile’s mining ministry is set to file five new lithium contracts in March, just days before President Gabriel Boric departs office, as part of a push to accelerate the 2023 national lithium strategy. The contracts target the Salar de Ascotán,...
SSE Signs 83MW Sanquhar 2 PPA
SSE Energy Markets has signed a 47‑month power purchase agreement with CWP Energy for 33 % of the 308 MW Sanquhar 2 onshore wind farm, covering 83.4 MW and roughly 354 GWh of annual generation. The project, slated for first power in Q3 2026 and full...
CIHT Issues Guidance on Inclusive EV Rollout
The Chartered Institution of Highways & Transportation (CIHT) has released a detailed guide titled "Rolling out Electric Vehicle Charging Infrastructure: Advice for Local Authorities" to help UK councils plan, deliver and maintain inclusive public EV charging. The guidance aligns with...
China Lithium Prices Surge as Zimbabwe Suspends Raw Mineral Exports
China’s lithium carbonate futures surged after Zimbabwe suspended all raw mineral and lithium concentrate exports. The Guangzhou Futures Exchange contract jumped 6.07% to 178,020 yuan, having peaked above 9% earlier in the session. Zimbabwe, the continent’s top lithium producer, shipped...
Velesto Energy: More Than Just Oil Drilling
Who is Velesto Energy Berhad? 🌊🏗️ If you’ve been following the Malaysian stock market or the O&G sector, you’ve definitely seen this name. But do they just "dig for oil"? Here’s the breakdown of this local giant. 🧵👇
Biggest Oil Cos Need to Find 22MM Bpd by 2040
Wood Mackenzie warns that the world’s 30 largest oil and gas firms must add roughly 22 million barrels of oil‑equivalent per day by 2040 to preserve their share of global demand. Current output of about 50 mbd is projected to fall nearly...
Collateral Economic Damage in Russia-Ukraine Crossfire
The U.S. State Department lodged a formal protest with Ukraine after a drone strike hit Russia’s Black Sea oil terminal in Novorossiysk, damaging American economic interests. Ukrainian Ambassador Olha Stefanishyna confirmed the warning, urging Kyiv to refrain from targeting U.S....
GRS Wins 50MWp Dintel Solar Job
GRS has secured a 50 MWp photovoltaic contract for the Dintel Solar plant in Wamba, Valladolid, partnering with Millennium Green Investment Group. The project is the second under construction in Castilla y León and will contribute to a 275 MWp pipeline, pushing...
WisdomTree : Why the Market’s Excitement Around Uranium Is Justified
WisdomTree’s latest blog argues that uranium’s rally is rooted in solid fundamentals as nuclear power re‑enters the global energy agenda. Thirty‑one countries have pledged to triple nuclear capacity by 2050, while the United States targets a four‑fold increase. Major tech...
US Crude Stocks Surge 16M Barrels, Gulf Coast Leads
U.S. CRUDE OILinventories surged by 16 million barrels over the seven days ending on February 20, the largest one-week increase for three years. The increase was concentrated at refineries and tank farms along the Gulf Coast where stocks rose by...
Zelestra Advances Klevenow Solar Build
Zelestra is advancing construction of its 27 MWdc Klevenow solar plant in Mecklenburg‑Vorpommern, targeting commercial operation by the end of Q2 2026. The project, secured through Germany’s EEG tenders, will generate roughly 28,700 MWh annually and avoid about 9,500 tonnes of CO₂ each year....
Long-Distance Objectors and Whale Worries Send Another Two Wind Farms Into State Planning Purgatory
Two of the four projects selected for New South Wales’ South West Renewable Energy Zone have been sent to the Independent Planning Commission after a wave of long‑distance objections. Spark Renewables’ 1.2 GW Dinawan wind project received 86 objections, while BayWa RE’s...
RWE Doubles Italy Build to 235MW
RWE has more than doubled its renewable construction portfolio in Italy, reaching 235 MW after launching 123 MW of new wind and solar projects for 2026. The expansion builds on a 112 MW build‑out started in 2025, together enough to power over 190,000...
Pressure Mounts for Mandatory Disclosure of Home Energy Efficiency Ratings
The Royal Automobile Association is urging South Australia to require energy‑efficiency ratings on every home at sale or lease. Around 70% of the state’s housing stock predates the 2003 minimum standards, leaving the average Australian home at a meagre 1.7‑star...
Renewables Industry Sets Out Clean Power Plan Ahead of Welsh Election
RenewableUK Cymru has released the Cymru Clean Power plan ahead of the 2026 Senedd election, urging the next Welsh Government to adopt a bold clean‑power strategy. The proposal outlines a £10 billion economic opportunity, 8,000 secure jobs and up to £183 million...
Zimbabwe's Lithium Ban Likely Short‑Lived, Minimal GDP Impact
The Zimbabwe export ban seems to be due to transfer pricing, ie producers understating grade/value of exports. Similar to what we saw from the Chinese company that operated Bald Hill in Australia a few years ago. On my calcs, average Zimbabwe...
Tech Pledge Sounds Loud, Impact Still Significant
Tech ratepayer pledge may be more bark than bite — but it still matters https://t.co/UFdvFIxZ3P via @axios
Wind‑Water‑Solar: The Cheapest, Cleanest Path to Energy Security
100% clean, renewable energy transition explained: Why WindWaterSolar is cheaper, cleaner, faster, and safer than any other option for addressing global warming, air pollution, and energy security. My clean Energy Edge Podcast with Russ Bates https://t.co/ok8VsPZwTC
US Treasury OKs Venezuelan Oil Resale to Cuba, Details Murky
#CubaWatch🇨🇺: Yesterday, the US Treasury said it would authorize the resale of Venezuelan oil to Cuba. But it remains UNCLEAR how or will this work. THE DEVIL IS ALWAYS IN THE DETAILS. https://t.co/PLsrYShRGo
EU Leaders Emphasize Energy Security and Affordable Power
Delighted to have a comprehensive discussion with @EUCouncil President António Costa @eucopresident in Brussels on global energy markets & European energy security – with a focus on the competitiveness of European industry & the importance of electricity affordability https://t.co/ixYMCcBHPY
Crude Oil Slipped Into the Cave Overnight.
Crude DID end up trading partially into the cave last night....but of course, not when we were looking for this yesterday... https://t.co/BuN0hJWHds
Final Call: Pre‑Qualification for Sierra Leone Mini‑grid Project
We will soon be closing the first call for Pre-Qualification Applications for the Salone Off-Grid Renewable Energy Acceleration (SOGREA) initiative to develop & upgrade #minigrids in #SierraLeone. More on application guidelines and eligibility criteria 🔗https://t.co/33ny5TBLTw https://t.co/0B4a9nAILj