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:
Drax Earned Less in 2025
British power producer Drax reported lower 2025 earnings, with adjusted EBITDA falling to £947 million from £1.064 billion, driven by weaker power prices. The company improved its balance sheet, cutting net debt to £784 million and raising earnings per share to 137.7 p, enabling an 11.5 percent dividend increase. A new low‑carbon dispatchable Contract for Difference for Drax Power Station provides long‑term revenue visibility, while the firm invested £0.5 billion in 710 MW of battery‑storage and expanded its FlexGen portfolio.
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...
Carbonova Advances C$13.6 Million Project in Canada with New Funding
Carbonova secured C$13.6 million to build its first commercial demonstration unit (CDU‑25) in Calgary, converting captured CO₂ and natural gas into 25 tonnes of carbon nanofibres per year. The financing blends a recent C$4.38 million grant from Emissions Reduction Alberta with strategic cash...
Fire Horse Freight Frenzy: VLCC Markets Smash Records in Supertanker Anniversary Year
The 2026 Year of the Fire Horse marks the 60th anniversary of the world’s first VLCC, Idemitsu Maru, and has sparked a surge in supertanker charter rates, with spot prices topping $200,000 per day and rumors of a one‑year deal...
Balcony Solar Is Taking State Legislatures by Storm
Balcony‑mounted plug‑in solar panels are gaining legislative traction, with bills introduced in 28 states and Washington, D.C. that would legalize permission‑less, up‑to‑1,200‑watt devices on renters' and owners' balconies. Utah remains the only state with an explicit law, but lawmakers across...
MGA Thermal Secures AU$3.25 Million ARENA Funding for Thermal Energy Storage FEED Studies
MGA Thermal has secured AU$3.25 million from ARENA to fund up to five front‑end engineering design (FEED) studies for its patented MGA Block thermal energy storage system. The studies will produce detailed designs, cost estimates and risk assessments for industrial partners...
Record Dividend Amid Profit Dip Raises Order Book Questions
Velesto Energy just reported a profit dip for FY25, yet they are paying out the highest dividend in the company's history. Is the RM1.3 billion order book enough to offset lower rig utilization and declining charter rates? Here is the breakdown of...
Statkraft Reaches Milestone in the United Kingdom: Statkraft and Emsys VPPFfocus on Flexibility with 300-MW Battery Storage System “Thurrock”
Statkraft and Emsys VPP have successfully connected the 300‑MW Thurrock battery storage system to the UK grid, marking a major milestone for the partnership. The connection enables the virtual power plant to manage a gigawatt‑scale portfolio of Statkraft batteries across...
Thailand’s Gulf Energy Seeks More April LNG
Thai private‑sector importer Gulf Energy announced a new tender for two additional April LNG cargoes, targeting delivery windows of 22‑23 April and 25‑26 April. The offers are to be priced against the northeast Asian spot LNG index, with the tender closing on...
This Nuclear-Powered Battery Could Last 50 Years Without A Single Recharge
BetaVolt unveiled the BV100, a coin‑sized nuclear battery that leverages nickel‑63 beta decay to generate 100 microwatts at 3 volts and promises a 50‑year lifespan without recharging. The company claims mass production began in 2025 and a higher‑output 1‑watt version is slated...
EU Registrations Dip, BEVs Hit 19% with French, German Surge
🚗In January 2026, new EU car registrations fell by 3.9% compared to January last year. In January 2026, 154,230 new battery-electric cars were registered, capturing 19.3% of the EU market share. The four largest markets in the EU, which together...
Coal's Decline Left a Dispatchable Power Gap
Coal's long decline is why US power supply is can't meet demand expectations. That doesn't mean “coal was good” or “renewables failed.” US lost a massive block of dispatchable power during a no-growth era Now that growth is back, there's no fast,...
“Do It Once, Do It Well:” Battery Installers Warned Not to Cut Corners as Rebate Demand Notches Up
Australia’s Cheaper Home Batteries rebate has topped 235,000 installations, approaching the 250,000 mark and roughly 6 GWh of storage. Demand is set to spike before the May 1, 2026 deadline when the rebate shifts to a tiered model that sharply reduces discounts for...
Hephae Energy Appoints Andy Bruce as President to Support Geothermal Drilling Commercialization
Hephae Energy Technology has appointed industry veteran Andy Bruce as president to drive the commercialization of its ultra‑high‑temperature geothermal drilling and robotics solutions. Bruce brings more than three decades of leadership in downhole drilling, energy services, and M&A across companies...
Wind Farm Barnaby Loves to Hate Sent to IPC with 550 Objections, but Even More Submissions in Support
The 730 MW Winterbourne wind farm in New South Wales has been referred to the Independent Planning Commission after attracting over 550 public objections and 770 supportive submissions, giving it a 56 % approval rate among 1,371 total entries. The project, championed...
Behind‑Meter Solar Cuts California Grid Demand Amid EV Surge
While US grid demand increased 2.1% in 2025, California's declined 3.16%-despite 2.5 mil EVs in CA, lots of heat pumps, and 3rd-most data centers in the US About 36% of the decline was due to growth in behind-the-meter PV BTM PV is...
Behind‑the‑meter Solar Drives California’s Grid Demand Drop
While US grid demand increased 2.1% in 2025, California's declined 3.16%-despite 2.5 mil EVs in CA, lots of heat pumps, and 3rd-most data centers in the US About 36% of the decline was due to growth in behind-the-meter PV BTM PV is...
5 European Oil Stocks To Buy As Iran Risk Premium Boosts Oil Prices
Geopolitical tensions between the United States and Iran have added a sizable risk premium to oil, pushing Brent into the low‑70s and sparking forecasts of $100 per barrel if conflict escalates. The surge has lifted the STOXX Europe 600 Oil...
Waratah Super Battery Transformer Arrives Q3 2026 in Australia
Waratah Super Battery transformer replacement scheduled for Q3 2026 delivery in Australia #energysky -- via Energy Storage News: https://t.co/GzvjWPYcAK
States Turn to Virtual Power Plants to Curb Rising Electric Bills
More states look to virtual power plants to fight rising electric bills #energysky -- via Canary Media: https://t.co/cI5KwxOTqy
Yancoal Hits Stride with Record Coal Production
Yancoal posted record 2025 coal production, lifting run‑of‑mine output to 67 million tonnes and saleable production to 50.8 Mt, despite a 13% revenue decline driven by lower coal prices. Operating EBITDA reached $1.44 billion, delivering a 24% margin, while cash operating costs fell...
AI Predicts Solar Cell Efficiency Using Wafer Quality
AI now can now predict solar cell efficiency from wafer quality #energysky -- via pv magazine global: https://t.co/1XDFJj5yx6
Tigo Energy Launches Real-Time Solar Commissioning Software
Tigo Energy debuts real-time solar equipment commissioning software at IESNA 2026 #energysky -- via pv magazine usa: https://t.co/LrqsKf3hIU https://t.co/wAHLxCt6G7
Cat on How Field Experience Is Powering the Future of Electrification
Caterpillar’s Electrification + Energy Solutions Division has created a Product Support Field Engineering team to back its first‑generation battery‑electric mining equipment. The team troubleshoots hardware in real‑world sites, trains dealers on high‑voltage safety, and channels field observations back to engineers....
Batteries Buffer Europe’s Energy Price Volatility
How can batteries respond to energy price volatility in Europe? #energysky -- via Energy Storage News: https://t.co/eEMsHucngj
Public Power Advocates Apply Lessons From Past Failures
Public Power Advocates Have Learned From Past Failures #energysky -- via Heatmap News https://t.co/pX0v48103H https://t.co/I0WLqjrGEb
Willdan Group, Inc (WLDN) Q4 2025 Earnings Call Transcript
Willdan Group reported its strongest quarter ever in Q4 2019, with contract revenue jumping 49.7% to $129.4 million and net revenue rising 51.8% to $61 million. The Energy segment led the surge, posting an 84.5% increase in net revenue, while adjusted EBITDA more...
WTI Surplus Grows, Prices Hover Near $65
WTI comparative inventory returned to a surplus It has increased 12 mmb to 5.3 mmb more than the 5-year average $65.30 WTI was $8 > marginal price on the red yield curve the week ending February 20 #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit...
Senators Push to Restore 5% Safe Harbor for Utility Solar
Senators propose to bring back 5% safe harbor to utility-scale solar projects #energysky -- via Solar Power World: https://t.co/9If8Sg2aFn
Nuscale Power Corp (SMR) Q4 2025 Earnings Call Transcript
Fluor Corporation reported $12 billion in new awards for 2025, with 87 % structured as reimbursable contracts, while deploying $754 million in share repurchases and receiving $2 billion from its NuScale Power investment. The Energy Solutions segment posted a $414 million loss, driven primarily by...
US Inventories Rise, Supporting Oil Glut Narrative
A good week for the oil glut story U.S. comparative inventory rose 12 mmb for the week ending February 20 Crude C.I. rose 13 mmb, gasoline was flat and rose distillate rose 0.1 mmb #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities...
Kimbell Royalty Partners LP (KRP) Q4 2025 Earnings Call Transcript
Kimbell Royalty Partners reported Q4 2025 production of 25,627 BOE per day and adjusted EBITDA of $64.8 million, while proved reserves rose 8% to a record 73 million BOE. The company declared a $0.37 per unit distribution, a 6% increase, classified entirely as return of...
Sempra (SRE) Q4 2025 Earnings Call Transcript
Sempra reported adjusted Q3 2025 EPS of $1.11, a 25% year‑over‑year rise, while GAAP earnings fell to $0.12 per share because of a $514 million non‑recurring tax charge. The company reaffirmed its 2025‑2026 adjusted EPS guidance and highlighted a $10 billion sale...
Talen Energy Corp (TLN) Q4 2025 Earnings Call Transcript
Talen Energy reported adjusted EBITDA of $1.035 billion and adjusted free cash flow of $524 million for 2025, with Q4 cash flow surpassing the entire 2024 level. The company reaffirmed its 2026 guidance, targeting $1.75‑$2.05 billion EBITDA and $980‑$1.18 billion free cash flow, while...
Turkey and BP Reshape the Balance of Power in Northern Iraq
Turkey’s state‑owned TPAO and Britain’s BP have signed a comprehensive oil and gas cooperation agreement targeting Iraq’s Kirkuk basin. TPAO aims to lift 500,000 barrels per day by 2028, while BP’s initial target is 328,000 barrels per day, with plans...
Eos Energy Enterprises Inc (EOSE) Q4 2025 Earnings Call Transcript
DMC Global reported Q4 2025 consolidated sales of $143.5 million, a 6% YoY decline, and a negative adjusted EBITDA of $1.6 million. Net debt fell 67% to $18.7 million, the lowest since the 2021 Arcadia acquisition, while cash stood at $32 million. All three...
Public Service Enterprise Group Inc (PEG) Q4 2025 Earnings Call Transcript
Pacific Gas & Electric reported full‑year 2025 core earnings of $1.50 per share, a 10% increase over 2024 and the midpoint of its guidance range. The company raised its 2026 core EPS outlook to $1.64‑$1.66, signaling another 10% growth year...
Daqo New Energy Corp (DQ) Q4 2025 Earnings Call Transcript
Daqo New Energy reported a 39.7% drop in annual polysilicon production to 123,652 metric tons, staying within its guided range, while sales outpaced output at 126,707 tons. Revenue fell 35% to $665 million and average selling price slipped 7.2%, yet the...
3ME Technology Eyes Arctic-Ready Battery Systems Under South 8 LOI
3ME Technology and South 8 Technologies have signed a Letter of Intent to develop lithium‑ion batteries for extreme cold‑weather and Arctic defence use. South 8 will supply its LiGas‑enabled cells, which operate from –60 °C to +60 °C, for integration into 3ME’s EdgeVOLT Cold...
Hawthorn FC Names Anker SOLIX as Official Home Battery Partner
Hawthorn Football Club announced a premier partnership with Anker SOLIX, naming the global home‑battery leader its Proud Official Home Battery Partner. The deal coincides with Australia’s Cheaper Home Batteries Program, which offers rebates to spur residential energy‑storage adoption. Hawthorn members will...
Trump’s IEA Threat Spurs Canada to Build Own Data
Trump's Bullying of IEA a Wake-up Call for Canada Energy Sec Chris Wright: Stop promoting net-zero or US will pull out of iea. Canada needs data, modelling for trade negotiations, policy. Where will Mark Carney Carney get it? Our own economists. #cdnpoli https://youtu.be/DhE1Gfoh-yY
Bert Thin Films Introduces Copper Paste for Backside Solar Cells
Bert Thin Films launches copper paste for backside solar cell metallization #energysky -- via pv magazine global: https://t.co/26iCIvaF8G https://t.co/JvPeGpDSGg
Pulsenics Launches AccelaGrade, Lithium-Ion Battery-Testing Solution
Pulsenics, a Toronto‑based tech firm, unveiled AccelaGrade, a rapid quality‑control platform for lithium‑ion battery remanufacturers. The solution combines partial‑discharge cycling, temperature monitoring, and electrochemical impedance spectroscopy to assess cell health and assign letter grades. AccelaGrade delivers a full state‑of‑health readout...
Monster 16 Mb Build Rocks EIA Data – But Market Shrugs It Off Amid Iran War Drums & Near Record...
The U.S. Energy Information Administration released data showing a massive 16 million‑barrel‑per‑day increase in crude output, the largest build in years. Despite the headline‑grabbing surge, equity and commodity markets barely moved, as traders remain fixated on escalating Iran‑Israel tensions. Simultaneously, the...
AI-Enabled Tool for Enhancing Storm Response and Grid Operations
IFS unveiled Resolve for Utilities, an AI‑enabled field service solution designed to boost storm response, crew coordination, and daily grid operations. Built on IFS's existing FSM platform, the tool incorporates IFS Nexus Black AI to automate crew callouts, enhance mutual‑aid...
Power Generation Lifts Meralco’s 2025 Profit by 12%
Manila Electric Co. (Meralco) posted a record 2025, with consolidated core net income rising 12% to P50.57 billion, surpassing its P50 billion profit target. The boost came primarily from its power‑generation arm, which grew its share of profit to 33% and contributed...
Atombeam and Trilliant Announce Partnership to Expand Utility Network Data Capacity
Atombeam and Trilliant have partnered to combine Atombeam’s Neurpac data‑compression software with Trilliant’s AMI communications platform, offering utilities a way to transmit more grid data without new hardware. Neurpac’s “Data‑as‑Codewords” encoding claims up to 75% reduction in data size, effectively...
Trump EPA Withdraws Funding for Electric School Buses
Trump’s EPA is yanking support for electric school buses #energysky -- via Canary Media: https://t.co/wWCGInkszK
Net‑Zero Path Turns Steeper, Emissions Curve Cliffs
CHART OF THE DAY: Global energy-related CO2 emissions, with historical path, plus different scenarios: current policies, stated policies and net-zero by 2050. The later curve is getting more cliff-like by the day. My @Opinion column on net zero is here:...
Shoals Posts Record $148M Q4, 19% Annual Growth
Shoals reports record $148 million Q4 revenue, full-year growth of 19% #energysky -- via pv magazine usa: https://t.co/bo7p0b9Z7D