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:
U.K. Sanctions Maritime Mutual over Dark Fleet Coverage
Britain has placed sanctions on New Zealand‑based Maritime Mutual Insurance Association and its Gibraltar affiliate, accusing them of insuring dark‑fleet tankers that transport Iranian and Russian oil. The measures include an asset freeze and the disqualification of company directors. Maritime Mutual has categorically denied the allegations. The sanctions reflect heightened enforcement of sanctions compliance in the maritime insurance sector.
Funds ‘Could Be on Hook for Further €9bn Divestment’ Under Revised SFDR
The EU’s revised Sustainable Finance Disclosure Regulation (SFDR) now obliges funds to disclose and potentially divest from fossil‑fuel holdings, prompting German NGOs to warn that an extra €9 billion of assets may need to be sold. The European Securities and Markets...
The Argentina Deal Is the Template of How Deals in the New World Order Will Work
On February 5, the United States and Argentina signed a bilateral agreement that goes beyond tariff cuts to align trade, investment, and national‑security priorities in critical minerals and energy. The pact obliges Argentina to facilitate U.S. investment across the entire...
Project Ramp-Ups and Capacity Expansions to Increase Australian Coal Output in 2026
Australia’s coal output remained flat in 2025 at roughly 65 mt, buoyed by the Olive Downs Complex and efficiency gains at Hunter Valley and Dawson. A 3.9% rise to 483.2 mt is forecast for 2026, driven by the Maxwell underground ramp‑up, capacity...
This High-Density Hydro Storage System Ditches the Water
UK‑based RheEnergise has demonstrated a water‑free pumped‑storage system that uses a proprietary High‑Density Fluid, 2.5 times denser than water, to generate 500 kW in a pilot plant. The closed‑loop design replaces traditional reservoirs with a concrete lower tank and an 80‑metre...
Industry Leaders Present India–UK/Europe Green Corridor Vision to President Murmu
Senior industry leaders from India, the UK and Europe briefed President Droupadi Murmu on a proposed India‑UK/Europe green corridor aimed at accelerating industrial decarbonisation and sustainable trade. The roadmap, led by Rajashree Birla, outlines technology transfer, catalytic capital flows and...
Waaree Energies, Premier Energies Slip After US Announces 126% Duty on Solar Imports, Firms See No Material Impact
The U.S. announced a preliminary 126% counter‑vailing duty on certain solar imports from India, sending Waaree Energies and Premier Energies shares sharply lower—Waaree down 10% and Premier down 6%. Both companies said they have diversified supply chains and ongoing US...
Technip Energies-Led JV Nets ‘Major’ LNG Contract with QatarEnergy
A joint venture led by Technip Energies, together with Consolidated Contractors Company and Gulf Asia Contracting, secured an EPCC contract from QatarEnergy for the onshore LNG facilities of the North Field West project. The award, valued at over €1 billion, includes...
Switzerland Streamlines Construction of Large-Scale Solar Plants
Switzerland's Federal Council will enact a draft law on April 1, 2026 to accelerate permitting for large‑scale solar, wind and hydropower projects. The legislation centralizes cantonal approvals into a single procedure and limits appeals to superior cantonal courts. It also...
Mersen Launches Critical Power Panelboard (CPP)
Mersen has introduced its Critical Power Panel (CPP) series, a fully customizable fused panelboard that combines a lightweight design with a reduced footprint. Targeted at NEC‑required and non‑required applications—including UPS systems, data centers, medium‑voltage eHouses, emergency circuits, and DC utility...
EIA Sees USA Energy Demand Under 2025 Levels for Next 2 Years
The U.S. Energy Information Administration’s February 10 Short‑Term Energy Outlook projects total U.S. energy consumption to stay below 2025 levels in both 2026 (96.00 qBtu) and 2027 (96.15 qBtu), marginally under the 96.19 qBtu recorded in 2025. While overall demand flattens, liquid‑fuel use...
Marginal Well Models and Russia's Weak Wellhead Economics
Russian oil drilling contracted 3.4% in 2025, marking the first decline since 2021, with a sharp 10% drop in the second half of the year. The slowdown is attributed to a weaker Urals crude price and a stronger ruble, which...
Australia Ships LNG 16,000 Miles to Canada as Asia Demand Slumps
Australia’s Gorgon‑linked LNG exporter sent a cargo aboard the Maran Gas Hector to eastern Canada, covering roughly 16,000 miles – the longest route for Australian LNG to date. The move reflects a sharp slowdown in Asian demand, where shipments to...
China Boosts Russian Oil Purchases – Oligopsony Looms
China has stepped in to purchase Russian crude that India declined, pushing Russian oil exports to their highest levels in two years. The shift has concentrated buying power among a few Asian importers, driving the Urals‑grade discount to a multi‑year...
AlphaESS Releases Containerized C&I Storage System
AlphaESS has launched the Aster TB250/TB500, a containerized battery energy storage system aimed at Europe’s commercial and industrial market. The unit fits in a standard 20‑foot container and delivers 250‑500 kW of power with 705‑1,410 kWh of energy. It is compatible with...
Nordex CEO Says Europe Must Speed up Permitting for Renewables
Nordex chief executive Jose Luis Blanco told Reuters that Europe must emulate Germany’s rapid wind‑project permitting to meet its renewable targets. He highlighted recent German reforms that now allow approvals within months, a stark contrast to earlier delays. Blanco warned...
Partners Unveil Corrib Green Hydrogen Plan
Gas Networks Ireland and the Corrib joint venture of Nephin Energy and Vermilion Energy have signed a strategic collaboration to launch a green hydrogen pilot at the Bellanaboy Bridge gas terminal in County Mayo. The pilot will evaluate producing green...
Who Pays for Texas Grid Growth? - Roundtable Discussion
In this roundtable, host Michaela with Josh Rhodes and Matt Bombs dissect the surge in Texas electricity costs, pinpointing rapid demand growth from data centers, AI, electrified buildings and transport, and the continued reliance on natural‑gas generation whose fuel price...
Consultancy of the Year Winners Advantage Utilities Delivers £500,000+ in Energy Savings for UK Leading Hotel Portfolio
Advantage Utilities has been crowned Consultancy of the Year for Large Customers at the 2025 TELCA Awards, recognizing its rapid rise in the UK hotel sector. The firm delivered more than £500,000 in energy savings within two years for a...
CoeusAI Establishes Dutch HQ After Landing Major Offshore Energy Gig
CoeusAI, a Canadian cleantech AI startup, has opened a Rotterdam headquarters after being chosen as the sole Canadian participant in the North Sea Energy (NSE) programme. The firm will work across five NSE streams, using AI to site offshore wind,...
US Electricity Hits Record, Solar Leads Non‑fossil Surge
U.S. ELECTRICITY net generation at utility-scale facilities climbed to a record 4,430 billion kilowatt-hours (kWh or TWh) in 2025 up from 4,309 billion kWh in 2024. Nearly four-fifths of the increase came from non-fossil generators (+94 billion kWh) led by...
Atmospheric Integrity Records
The piece introduces Atmospheric Integrity Records (AIR), an append‑only, time‑bounded ledger that captures building atmospheric data separate from control and analytics layers, making it admissible evidence for regulators, insurers, utilities, and investors. It argues that current dashboards and optimization tools...
CAFE-III: Power Ministry Has Sent Proposal to PMO After Meeting Stakeholders, Says Kumaraswamy
The Power Ministry has submitted its draft Corporate Average Fuel Efficiency (CAFE‑III) proposal to the Prime Minister’s Office after a stakeholder roundtable. The upcoming CAFE‑III standards, expected to roll out in April 2027, aim to tighten fleet‑wide fuel consumption and CO₂...
Storage Cuts Irish Fossil Generation by 30%
Energy Storage Ireland and TNEI report that deploying long‑duration storage could slash Ireland’s fossil‑fuel generation by over 2 TWh annually, roughly a 30% reduction by 2035. The study models an all‑island grid with 9 GW on‑shore wind, 8 GW solar and 5 GW offshore...
JinkoSolar Achieves Record-Breaking 26.66% Efficiency for TOPCon Solar Cell Based on M10-Size Wafer
JinkoSolar announced a 26.6% power conversion efficiency for an industrial‑scale TOPCon solar cell built on an M10‑size wafer, setting a new world record for this technology class. The result, validated by an independent Chinese third‑party, stems from a dual‑side electrical...
Auditors to Probe ScotWind Auction
Audit Scotland announced it will audit the ScotWind leasing round, which generated over £700 million in option fees after the 2022 seabed auction. The watchdog began early scoping work and aims to publish its report in autumn 2026 alongside a broader...
Low-Cost Nanocoating Helps Solar Ponds Produce More Fresh Water
A recent Scientific Reports study shows nano‑ferric oxide (Fe₂O₃) coating on the base of a 1 m² solar desalination pond boosts temperature and water output. In outdoor trials across seasons, the coated pond reached 74 °C (≈8 °C higher) and produced 6.5 L m⁻² day⁻¹, a...
Tax Credits for Solar Panels Are Available, but the Catch Is You Can't Own Them
The 2026 federal budget eliminated the tax credit for purchased residential solar panels, leaving the credit only for leased systems. As a result, more than half of new rooftop installations are now owned by third‑party companies through leases or power‑purchase...
Gore Street Capital Eyes €1bn Through Energy Storage Fundraise by Year End
Gore Street Capital aims to raise €1bn for a new energy‑storage fund and a co‑investment vehicle by the end of 2026. The capital will target grid‑scale battery projects that support Europe’s renewable integration. Institutional investors are expected to form the...
Kongsberg Maritime to Equip LS Marine’s Ultra-Large Cable Lay Vessel
Kongsberg Maritime has been chosen to provide a fully integrated equipment suite for LS Marine Solution’s next‑generation ultra‑large cable‑laying vessel being built at Turkey’s Tersan Shipyard. The 148.4‑metre ship will carry up to 13,000 tonnes of subsea HVDC and optical cable...
EV Charging Costs a Fraction of Diesel Fuel
I pay 7ppkwh at home. That’s 10% of the cost of an equivalent diesel vehicle on a like for like consumption cost comparison. Yesterday I paid 40ppkwh at a public charger. That’s still a lot cheaper than running an ICE
Europe’s Battery Markets on the Rise: Germany Leads, Romania and Bulgaria Emerging
Aurora Energy Research's BATMAR report shows European battery storage capacity surpassing 17 GW in 2024‑25. Forecasts project over 80 GW by 2030, with long‑duration (four‑hour) batteries receiving half of the anticipated €24 bn investment. Germany leads the market, followed by the United Kingdom...
UK Cuts Electricity Bills by Raising Taxes
Britain’s energy regulator announced that electricity bills will hit their lowest level in almost two years starting in April. The decline stems from a policy shift that moves a portion of renewable‑energy support costs from consumer bills onto general taxation....
Green Energy Needed to Break Rising Oil‑Gas Dependency
The price of energy is tied to the international price of gas. Since we sold off our oil and gas in the 80s we don’t control the price of our “own” gas and oil. One of the reasons for pushing...
LNG Export Permits Strengthen U.S. Industry and European Security
I can't remember--who was the president 10 years ago? That Administration's decision to grant permits for LNG exports was a boon for the domestic O&G industry while also helping U.S. and European security by reducing dependence on Russian energy exports.
Shell, METLEN Sign LNG Supply and Trading Deal
Shell and Greece’s METLEN have signed an MoU to supply and trade up to 1 bcm of LNG annually from 2027 to 2031. Deliveries will flow through the Revithoussa and Alexandroupolis regasification terminals. The deal leverages the Vertical Gas Corridor to...
US Holds Nearly All Global Data Center Capacity
The US has 3,960 data centers, more than the next 14 countries COMBINED. MASSIVE capital buildout. MASSIVE electricity demand. https://t.co/2CnR0GW60v
Fortescue Bets Future on $1 Bn Green Pilbara Shift
"Fortescue Stakes Its Future on a Billion Dollar Green Pivot in the Pilbara" https://t.co/NNU6MWp1YM @FortescueNews #Fortescue
Renewables Reach 26% of 2025 US Generation
Renewable energy accounted for 26% of U.S. electricity generation in 2025, representing 36% of installed capacity. Solar output surged 34.5% while wind grew modestly, and battery storage capacity jumped 58.4%. Overall renewable generation rose 9.6% year‑over‑year, outpacing coal and nuclear....
Net Zero Fell; Visible Costs, Not Reality, Killed It
Net zero didn’t die because reality changed It died because the costs became politically visible. Electrification survives, and renewables remain central Until their full costs can no longer be ignored. https://t.co/sRbXj6lryP #EnergyTransition #NetZero #Renewables #Electricity #IEA
Congo’s Sovereignty, Not Ownership, Controls Cobalt Supply
China’s cobalt strategy assumed that owning mines guaranteed supply. Congo’s export controls show that sovereignty trumps ownership. China controls processing; Congo controls the tap. https://t.co/sBpdLF03jS #Cobalt #CriticalMinerals #China #SupplyChains #Geopolitics @ctindale
Grenergy Lifts EBITDA to €201m in 2025
Grenergy closed 2025 with revenues just over €1 billion, EBITDA €201 million (up 26%) and net profit €87 million (up 46%). Investment climbed 36% to €880 million, aligning with its €3.5 billion 2025‑2027 strategic plan. Asset‑rotation sales reached roughly US$1 billion, covering more than 60% of...
AI Growth Hits Power Grid, Not Capital, Bottleneck
The AI buildout is running into hard physical limits. Capital isn’t the constraint; power is Grids are full, turbines are sold out, and timelines don’t bend for hyperscalers. https://t.co/GNXtK2Hb8p #AI #Energy #PowerGrid #DataCenters #Infrastructure #Geopolitics
State Laws, Not President, Govern Facility Power Plant Decisions
State laws decide whether industrial computing facilities can build their own power plants. The President can't change those laws. That said, I appreciate that the 'pledge' is about 'ratepayers' and not customers.
Statkraft and OX2 Sign 235MW BESS Pact
Statkraft and renewable developer OX2 have signed a seven‑year power purchase agreement for two battery‑energy‑storage systems totaling 235 MW in Finland. The 110 MW and 125 MW installations, located alongside OX2’s Kannisto and Korkeamaa wind farms, are currently under construction and will be...
ILi Markets: Rare, Timely Lithium Market Insight Source
Thanks @D_Jimenez_Sch - there are limited sources of useful, timely information on the #lithium market. Daniel (& his team at iLi Markets) is one of them. Great podcast guest too.
Politics Decide Whether Energy Transition Accelerates or Stalls
🔥 LIVESTREAM TODAY 4pm UK 🎙 Redefining Energy @OrielOxford Is the energy transition accelerating, stalling or being rewritten by politics? Join me & @MegaWattXinfo for an unscripted, audience-driven debate. 👉 https://t.co/2bbMhmCKed https://t.co/JXpJbINxtA
SEforALL's Framework Boosts Zambia’s 1,000 Mini‑Grid Goal
Zambia’s 1,000 Mini-Grid Initiative is an ambitious, government-led project aimed at deploying over 1,000 solar mini-grids in 🇿🇲 by 2030. In support of this initiative, @SEforALLorg has designed an Integrated Electrification Framework to catalyze the DRE market in #Zambia. https://t.co/3GwDqMLzBQ
Net‑Zero 2050 Dead, Fossil Fuels Essential, Solar Booms
COLUMN: Net zero by 2050 is effectively dead: Oil, natural gas and coal will remain crucial for meeting the world's energy needs. But that doesn't mean the end of renewable energy. Solar, in particular, is thriving, and will continue to...