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:
UK Energy Bills to Fall by £117 a Year, Offering some Relief to Household Budgets – Business Live
Ofgem announced a 7% cut to the UK energy price cap, lowering the typical annual household bill to £1,641 from April. The reduction translates to about £10 a month, or £117 per year, representing more than £200 savings compared with a year ago. Ofgem attributed the cut to falling wholesale energy prices and recent policy‑cost adjustments announced in the budget. The regulator also highlighted rising competition, with switching up 20% year‑on‑year and greater uptake of time‑of‑use tariffs.
Is Wireless EV Charging (Finally) About to Take Off?
Wireless EV charging is experiencing a resurgence as automakers and infrastructure firms accelerate pilots and standard‑setting efforts. Recent deployments in Europe and China demonstrate viable power levels up to 11 kW, while new SAE and IEC standards aim to harmonize safety...
US Formally Warned Kyiv over Attacks on Russia that Damage American Oil Majors’ Interests, Says Ambassador
The United States delivered a formal diplomatic warning to Kyiv after Ukrainian drones struck the Russian Black Sea port of Novorossiysk, a key export gateway for Kazakh crude that underpins American oil majors' interests. The attack disabled a single‑point mooring,...
Scotland’s New Emissions Strategy ‘Too Reliant on Science Fiction’, Critics Say
Scotland has reduced emissions by 51.3% since 1990, but the UK Climate Change Committee says its new medium‑term emissions strategy relies heavily on unproven technologies. While the CCC praises the shift to five‑year carbon budgets and rates 91% of 2030...
Korea Commodities Market Highlights Episode 4
The episode reviews South Korea's energy commodities market, noting a modest dip in thermal coal prices and major tenders favoring Indonesian, Australian, and Canadian supplies while limiting Russian and Chinese coal. It highlights the government's push to cap Russian coal...
Legend of Australian Renewables John Grimes to Resign as SEC CEO, Take on Regional Role
John Grimes, who has led the Smart Energy Council (SEC) for nearly two decades, announced his retirement effective May 15. He will transition to become chief executive of the newly formed Renewable Energy Council Asia Pacific (RECAP), a regional partner...
Copper Profits Depend on Long‑term Price Strength
Copper is driving miners' profits But exposure is hard to scale unless prices stay high for years Profits are hard to maintain unless supply growth fails Mega-mergers failed because sellers wanted to be paid for the future scarcity now Usual good insights from @ClydeCommods...
US Shale and SPR only Temporary Buffers for Iran Shock
U.S. shale + SPR barrels & China’s vast stockpiles will offset Iran oil disruptions, writes @ronbousso1 But shale doesn't surge on command & stockpiles are a short-lived buffer The most likely shock absorbers are a limited Iran conflict & China stepping...
Coal India Backs Phased Rollout of National Coal Exchange to Protect Energy Security
Coal India has endorsed a phased rollout of the National Coal Exchange, aiming to move coal trading from traditional e‑auctions to a regulated electronic platform with market‑based price discovery. Executive Director V S Maharaj emphasized that reforms must be calibrated to protect...
Solar Insiders Podcast: How Fixing Network Tariffs Could Break Home Battery Economics
The Solar Insiders podcast features IEEFA analyst Jay Gordon warning that proposed fixes to network tariffs could erode the economic case for residential battery storage. By moving from time‑varying network charges to flat fees, the savings homeowners capture from shifting...
Fortescue’s Electrification Spend Hits $1 Billion-a-Year “Run Rate,” As Diesel Savings Start to Flow
Fortescue Metals Group spent $427 million in the first half of FY2026 on decarbonisation and expects annual outlays of $800 million to $1.2 billion, putting the company on a roughly $1 billion‑a‑year run rate through the decade. The miner is installing solar, wind, battery...
New Transformer in Works for Australia’s Most Powerful Battery, but Return to Full Service Pushed Out Again
Akaysha Energy disclosed that the Waratah Super Battery’s primary transformer suffered a significant internal fault in October 2025, rupturing its tank wall. The 850 MW, 1680 MWh facility will operate at roughly half capacity—about 350 MW—through most of 2026 while a replacement transformer...
Vaca Muerta's Promise Stalls Behind Fiscal and Infrastructure Hurdles
Argentina’s Vaca Muerta looks great on paper, but it’s not the next Permian. Argentina’s fiscal mess, weak infrastructure, & massive capex needs are real barriers. Continental’s hype says as much about a fading Bakken play as it does about Vaca Muerta. https://t.co/SGzycaNHEd #Oil...
UK Energy Bills Near Two-Year Low Despite Green Costs
UK energy bills hit almost 2-year low amid green cost shakeup https://t.co/1c5Ujc3rWO via @EamonFarhat https://t.co/i1fmG0aib3
Solar’s Two-Speed Rally: Utility-Scale Strength Masks Residential Fragility
Solar’s Invesco Solar ETF (TAN) has surged over 23% year‑to‑date through Feb 24, 2026, far outpacing the S&P 500’s modest 0.8% gain. The U.S. Energy Information Administration projects a record 86 GW of utility‑scale capacity additions in 2026, with solar comprising 51% of...
Ernst Vows to Cover Iowa’s $2.55 Price Gap
$2.55 Iowa average https://t.co/qKoxDrbRtX, but Senator Ernst promises to make up the difference compared to what you'll pay
Renewable‑heavy States Enjoy the Cheapest Electricity Rates
Wow: @EIAgov data show the US states that produced >100% of their grid+behind-the-meter electricity demand with WindWaterSolar in 2025 had among the lowest electricity prices 2 states supplied over 100% and 14 states supplied 50-124% of demand with WWS https://t.co/KP3uii4BqI https://t.co/Ctxu1cCI4I
Permian Resources Corp (PR) Q4 2025 Earnings Call Transcript
Permian Resources reported record Q2 execution, delivering 385,000 boe/d total production and 176,500 bpd of oil, surpassing its own forecasts. The company closed a $600 million Apache bolt‑on, integrating the assets within weeks and adding roughly 900 bpd of oil. Fitch...
Rising Network Tariffs Threaten Home Battery Rebate Savings
Higher fixed network tariffs could erase the benefits of the Cheaper Home Batteries rebate #energysky -- via Renew Economy: https://t.co/rwveLFK8wI
High Lithium Prices Won’t Rescue Poor Assets
Higher #lithium prices don’t have the power to make low quality lithium assets good investments. Be careful out there. https://t.co/BDwn05D4Fc
Maravai LifeSciences Holdings Inc (MRVI) Q4 2025 Earnings Call Transcript
Mirion Technologies reported record 2025 orders exceeding $1.1 billion, a 26% year‑over‑year rise driven by strong nuclear power demand and a $150 million large‑project pipeline. Acquisitions of CertRec and Paragon Energy Solutions lifted nuclear‑power revenue to roughly 40% of total sales and...
Import Terminal Repurposed by Fracking Boom
Fun fact: this was originally built as an IMPORT terminal. Then the fracking revolution happened and they had to reverse course. 🇺🇸
Uranium Enrichment Capacity, Not Reactors, Limits Supply
Uranium enrichment is running straight into a hard physical bottleneck Enrichment capacity, not reactors, is the constraint The US is still deeply dependent on Russian enrichment https://t.co/UzZh17Lcy5 #NuclearEnergy #Uranium #EnergySecurity #SupplyChains #EnergyTransition #Geopolitics
Seadrill Ltd (SDRL) Q4 2025 Earnings Call Transcript
Seadrill reported Q4 2025 revenue of $176 million and adjusted EBITDA of $109 million, while posting a $4.7 million net loss due to a $23 million charter settlement. The company booked an $11.3 million gain on the sale of a Suezmax tanker, delivering about $26 million...
Oil Growth Hinges on Brent Holding $70 Level
Oil industry won’t grow unless Brent gets up to ~$70 & stays there Below that, drilling dries up and investment stalls. https://t.co/GEUV5bEdMd #OilPrices #EnergyMarkets #Brent #Permian #Production #Capex #Commodities #OilIndustry #MarketSignals
Top Countries Supplying US Solar Panels in 2025
From which countries did the US import solar panels in 2025? #energysky -- via Solar Power World: https://t.co/50iShtuhwp
Centuri Holdings Inc (CTRI) Q4 2025 Earnings Call Transcript
Centrus Energy reported FY 2025 revenue of $448.7 million, a modest 1.5% increase, with gross profit rising 5% to $117.5 million and net income of $77.8 million. Growth was driven by a 21% jump in SWU sales, while uranium revenue...
When Weather Forecasts Become Infrastructure, Time Meets Energy
Minutes vs megawatt-hours: What changes when weather forecasting becomes a form of infrastructure? #energysky -- via Renew Economy: https://t.co/2OUQuXZwA6 https://t.co/GPFZ1V7lJi
Google Installs World's Largest Iron‑air Battery in Minnesota
Google to deploy world’s largest iron-air battery for Minnesota data center #energysky -- via pv magazine usa: https://t.co/xjrvPDsejJ
Essential Utilities Inc (WTRG) Q4 2025 Earnings Call Transcript
Select Water Solutions reported $1.4 billion in consolidated revenue for 2025 and a record adjusted EBITDA of $260 million, exceeding its guidance. The Water Infrastructure segment posted a 54% gross margin in Q4 and is projected to grow 20‑25% year‑over‑year in 2026,...
Avista Corp (AVA) Q4 2025 Earnings Call Transcript
Avista Corp reported consolidated earnings of $1.01 per diluted share year‑to‑date, a 30% decline from 2024, while its utility segment posted a 15% earnings increase to $1.03 per share. The company reaffirmed its 2025 consolidated earnings guidance of $2.52‑$2.72, indicating...
Uzbekistan Resilient Electricity Transmission Project
The Asian Infrastructure Investment Bank (AIIB) approved the procurement plan for Uzbekistan’s Resilient Electricity Transmission Project on February 25, 2026, committing 100% financing for a $1.324 million consulting package. Two contracts were cleared: a $24,000 individual consultancy and a $1.3 million project‑preparation...
Climb Global Solutions Inc (CLMB) Q4 2025 Earnings Call Transcript
Core Laboratories reported Q4 2025 revenue of $138.3 million, up 3% sequentially and 7% year‑over‑year, driven by stronger international demand for reservoir description services. The Reservoir Description segment posted $92.3 million in revenue with a 14% operating margin, while Production Enhancement revenue...
Crescent Energy Co (CRGY) Q4 2025 Earnings Call Transcript
Crescent Energy reported Q4 2025 oil and gas sales of $364 million, an 8% year‑over‑year increase, while adjusted net income held steady at $46 million. A $445 million divestiture program generated a $294 million pretax gain, lifting GAAP profit to $281 million and reducing debt...
Pinnacle West Capital Corp (PNW) Q4 2025 Earnings Call Transcript
Pinnacle West Capital reported a strong 2020 despite pandemic challenges, highlighting record non‑nuclear reliability at 95.3% availability and Palo Verde’s milestone of over 1 billion megawatt‑hours, earning it the nation’s top carbon‑free producer title. The utility delivered $4.87 earnings per share,...
Bristow Group Inc (VTOL) Q4 2025 Earnings Call Transcript
Bristow Group reported Q3 2025 adjusted EBITDA of $67.1 million, up $6.4 million sequentially, and total revenue increasing by $9.9 million, led by strong Government and Other Services performance. Offshore Energy Services revenue slipped $2.4 million, partially offset by higher utilization in the Americas....
MGP Ingredients Inc (MGPI) Q4 2025 Earnings Call Transcript
Green Plains Inc. posted a dramatic turnaround in Q4 2025, delivering $49.1 million of adjusted EBITDA and $11.9 million of net income, reversing a $54.9 million loss from the prior year. Revenue fell 26.6% to $428.8 million due to plant divestitures and idling, but...
SM Energy Co (SM) Q4 2025 Earnings Call Transcript
SM Energy announced that its merger will create a top‑10 U.S. independent oil producer with roughly 526,000 barrels of oil equivalent per day and 1.5 billion BOE of pro forma proved reserves. The combined entity will hold over 800,000 net acres,...
Kodiak Gas Services Inc (KGS) Q4 2025 Earnings Call Transcript
Kinder Morgan posted record Q4 2025 results, with net income of $996 million and EPS of $0.45, up roughly 50% year‑over‑year. Adjusted EBITDA reached an all‑time high, growing 6% and surpassing the 4% budget target. The company expanded its project backlog...
Southwest Gas Holdings Inc (SWX) Q4 2025 Earnings Call Transcript
Southwest Gas Holdings completed its transformation into a pure‑play regulated natural‑gas utility by fully divesting Century, using the $1.35 billion sale proceeds to retire all holding‑company debt and boost cash to nearly $780 million. The company reaffirmed its 2025 net‑income outlook at...
BKV Corp (BKV) Q4 2025 Earnings Call Transcript
BKV Corporation announced it will increase its stake in the power joint venture to 75%, securing majority control and greater governance over capital decisions. Management highlighted robust free cash flow that will fund debt reduction, power‑sector investments, and its expanding...
Golar LNG Ltd (GLNG) Q4 2025 Earnings Call Transcript
Golar LNG reported Q4 2025 revenue of $87.5 million and full‑year revenue of $340 million, with adjusted net income of $23.3 million ($0.43 per share). The company declared a $0.75 per share dividend – its 18th consecutive payout – yielding roughly 11.5%. A...
Aggreko Provides Hybrid Power Station With Solar, Gas for Australia Project
Aggreko is constructing a hybrid power station in Queensland to serve Arrow Energy’s Surat Gas Project North. The facility will combine a 17 MWp solar farm, an 8.4‑MVA/16‑MWh battery energy storage system, and a 33.75‑MVA gas‑fired thermal generator. Expected to create...
Firmus Partners with Vast Data for APAC Expansion
Firmus announced a partnership with Vast Data to deploy the Vast AI Operating System as the data foundation for its Asia‑Pacific expansion. The collaboration targets high‑throughput, disaggregated GPU clusters, ensuring efficiency across thousands of GPUs in its sovereign AI factories,...
Bankability Key as No >100MW Projects Fully Merchant
‘No project above 100MW is fully merchant’: Bankability in focus as Energy Storage Summit 2026 kicks off #energysky -- via Energy Storage News: https://t.co/S3ZprKnfZW
Whitecap Says Scale Gained with Veren Takeover Helped Secure Global Gas Contracts
Whitecap Resources leveraged its May acquisition of rival Veren to boost scale, prompting a credit‑rating upgrade, lower borrowing costs and larger reserves. The expanded footprint enabled the company to lock in two 10‑year natural‑gas supply contracts totaling 85,000 MMBtu per day,...
Clean Energy Markets Face a Volatile Year Despite Record Global Investment
Global renewable‑energy investment hit a record $386 billion in 2025, driven by offshore wind and small‑scale solar in emerging markets. In the United States, clean‑energy funding slumped sharply in Q4, falling 36 percent after the Biden‑era EV tax credit was eliminated, resulting...
What Is a Water Quality Certification and Why Does Air Products Need One?
Air Products has moved to secure a Water Quality Certification from the Louisiana Department of Environmental Quality, a prerequisite for its federal permit to build a blue‑hydrogen and carbon‑capture facility. The certification confirms compliance with Clean Water Act sections governing...
Crude Prices Dip on Hint of US-Iran Optimism
Crude futures fell on Tuesday after Iran's foreign minister indicated a potential US‑Iran agreement on uranium enrichment could be reached in Geneva. The optimism trimmed the geopolitical risk premium, pushing WTI and Brent below $80 per barrel. Prices had been...
FTC Solar Secures 840MW Tracker Deal in South Africa
FTC Solar signs 840MW PV tracker supply agreement in South Africa #energysky -- via pv-tech: https://t.co/ddeEfgCzt8