Today's Energy Pulse

Oil prices tumble over 5% after Rubio backs Iran talks
Crude prices dropped more than 5% following Senator Marco Rubio's comment that the United States will give Iran every chance to succeed in negotiations. The slide pushed WTI below $89 a barrel as markets priced in renewed hopes for a diplomatic deal.
Also developing:

GSMA Launches Innovation Fund to Accelerate Green Transition Through Mobile Technology
The GSMA has launched a global Innovation Fund offering £100,000‑£200,000 grants to small and growing enterprises that use mobile and digital technologies to accelerate the green transition in low‑ and middle‑income countries. The fund targets solutions that expand clean‑energy access, promote handset circularity, and improve digital inclusion across Africa, Central and South America, and South/Southeast Asia. Recipients must demonstrate commercial revenue, active users, and provide at least 25% matching funding, receiving technical assistance and investor connections over a 15‑18‑month period. Applications are open until 6 April 2026.

Korean-Dutch Partnership Pursuing Hydrogen Retrofit for Feeder Vessel
South Korean firm Vinssen and Dutch engineering company MANA have signed an MOU to develop a hydrogen fuel‑cell retrofit for an 800 TEU feeder vessel operating in the Baltic and Northern Europe. The partnership will first conduct a technical feasibility study...
Are Solid State Batteries Finally Here?
Donut Lab has engaged Finland’s VTT Technical Research Centre to independently measure the performance and key characteristics of its solid‑state battery prototype. VTT will conduct the tests, document procedures, and publish full reports alongside detailed video walkthroughs. The results are...
Nashik Consumers Oppose MSEDCL’s New Restriction on Rooftop Solar Power Generation
MSEDCL announced a new rule that caps rooftop solar installations in Nashik based on a household's annual electricity consumption rather than its sanctioned load. The change threatens to limit consumers' ability to fully utilize the PM Suryaghar subsidy and could...
PSPCL Disconnects 1,014 Power Connections for ₹3.7 Crore in Dues Recovery Drive
Punjab State Power Corporation Limited (PSPCL) disconnected 1,014 electricity connections after consumers amassed unpaid dues of ₹3.7 crore. The disconnections were executed across five divisions—Kharar, Kurali, Samrala, Ropar and Anandpur Sahib—as part of a zero‑tolerance recovery drive. During the campaign, 315...

SeaBird Exploration Nets Contract Extension for Seismic Survey Vessel
SeaBird Exploration, a subsidiary of SED Energy Holdings, announced a three‑month extension of its contract for the Fulmar Explorer seismic survey vessel. The extension covers ocean‑bottom‑node source work in the Western Hemisphere and pushes the vessel’s commitment through mid‑June 2026. Commercial...
Patel Engineering Is L1 for ₹910 Crore Renukaji Dam Package in Himachal Pradesh
Patel Engineering has been declared the lowest bidder for Package 1 of the Renukaji Dam project in Himachal Pradesh, securing a contract worth ₹910.08 crore. The scope covers construction of three 9.5‑metre diversion tunnels, three inlet/outlet portals, six kilometres of access roads,...
The Redefined Role of Steel in Solar Energy Projects
Solar installations are scaling up, prompting steel to shift from a simple commodity to a strategic engineering component. Project developers now demand steel that meets strict quality, traceability, and performance standards over 25‑year service lives. Integrated production models—combining high‑volume manufacturing,...
Morocco Sets Net‑metering Tariffs for High, Medium‑voltage Systems
Morocco’s electricity regulator ANRE announced net‑metering tariffs for high, medium and extra‑high voltage solar plants effective 1 March 2026‑28 February 2027. Plant owners will receive MAD 0.21/kWh during peak hours and MAD 0.18/kWh off‑peak, with the low‑voltage residential rate to be set later. The regime permits...

Romgaz Prepared to Cover Neptun Deep Costs, CEO Says
Romanian state‑owned gas producer Romgaz says it has sufficient funding lines to cover its €2 billion share of the Neptun Deep offshore gas project in 2026. The €4 billion development, partnered with OMV Petrom, is one of the EU’s largest natural‑gas deposits. Romgaz’s...

North Sea Storm Cuts EnQuest’s 2026 Output Forecast
EnQuest announced a revised 2026 production outlook after a severe North Sea storm damaged the third‑party Ninian Central platform, forcing a five‑week shutdown of its Magnus field. Production at Magnus resumed early on February 22, but the outage prompted the company...
Bentley Commits to Use 100% Sustainable Aviation Fuel for Car Airfreight
Bentley Motors announced it will use 100 % sustainable aviation fuel (SAF) for every customer car air‑freight shipment worldwide, effective immediately. The move is part of the brand’s “Beyond100+” sustainability programme, which targets full carbon‑neutrality by 2030 and a shift to...
Pine Labs Bags Multi-Year Digital Payments Mandate From BPCL, HPCL, IOCL
Pine Labs has secured multi‑year contracts with BPCL, HPCL and IOCL to deploy and manage digital‑payment infrastructure across India’s fuel retail network. The deals cover the rollout of roughly 130,000 payment acceptance devices and include ongoing maintenance and software upgrades....
Illegal Coal Mining Bust in East Jaintia Hills; 17,000 MT Seized, 22 Held
Police in East Jaintia Hills seized twelve coal‑laden trucks, confiscating 17,322 metric tonnes of coal and 25.5 kg of explosives. The operation resulted in 22 arrests and 94 FIRs, intensifying a crackdown that follows a February 5 dynamite blast that killed...
Cleaver-Brooks Unvelis Air-to-Water Heat Pump for Hydronic Heating
Cleaver-Brooks has introduced the ClearAir air‑to‑water heat pump, targeting hydronic heating across residential, commercial and industrial sectors. The unit delivers up to 103 kW of thermal output and can heat water to 80 °C, eliminating the need for distribution upgrades. It features...

Consortium Targets Dangjin Offshore Wind Port
Cyan Renewables, LX International and Blue Water Shipping have signed an MOU to build a 200,000 sqm offshore‑wind marshalling port in Dangjin, South Korea. The facility will feature a 480‑metre quay, a 14‑metre deep‑water berth and a ground‑bearing capacity of 10‑30 t/m² to...
Exel Composites Plc and Tratos Sign a Four-Year Frame Agreement
Exel Composites and Tratos have signed a four‑year frame agreement to supply carbon‑fiber composite conductor cores through 2029. Exel will produce the cores using continuous pultrusion, delivering consistent mechanical performance across its global network. The partnership enables Tratos to integrate...

FRV Lines up 1.2GW Spain BESS
FRV announced a portfolio of more than 1 GW/5 GWh of battery energy storage systems (BESS) in Spain, slated to reach ready‑to‑build status between 2026 and 2027. The pipeline includes hybrid solar‑plus‑storage projects and stand‑alone batteries across Extremadura, Andalusia, Catalonia and Cantabria....
FERC Approves Blackstone’s Acquisition of TXNM Energy
Blackstone Infrastructure’s $11.5 billion acquisition of TXNM Energy has received FERC approval, clearing a major regulatory hurdle. The commission concluded the deal serves the public interest and will not harm rates, competition, or oversight, while noting existing ring‑fencing protections for Blackstone’s...

Ibbenbüren Blast Clears Site for BalWin2
The Hagedorn Group completed a controlled blast on 22 February that demolished the 275‑metre chimney and flue‑gas‑treatment units of the former Ibbenbüren coal plant, clearing the site for Amprion’s BalWin2 offshore‑wind converter station. The operation used 600 kg of explosives across three...

Enel Lifts Investment to €53bn for 2026-28 Plan
Enel announced a €53 bn investment plan for 2026‑28, boosting its previous budget by roughly €10 bn and adding €15 bn of financial flexibility. The plan allocates about €20 bn to renewables, targeting 15 GW of new capacity, and more than €26 bn to grid upgrades,...

UK Plans to Cut Carbon Costs for Refineries After Closures
The UK government is preparing to incorporate oil refining into its Carbon Border Adjustment Mechanism (CBAM) to shield the remaining domestic refineries from escalating carbon costs. A call for evidence will feed into the Future of Fuels strategy, slated for...

Can Shading Become Energy? From Passive Facades to Productive Envelopes
Facades are evolving from passive skins to active energy generators, exemplified by EHRET’s SolarSlide photovoltaic shutters. These movable shading elements embed monocrystalline cells within double‑glazed modules, delivering 500 W‑peak per leaf with 20‑22% efficiency while offering eight color finishes. In a...

Britain To Fire Solar Power From Orbit To Antarctica In Energy First
Britain’s Space Solar is preparing to beam electricity from orbit to the British Antarctic Survey’s Rothera Research Station, replacing diesel generators with space‑based solar power. The project will use satellites that convert sunlight into microwave beams received by a rectenna...
Syria's Oil Output Slashed To
Syria's oil production is a zero-rounding error @NoamRaydan Current levels are roughly 100–120 kb/d. Max production before the Civil War was 400 kb/d. As you note, its heavy, sour crude must be exported to Greece or Italy b/c it has no complex...
Europe’s Gas Crunch Stems From Storage Shortage, Not LNG Scarcity
Europe’s gas problem isn’t a lack of LNG — it’s a lack of buffer, writes @seb_kennedy With storage below 32%, even hypothetical risks like Hormuz move prices fast. #TTF #LNG #EnergySecurity #GasMarkets #Geopolitics

Consortia Secure First Philippine Offshore Wind Grid Deals
A consortium led by Seawind Asia, Stream Invest and Triconti ECC Renewables has secured the Philippines’ first offshore wind grid connection agreements. The deals cover three projects—450 MW Frontera Bay, 600 MW Guimaras Strait and 600 MW Guimaras Strait II—totaling 1.65 GW of potential capacity....
Locals Launch Last-Ditch Legal Challenge in Bid to Stop Marinus Link
North‑west Tasmanian residents, organized as Tas Power Democracy, have lodged a last‑minute appeal with the Tasmanian Civil and Administrative Tribunal to overturn planning permits for the Heybridge converter and switching stations that form the on‑land segment of the $5 billion Marinus...

New FCAS Resources Dominate Enabled Levels in 2025
The Generator Statistical Digest 2025 (GSD2025) shows that new FCAS resources now dominate all ancillary service categories, with grid‑scale batteries providing the bulk of enabled capacity. Ancillary‑service units classified as "Electricity" also hold a sizable share, especially in raise regulation...
Atlas Energy Solutions Inc (AESI) Q4 2025 Earnings Call Transcript
Advanced Energy Industries reported Q4 2025 revenue of $489 million, up 6% sequentially and 18% year‑over‑year, driven by record data‑center and strong semiconductor sales. Gross margin rose to 39.7%, the highest in five years, while operating margin reached 17.8% and EPS...
Ivanhoe Electric Inc (IE) Q4 2025 Earnings Call Transcript
Enphase Energy reported Q4 2025 revenue of $343.3 million, with U.S. sales representing 89% of the total and a 13% sequential decline in U.S. revenue and a 29% drop in Europe. Gross margins fell to 46.1% non‑GAAP and 44.3% GAAP, largely...
Viper Energy Inc (VNOM) Q4 2025 Earnings Call Transcript
Viper Energy Partners reported a strong rebound in Q4 2020, generating roughly $200 million in operating cash flow that translated almost entirely into free cash flow thanks to its zero‑capital‑requirement royalty model. The company declared a $0.14 per unit distribution, repurchased...
UK Consortium Proposes Floating Nuclear Plant for U.S. Military
A UK‑led consortium, headed by Core Power, has submitted a proposal to the U.S. Pentagon to build a 300 MW ship‑borne nuclear power plant. The floating reactor would tap the Department of Defense’s existing regulatory framework for naval reactors, enabling rapid...
Global Climate Momentum: Renewables, Net‑Zero Cities, and Record Cuts
Good climate news this week 1 China: Country’s emissions have been flat or falling since March 2024 2 Brazil: Amazon deforestation on pace to be the lowest on record 3 Chile: Country’s electric system hits historical participation of 93.5% of solar and wind...
Administrative Agencies Are a “They”, Not an “It”: West Whitby Landowners Group Inc. V. Elexicon Energy Inc., 2025 ONCA 821
The Ontario Court of Appeal ruled that Ontario Energy Board staff letters can constitute binding legal determinations, not merely advisory opinions. The decision arose from a dispute over whether a new substation was an expansion or enhancement, prompting the parties...

EU Names Azerbaijan a Cornerstone of Europe’s Post-Russia Energy Map
The European Union has designated Azerbaijan as a cornerstone of its post‑Russia energy strategy, pledging to double gas imports to 20 bcm per year by 2027 through the Southern Gas Corridor. Azerbaijan’s gas exports to Europe surged 60% to 12.9 bcm in...
Geothermal Must Add 2GW/Yr to Hit 10% by 2040
Geothermal could be 10% of US electricity production by 2040. To hit 10% in 15 years, you need to start with 400MW of new geothermal this year and scaling deployment to 2GW per year by 2030 and then by 10%...

A Conversation About the Endangerment Finding Rescission
In this episode of Andrew Revkin's "Sustain What" podcast, host Andrew Revkin discusses the EPA's controversial final rule rescinding the greenhouse‑gas endangerment finding, which underpins Clean Air Act regulation of emissions. He is joined by environmental attorney Sean Donohue, a...

ConocoPhillips Explores $2-Billion Sale of Permian Basin Assets
ConocoPhillips is weighing a $2 billion sale of Permian basin assets located in the Delaware basin, assets it acquired through deals with Concho Resources and Shell. The move is part of a broader portfolio streamlining that followed its $17 billion Marathon Oil...
Chitosan‐Loaded Lead‐Free Sodium Bismuth Titanate Composite Flexible Triboelectric Nanogenerator for Energy Harvesting, Biomechanical Sensing, and Smart‐Path Touch‐Lighting for Safe Walking...
Researchers have developed a flexible triboelectric nanogenerator (TENG) using a sodium bismuth titanate (NBT) and chitosan composite film paired with PDMS. The lead‑free ferroelectric NBT particles enhance dielectric properties, delivering a peak voltage of 162.5 V, current of 4.1 µA and power...
Recent Advances in Moisture‐Electric Nanogenerators: From Moisture‐Enabled Electrification to Practical Applications
Moisture‑electric nanogenerators (MEGs) harvest ambient humidity and convert it into electrical energy using specially designed hygroscopic materials. Recent research has introduced advanced moisture‑responsive composites that raise power output by an order of magnitude, bringing MEGs closer to practical deployment. The...
Construction of an Al‐Based MOF with Methyl‐Functionalized Microporous Nano‐Traps for Efficient Separation of SF6/N2
Researchers have engineered an aluminum‑based metal‑organic framework, NU‑62, that features methyl‑functionalized microporous nano‑traps for selective SF6 capture. The material exhibits a high SF6 uptake of 3.99 mmol g⁻¹ and an exceptional SF6/N2 selectivity of 209 at 298 K and 1 bar. Breakthrough experiments confirm...

Beyond Capacity: Why AI Is Forcing a Building-Level Performance Reckoning
AI‑driven workloads have accelerated U.S. electricity demand, with data centers responsible for roughly 60 % of last year’s load increase and a 150 % rise over five years. This non‑linear growth exposes a hidden vulnerability at the building level, where inefficiencies in...

Oil Sands Lobbied for Carbon Tax, Exposing Industry Hypocrisy
This is the kind of intellectual dishonesty that @ExnerPirot and other oil shills are famous for. In 2015, the oil sands industry actively lobbied FOR an industrial carbon tax. We must be carbon-competitive, they said. My receipts? Dozens of interviews with industry insiders.
Silbat Silicon Batteries Ensure 14-Day Uninterrupted Power
Silbat silicon batteries guarantee uninterrupted power supply for 14 days #energysky -- via pv magazine global: https://t.co/83tK1ZQ0hg
French Startup Unveils Universal Home Energy Management System
French startup launches ‘universal’ home energy management system #energysky -- via pv magazine global: https://t.co/eot5SeQ3va
Shale Model Unsustainable; Investors Fled in 2018
I said the shale business model could not last. Investors got that message on their own and fled in 2018 @AmbroserayRay Act out your inferiority complex elsewhere—not on my feed.
Grid Debate Centers on Cost, Reliability, Not Clean vs Gas
The grid debate isn’t “clean energy vs gas.” No one cares. It’s about achieving system cost and reliability without 9% rate increases every year and hopefully avoiding natural gas price volatility. Let’s break down the arguments. 🧵

Renewables Surge Globally, Beyond Major Economies
New global data confirms renewables are booming – and not just in the big economies #energysky -- via Renew Economy: https://t.co/foLOkmBUvK https://t.co/rHTgZPAEVu
Brazil Sets 107 GW Solar Goal for 2035
Brazil targets 107 GW of solar by 2035 under energy plan #energysky -- via pv magazine global: https://t.co/S8ibTAB4Tl