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:
The Hydrogen Stream: Dutch Agribusiness Installs 1 MW Electrolyzer
Dutch tulip nursery Rainbow Colors has become the first agricultural firm to commission a 1 MW solid‑oxide electrolyzer for on‑site hydrogen generation, integrated with a solar array and battery storage. The system, built with Denmark’s Dynelectro and Ekinetix, can produce hydrogen at under €10 per kilogram for local use. GlobalData projects worldwide low‑carbon hydrogen capacity could climb from 0.84 mtpa in 2024 to as much as 65.3 mtpa by 2030, with green hydrogen accounting for roughly 89% of output. Parallel developments include Fraunhofer’s energy‑saving DME synthesis process and a €54 million German investment in decentralized hydrogen innovation hubs.

The World’s Largest Lithium Metal Maker Is Now Producing Semi-Solid-State EV Batteries
Ganfeng Lithium, the world’s largest lithium‑metal producer, has begun mass‑producing semi‑solid‑state batteries with energy densities ranging from 400 to 650 Wh/kg. The company secured supply agreements with major OEMs including Tesla, Volkswagen, Hyundai, and BMW for lithium hydroxide and other battery...

RWE Confirms Vestas for 1.4GW Vanguard West Turbine Deal
RWE has signed a contract with Vestas to deliver 92 V236‑15 MW turbines for its 1.4 GW Vanguard West offshore wind farm off eastern England. The deal includes delivery, installation and commissioning, and follows the project’s successful award of a Contracts‑for‑Difference in...

VIDEO: The Application Gap Between BESS Asset Operation Data and Insights
The 2026 BESS Pros Survey, presented by TWAICE, reveals a persistent gap between the data generated by grid‑scale battery energy storage systems and the actionable insights needed for efficient operations. Operators cite limited data access, fragmented dashboards, and organizational turnover...

US Gas Dips Below $3 as Supplies Stay Ample
U.S. gas prices retreat on comfortable stocks Front-month U.S. gas futures prices have slipped below $3 per million British thermal units for the first time in four months as traders become convinced gas will remain plentiful despite record exports. So far, this...

Accelerating Data Center Construction with Sustainability in Mind
AI adoption is driving a 160% surge in data‑center power demand by 2030, prompting developers to seek faster, greener construction methods. Prefabricated concrete emerges as a solution, shaving 2‑4 months off build schedules and delivering 30‑40% faster overall completion. The...

Surging Oil Tanker Rates Tipped to Go Even Higher
Oil supertanker charter rates have surged, with VLCC earnings on the Middle East‑to‑China lane reaching $151,208 per day, the highest since 2020. The spike is driven by heightened geopolitical risk from a potential US‑Iran conflict and a tightening supply of available...

India: Energy Storage Tech Scope Widens with 100MWh Flow Battery, 100GW Pumped Hydro and Grid-Forming BESS Prospects
NTPC Renewable Energy has issued an invitation for bids to supply a 100 MWh vanadium redox flow battery (VRFB) with a 5.9‑hour discharge capability at its Gujarat hybrid solar‑plus‑storage park, marking a major non‑lithium storage contract. The Central Electricity Authority (CEA)...

USA Crude Oil Stocks Drop 9MM Barrels WoW
U.S. commercial crude inventories fell 9 million barrels in the week to Feb 13, leaving stocks at 419.8 million barrels—about five percent below the five‑year average. Total petroleum stocks also dropped 18.9 million barrels week‑on‑week, though they remain 62.9 million barrels above a year ago....
Multi‐Metallic Organic Framework‐Based Composites as Electrocatalysts
The review highlights multi‑metallic organic framework (MMOF) composites as a versatile platform for electrocatalysis, emphasizing how coupling metal, carbon, and multi‑partner components creates synergistic active sites, conductivity, and stability. It surveys recent heterostructures applied to water splitting, oxygen reduction, and...
How Trump and Erdoğan Can Turn US LNG Energy Dominance Into Black Sea Stability
U.S. President Donald Trump is positioning a three‑party deal with Turkey and Ukraine at the June NATO summit to allow large‑scale U.S. LNG shipments through the Bosporus. Current Turkish regulations bar vessels over 200 m, preventing most U.S. LNG carriers from...

Global Oil Data Deck (February 2026)
The February 2026 Global Oil Data Deck reveals that the worldwide liquids market, still heavily oversupplied, finally tightened in December—the first such move in six months—signaling the end of the most oversupplied year since 2020. Production fell in December mainly...

Ampyr Solar Europe Acquires UK Solar Farm Project
Ampyr Solar Europe announced it has acquired the East Yorkshire Solar Farm from BOOM Power, a 530 MWp photovoltaic project that will supply electricity to roughly 100,000 households. The farm, classified as a Nationally Significant Infrastructure Project, received its Development Consent...

Orbital Data, Niche Markets Give Space Solar a New Shimmer
Space‑based solar power (SBSP) is shifting from grand‑scale grid concepts to niche markets such as orbital data centers, remote military sites, and lunar installations. Startups like Aetherflux and Overview Energy are leveraging laser‑based power‑beaming and large‑satellite designs, backed by DoD...

China’s Green Mining Policies Cut Coal Emissions by 43.6 Million Tons Annually, Study Finds
China’s decade‑long green mining agenda has slashed carbon output from raw coal by an estimated 43.59 million tons each year across its 14 largest coal bases, which together produce 96.6% of national output. Policy intensity surged more than tenfold after 2011,...

Origis Completes 500-MW Swift Air Solar Project in Texas
Origis Energy has brought three Swift Air Solar facilities online in West Texas, delivering a combined 500 MWdc of renewable power. The projects, completed in three phases with the final stage slated for late 2025, represent more than $650 million in capital...

ATA Seeks Expanded Compliance Latitude for EPA 2027 NOx Rules
The American Trucking Associations (ATA) has asked the EPA to soften key provisions of the 2027 nitrogen‑oxide (NOx) emissions rule for heavy‑duty trucks, arguing that the required technologies are not yet proven in real‑world use. ATA’s letter cites ongoing freight...

Summer School on the Governance of Extractive Industries in Anglophone Africa
The Africa Centre for Energy Policy and the Natural Resource Governance Institute are launching a one‑week summer school on extractive‑industry governance for Anglophone Africa. The program brings civil society, media, researchers and government officials together to address policy gaps and...

BOEM Proposes 3rd GOA Lease Sale
The U.S. Interior Department’s Bureau of Ocean Energy Management (BOEM) announced a proposed notice for Lease Sale Big Beautiful Gulf 3 (BBG3), slated for August 12, 2026. The sale would put roughly 15,066 offshore blocks covering 80.4 million acres on the market, with a...

A Defensive Rally.
The episode examines the surprising year‑to‑date rally in oil and gas equities, highlighting that despite a "risk‑off" environment, energy stocks are outpacing all S&P sectors. The host attributes this to improving momentum, stronger global manufacturing PMIs, a weaker U.S. dollar,...

Supply Scare Could Deepen Brent’s Bear Market
A Supply Scare Can Add Fuel to Brent Downtrend - What will end crude's downtrend may be a top commodity question of 2026. A supply scare that spikes prices might fuel more of the same -- US-led Western Hemisphere production...

AI Demand Pushes Tech Giants Toward Real Nuclear Power
Tech giants spent years pretending to be "100% renewable," i.e. powered mostly by intermittent solar and wind. Now that they need large amounts of energy to power AI, they're not pretending any longer. Case in point: Meta's major new investments in nuclear...
First Gen to Take 40% Stake in Prime Infra’s 2GW Pumped Storage Portfolio
First Gen Corporation will acquire a 40% equity stake in Prime Infrastructure Capital’s pumped‑storage portfolio for roughly 75 billion pesos ($1.34 bn). The deal covers the 600 MW Wawa project in Rizal and the 1.4 GW Ahunan (Pakil) project in Laguna, together delivering 2 GW...
Azimuth Orientation Boosts Saudi PV Power Output
The impact of azimuth angles on PV power production in Saudi Arabia #energysky -- via pv magazine global: https://t.co/t1PlCU2MUX
FERC Drops Western Soft Price Cap, Claims More Power
The price cap was put in place after market manipulations in 2001 (mostly in CA). FERC says it now has more power to prevent gouging, therefore the cap is no longer needed. FERC Eliminates Western ‘Soft’ Price Cap //www.rtoinsider.com/126212-ferc-eliminates-western-soft-price-cap/
Understanding the Physics at the Anode of Sodium-Ion Batteries
Researchers used DFT‑MD simulations on supercomputers to investigate sodium‑ion behavior in hard‑carbon anodes for sodium‑ion batteries. They identified that sodium ions quickly transition from 2D adsorption to 3D quasi‑metallic clusters, with an optimal nanopore diameter of about 1.5 nm for stable...

Venezuela's Offshore Gas Stuck Under US Sanctions
Venezuela sits on vast offshore natural gas reserves that could be developed quickly. But NOTHING will happen as long as US sanctions are imposed on Venezuela. It's time to LIFT SANCTIONS. https://t.co/RrlrOxXGDy
Iowa House to Vote on Community Solar Bill
Iowa House of Representatives set to vote on community solar bill #energysky -- via Solar Power World: https://t.co/VhUrHU42wr
How AI Found Better Battery Materials Among 14 Million Possibilities
A collaboration between McGill University, Mila‑Quebec, and Université de Montréal built a closed‑loop system that couples high‑throughput robotic synthesis with multi‑objective Bayesian optimization to explore roughly 14.2 million triple‑doped LiCoPO₄ cathode compositions. Using a set‑transformer surrogate and a multi‑task Gaussian process,...

Conservatives Embrace Carbon
Very interesting that Thomas, Alito, and Kav would sign up for carbon border adjustments under the President's emergency authority. Key question is whether the liberal wing can find space between tariffs and carbon border adjustments. https://t.co/TyTuDsECLC
India Sets Record with 36.6 GW Solar Installations in 2025
India installs record 36.6 GW of solar in 2025 #energysky -- via pv magazine global: https://t.co/9Ku0Ctbt1a
Single-Atom Catalyst Produces Hydrogen and Oxygen Simultaneously, Slashing Costs
Korea Institute of Science and Technology (KIST) scientists have engineered a single‑atom iridium catalyst anchored on a manganese‑nickel‑phytate layered double hydroxide that catalyzes both the hydrogen evolution reaction (HER) and oxygen evolution reaction (OER) on a single electrode. The design...
GM Energy Explores Leasing Residential Batteries, Bidirectional EV Chargers
GM Energy open to idea of leasing residential batteries, bidirectional EV chargers #energysky -- via Solar Power World: https://t.co/fF8I6yod6P
Crude Hits 7‑month High Amid US‑Iran Strike Risk
Crude rallies to 7-month highs as market prices in the risk of US strikes on Iran. I spoke to @NDTVProfitIndia earlier today. https://t.co/NDv6pbwsZp
Delhi Discom Showcases Its 'Digital Twin of Power Distribution Network' At AI Summit
Delhi’s BSES Rajdhani Power Limited unveiled a Digital Twin of its power distribution network at the AI Impact Summit 2026. The AI‑driven platform creates a real‑time, map‑like view of the Janakpuri grid by fusing SCADA, GIS, IoT sensors, SAP and...

Oil Won’t Ride Super‑Cycle; Growth Slowdown Limits Prices
Beware of the "bull-run narrative" @Matalasdavid Oil's a risk asset unlike value commodities. It's unlikely to have a super-cycle trajectory. 👇 https://t.co/7PUYBWe4PR As economic growth slows, oil will slow. #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
Andhra Pradesh Secures ₹8,175 Crore Battery Gigafactory, Boosting Clean Energy Ambitions
Waaree Energies announced a ₹8,175 crore investment to build India’s largest lithium‑ion battery gigafactory in Andhra Pradesh. The greenfield plant will have a 16 GWh annual capacity, covering cell production, battery packs and large‑scale energy storage systems, and is projected to generate...

US EV Charging Ports Jump 10%, Fast Chargers Rise 25%
U.S. ELECTRIC VEHICLE charging ports increased by more than 24,000 (10%) in 2025. More than half of the new ports were direct current fast-charging ports, which increased by more than 13,000 (25%): https://t.co/zEkOinhmj8

How Westfield Modernized 18 Buildings Without Losing Its Past
Westfield, Massachusetts partnered with Siemens to retrofit 18 municipal and school buildings, avoiding demolition of historic structures. The $40 million program focused on replacing aging steam boilers, installing high‑efficiency HVAC, and deploying a city‑wide energy management system. Upgrades cost $14 million for...

Rail Baltica Launches Market Consultation for Electrification Design Expertise
Rail Baltica’s RB Rail AS has launched a market consultation ahead of an open procurement for independent technical review and validation of its electrification system design. The contract will support detailed design work in Latvia and Lithuania, ensuring compliance and...

Urban Vs. Rural: Why Data Centers Are Built Where They Are
Data center development in the United States is moving beyond the traditional urban corridors of Northern Virginia, Silicon Valley, and Chicago. Expanding power capacity, new long‑haul fiber routes, and aggressive state incentives are making rural states such as Pennsylvania, Louisiana,...
Sunoyster Offers Lightweight 440 W Glass-Covered TOPCon PV Panel
German solar tracker developer Sunoyster Systems has launched the G440, a 440‑watt TOPCon photovoltaic module that weighs just 12 kg and features a 2 mm tempered‑glass cover. The panel delivers 22.2 % efficiency using 108 half‑cut monocrystalline cells and can be glued directly...

The Ultra Bull Case for Lithium (YJ Lee)
In this episode, YJ Lee, founder of the Arcane Green Metal Fund, explains why the July 2024 lithium price dip was a prime buying window and projects a conservative 4.6 Mt lithium demand by 2030, driven by a 33% annual growth...

Poland’s Clean Heating Policies Cut Pollution, Saved Lives
10 years ago I worked with Polish colleagues to phase out coal heating. Clean heating policies worked – Poland’s air is cleaner today. Clear rules and support for households cut pollution and saved thousands of lives. https://t.co/qiuzuJE4dD https://t.co/HL0kLyy8KG

LTG Infra CEO: ‘Keeping the Green Course Is More Important than Ever’
Lithuania’s railway electrification will rise from 8% to 28% by year‑end, driven by the Vilnius‑Klaipėda line upgrade and the introduction of the Baltic region’s first battery‑train charging station. CEO Vytis Žalimas highlighted that Rail Baltica will push electrification to 38%,...
Trump-Japan $33B Ohio Power Deal Lacks Key Details
Trump’s $33 billion deal with Japan to build the largest US power project in Ohio is short on details ⚠️ It hasnt secured binding investments ⚠️ Still needs to lock in equipment suppliers ⚠️And was a surprise to the state’s regulator and...
Saudi Arabia Prequalifies Firms for Gas Transmission Grids
Saudi Arabia’s Energy Ministry announced the pre‑qualification of eight standalone firms and seven consortia to design, build, own and operate natural‑gas transmission grids in five key industrial cities. The BOO scheme targets Al‑Kharj, Sudair, and three Jeddah industrial zones, with...

E Vehicle Infrastructure Financing for High Growth
Vietnam aims to host one million electric vehicles by 2030, rising to 3.5 million by 2040, creating a clear need for 100,000‑350,000 public chargers. The paper argues that a shift from a single‑operator, brand‑specific network to an open, interoperable ecosystem will...
Tesla Receives FCC Waiver for Cybercab Wireless Charging System
Tesla has secured a Federal Communications Commission waiver allowing its Cybercab to use Ultra‑Wideband (UWB) radio for outdoor wireless charging pads. The autonomous taxi will pair a UWB transceiver on the vehicle with a ground‑level pad, after an initial Bluetooth...

Adani Power Limited Enters Nuclear Segment as India Opens Sector
Adani Power Limited has created a wholly‑owned subsidiary, Adani Atomic Energy Limited, to enter India’s nuclear power generation market. The move follows the Indian government’s SHANTI Bill, which relaxes licensing and permits controlled private participation in nuclear projects. The new...