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:
PENGASSAN Warns Tinubu’s Order on NNPC Revenues Could Lead to Job Losses
The Petroleum and Natural Gas Senior Staff Association of Nigeria (PENGASSAN) warned that President Bola Tinubu’s February 18 executive order, which channels oil and gas revenues directly into the federation account, undermines the financial autonomy granted to NNPC Limited under the Petroleum Industry Act. By stripping NNPC of the right to deduct operational costs before remitting funds, the order threatens the company’s cash‑flow stability and could force staff redundancies. PENGASSAN argues the directive violates sections 8, 9 and 64 of the PIA and may erode investor confidence in Nigeria’s oil sector.
TWIFO 485: From the Equity Put Spread Craze to Meme Stock Metals & Crude's Inflection Point
In this episode Mark Longo and Scott Bauer break down three hot market themes: the surge in equity put spreads, especially the massive S&P 500 March 6600/6500 vertical and rising Russell 2000 volatility; the pivotal moment for WTI crude, where geopolitical factors...
Should Utilities Invest in Larger Scale, Larger UAS Operations? ….maybe
Utilities are moving beyond pilot‑scale drone programs to enterprise‑level unmanned aircraft systems (UAS) that can inspect transmission lines, manage vegetation, and support emergency response. The core question now is whether to invest in larger UAS—platforms over 55 lb that operate outside...
Structural Conditions Set Stage for Multi-Year Energy Bull
The STRUCTURAL CONDITIONS are right for a multi-year bull energy market, says @ericnuttall That doesn't mean it's started or that it will be a straight line back to $90-$100 oil prices. Prices will remain volatile, cyclical, and politically distorted — even...
Australia’s Biggest Publicly Owned Wind Farm Gets Federal Green Tick to Go Ahead in Queensland
Australia’s largest publicly owned wind farm, the 436.5 MW Tarong West project, has secured federal environmental approval under the EPBC Act. Fully owned by Queensland‑government generator Stanwell Corp after a $776 million state commitment, the scheme will feature 97 Vestas turbines across...
Renewables Need Fossil Backup, Not Standalone Power
When you see that a new solar and wind project is said to “power” some large number of homes or factories or data centers—know that the solar and wind are “powering” nothing by themselves, since they are entirely dependent on...
Batteries $50B Beat Utilities' $550B Load Plan
“I think it's wonderful that we have finally established that $50 billion worth of batteries is cheaper than the $550 billion that the utilities want to spend between now and 2029 to accommodate all this load growth their way. https://t.co/FcKGc92e47 https://t.co/iSfDd2ORyj
Energy Insiders Podcast: How Industry, AI and Data Centres Are Reshaping Demand
GridBeyond CEO Michael Phelan explains how AI‑driven orchestration of industrial loads and data‑centre consumption, combined with battery storage, can reveal gigawatts of hidden flexibility for Australia’s power grid. The podcast outlines the technical mechanisms that enable real‑time demand shaping and...
US NatGas Spot Prices Under Marginal Cost Post‑Vortex
U.S. Natural Gas in Post-Vortex Price Discovery: Spot Prices Below Marginal Cost $3.27 spot price was at least $1.80 less on the red curve & $0.90 less on the orange curve #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/OIY9qxNzmU
Early SunEdison Tales: How Robert Heard Our Solar Plans
In our first episode of @EnergyEmpirePod, my friend @Phil_Radford joins us to recount great stories from the start of SunEdison. In this one we talk about our friend Robert who overheard our conversations about solar... https://t.co/95xM6cO6u1
Shares of Local Oil Explorers Surge on Supply Disruption Fears
Shares of Indian upstream explorers jumped as Brent crude breached $71 per barrel amid renewed US‑Iran tensions and temporary Strait of Hormuz closures. Oil India rose 5.2% and ONGC gained 3.6%, while downstream marketers HPCL and BPCL slipped nearly 5%...
Spend $33B on Flexibility, Not Idle Gas Plant
For $33B he could have solved the entire PJM capacity auction challenge with demand flexibility through 2029, but sure overpay for a gas plant that won’t run more than 20% of the year…
NSW Orders ASL to Launch 2033‑34 Firming Tender
Australia’s NSW directs ASL to deliver firming tender for 2033-34 capacity shortfall #energysky -- via Energy Storage News: https://t.co/quhWxiedz6
PPL Corp (PPL) Q4 2025 Earnings Call Transcript
PPL Corp reported fourth‑quarter 2025 earnings with ongoing EPS of $1.81 per share, a 7.1% year‑over‑year increase that hit the midpoint of its guidance. The utility raised its quarterly dividend to $0.285 and reaffirmed a 4‑6% dividend growth target while...
Solar and Batteries Keep Texas Lights On During Storms
How solar and batteries help keep lights on during Texas winter storms #energysky -- via Canary Media: https://t.co/5axxvNAZbV
Land Slope Crucial for Agrivoltaics Feasibility
The impact of land slope on agrivoltaics feasibility #energysky -- via pv magazine global: https://t.co/1dyekySen9 https://t.co/mWobgzJS84
Oil States International Inc (OIS) Q4 2025 Earnings Call Transcript
Oil States International reported fourth‑quarter 2025 revenue of $178 million, up 8% sequentially and year‑over‑year, as offshore and international operations drove growth. Adjusted consolidated EBITDA rose 9% to $23 million, hitting the top of management’s guidance range. Cash flow from operations surged...
AI Meets Energy: Threat or Smart Decentralized Grid?
AI + energy: the monster child of Origin and Facebook? Or a smart, decentralised grid? #energysky -- via Renew Economy: https://t.co/McuXZpgKBG https://t.co/ocHZceR4p4
Gas Turbine Shortage Threatens Big Tech’s Grid‑Independent Power Push
With electric grids across the country already under strain, Big Tech is racing to build and deploy power generation capacity that’s independent of the grid. Indeed, the push for behind-the-meter (BTM) generation was a major theme of the PowerGen conference...
Incat Crowther Designing Fuel-Cell Ferry for New York
Incat Crowther, together with SWITCH Maritime, is advancing a 28‑metre hydrogen fuel‑cell electric ferry for New York waters. The vessel will carry 150 passengers at 25 knots, powered by 720 kg of compressed hydrogen, delivering a full‑day range without shore‑side charging. Backed...
Storm-Powered Mega Draw: U.S. Crude Inventories Plunge 9 Million Barrels – Biggest in 5 Months!
The episode breaks down the sudden 9‑million‑barrel drop in U.S. crude inventories—the steepest decline in five months—driven by a powerful storm that disrupted refinery operations and boosted demand for heating fuel. Analysts explain how the draw reshapes the supply‑demand balance,...
Trump’s Energy Dominance Clashes with Soaring Bills at Home
U.S. LNG exports are set to climb from 15 Bcf/d last year to 18.1 Bcf/d by 2027, driving record natural‑gas production. The surge in feed‑gas demand and AI‑powered data‑center growth is tightening domestic supply, pushing residential and wholesale electricity prices higher. While...
AI Darwinism Can Unleash New Potential of Energy Workforce – Enlit Magazine
Brian Solis, Head of Global Innovation at ServiceNow, urged energy executives at the Baker Hughes Annual Meeting to view artificial intelligence as a tool for workforce augmentation rather than mere automation. He introduced the concept of “AI Darwinism,” arguing that...
Pembina Flags Flaws in Canada‑Alberta MOU Deal
Pembina Raises Serious Questions about Canada-Alberta MOU Negotiations Janetta McKenzie of @pembina Institute has 4 concerns: 1 AB's TIER system is gutted 2 @cdnoilsands can fund its own CCS 3 No taxpayer $$ for pipeline 4 No perks for AB #ableg #abpoli https://youtu.be/ajQssj0URRs
Market Watch: Nymex Dips Below $3 Amid Mild March Outlook
Nymex natural gas futures for March slipped 1.5 cents to $2.996 per MMBtu on Thursday. This marks the first time the prompt‑month contract has settled below the $3 threshold since mid‑October. Despite short‑term expectations of cooler weather early next week, analysts...
China Debunks Trump's Claim with Airborne Wind Turbine
Hilarious — Trump claims China has no wind energy, meanwhile, news just came out China has successful tested a new airborne wind turbine that is essentially held up by a helium blimp. Oh yeah, btw, China is the world’s number...
Spot Cash Electricity Prices, Feb. 19, 2026
On February 19, 2026, the U.S. spot cash electricity market posted a 3.2% increase in average price, reaching $58.4 per megawatt‑hour. The rise reflected higher natural‑gas forward curves and a dip in wind generation across the Midwest. Day‑ahead trading volumes...
SB Energy Tapped for Proposed 9.2‑GW Ohio Gas Power Plant in First Tranche of $550B U.S.–Japan Deal: What We Know
The Trump administration announced that SoftBank’s U.S. affiliate SB Energy will develop a proposed 9.2‑GW, $33 billion natural‑gas power complex near Portsmouth, Ohio. The project is the flagship of a $36 billion first tranche of a $550 billion U.S.–Japan strategic investment framework that...
TIP Solar Raises $179.7 Million in ABS From Residential Solar, PPA Leases
TIP Solar, backed by GoodLeap’s residential solar leases and PPAs, has issued $179.7 million in asset‑backed securities. The ABS are collateralized by 7,812 leases held by Jaguar Solar Owner 2026‑1 and structured into A‑ and B‑tranches with anticipated repayments through March 2033 and...
Armenia Faces Nuclear Dilemma, U.S. Aid Could Break Deadlock
Armenia's power is supplied by what is widely considered the least safe nuclear reactor on the planet, and it has no money to replace it. With Russia occupied in Ukraine, the country is desperately searching for a solution. On one end,...
Winter Storms Expose Solar and Wind’s Reliability Limits
When winter storms arrive, solar and wind frequently generate less than 10% of their supposed "capacity." If we tried to truly rely on solar and wind to the point of shutting down more fossil fuel plants, Americans would have routine blackouts. Do...
AI + Energy: Monster Child of Origin and Facebook – or a Smart, Decentralised Grid?
Luis Gonzalez, chief data and AI officer at Aboitiz Power, argues that the data industry will become the primary driver of the energy transition by using AI to finance and operate renewable assets. He envisions a future where computation is...
Ethiopia’s 2024 Petrol Ban Saves $5B, Fuels
Ethiopia didn’t ban petrol cars in 2024 to hug trees: Importing oil was bleeding them dry - costing over $5b/ year in precious foreign exchange From close to zero before the 2024 ban, EV sales now make up over 60% of...
ProEnergy and OpenSolar Launch Distributor Inventory Platform
ProEnergy Supply, OpenSolar partner on distributor inventory platform #energysky -- via Solar Power World: https://t.co/nIVR6ZGZhz
LanzaJet Lands $135M Financing Round
LanzaJet announced a $135 million equity financing round, valuing the company at $650 million pre‑money. The round is co‑led by International Airlines Group (IAG) and Shell, with existing investors such as Groupe ADP, LanzaTech and Mitsui also participating. Proceeds will fund the expansion...
US Solar and Wind Spending Yields No Economic Value
Even though solar and wind theoretically have value as intermittent fuel-savers, the hundreds of billions spent on them in the US so far have mostly amounted to burning other people’s money and have created no economic value whatsoever.
Discussing Good Energy Policy on a Non‑Partisan Podcast
I’ve been seeking out more non-partisan forums to share my views. Here's a non-partisan podcast I went on recently to give an overview of what I think good energy policy looks like. https://t.co/D2c1X4Z1Jj
Data Centers and Your Power Bill
Tech firms are pouring billions into energy‑intensive data centers as U.S. electricity demand climbs, prompting political scrutiny over rising utility bills. The White House has suggested that these companies finance new power‑plant capacity, while Senators Hawley and Blumenthal introduced legislation...
State Launches $50M CopperString Community Benefits Fund
Transmission “legacy:” State launches $50m CopperString community benefits fund #energysky -- via Renew Economy: https://t.co/weTwWmtyUm https://t.co/D29AYgcZJx
SPX Flat While DE Soars, Oil Breaks Out, COIN Spikes
$SPX is still stuck between 6800 and 7000. But under the surface, $DE exploded higher on earnings, $CVX and $COP broke out with crude oil, and $COIN is showing amplified volatility vs #Bitcoin. Here’s what I’m watching next: https://t.co/bQnwyKMJeh https://t.co/v7DLLL1mYC
House E15 Council Eyes More US Biofuel Quota Waivers
The House Republican‑led E15 Rural Domestic Energy Council has revised its biofuel exemption plan, raising the annual cap from 450 million to 550 million Renewable Identification Number (RIN) credits. The proposal also authorizes year‑round sales of 15% ethanol gasoline (E15) and expands...
Assessing the Future Viability of Virtual Power Plants
Will Virtual Power Plants Ever Really Be a Thing? #energysky -- via Heatmap News https://t.co/dcAFkIKHrx https://t.co/KJjvjkI94m
PV Yield Measurements Achieve 0.15% Uncertainty
Fraunhofer ISE, PTB report just 0.15% uncertainty in PV module yield measurements #energysky -- via pv magazine global: https://t.co/ciKzGySvHh https://t.co/EC74qdInx6
Base Power Enters Regulated Utility Energy Storage Market
Base Power takes first step into distributed energy storage market for regulated utilities #energysky -- via pv magazine usa: https://t.co/a4LRie1NmE
AEMC May Be Right on Fixed Network Costs
Could the AEMC be “kinda right” about fixed network costs? Late submission lobs curveball into debate #energysky -- via Renew Economy: https://t.co/M5UcGqLiiu https://t.co/EAQf6ckk0b
AI Data Centers Drain Power of 100k Homes
According to a report from the International Energy Agency, an average AI datacenter consumes as much electricity as 100,000 households. AI = HIGHER ELECTRICITY PRICES = AN AFFORDABILITY PROBLEM. https://t.co/65QNfr2y4U
Europe's Energy Storage GWh Investments Surge This Week
Gigawatt-hours of investments, tolls, optimisation and platform financing across Europe this week #energysky -- via Energy Storage News: https://t.co/ypYzZ8xa8y
A Decade of Solar Growth Celebrated by SEIA President
Solar Energy Industries Association president reflects on decade of progress #energysky -- via pv magazine usa: https://t.co/tbHnPi0r3A https://t.co/0nNhikDzH0
SALD Unveils Large‑Area Sheet‑to‑Sheet Perovskite Tool
SALD launches large area sheet-to-sheet tool for perovskite solar pilot lines #energysky -- via pv magazine global: https://t.co/1T4zFQX3n4 https://t.co/XXG8fpaR0N
US Strike Risk Adds Premium to Oil Market
Expectations of a possible US strike on Iran—currently oscillating between wait-and-see and watchful anticipation—have introduced a risk premium into an otherwise well-supplied oil market. My talk w/ @KellyCNBC @CNBCTheExchange https://t.co/XwyD5XmiRg