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:
EnergyX Enters US Manufacturing Phase
EnergyX has launched one of North America’s largest roll‑to‑roll ion‑exchange membrane production lines at its Austin, Texas facility, delivering up to 500,000 square meters of membranes per year. The new plant enables in‑house manufacturing of the core component for its GET‑Lit lithium separation technology, cutting reliance on overseas suppliers and shortening lead times. By internalizing membrane production, EnergyX expands its reach into high‑growth clean‑energy markets such as desalination, carbon capture, and advanced industrial manufacturing. Deliveries of the first commercial membranes are slated for Q1 2026, with the broader market projected at $7.5 billion by 2035.
Anti‑fossil Policies Raise Electricity Costs Despite Cheap Gas
The number one source of electricity on the grid is natural gas. Its price has fallen since 2010. Meanwhile, electricity prices have gone up significantly. This shouldn't happen. This is the direct result of anti-fossil-fuel policies based on the dangerous and false belief that...
U.S. Refiners Accuse Trump‑linked Scheme in Venezuelan Oil
U.S. refiners want to cut out traders & Chevron from Venezuelan crude purchases. They see the Trump setup as a RIP OFF Barrels now must move thru an elite club of approved middle men. Want to bet there's a grift component flowing to...
County Prosecutors Probing Whether Edison Should Be Criminally Charged for Eaton Fire
Los Angeles County prosecutors are examining whether Southern California Edison (SCE) bears criminal responsibility for the Eaton wildfire that killed 19 people and razed much of Altadena. Edison’s CEO cited a century‑old, idle transmission line that may have re‑energized and...
Australia Adds 4.9 GWh Batteries in 2025, Equalling 2017
Australia commissions 4.9GWh of grid-scale batteries in 2025, matching entire 2017-2024 output #energysky -- via Energy Storage News: https://t.co/xEhWE79UGs
Valaris Ltd (VAL) Q4 2025 Earnings Call Transcript
Valaris reported Q2 2019 adjusted EBITDA of $59 million, well above the $35 million forecast, driven by strong utilization and disciplined expense management. The company marked the 100‑day integration milestone, completing over half of its merger tasks, including a major ERP conversion...
Evergy Inc (EVRG) Q4 2025 Earnings Call Transcript
Evergy reported third‑quarter adjusted EPS of $2.03, a modest year‑over‑year rise, while narrowing its 2025 adjusted EPS outlook to $3.92‑$4.02 due to below‑normal cooling degree days. The utility unveiled a $17.5 billion capital plan through 2029 aimed at grid modernization and...
TechnipFMC PLC (FTI) Q4 2025 Earnings Call Transcript
TechnipFMC reported full‑year 2025 revenue of $9.9 billion, up 9%, and adjusted EBITDA of $1.8 billion, a 33% increase driven by strong operating leverage. The Subsea segment generated $10.1 billion of inbound orders, with more than 80% awarded on a direct basis through...
CenterPoint Energy Inc (CNP) Q4 2025 Earnings Call Transcript
CenterPoint Energy reported a 9% rise in both non‑GAAP earnings per share and dividend payouts for 2025, posting $0.45 non‑GAAP EPS in Q4 and $1.76 for the full year. Management reaffirmed 2026 non‑GAAP EPS guidance at $1.89‑$1.91 and highlighted a...
Expro Group Holdings NV (XPRO) Q4 2025 Earnings Call Transcript
Expro Group reported $1.6 billion in 2025 revenue, matching the low end of its guidance, and generated $353 million of adjusted EBITDA, delivering a 22% margin that edges closer to its 25% long‑term target. Adjusted free cash flow more than doubled year‑over‑year...
Forum Energy Technologies Inc (FET) Q4 2025 Earnings Call Transcript
Forum Energy Technologies (FET) posted Q4 2025 revenue of $202 million, up 3% sequentially, and adjusted EBITDA of $23 million, both at the high end of guidance. International sales surged 78% quarter‑over‑quarter, pushing the backlog to an eleven‑year high, up 46% year‑to‑date....
DT Midstream Inc (DTM) Q4 2025 Earnings Call Transcript
DT Midstream reported 2025 adjusted EBITDA of $1.138 billion, a 17% increase driven by a 27% surge in its Pipeline segment after the Midwest Pipeline acquisition. The company declared a quarterly dividend of $0.88 per share, up 7.3%, and achieved investment‑grade...
Alliant Energy Corp (LNT) Q4 2025 Earnings Call Transcript
Alliant Energy reported a $0.18 increase in ongoing EPS for 2025, delivering 6% growth that exceeds the midpoint of its guidance and continues a decade‑long 6.3% compound EPS trajectory. The utility raised its dividend for the 22nd consecutive year while...
Quanta Services Inc (PWR) Q4 2025 Earnings Call Transcript
Quanta Services reported a record full‑year 2025 revenue of $28.5 billion, up 20% year‑over‑year, and posted all‑time highs in adjusted EBITDA, EPS, cash flow and free cash flow. The company ended the year with a $44 billion backlog, the strongest ever, driven...
Targa Resources Corp (TRGP) Q4 2025 Earnings Call Transcript
Targa Resources reported record Q4 2025 results, with Permian gathering volumes averaging 6.65 billion cubic feet per day, a 10% year‑over‑year increase, and NGL transportation hitting a record 1.05 million barrels per day. Adjusted EBITDA rose to $4.96 billion for the full year,...
E.P.A. Plans to Loosen Mercury Rules for Coal Plants, Documents Show
The Environmental Protection Agency is set to loosen federal mercury limits for coal‑burning power plants, permitting higher emissions of the neurotoxic metal. Agency officials argue the change will cut "unwarranted costs" for utilities, estimating up to $670 million in savings between...
Winter Storm Leaves Solar Power Completely Ineffective
As badly as wind performed during recent winter weather, solar performed far, far worse. As often happens during winter storms, solar was mostly or totally useless during the times of highest demand (evening and early morning). In Florida, which was hit later...
High‑Voltage DC Cuts AI Data Center Costs
High-voltage DC design targets AI data center costs #energysky -- via pv magazine global: https://t.co/xe594PCmhP
Driving Discussions: The Gasoline Glut - Markets Out of Balance
The episode analyzes the unexpected surge in global gasoline demand and price spreads in late 2025, attributing it to tight refinery capacity in Asia and the Middle East and seasonal factors. It examines how rising EV adoption, evolving blending mandates,...
Solid‑state Batteries Outshine Li‑ion, Na‑ion Safety
Comparing safety profiles of lithium-ion, sodium-ion and solid-state batteries #energysky -- via pv magazine global: https://t.co/2EDdejzvGR
Utah ‘Gigasite’ Data Center Contemplates Solar-Storage Baseload Addition
Zeo Energy Corp. has signed a non‑binding MOU with Creekstone Energy to evaluate a 280 MW solar‑plus‑storage system for the Delta Gigasite data‑center campus in Utah. The study will focus on photovoltaic generation paired with long‑duration thermal, chemical or electrochemical storage,...
Fortescue's Repeating Solar Tracker Model Boosts Pilbara Innovation
“Tracker, panel, rinse, repeat:” How Fortescue is driving solar innovation in the Pilbara #energysky -- via Renew Economy: https://t.co/t0Jovxaw7c https://t.co/NwSYabiAHC
Quinbrook Activates 619 MWh Supernode BESS in Queensland
Quinbrook powers up 619MWh Supernode Stage One BESS in Queensland, Australia #energysky -- via Energy Storage News: https://t.co/ImIlFzLmCY
Golden Pass LNG Activity Normalizes; Permian Lateral Cleared to Proceed
Golden Pass LNG’s gas nominations have settled back to average levels after a brief surge, now hovering around 1.5% of the terminal’s capacity. The project received approval to construct a 1.1‑mile, 42‑inch lateral linking the facility to the Permian Basin,...
India Navy Seizes Shadow Fleet, Triggering Domino Effect
India's navy has begun seizing shadow fleet tankers in its exclusive economic zone. As I've said in other videos covering the shadow fleet, once the first domino falls...the rest will quickly follow. #crudeoil #crude #india #geopolitics https://t.co/IVVPGp8cQ7
Farmland Protection Concerns Stall Renewable Energy Projects
Fear of farmland loss slows solar and wind development #energysky -- via Canary Media: https://t.co/wVWoSEYkxG
FirstEnergy Subsidiaries Select Site for New 1.2 GW Natural Gas Plant in West Virginia
FirstEnergy subsidiaries have identified a West Virginia site for a 1.2 GW natural‑gas power plant, adding to a wave of large‑scale energy projects highlighted this week. Parallel announcements include a 9.2 GW Ohio gas mega‑plant tied to a U.S.–Japan $550 B investment pledge,...
INL Enlists NVIDIA on ‘PROMETHEUS’ AI Effort to Halve Nuclear Deployment Timelines Under DOE Genesis Mission
Idaho National Laboratory has teamed with NVIDIA to launch PROMETHEUS, an AI‑driven autonomous reactor demonstration under the DOE Genesis Mission. The partnership targets a 50% reduction in nuclear deployment timelines and multi‑billion‑dollar cost savings by embedding AI across design, licensing,...
Google Teams Up with CTC Global for Grid Intelligence
Google Cloud and Alphabet’s moonshot project Tapestry have deepened their partnership with CTC Global to launch GridVista, an observability platform that embeds optical‑fiber sensors in transmission conductors. The system delivers real‑time strain, temperature and vibration data, feeding it into Google...
Balcony Solar in the UK
Plug‑in or balcony solar lets households connect small PV arrays directly to a wall socket, bypassing traditional wiring and electrician costs. The UK currently bans this approach, unlike 25 of 27 EU states that have deregulated it after safety certifications....
The Energy Transition Has a Price
Ernest Scheyder’s book *The War Below* chronicles the hidden battle over lithium, copper and other critical minerals needed for the global energy transition. The author travels from Nevada to Bolivia, interviewing miners, activists, investors and Indigenous communities to illustrate the...
Solar Needs High‑resolution Data to Curb Weather‑related Curtailments
Solar needs ‘high-resolution data’ to manage weather and grid curtailments, says expert #energysky -- via pv-tech: https://t.co/WT0iWKJmc7
Solar and Wind Capacity Is an Illusion, Storm Proves
For solar and wind, “capacity” is the maximum potential electricity it can generate when there are perfect weather conditions. Storm Fern showed how in real-world conditions, solar and wind’s “capacity” is an illusion.
ECL Targets AI Data Centers with Fuel-Agnostic Power Platform
ECL unveiled FlexGrid, a power‑agnostic platform that lets modular data centers draw electricity from hydrogen, natural gas, renewables or diesel. The system is designed for AI training and inferencing workloads, allowing operators to start with modest 2‑10 MW grid connections and...
Brazil Finalizes Battery Auction Rules, 20 GW Ready
Brazil reserve battery auction rules near finalization with 20 GW lined up #energysky -- via pv magazine global: https://t.co/tJ8et2sYH3
Chris Wright Threatens to Quit Global Energy Watchdog
Chris Wright Threatens to Withdraw from Global Energy Watchdog #energysky -- via Heatmap News https://t.co/8MEj9rfplc https://t.co/TYy0FLuuf8
TC Energy Forecasts Natural Gas Demand Surge Equivalent to Entire European Market
TC Energy projects North American natural‑gas demand will rise by 45 Bcf/d by 2035, a volume comparable to the entire European market. The surge is attributed to accelerating LNG exports, expanding power‑generation capacity, and heightened reliability requirements for distribution utilities. Midwest...
Philippines Launches World's Largest Solar‑battery Hybrid Plant
World’s largest solar-battery hybrid project powers up in the Philippines #energysky -- via Renew Economy: https://t.co/ApvTRwFUhX https://t.co/LFEa9eVMSQ
IEA Shifts Priorities to Security, Clean Energy, Affordability
IEA executive director Fatih Birol proposes focusing the agency's work in three areas during the next few years: 1) energy security -- "first and foremost" mission 2) new energy uptake (wind, solar, geothermal, nuclear) 3) afordability of energy "IEA 3.0" may well be...
CMA CGM Inks Order for Six Dual-Fuel LNG Ships with India Yard
CMA CGM has placed an order with India’s Cochin Shipyard for six 1,700‑TEU dual‑fuel LNG container vessels. The deal was announced during a New Delhi visit that also included a pledge to recruit an additional 1,500 seafarers, bringing the total Indian crew...
Large Battery Begins Commercial Run Beside Unreliable Queensland Coal Plant
New big battery kicks off commercial operations next to outage-prone Queensland coal plant #energysky -- via Renew Economy: https://t.co/Boj0IYDx6P https://t.co/8NeEaPuvqv
Italy Cuts Carbon Charge on Electricity, Rattles Markets
Italy’s plan to strip carbon cost from power bills jolts markets https://t.co/RZ9Dw7uUKq via @E_Krukowska @Al_Brambilla https://t.co/aVgbxP1Rxm
India Takes on the Shadow Fleet (Bonus Video)
India's navy has begun seizing shadow‑fleet oil tankers within its exclusive economic zone, capturing three vessels since early February. The shadow fleet, a network of roughly 1,000 de‑commissioned tankers, moves 3‑4 million barrels of sanctioned crude daily from Russia, Iran...
Oil's High Risk Premium Clashes With Market Near-Highs
Oil has a big risk premium in it in terms of vol and skew. Meanwhile SPUs, IWM, VXUS all near ATHs Feels like a tense contradiction. https://t.co/6lmCdFZUnm
Markets Mirror Trump’s Shifting Policy Narratives
You just have to respect markets and the games they play Trump first term: Public is all about long Energy, short Solar.... Solar stocks go on an epic run Trump 2nd term: Tariffs going to crush International economies.... International stocks just thrashing...
Caturus Energy Advances LNG Business Through $950-Million Asset Deal with SM Energy
Caturus Energy announced a $950 million purchase of SM Energy’s Galvan Ranch assets, adding about 61,000 net acres and 250 MMcfed of daily gas production in Webb County, Texas. The acquisition lifts Caturus’s pro‑forma net output to roughly 950 MMcfed across 275,000 acres,...
IEA Ministerial Unites 50 Nations on Energy Security
Delighted to bring together over 50 countries at the #IEAMinisterial in Paris to discuss major issues of energy security, access, affordability & sustainability Thank you to the Ministers for the rich discussions, confirming the IEA is at the heart of the...
Chevron Boosts Permian Output 67% with Fewer Rigs
"Chevron in 2019 ran 21 rigs and five frack crews in the Permian. This year it anticipates it will need only six rigs and two frack crews to produce about 67% more oil-and-gas in the region than seven years ago."...
Luxembourg Launches New Tender for C&I Solar
Luxembourg’s Ministry of the Economy has opened a €3 million tender to fund commercial and industrial solar projects between 30 kW and 200 kW. Applications are accepted until April 17 and are split into three lots covering rooftop, façade and car‑port installations. Projects that...
First Gen Powers Lyceum Satellite Campuses
First Gen Corp. will supply over 1,150 kW of geothermal electricity to Lyceum of the Philippines University’s satellite campuses in Batangas and Laguna. The deal, enabled by the retail aggregation program, lets the campuses pool demand to meet the 500‑kW threshold...