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:
Environmental Groups Sue DOE Over Approval of CP2 LNG Export Application
Environmental groups including the NRDC, Earthjustice and the Sierra Club filed a lawsuit challenging the Department of Energy’s approval of Venture Global’s Calcasieu Pass 2 (CP2) LNG export terminal in Louisiana. The suit alleges the DOE failed to assess how the project would affect domestic energy prices and ignored lifecycle greenhouse‑gas emissions. CP2 would export 20 million metric tons of LNG annually, with emissions comparable to 47 million gasoline cars or 54 coal‑fired power plants. Plaintiffs argue the approval harms public health, raises consumer costs, and entrenches fossil‑fuel reliance.
Ethiopia’s Car Import Ban Drives EV Surge
Two years ago, Ethiopia did something no other rich country has yet. It banned the import of new fossil fuel cars. In that time, the country went from less than 1% of its vehicles being electric to more than 6%...
Sierra Club & SW Detroiters Celebrate $100M Penalty, Clean Air Wins in EES Coke Ruling
A federal judge ordered DTE Energy and its subsidiary EES Coke to pay a $100 million civil penalty for Clean Air Act violations at the Zug Island coke plant, and to allocate an additional $20 million for community health projects. The ruling follows...
Nigeria’s Oil Firms Survive on $7 per Barrel as Insecurity Tames Profit
Nigeria’s indigenous oil producers are surviving on razor‑thin margins of $5‑7 per barrel despite crude prices hovering around $70. Production costs sit near $40 per barrel, but spiralling security expenses and operational losses from theft and pipeline vandalism push total...
Subsidized Renewables Force Nuclear Cycling, Raising Costs
More bad news for renewables Flooding a low-growth power system with subsidized wind & solar forces nuclear plants to cycle, not run steady. That raises wear, maintenance costs & financial stress, undermining the economics of existing reactors & making new nuclear harder...
Developer Drops Coal Country Solar and Battery Plans in Face of Mounting Local Opposition
Elgin Energy, backed by Copenhagen Infrastructure Partners, has abandoned its planned 90 MW solar farm and equal‑capacity battery storage at Mitchells Flat, NSW, after intense local opposition. The project, slated for 177,000 panels on low‑quality agricultural land, faced community pushback over...
Can Big Oil Succeed Where Diplomacy Has Failed in Libya?
Libya’s National Oil Corporation launched its first post‑Gaddafi licensing round, offering 22 offshore and onshore blocks to meet a 2 million‑barrel‑per‑day production target by 2028. U.S. super‑major Chevron secured Contract Area 106 in the Sirte Basin, marking its return after a 16‑year...
Iran Opts for Limited Concessions, Postpones Real Deal Until Post‑midterms
Tehran will trade limited, face-saving concessions because it thinks it can survive bombs better than it can survive a domestic revolt. There will be a “bridge deal” that kicks the can. The real deal comes after US mid-term elections.' https://t.co/8UhDWkB5al #Iran #Israel #US #MiddleEast...
Varta Launches AI-Powered Residential Battery System
Varta unveils residential battery with AI-driven energy management #energysky -- via pv magazine global: https://t.co/wUB2FFX3Ky
CVR Energy Inc (CVI) Q4 2025 Earnings Call Transcript
CVR Energy reported a Q4 2025 net loss of $10 million and EBITDA of $20 million, with full‑year EBITDA of $211 million. Ammonia plant utilization fell to 64% due to a Coffeyville turnaround and air‑separation unit issues, while UAN and ammonia prices rose...
Caterpillar VC Funds ElevenEs' 1GWh LFP Factory in Serbia
Caterpillar VC backs startup ElevenEs as it builds 1GWh LFP cell factory in Serbia #energysky -- via Energy Storage News: https://t.co/lb6SNWjg1K
Energy Vault Locks 1.5 GWh Sodium‑ion Supply for AI
Energy Vault secures 1.5 GWh sodium-ion supply for AI #energysky -- via pv magazine global: https://t.co/GWREdYVRjt https://t.co/vzy2INY2hB
ONE Gas Inc (OGS) Q4 2025 Earnings Call Transcript
ONE Gas reported a full‑year 2025 net income of $264 million and adjusted net income of $271 million, delivering $4.37 GAAP EPS and $4.48 adjusted EPS. The company introduced a non‑GAAP adjustment to reflect the impact of Texas House Bill 4384, which...
Ohio Gas Plant Price Tag Hits $33 Billion
A gas-fired power plant in Ohio costing $33 billion? I need help here >>> any details?
KNESS, Hithium Secure
KNESS and Hithium enter 2GWh Ukraine partnership, c.700MWh progressed elsewhere in Finland, Estonia and Southeast Europe #energysky -- via Energy Storage News: https://t.co/tD2KIJSygn
Occidental Petroleum Corp (OXY) Q4 2025 Earnings Call Transcript
ConocoPhillips posted Q4 2025 production of 2.32 million barrels of oil equivalent per day, matching guidance, and generated $1.02 adjusted earnings per share. Operating cash flow reached $4.3 billion while capital spending was $3 billion, leading to $9 billion returned to shareholders—45% of cash...
New ROI Models Challenge Traditional Solar Efficiency Assumptions
Rethinking solar and storage ROI: Beyond old efficiency assumptions #energysky -- via pv magazine usa: https://t.co/Q0dEuzcdle https://t.co/H10BfEMpva
U.S. Oil Production Holds Steady Despite Falling Prices
U.S. OIL PRODUCTION has defied expectations for a rapid and significant slowdown in response to lower prices: https://t.co/fMfoyip69Z
Russia’s Offer to Build a Small Nuclear Reactor in Kyrgyzstan and Its Implications
In late 2025 President Vladimir Putin announced Russia’s willingness to build a small modular reactor (SMR) in Kyrgyzstan, aiming to address the country’s chronic electricity shortages. Kyrgyzstan relies on over 90% hydropower, making its grid vulnerable to droughts and aging...
Diversity Redefines Energy Storage Industry Expectations
‘Greater diversity reshapes expectations’: Women in Energy Storage Network on strengthening and empowering an inclusive industry #energysky -- via Energy Storage News: https://t.co/eoP6Ctpo42
Data Centers Misjudge Training Vs. Inference Power Needs
The dumbest thing is that the data center companies are combining the need for training and inference and assuming that all it needs to be in 1,000MW increments. They don't. Here are some estimates...
Texas Pacific Land Corp (TPL) Q4 2025 Earnings Call Transcript
Texas Pacific Land Corp reported record fourth‑quarter 2025 results, with oil and gas royalty production rising 23% year‑over‑year and water sales surpassing 1 million barrels per day, up 36%. Full‑year free cash flow hit a record $498 million, an 8% increase, while...
Japan Commits $36B to U.S. Energy, Led by SoftBank
Japan plans to invest $36 billion in US oil, gas and critical mineral projects 🇯🇵 🤝 🇺🇸 The most significant piece is a 9.2GW gas-fired power plant in Ohio. The investment will be led by SoftBank https://t.co/5io8koo0jd
American States Water Co (AWR) Q4 2025 Earnings Call Transcript
American States Water Company reported GAAP earnings per share of $0.87 for Q2 2025, a $0.02 increase year‑over‑year, driven by newly approved water and electric rates. The water segment posted EPS of $0.73 and the electric segment $0.03, while operating...
American Water Works Co Inc (AWK) Q4 2025 Earnings Call Transcript
American Water reported adjusted earnings of $5.64 per share for 2025, an 8.9% increase year‑over‑year, and affirmed 2026 EPS guidance of $6.02‑$6.12. The utility deployed roughly $3.2 billion in capital projects, emphasizing pipe replacement, treatment upgrades, PFAS remediation, lead line removal...
Western Midstream Partners LP (WES) Q4 2025 Earnings Call Transcript
Western Midstream Partners highlighted a disciplined capital strategy, cutting 2026 capex to $150 million—a 40% drop from 2025—and targeting under $75 million in 2027‑28. The company underscored that roughly 95% of 2026 revenue is shielded by minimum volume commitments, delivering predictable cash...
Nanoengineering of Non-Aqueous Liquid Electrolyte Solutions for Future Lithium Metal Batteries
Researchers are applying nanoengineering principles to design non‑aqueous liquid electrolytes that reshape solvation structures for lithium‑metal batteries. By manipulating solvent‑salt interactions and creating localized high‑concentration environments, the new formulations achieve Coulombic efficiencies above 99.9% and enable fast‑charging at high voltages....
OGE Energy Corp (OGE) Q4 2025 Earnings Call Transcript
OGE Energy Corp reported 2025 consolidated earnings per share of $2.32, hitting the top of its guidance range, and set 2026 EPS guidance at $2.43 with a 5‑7% long‑term growth target. Net income rose to $471 million, while the company announced...
HF Sinclair Corp (DINO) Q4 2025 Earnings Call Transcript
HF Sinclair reported record adjusted EBITDA of $564 million in Q4 2025 and $2.3 billion for the full year, driven by higher refinery margins and EPA RINs waivers. The company achieved an all‑time throughput of 652,000 bpd while cutting operating costs to $7.67 per...
Stockland Achieves Net Zero Scope 1 and 2 Emissions – Here’s How
Stockland announced it has achieved net‑zero Scope 1 and 2 emissions across its entire portfolio by deploying rooftop solar on more than 50 buildings and retiring a modest amount of nature‑based carbon credits. The initiative installed 75,000 panels, delivering up to 45 MW...
China's Solar Industry Braces for Disruption
China’s photovoltaic manufacturing capacity has surged past 1,100 GW annually, roughly twice the world’s current demand of 580 GW. The glut has driven panel prices down and intensified competition among predominantly private firms. Overcapacity is now triggering a wave of bankruptcies and...
Majors' 'Cash Cow' Model Starts to Show Limits
Western oil majors continue to benefit from Brent prices above $60 per barrel, yet a deep‑seated surplus is dampening market optimism. Preliminary 2025 results show that the capital spending commitments made during the 2021‑22 post‑COVID recovery are already under strain,...
Waymo Looking to Buy 50,000 Hyundai Ioniq 5 Robotaxis for $2.5 Billion
Waymo is reportedly negotiating to purchase 50,000 Hyundai Ioniq 5 electric vehicles for roughly $2.5 billion, aiming to expand its robotaxi fleet. The cars would arrive without Waymo’s lidar, radar and computing suite, implying a post‑delivery sensor retrofit. At an estimated $50,000-plus...
Ovintiv to Divest Anadarko Assets for $3 Billion
Ovintiv announced a $3 billion cash sale of its Anadarko holdings in Oklahoma, encompassing roughly 360,000 net acres across the SCOOP and STACK plays. The divestiture, slated to close in Q2 2026, follows the company’s recent $2.7 billion acquisition of NuVista Energy,...
Gas and LNG Markets, Feb. 17, 2026
The Energy Intelligence roundup shows European LNG prices falling to two‑month lows as a global supply surge pressures the market. Analysts argue that low‑cost contracts and expanded regasification capacity are crucial for price‑sensitive emerging economies to absorb the influx. At...
Sandawana Production to More Than Double as Mutapa Energy Unveils US$250 Million Concentrator, US$36 Million Infrastructure Drive
Mutapa Energy’s Sandawana lithium mine will more than double its concentrate output to 162,000 tonnes in FY2026, a 122% increase over the prior year. The company has secured US$250 million to build a new concentrator plant, with construction slated to start...
Non-Opec-Plus: Flows Poised to Change as Output Grows
In 2026 non‑OPEC‑plus producers are expanding output, prompting a fresh reshuffle of global crude flows. The United States is set to import more Venezuelan oil, freeing domestic barrels for export. India, under pressure to curb Russian supplies, is turning to...
Canada’s Electrification Lag Threatens Future Competitiveness
Canada Lags in Electrifying Economy. Competitiveness Problem Looming? Rachel Doran @cleanenergycan discusses electrification, efficiency, and improving affordability for Canadians. #cdnpoli https://youtu.be/IThgTJPe8kM
FXU: Utilities Dashboard For February
The February utilities dashboard shows water utilities trading about 15 % below their 11‑year average, while electric and multi‑utility firms are roughly 17 % overvalued. First Trust Utilities AlphaDEX Fund (FXU) has outperformed the sector benchmark XLU, yet the Invesco S&P 500...
AMLP: Attractive 8% Dividend Yield But With Limited Price Appreciation
The Alerian MLP ETF (AMLP) offers an approximately 8 % distribution yield, boosted by a recent $1 quarterly dividend increase. Its portfolio concentrates heavily, with the six largest mid‑stream MLP holdings accounting for over 75 % of assets due to a 12 %...
COF Scaffold Membrane with Gate‑lane Nanostructure for Efficient Li+/Mg2+ Separation
Researchers from Tianjin University, NUS and Sichuan University unveiled a covalent‑organic‑framework (COF) scaffold membrane featuring a gate‑lane nanostructure that simultaneously achieves record‑high Li⁺/Mg²⁺ selectivity (231.9) and high Li⁺ flux (11.5 L m⁻² h⁻¹ bar⁻¹). The membrane’s positively charged gating layer rejects Mg²⁺ while an...
MXene Nanomaterials Enter a New Dimension Multilayer Nanomaterial: MXene Flakes Created at Drexel University Show New Promise as 1D Scrolls
Researchers at Drexel University have developed a scalable method to roll two‑dimensional MXene flakes into one‑dimensional nanoscrolls, creating tubular structures up to ten thousand times thinner than a water pipe. The technique reliably produces 10 grams of scrolls across six MXene...
Decoding Hydrogen‑bond Network of Electrolyte for Cryogenic Durable Aqueous Zinc‑ion Batteries
Researchers at Southern University of Science and Technology and partners introduced a dual‑additive electrolyte—glycerol and methylsulfonamide—that reconfigures the hydrogen‑bond network of aqueous zinc‑ion batteries. The reformulated solvation shell suppresses dendrite formation, hydrogen‑evolution corrosion, and freezes the electrolyte down to –45 °C....
Dar
This is consistent with all the chatter about the RVOs lately. Darling Ingredients CEO last week gave a range for BBD RVO of 5.25 - 5.6 billion physical gallons. Appears that half-RIN is dead and the compromise...
Hybrid3D Prints Custom-Shaped Batteries for Drones, Smart Glasses
The Hybrid3D can 3D print batteries that can fill irregular shapes, like the wing of a drone or the arm of smart glasses. https://spectrum.ieee.org/3d-printed-batteries
Include Land Preservation Costs in Agrivoltaics LCOE
Scientists say land-preservation costs should be factored into agrivoltaics’ LCOE calculations #energysky -- via pv magazine global: https://t.co/jjFYEDWdIc https://t.co/bRlOQUhcvn
BHP Gains From Energy Transition, Decarbonisation Remains Low
Energy transition delivers fresh growth for BHP, but decarbonisation stays on the back-burner #energysky -- via Renew Economy: https://t.co/o3W8hMqdy5 https://t.co/QgGiAOULsE
Google Secures 150 MW Geothermal Power via Nevada Clean Tariff
Google signs 150 MW deal via NV Energy Clean Transition Tariff for a portfolio of new geothermal projects to be developed by Ormat https://t.co/7hsKR2PAsk #BYONCE (bring your own new clean electricity)
Rising Demand Meets Intermittent Solar, Threatening Power Reliability
US electricity demand is rising quickly—and it can only be met with 24/7 reliable power. And yet most of the added electricity "capacity" in 2025 came from intermittent solar. If this continues, electricity prices will continue to rise due to reliable power...
NY Cancels Fifth Offshore Wind Solicitation
New York Abandons Its Fifth Offshore Wind Solicitation #energysky -- via Heatmap News https://t.co/94dqzywhHT https://t.co/NKpJrB5rTK