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:
Slippery Ions Create a Smoother Path to Blue Energy
Researchers at EPFL have coated silicon‑nitride nanopores with lipid‑bilayer lubricants, creating a thin hydration layer that dramatically reduces ion friction. This "hydration lubrication" enables ions to slip through the nanofluidic channels at unprecedented speeds while preserving selectivity. In tests mimicking seawater‑river water mixing, the membrane delivered a power density of about 15 W m⁻², roughly two to three times higher than leading polymer‑based osmotic energy devices. The work bridges high‑porosity polymer designs with precise nanofluidic engineering, pointing toward scalable blue‑energy systems.
Offset‑Dependent Clean‑Cooking Firm Fails, Warns Developing Nations
Clean cooking is a key climate solution. A company that raised $300 million and was reliant on carbon offset sales for its business model to work has gone bust. Lots of lessons for developing countries and offset sellers. https://www.bloomberg.com/news/articles/2026-02-16/clean-cooking-company-s-collapse-touches-world-bank-and-beyond
Silver-Saving Efforts Ramping up in Solar Industry, Says Heraeus
Rising silver prices, now 187 % above early‑2025 levels, are pressuring solar manufacturers as silver paste can account for up to 30 % of cell costs. Heraeus forecasts a decline in photovoltaic silver demand despite stable global installations, citing ongoing substitution efforts....

Octopus Energy Pours $1bn to US Clean Tech Market
Octopus Energy is committing just under $1 billion to California’s clean‑tech sector through its Octopus Energy Generation arm. The capital will fund two carbon‑removal firms focused on grassland restoration and reforestation, and acquire a solar‑plus‑battery project slated to operate by July...
China’s Carbon Market Expands Into Heavy Industry As USA Regresses
China’s Ministry of Ecology and Environment has extended mandatory carbon‑reporting to petrochemicals, chemicals, flat glass, copper smelting, papermaking and civil aviation, laying groundwork for future ETS inclusion. The national emissions trading system already covers power, steel, cement and aluminum—about 60‑65%...
Key Takeaways From Solaire Expo Maroc
The 14th Solaire Expo Maroc in Casablanca highlighted Morocco’s push toward an integrated renewable ecosystem, featuring electric‑vehicle pavilions and a strong Chinese presence in solar equipment. Local distributors reported a dynamic market with rising prices after China ended VAT rebates,...

EBW Warned of Faltering Gas Demand Heading Into Holiday Weekend
EBW Analytics warned that U.S. natural‑gas demand could weaken heading into the President’s Day weekend, after the front‑month NYMEX contract briefly spiked to $3.316 per MMBtu before retreating. A recent EIA report showed a 249 billion‑cubic‑foot draw, leaving storage 97 bcf below...
AM Group Challenges Tech Giants with $25 Billion Green AI Platform
AM Group, the green‑energy conglomerate behind AM Green, announced a $25 billion investment to build a 1‑gigawatt high‑performance compute hub powered entirely by renewable energy. The first two phases – 150 MW and 200 MW – will be sited in Uttar Pradesh, with 350 MW...
French Startup Launches ‘Universal’ Home Energy Management System
French startup PvPilot has launched a fourth‑generation home energy management system (HEMS) that claims universal compatibility with all major solar inverters, batteries and EV chargers. The solution, delivered via a USB‑connected relay device, measures real‑time generation and demand to orchestrate...

Aftershock Ready: Fueling New Madrid
A new MIT Humanitarian Supply Chain Lab thesis analyzes fuel distribution vulnerabilities in the New Madrid Seismic Zone (NMSZ), identifying Memphis and nearby terminals as critical bottlenecks for emergency response. Using Operational Flow Capacity (OFC) modeling, the study quantifies baseline...
NeoVolta Raises US$23 Million for Georgia Battery Pack and BESS Manufacturing Facility
San Diego‑based NeoVolta has raised roughly US$23 million to fund a joint‑venture battery‑energy‑storage system (BESS) plant in Georgia. The financing, split between a private placement and working‑capital contributions, backs the first US$7 million milestone of a three‑phase capital plan. The facility will...

Investors Bet on Oil Amid Growing Supply Threats
Oil investors bullish on proliferating supply threats Investors are increasingly bullish about the outlook for oil prices as potential risks to production and tanker traffic multiply - including threats of U.S. military action against Iran and stricter sanctions enforcement. Hedge funds and...
Planning Barriers ‘Threaten to Stall Momentum’ in UK Battery Storage Market
The UK recorded its strongest year for grid‑scale battery‑energy‑storage‑system (BESS) deployments in 2025, adding 4 GWh to reach a cumulative 12.9 GWh – a 30% year‑on‑year increase. Most of the new capacity came from large projects over 50 MW, reflecting a shift toward...

The Space Nuclear Power Bottleneck — and How to Fix It
Nuclear power is poised to transform U.S. deep‑space and lunar missions, with NASA targeting a nuclear propulsion test by 2028 and a surface fission reactor on the Moon by 2030. While reactor designs and fuel supplies are mature, the real...
Lower Power Cost for Consumers Will Be Success of AI, Renewable Energy Convergence, Says Govt Official
India’s renewable capacity now exceeds 520 GW, including about 35 GW of distributed generation, and officials say artificial intelligence will be pivotal in lowering consumer power costs. Joint Secretary JVN Subramanyam highlighted AI as a game‑changer for distributed renewables at the AI...
Refinery Petrochemical Integration, Feedstock Certainty to Define India’s Next Chemical Growth Cycle: Ramya Bharathram, MD, Thirumalai Chemicals
India’s chemical industry faces a structural shift as it seeks to move up the value chain by reducing reliance on imported feedstocks. Ramya Bharathram of Thirumalai Chemicals emphasizes refinery‑petrochemical integration, flexible cracker designs, and transparent, index‑linked pricing as keys to...
Operation Windlord Cargo Load [Image 6 of 7]
U.S. Air Force airmen from the 452nd Logistics Readiness Squadron Aerial Port Flight loaded a next‑generation nuclear reactor onto a C‑17 Globemaster III for Operation Windlord on 15 Feb 2026. The load was coordinated with the 15th Airlift Squadron and the 62nd Airlift Wing,...
Operation Windlord Cargo Load [Image 1 of 7]
U.S. Air Force airmen from the 452nd Logistics Readiness Squadron loaded a next‑generation nuclear reactor onto a C‑17 Globemaster III for Operation Windlord on Feb. 15, 2026. The aircraft, coordinated with the 15th Airlift Squadron and the 62nd Airlift Wing, flew the reactor from...

North America Drops 6 Rigs Week on Week
North America’s weekly rig count slipped by six to 773, with the U.S. remaining steady at 551 rigs and Canada falling to 222. In the United States, oil rigs decreased by three while gas rigs rose by three, shifting the...
No Question of Ethanol Inclusion in India-US Deal: ISMA’s Deepak Ballani
India’s sugar and ethanol sectors remain outside the India‑US trade talks, with ISMA Director General Deepak Ballani confirming that ethanol is explicitly excluded and sugar export quotas have been modestly raised to 20 LT for 2025‑26. He warns that the limited quota‑based...
AI Data Centers Demand Solar‑Wind Power, Not Coal
Morgan Stanley predicts a 100GW power surge in Asia from AI & data centers, by 2030 - with electricity use from data centers expected to quadruple between now and 2030, a 23% annual growth rate If governments try to feed this...

Orchestrating the Transition: Enso Group Builds the Enabling Structures for Reliable Clean Power
Enso Group has evolved from an Austrian hydropower asset manager into a "system orchestrator" that integrates technology, finance, regulation and governance to create investment‑ready renewable energy ecosystems. Its portfolio blends solar, wind, long‑duration storage, hydrogen and pumped‑hydro to deliver stable,...
How Queensland Coal Plant Waste Is Helping to Build a (Concrete) Bridge to Renewables
CS Energy, Queensland’s state‑owned generator, has incorporated fly ash from the Callide coal plant into the concrete for the new 80‑metre Yellow Creek Bridge. The bridge will carry turbine components weighing over 100 tonnes to the 285 MW Lotus Creek Wind Farm,...

Eaglestone Management: Experience Forged in Global Infrastructure Finance
Eaglestone Management’s leadership team combines deep project‑finance banking experience with hands‑on infrastructure execution. CEO Pedro Neto brings over 30 years and involvement in more than €50 billion of global projects across energy, transport and concessions. Managing Partner Nuno Gil adds 25...

Iran and US Joint Oil Investment??? Poland Wants Own Nukes—Rapid Read 16 Feb 2026
The episode examines a surge in sanctions enforcement, highlighted by the US boarding the sanctioned tanker Veronica III, and Iran’s surprising proposal for joint US investments in oil, mining and aircraft. It also covers Hungary’s request to use the Adriatic...
Delhivery Ties up with RIDEV to Deploy 150 EVs for Last-Mile Deliveries
Delhivery has partnered with electric‑mobility startup Ridev to roll out 150 high‑performance electric vehicles for last‑mile delivery across Delhi‑NCR, Bengaluru and Hyderabad. A pilot in those cities showed a 4,260 kg reduction in CO₂ emissions and more than a 50 percent drop...
Vietnam’s BESS Breakthrough: A Turning Point for Energy Storage Across ASEAN
Vietnam has enacted Circular No. 62/2025/TT‑BCT, establishing a two‑part tariff that pays battery energy storage systems (BESS) for both capacity availability and energy delivery. The new framework shifts storage from an output‑only compensation model to a dual‑revenue structure, mirroring practices in...

Idle Oil and Gas Projects Risk Losing Licenses, Bahlil Warns
Indonesia’s Energy and Mineral Resources Minister Bahlil Lahadalia warned that 301 explored oil‑and‑gas areas remain idle and could have their licences revoked if operators do not commence production. He cited the long‑stalled Masela Block, managed by Japan’s Inpex, which only...

U.S. Gas Futures Hit Four‑month Low at $3/MMBtu
U.S. GAS futures prices have retreated to the lowest for almost four months after spiking during Winter Storm Fern. Front-month futures have fallen back to just $3 per million British thermal units (the lowest since mid-October). The front month has...

Analyst Highlights Focus of IEW Event
The International Energy Week (IEW) in London highlighted the clash between geopolitics and a projected global oil surplus for 2026. SEB commodities analyst Bjarne Schieldrop warned that OPEC+ will likely trim production by roughly three million barrels per day to...

Mega Grid Batteries Cut Costs 40% and Grow 12×
We tend to think of batteries as the ones in our phones. But the real shift is happening at grid scale. Utility-scale “mega batteries” now have hundreds of millions of times the capacity of smartphone battery. Costs down ~40% since 2024 Capacity in...

AOC Accuses Shell of Decades of Climate Deception
AOC to Shell: “I’m willing to hold you accountable for lying about climate change for 30 years when you secretly knew the entire time that fossil fuels emissions would destroy our planet.” Is this the destruction she is talking about? https://t.co/ep3Xep3YHE

Solaris Energy Signs 500MW AI Data Center Power Deal
Solaris Energy Infrastructure announced a long‑term equipment‑rental agreement to provide more than 500 MW of power‑generation capacity to Hatchbo, an AI‑focused data‑center operator. The rental term begins on January 1 2027 and runs for ten years, with an option to extend for an...
IEA and OPEC Clash on Oil Outlook, Shaping 2024 Strategy
Why @IEA and @OPECSecretariat are split on what comes next for oil - and what it means for strategy this year https://t.co/FUAD5TlcG4 @TheNationalNews

AI Transforming Energy Utilities Through Optimized Operations
AI applications have the capacity to revolutionise the way we produce & consume energy Today AI is helping power utilities optimise operations like equipment maintenance & replacements, as well improving fault prevention & detection More 👉 https://t.co/j1qWzqgCEL @IEA #AI #IoT #5G #MWC26
China's Russian Oil Imports to Hit New Record in February as India Cuts Back
China’s independent refiners boosted Russian oil imports to a record roughly 2.08 million barrels per day in February, overtaking the 1.7 million bpd seen in January. The surge follows India’s sharp cutback to about 1.16 million bpd, leaving China as Moscow’s top seaborne...
Zambia Launches Africa’s First Distributed Renewable Energy Initiative
In #Zambia, @SEforALLorg in partnership with @RockefellerFdn, @EnergyAlliance and🇿🇲 are implementing a first-of-its-kind initiative in #Africa to boost productive energy access, driving electrification through distributed #renewableenergy investments. 🔗https://t.co/J4ZNT0mD8X https://t.co/jlCFsPaQAp
Oil Markets Now Price in Constant Tail‑risk
“Brent drops to $60 if Iran tension fades,” says SEB’s Bjarne Schieldrop. Sure — until the next mini-shock. That’s the point: this isn’t anomaly anymore It’s the baseline. Oil trades on recurring tail risk at the margin. https://t.co/qqfYS0QUG9 #oil #Brent #OPEC #Iran #geopolitics...

AuthID Announces Out of the Box
authID (Nasdaq: AUID) unveiled an out‑of‑the‑box biometric security platform that conforms to the Personal Identity Verification (PIV) framework for energy, water, gas and other critical utilities. The solution replaces passwords and physical tokens with live‑face verification, protecting SCADA consoles, privileged...
India Records Lowest-Ever Price for Green Hydrogen in Tender
India achieved its lowest-ever green hydrogen price, with a winning bid of ₹279 per kilogram to supply 10,000 tonnes annually to Numaligarh Refinery in Assam. The tender attracted nine bidders, reflecting growing competition as renewable energy costs and government incentives...
Trump’s New-Look EPA: The Environmental Pollution Agency
In February 2026 the Trump administration announced the rescission of the 2009 Obama‑era endangerment finding, effectively stripping the EPA of its authority to regulate greenhouse‑gas emissions. The move eliminates most federal limits on pollutants from vehicles, power plants and heavy...

Energiekontor Unleashes Revamped Oederquart Park
Energiekontor has commissioned the repowered Oederquart wind park in Lower Saxony, boosting its own capacity by roughly 17 MW and bringing its operating portfolio to about 450 MW. The upgrade replaced ten older 15 MW turbines with six Enercon E‑160 EP‑5 units, delivering...
Denmark’s Capability-Based CfD: A Bold Experiment in Offshore Wind Support
Denmark is redesigning its offshore wind support by introducing a capability‑based two‑way contract‑for‑difference (CfD) for a 2.8 GW tender after a 2024 auction failed to attract bids. Unlike traditional production‑based CfDs, compensation is calculated on the wind farm’s available active power...

New York Cancels Fifth Offshore Wind Solicitation
New York’s State Energy and Development Authority (NYSERDA) has cancelled its fifth offshore wind solicitation, ORECRFP24‑1, citing federal actions that created market uncertainty after the 2024 election. The agency said it would not enter new long‑term Offshore Renewable Energy Certificate...
Fox ESS Partners with Origin to Expand VPP Access Across Australia
Fox ESS announced a partnership with Origin Energy to integrate its home battery storage systems into Origin’s Loop virtual power plant (VPP) across Australia. The integration gives Fox ESS customers access to three Origin battery plans—Battery Lite, Battery Maximiser, and...
Bears Dominate Oil Market Narrative After Energy Week
COLUMN: In the oil market, the bears control the narrative — at least for now. (My summary after last week's International Energy Week, the oil trading industry's annual jamboree in London) @Opinion https://t.co/Y3OHEhD4k5

Arenko Expands RWE UK Hybrid Rollout
Arenko has expanded its collaboration with RWE by adding software support for three co‑located solar and battery projects in the UK, totalling 150 MW. This expansion doubles the number of Arenko‑supported RWE sites to six under a 2024 framework agreement. The...

Transocean to Acquire Valaris in $6.5 Billion Offshore Merger – Merger Arbitrage Mondays
Transocean Ltd. announced an all‑stock acquisition of Valaris Limited for $6.51 billion, offering a 31.6% premium and an exchange ratio of 15.235 Transocean shares per Valaris share. The combined entity will operate 73 rigs across ultra‑deepwater, harsh‑environment, and jackup segments, creating...
Singapore's Bunker Sales Rise on Strong Demand in Jan
Singapore’s bunker sales jumped 17% year‑on‑year to 5.23 million tonnes in January, driven by a 12% rise in vessel arrivals and strong demand for conventional marine fuels. High‑sulphur fuel oil (HSFO) reached a post‑2020 record of 2.16 million tonnes, while very‑low‑sulphur fuel...
Mechanistic Insights Into Cathode Degradation During Startup‐Shutdown of PEM Water Electrolysis and Mitigation via Semi‐Embedded Pt/CeOx
Researchers identified cathode degradation in PEM water electrolyzers during startup‑shutdown cycles, where cathode potential spikes to ~1.0 V causing carbon corrosion and Pt agglomeration. They demonstrated that commercial Pt/C suffers rapid performance loss under realistic cycling. A semi‑embedded Pt/CeOx catalyst was...