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:
Anonymous Donor Helps Philadelphia Habitat for Humanity Homes Go Solar Solar Power World’s Projects of Impact.
Solar Power World’s first “Projects of Impact” highlights a 17.6 kW solar installation on five Habitat for Humanity homes in Philadelphia’s historic Strawberry Mansion neighborhood. The project, funded by an anonymous donor, was built by Exact Solar in partnership with Habitat homeowners who provided sweat‑equity during construction. Historic zoning required painted conduit and concealed equipment, which the installer addressed with mesh covers. Each system, using VSUN 400‑W modules and Enphase IQ8 microinverters, is projected to save homeowners more than $40,000 over its lifespan, roughly $1,000 annually.
VinFast Is Refocusing on Asia, Planning to Sell 300,000 Vehicles
VinFast is abandoning its U.S. and Canadian rollout and refocusing on Asia, aiming to sell 300,000 vehicles annually by 2026. The company posted over $3 billion in net losses, with U.S. sales never rising above a few hundred units per year....
Banks Poured $429B Into Steel; Capital Isn’t the Hurdle
"Between 2016 and mid-2023, 354 banks provided $429 billion to the 100 biggest steel producers, suggesting that finding capital isn’t the main challenge." https://www.bloomberg.com/news/articles/2026-02-11/banks-backing-green-steel-fund-false-solutions-report-says
Kremlin Says Russia Will Seek Clarification From US on Venezuela Oil Restrictions
The U.S. Treasury issued a general license for Venezuelan oil and gas exploration that explicitly excludes Russian and Chinese entities, tightening restrictions on Moscow’s energy interests. Kremlin spokesman Dmitry Peskov said Russia will seek clarification from Washington to protect its substantial...
Mild Chinese Winter Cuts Heating Demand by up to 6%
CHINA’s winter has been relatively mild so far, limiting gas consumption and imports. Heating demand in the North China metro-region including Beijing, Tianjin and Hebei (home to 109 million people and accounting for 9% of GDP) has been about 2%...
Ore Energy Pilots 100-Hour Iron-Air BESS at EDF Lab in France
Ore Energy completed Europe’s first 100‑hour iron‑air long‑duration energy storage pilot at EDF Lab les Renardières, demonstrating multi‑day grid‑connected operation. The test, part of the EU‑backed StoRIES program, ran for several months under varied load profiles and seasonal conditions, moving...
European Energy Wins 116MW UK Solar CFDs
European Energy secured Contracts for Difference for three solar farms in the UK, totaling 116 MWp, at a strike price of £65.23 /MWh. The projects—Church Farm, Manor Farm and Old Hall Farm—were awarded in Allocation Round 7a, which delivered 14.7 GW of clean power...
AI, Defence and Energy Transition to Drive India’s Next Capex Wave: Chetan Ahya
Morgan Stanley’s Chetan Ahya says India is entering a new capex wave driven by a global industrial cycle revival, stronger non‑tech exports, and three structural trends: AI‑related infrastructure, higher defence spending, and the energy‑transition push. He notes that the Indian...
Andhra Pradesh Chief Secretary Directs Power Utilities to Ensure Uninterrupted Supply During Summer
Andhra Pradesh chief secretary K Vijayanand ordered power utilities to guarantee uninterrupted, 24 × 7 electricity during the upcoming summer. He emphasized rapid commissioning of the Polavaram Hydel Power Project, with the first seven 80‑MW units slated for July 2027, delivering 960 MW of clean...
Ørsted Takes Delivery of First Hornsea 3 Monopiles
Ørsted has received the first six monopiles for the Hornsea 3 offshore wind project at Teesside, marking the start of on‑site works for what will become the world’s largest offshore wind farm. The steel foundations, supplied by Haizea, weigh about 1,670 tonnes...
TotalEnergies Cuts Buybacks as Low Oil, Gas Prices Weigh on Profits
TotalEnergies announced a 62% reduction in its Q1 share buyback, lowering the program to $750 million after a fourth‑quarter adjusted net income of $3.8 billion fell 13% year‑on‑year. The cut reflects weaker oil and gas prices that offset a 215% surge in...
HERC for Modernisation, Efficiency in Power Distribution System
Haryana Electricity Regulatory Commission (HERC) is pushing for modernisation and efficiency in the state’s power distribution network, urging companies to cut AT&C losses and boost consumer satisfaction. At a public hearing, Chairman Nand Lal Sharma highlighted the need for network...
Will Move Tribunal Against MERC Tariff Order: Expert
MSEDCL has petitioned the Maharashtra Electricity Regulatory Commission (MERC) to review its multi‑year tariff, prompting a public hearing that drew industry, consumer and expert criticism. Participants warned that the proposed tariff could lift electricity costs by 25‑30%, endangering MSME profitability...
Haugland and Watson Terminal Services Ink NY Pact
Haugland Group and Waterson Terminal Services have signed a memorandum of understanding to develop New York ports for offshore wind projects. The deal merges Haugland’s marine construction, infrastructure, and logistics expertise with WTS’s terminal operations and cargo handling capabilities. Announced at...
An FTA No One Is Talking About Can Give India a Strategic Edge
The India‑Chile free trade negotiations are moving toward a Comprehensive Economic Partnership Agreement that explicitly includes critical minerals such as lithium, copper, and cobalt. Chile’s abundant reserves could supply India’s “Make in India” and clean‑energy ambitions, while recent moves by...
BMW and Eon Cooperate on V2G: BMW and Eon Launch First Commercial Vehicle-to-Grid Offering in Germany
BMW Group and energy provider Eon have introduced Germany’s first commercial vehicle‑to‑grid (V2G) offering for private customers. The package includes a bidirectional Wallbox Professional, a dedicated V2G electricity tariff, and a smart meter, initially targeting BMW’s Neue Klasse models such...
Korean Power Player Takes Stake in 390MW Sinan Ui
Korea Midland Power has committed €890 million to acquire a 96.1 million‑share stake in the 390 MW Sinan Ui offshore wind farm off South Jeolla Province. The project, part of a €1.9 billion development, targets commercial operation by February 2029 and will supply power to roughly...
Polaris Deploys over 1 Million Smart Metres Under RDSS
Polaris Smart Metering announced the deployment of more than one million smart meters across India under the government’s Revamped Distribution Sector Scheme (RDSS). The rollout enhances billing accuracy, reduces AT&C losses, and provides granular data for grid operators to manage...
India’s Solar Boom Hits Module Glut, Upstream Gaps Persist: Report
India's solar module capacity has surged to about 144 GW and is projected to reach 180 GW by FY30. However, upstream segments lag, with cell capacity stuck near 23.4 GW, creating a supply‑demand mismatch as installations are expected at only 45‑50 GW annually. The...
State-Run Parli Thermal Power Station Ordered to Stop Operation of 2 Units over Pollution
The Central Pollution Control Board (CPCB) has ordered the immediate shutdown of units 6 and 8 at Maharashtra’s Parli Thermal Power Station after repeated violations. The plant failed to install required online emission monitoring, operated with expired consent, and recorded particulate matter...
2026 Nissan Rogue Plug-In Hybrid Pricing Starts at $45,990
Nissan unveiled the 2026 Rogue Plug‑in Hybrid with a starting MSRP of $45,990 for the SL trim and $49,990 for the Platinum, marking the automaker’s first U.S. plug‑in hybrid. The model delivers an estimated 38 miles of electric‑only driving, a...
Sierra Club Appeals EPA Approval of South Carolina’s Do-Nothing Pollution Plan
The Sierra Club has filed an appeal against the EPA’s approval of South Carolina’s regional haze plan, which it says does nothing to curb air pollution affecting national parks and wilderness areas. The state’s plan exempts 19 industrial facilities, including...
Tennessee Valley Authority Goes Back on Commitment to Retire Dirty Coal Plants
The Tennessee Valley Authority announced it will keep the Kingston and Cumberland coal plants operating, overturning its earlier pledge to retire the facilities. The reversal was documented in supplemental environmental impact statements posted without public notice or comment. TVA cites...
Trump Admin To Make Climate Denialism US National Policy
The Trump administration announced it will finalize a rule revoking the EPA’s 2009 greenhouse‑gas endangerment finding under the Clean Air Act. The move would strip the agency of authority to regulate emissions from vehicles and, by extension, power plants. Environmental...
Trump's Choice on Iran Deal Drives Oil Risk Premium
A high-stakes meeting indeed. If Trump yields to Netanyahu's demand to push for a comprehensive deal covering Iran's ballistic missiles programme and support for regional proxies, possible outcomes: -- Drawn-out negotiations under the looming shadow of military action -- Higher chances of a...
Europe Trades Russian Gas for US LNG, Risks New Dependency
“I think Greenland was a wake-up call. There is more talk [in Brussels] about replacing one dependency with another.” This is what I told the Wall Street Journal about Europe’s increasing dependence on US LNG following the end of Russian...
BYD Challenges EV Range Assumptions With 1000 Km Denza Z9
BYD’s premium Denza Z9 now offers up to 1,068 km (CLTC) range thanks to a 122.5 kWh battery, while a smaller 102.3 kWh pack still reaches 906 km. The three‑motor GT+ version delivers 860 kW power without adding significant weight, and the single‑motor variants are...
USD Soft, JPY Squeeze Persists, Oil Spikes on Iran Tension
$USD is soft ahead of the delayed jobs report. Japanese markets were closed for a national holiday, but the dramatic short squeeze of $JPY continued. WTI is up ~2% as the US-Iran confrontation seems near a climax. ...
Emerging Economies Drive 80% of Electricity Growth
A new report shows that global electricity demand will increase at an average annual rate of 3.6% between 2026 and 2030. Emerging economies will account for nearly 80% of additional electricity consumption through 2030. More here: https://t.co/ZtTGSlWOMx https://t.co/dw82OPRKGw
Nissan Silent & Measured Path Toward Autonomous Public Transportation in Japan
Nissan is shifting from autonomous vehicle prototypes to full‑scale public transport services in Japan. After a driverless test with a Serena in Minatomirai (2025), the automaker launched a multi‑month pilot operating five Serena‑based shuttles on fixed routes in Yokohama. Parallel...
Parked German Hydrogen Garbage Trucks Show The Limits Of Pilot-Driven Infrastructure
In Bielefeld, seven publicly funded hydrogen garbage trucks sit idle because the nearby hydrogen station was financed under a program limited to passenger transport, making its use illegal for waste‑collection vehicles. The mismatch highlights a systemic flaw: hydrogen infrastructure is...
Electrification Essential for Canadian Mining to Outpace China
Electrification is Necessary for Canadian Mining to Compete Against China Interview w/David Willick, VP & Regional Leader for Mining, Metals & Minerals, at @SchneiderNA. #cdnpoli https://youtu.be/t--zrQ0SVX8
The BESS Deployment Gap: Structural Barriers in Eastern U.S. Markets
Battery Energy Storage System (BESS) deployment in the United States is heavily skewed toward California and Texas, where utility‑scale storage now exceeds 20 GW. Eastern RTOs such as PJM, MISO and SPP lag behind, not because of technology limits but due...
Michigan Unions Launch Coalition to Create Clean Energy Jobs
Michigan labor leaders announced the Michigan Climate Jobs (MICJ) coalition, a union‑driven effort to build clean‑energy projects and apprenticeships across the state. Guided by the Climate Jobs Institute’s Blueprint, MICJ targets grid modernization, public‑infrastructure decarbonization, and the creation of union‑filled,...
Geothermal: Canada’s Scalable Clean Power Future
Forget Nuclear, Gas, Hydro. Geothermal is the Future of Electricity It's ready to scale and Canada is a global leader thanks to companies like Eavor Technologies. Also, advanced geothermal pairs very nicely with wind and solar. https://youtu.be/auWPh9R0H1Q
Rolls-Royce Launches Hydrogen-Ready Modular Gas Engine Power Plants
Rolls‑Royce announced a new line of modular gas‑engine power plants that are hydrogen‑ready, offering capacities from 5 MW up to several hundred megawatts through 10, 20 and 30 MW modules. The turnkey solution can be connected to the grid within 12‑18 months...
Learn With Me: $2M Insight, Fractional Cost
In 2020, I hired McKinsey to teach me about the global energy transition. I learned a lot, but it cost me more than $2M. After that experience, I decided to build my own internal research project at Social Capital called Learn...
Bad Bunny Highlights Puerto Rico Power Crisis at Super Bowl
Bad Bunny’s Super Bowl show had a big message about Puerto Rico’s grid @CanaryMediaInc https://t.co/8osbpJxESm
EPA Extends Compliance Deadlines for Coal Ash Management, Citing Implementation Challenges
The U.S. EPA finalized a rule that pushes key coal‑combustion residual (CCR) compliance dates into 2027‑2032, extending facility evaluation reports, groundwater‑monitoring design, and closure‑plan deadlines. The extensions respond to industry‑wide challenges such as locating historic engineering records, contractor shortages, and...
Louisiana's Blue Ammonia Gamble Fuels Pollution, Costs
“These plants increase air pollution, they increase global warming...they increase not only energy costs, but total social costs, and so there’s zero benefit — except to the people who are taking the subsidies" Louisiana bets big on ‘blue ammonia https://t.co/3Se0MmNpqO
Uranium Market Gathers Momentum in 2026: Sprott
Uranium spot prices surged above $100 per pound in January 2026, the first breach of that level in two years, signaling renewed market vigor. Sprott Asset Management, a major buyer, added 4 million lb to its fund this year, bringing total holdings...
Thermal (and Industrial) Coal Update - 10 Feb
In this episode, the host reviews recent price movements in South African thermal and industrial coal, highlighting a notable price rally driven by strong demand from Indian sponge‑iron and cement producers. The discussion references insights from the McCloskey OPIS coal...
Corio-Total Get Green Light for 1.5GW Outer Dowsing
The UK Energy Secretary has granted planning consent for the 1.5 GW Outer Dowsing offshore wind farm, a 100‑turbine project off east England. The development aims to generate enough renewable power for roughly 1.6 million homes and is slated to begin construction...
Nordseecluster Substations Completed in France
Chantiers de l’Atlantique in Saint‑Nazaire has finished two massive offshore substations for the Nordseecluster Phase A project off Germany. The topsides, weighing between 1,800 and 2,500 tonnes, will be shipped by the end of February on an eight‑day barge journey to...
200 Electric Trucks Can Be Charged At One Depot In A Day?
WattEV’s San Bernardino charging depot can now service up to 200 electric trucks per day, delivering roughly 700 MWh of electricity each month. The facility’s utilization has prompted plans to more than double its capacity, signaling rapid adoption of heavy‑duty EVs. WattEV...
Tesla Buyer Loyalty Drops a Ton, But Still 3rd in USA
Tesla’s brand loyalty has fallen dramatically, dropping to a 55.9% overall rate in 2025 and 78% among owners replacing an EV, down from 98% in 2020. The decline pushes the automaker to third place among U.S. manufacturers, behind two competitors...
Turkey Energy Minister Discusses Security, Affordability Ahead of IEA Ministerial
Pleasure to meet with Türkiye's Minister of Energy & Natural Resources Alparslan Bayraktar @aBayraktar1 in Ankara We discussed a range of issues, including energy security, affordability, Türkiye’s energy priorities, #COP31 and the upcoming @IEA Ministerial in Paris next week https://t.co/rMjJ5G3L5n
Oregon Awards $12 Million to 24 Projects in Community Renewable Energy Grant Program
The Oregon Department of Energy has allocated nearly $12 million to 24 community renewable energy projects, spanning solar, battery storage, micro‑hydro, and floating‑solar installations. The fourth‑round grant received 76 applications requesting over $46 million, underscoring strong statewide demand. Awards target tribes, public...
IEA Discusses COP31 Priorities with Turkey’s Environment Minister
Excellent meeting with Türkiye's Minister of Environment, Urbanisation & Climate Change and #COP31 President-Designate Murat Kurum @murat_kurum in Ankara We discussed the potential priorities for COP31, taking into account previous outcomes, & how @IEA can support 🇹🇷 & 🇦🇺 https://t.co/ixCm0tKJJ4
Few NARUC Experts Trust Off
I surveyed over 100 people with decision making authority at @NARUC on whether a 100% off-grid natural gas anchored solutiosn could provide 99% uptime (not even 99.9999%). What percent of those experts were confident it was possible?