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:

Patrick Kangwa Highlights Zambia’s Energy Sector Progress and 10,000MW Power Ambition
Zambia aims to boost installed power capacity from roughly 3,000 MW to 10,000 MW by 2030, according to Cabinet Secretary Patrick Kangwa. The government has rolled out the Electricity Open Access Regulations and an Energy Single Licensing System to attract private investment, while launching major projects such as the Kafue Gorge Lower hydropower plant, Maamba coal expansion, and multiple solar farms. Regional interconnectors with Tanzania, Kenya, Botswana and the DRC are also progressing to enhance trade and security. Kangwa also highlighted petroleum‑sector reforms and urged faster adoption of electric vehicles.

KPI Green Energy Bags ₹621-Cr Order From NTPC Renewable Energy
KPI Green Energy announced a ₹621 crore (≈ $76 million) contract with NTPC Renewable Energy to supply balance‑of‑system (BOS) equipment for 500 MW of solar PV capacity in Bikaner, Rajasthan. The deal is split into a 300 MW block worth ₹367 crore and a 200 MW block...

Trump Administration Violates Alaska Native Agreement, Sells Land to Oil Companies
In December 2025 the Trump administration’s Interior Department cancelled a 2024 right‑of‑way agreement that protected Teshekpuk Lake in Alaska’s National Petroleum Reserve, a deal originally secured by the Nuiqsut village in exchange for support of the Willow oil project. A...
Arrow Brings Colombia Well on Stream After Pay Hit
Arrow Exploration announced that its Mateguafa HZ12 appraisal well on Colombia’s Tapir block has intersected multiple oil‑bearing zones and entered production in April. The well is currently delivering about 564 barrels of oil per day at a restricted rate, with...
US Home Solar Bust Worsens After Trump Ends Subsidies
The U.S. residential solar market is collapsing after President Trump ended the federal homeowner tax credit and lease‑subsidy program, prompting bankruptcies at major installers like Freedom Forever and soft sales for Tesla, Enphase, SolarEdge and Sunrun. Analysts forecast a contraction...
Residential Solar Demand Shifts From Incentives to Infrastructure as Homeowners Seek Control
The U.S. residential solar market is moving from an incentive‑driven luxury to a necessity, as homeowners chase energy independence amid rising utility rates and grid instability. The expiration of the 25D tax credit and higher interest rates are reshaping financing,...

Pakistan Shuns Spot LNG
Pakistan’s state‑owned LNG arm rejected an emergency spot‑market tender for two May cargoes, betting that the Strait of Hormuz will reopen and cheaper long‑term supplies from Qatar will arrive. The decision follows a cease‑fire in the US‑Iran conflict but comes...
Interfacial Charge Redistribution–Driven Two‐Electron Conversion in Ni0.85Se@Mo‐Doped NiCo‐LDH for High‐Power Electrochemical Energy Storage
Researchers engineered a hierarchical Ni0.85Se core coated with a Mo‑doped NiCo‑LDH shell on hydrophilic carbon cloth, creating a heterostructure that leverages interfacial charge redistribution and oxygen‑vacancy defects. This electronic modulation accelerates ion and electron transport, unlocking a two‑electron redox pathway...
Toward Stable and Efficient Perovskite Solar Cells: Unlocking the Potential of Porous PbI2 Scaffolds via Two‐Step Sequential Deposition
A new review highlights porous PbI2 scaffolds as a game‑changer for perovskite solar cells fabricated via two‑step sequential deposition. By tailoring porosity through solvent engineering, molecular additives, ionic liquids, sacrificial templates, and interfacial modifications, the PbI2 layer becomes highly permeable,...
Vacancy‐Engineered Interfacial Electrons Modulation in NiCo Hydroxide/MoS2 Heterostructures for Boosted OER Electrocatalysis
Researchers engineered NiCo hydroxide/MoS2 heterostructures with either molybdenum or sulfur vacancies to probe interfacial electron dynamics. Mo‑vacancy samples dramatically improved charge transfer, lowering the oxygen evolution reaction (OER) overpotential to 256 mV at 10 mA cm⁻² and delivering a Tafel slope of 68.5 mV dec⁻¹....
Electrostatically Guided Covalent Architectures for Stable Hydrogen Evolution at Ampere‐Level Current Densities in Acidic Media
Researchers have developed a catalyst that anchors Mo2C nanoclusters onto nitrogen‑doped carbon nanotubes (NCNTs) via strong Mo‑C and Mo‑N covalent bonds formed through electrostatically guided self‑assembly and carbonization. The resulting porous, conductive network delivers overpotentials of 256 mV at 500 mA cm⁻² and...

Norwegian Consortium Develops Inductive Ship Charger for Offshore Applications
A Norwegian consortium of research institute SINTEF and shipbuilder Vard is developing an inductive charging adapter for battery‑electric service vessels operating offshore. The laboratory prototype can already transfer 50 kW wirelessly, and the design envisions a crane‑mounted system capable of delivering...

Port of Blyth £100m Expansion Plans
The Port of Blyth announced a £100 million (≈$127 million) expansion, dubbed the Battleship Wharf project, to turn the North East site into a larger offshore‑wind and clean‑energy hub. The plan adds three hectares of reclaimed land, up to 260 metres of quay extensions...
Kalyon PV Begins Production at New TOPCon Solar Cell Factory in Turkey
Kalyon PV has launched a new 1 GW TOPCon solar cell factory in Ankara, raising its annual cell output to 2.1 GW. The plant joins an existing 1.9 GW module facility and a 1 GW ingot‑and‑wafer line, creating a vertically integrated manufacturing hub. The...
Clean Energy’s Nickel Rush Is Heading Straight for some of Earth’s Richest Ecosystems – by University of Queensland (Phys.org –...
An international study led by University of Queensland researcher Jayden Hyman warns that meeting the surging demand for nickel—driven by stainless steel and clean‑energy technologies—will likely draw heavily on ecologically sensitive regions. By 2050, roughly half of the world’s mined...
BP to Sell Stakes in Two UK Carbon Capture Projects, Opening Door for Private‑Equity Investors
BP announced it will sell portions of its equity in the Northern Endurance Partnership and Net Zero Teesside Power projects after both reached financial close and entered construction. The move, made without disclosing stake sizes or buyers, is expected to...

Goldbeck Solar Lands EPC Role for 268MWp Bavarian PV Project
German EPC specialist Goldbeck Solar has won the turnkey contract to build the 268 MWp Schafhofen solar park in Bavaria, its largest German project to date. Ground‑mounted PV arrays will generate roughly 296 GWh per year, enough to power about 80,000 households....
Policy Playbook Shows How to Tap Into Distributed Energy Resource Solutions
The Pew Charitable Trusts released a policy playbook outlining how U.S. regulators can scale distributed energy resources (DERs) to improve grid affordability and reliability. While DER‑related policies rose nearly 80% last year, the United States still trails other nations in...
Sempra Posts 15% Q1 Earnings Rise, Boosts Full-Year Guidance
San Diego‑based Sempra announced a 15% increase in first‑quarter earnings to $1.04 billion, or $1.58 per share, and raised its full‑year earnings guidance to $4.87‑$5.37 per share. The results underscore the utility’s disciplined cost control and capital‑recycling strategy in a regulated...
Enbridge’s 28‑Mile North Carolina Gas Pipeline Faces Fierce Local Opposition
Enbridge announced a 28‑mile natural gas pipeline from Siler City to Moncure, North Carolina, prompting strong opposition from local landowner John Alderman and environmental advocates. The project, slated to start construction in fall 2027, highlights the clash between expanding fossil‑fuel...

Oil Backwardation May Signal Deeper, Lasting Market Stress
My sense has been that the market is interpreting the backwardated oil strip as a glass half full, concluding that the forward price of $75 is “right” and that the spot price of $109 is temporary. But what if it’s...

Physical Oil Spreads Collapse as Market Reverses
CHARTS OF THE DAY: Rightly or wrongly, the physical oil market has turned around (📉⤵️). Other physical datapoints (early May vs mid Apr): WTI is down to +$2.5 to Dated Brent from +$22 CPC is down to -$0.35 to Dated from +$7 Dalia (a...
Solar Insurance Carriers Take on Project Risk to Keep Plants Producing and Improve Product Technology
kWh Analytics, an Oregon‑based renewable energy insurer, launched a pilot with tracker maker Nextpower to stream real‑time operational data into its underwriting models. The program aims to create evidence‑based risk assessments that more accurately price hail and other weather‑related losses,...
Microsoft Mulls Delay of 2030 Clean‑Energy Goal as AI Data Centers Spike Power Demand
Microsoft is weighing a postponement or abandonment of its 2030 “100/100/0” clean‑energy commitment after AI‑driven data‑center expansion has added roughly one gigawatt of capacity every three months. The move could reset expectations for big‑tech climate governance as power‑intensive AI workloads...
Evergy Expects Retail Sales to Rise up to 8% Annually on Data Center Growth
Evergy raised its retail‑sales growth forecast to 7‑8% annually through 2030, driven by a surge in data‑center and other large‑load customers. New electric service agreements have lifted total large‑load contracts to 2.5 GW, up from 1.9 GW three months earlier, with an...
Pacific Ridge Reversal Brings Western U.S. Solar Conditions Back to Average in April
Solcast’s April 2026 solar irradiance report shows a reversal from March’s continent‑wide high levels. Weakening Pacific high pressure turned into a low, increasing cloud cover across the western U.S. and returning irradiance to near‑average. The eastern U.S. stayed sunnier, with...
Gas‑Fired Projects Overtake Wind in Texas Grid Queue as Data Centers Surge
Gas‑fired power projects have surpassed wind in the Electric Reliability Council of Texas (ERCOT) interconnection queue for the first time since 2016, with 64,000 MW of gas versus 48,000 MW of wind. The shift is fueled by a wave of AI data‑center...
Canadian Stocks Slip 0.37% as Iran Tightens Grip on Strait of Hormuz
Canadian equities slipped 0.37% to 33,856.62 as Iran imposed new transit rules on the Strait of Hormuz, prompting concerns over oil supply disruptions. The decline erased gains from the previous session and highlighted heightened geopolitical risk for North American markets.
Self‑Adhesive High‑Entropy Oxide Sub‑Nanowire Catalysts Extend Seawater Electrolysis Lifespan
Researchers have published a Nature Nanotechnology paper describing self‑adhesive high‑entropy oxide sub‑nanowire monolithic electrocatalysts that markedly improve durability in seawater electrolysis. The work promises to address the long‑standing stability gap that has limited large‑scale hydrogen production from seawater. By integrating...
CMB.Tech Tanker Makes Rare Trip From Mexico to Boost Asian Fuel Supply
CMB.Tech’s 158,000‑dwt suezmax Orion sailed from Mexico to Singapore, marking the first Mexican fuel‑oil cargo to Asia in nine months. The vessel, built in 2024, arrived at the key bunkering hub as Asian inventories tighten. The shipment underscores a shift...

Innergex and Prevalon Add 210MWh New Capacity to Existing Chile BESS
Innergex and Prevalon Energy have energized the San Andrés II battery energy storage system in Chile, adding 42 MW of power and 210 MWh of storage. The new capacity expands the San Andrés site to a combined 77 MW/385 MWh, complementing the Salvador II BESS which is nearing...
Hormuz Disruption Fuels Inflation, Boosts Commodities Amid Stubborn Rates
Market seems to be missing the fact that things will not be "normal" in the Strait of Hormuz for a long, long time. Inflation is on the rise and I like commodities here. Pain trade is going to...
US Shoots Down Empty Iranian Oil Tankers
US has disabled another two Iranian unladen oil tankers, this time by firing into their smokestacks, thereby stopping them from crossing into the Persian Gulf. Two days ago, the US also disabled another empty Iranian oil tanker by firing into...

Ørsted Purchases 150MW Michigan BESS Project From ESA Solar
Danish energy giant Ørsted announced the purchase of a 150 MW battery energy storage system (BESS) project in Michigan from developer ESA Solar Energy. The Salzburg BESS, which has secured permitting and interconnection progress, is expected to come online between 2029...

EU Allows Airlines US Jet Fuel Amid Hormuz Blockade
EU to say airlines can use US jet fuel amid Hormuz block https://t.co/ejV7yc5J0O via @E_Krukowska @AlbertoNardelli @JWittels @kate__duffy https://t.co/2oxjn1b2x3

Renewable Energy Beats Direct Air Capture on Cost
#RenewableEnergy is more cost effective than direct air capture at reducing carbon, study finds by Boston University @TechXplore_com Learn more: https://t.co/j3pkaIHXEA #Sustainability #CleanEnergy https://t.co/2SQZlVmWaD

The Trump Corruption Tax on the Oil Industry
Dean Baker argues that President Trump’s public statements on Iran functioned as a de‑facto tax on the oil sector. By hinting at possible sanctions, his remarks triggered a surge in oil‑futures trading, inflating spot prices by roughly five percent. The...

Guindos: Hormuz Status Crucial for June ECB
ECB’s Guindos says the status of Hormuz will be key for the June meeting (at which point he will no longer be in office) https://t.co/mviPQJ2pQ4 via @MacarenaMunozM https://t.co/4oMA54Kjhz

UK Car Makers Exceed EV Targets, Over‑comply with ZEV Mandate
FACTCHECK: What the UK car industry is not saying about EV targets Despite all the "demand is falling short" narratives, they're actually smashing it! The industry has so far "over-complied" with the ZEV mandate – and it's on track for this year too https://t.co/4OejBC5C6G...

Weatherford Picks up New Jobs with Noble and Constellation Oil Services
Weatherford International secured multiple managed pressure drilling (MPD) contracts with Noble Corporation and two separate agreements with Brazil’s Constellation Oil Services. The Noble awards include two deep‑water MPD systems for Guyana and a global aftermarket deal covering the entire fleet,...

One Blade Push Supplies 25% of Victoria’s Power
One blade push = 25% of Victoria, Australia's power needs. Undoubtedly one of the most efficient mining operations worldwide… https://t.co/0YhqxyRvjB
Hormuz Tensions Threaten Supply Chains, Risk Demand Collapse
US, Iran Clash Near Hormuz as Response on Proposed Deal Awaited. The longer this goes on, the greater the global economic and supply chain disruption. What about the US? Is there a tipping point from supply shortage to demand destruction?...

This Energy Name Is Outperforming and Is Still Too Cheap to Ignore, Says Jefferies
Jefferies upgraded Devon Energy to Buy, raising its price target to $62, implying a 37% upside. The upgrade follows the completion of Devon's merger with Coterra, which is expected to generate roughly $1 billion in annual synergies. Devon trades at a...
Iran Seizes Chinese Tanker Over Iranian Oil Loading
Anybody have Iran seizing Chinese tanker for loading Iranian oil on their Bingo card? https://t.co/nEod0PmPzB

How Canada’s Oilpatch Is Reacting to a Generational Price Shock
The closure of the Strait of Hormuz and the US‑Israeli war with Iran have erased roughly a billion barrels of excess global oil inventory, driving prices to multi‑year highs. Canadian producers, such as Suncor, are enjoying windfalls but are only...
Axpo Launches 200MWp Vilecha Solar Complex in Spain
Axpo has inaugurated the 200 MW‑peak Vilecha solar complex in Spain’s León province, the largest photovoltaic installation in its portfolio. The four‑site, 310‑hectare project is expected to generate over 377 GWh of clean electricity each year, enough for roughly 100,000 households. It...

Canada's Energy Gridlock Starts to Crack
South Bow Corp and U.S. partner Bridger Pipeline are on the brink of securing 400,000‑450,000 barrels per day of shipper commitments for an Alberta‑to‑Wyoming pipeline, a threshold needed to start construction. The line, which could eventually move up to 1.13 million...

US Private Equity Firm Acquires Controlling Stake in JinkoSolar’s American Operations
U.S. private‑equity firm FH Capital has signed a definitive agreement to purchase a 75.1% controlling stake in JinkoSolar’s U.S. subsidiary, leaving the Chinese parent with a 24.9% minority interest. The deal covers Jinko’s 2‑GW solar panel assembly plant in Florida,...
Russian Drones Swarm Smaller Ukrainian Power Stations, Data Shows
Russia has intensified its aerial campaign against Ukraine by targeting small power substations, leveraging a surge in domestically produced Shahed‑type drones. Between November 2025 and March 2026, more than 27,000 drones and 1,000 missiles were launched, with small substations accounting...

Wave Data Campaign in Martinique Paves the Way for Wave Energy Pilot
Wavepiston has launched a 12‑month wave‑data collection campaign on Martinique’s east coast to assess the island’s Atlantic wave resource. The effort, funded with €63,000 (≈$69,000) from France’s ADEME, follows a 2023 partnership with YS EMD and adds CreOcean as a technical...