Today's Energy Pulse
Scania pilots vehicle‑to‑grid charging for heavy‑duty electric trucks
Scania demonstrated one of the first vehicle‑to‑grid (V2G) systems for heavy‑duty electric trucks using the Megawatt Charging System (MCS). The pilot showed bi‑directional power flow, letting trucks feed stored electricity back to the grid while parked at depots. Real‑time communication between the truck, charger and energy‑management platform enabled dynamic charging and discharging.
Also developing:
Australian Solar Company Signs Historic Deal to Help “Entire Country” Quit Diesel Power
Australian solar services firm Smart Commercial Energy has signed a memorandum of understanding with the Republic of Nauru to install an 18‑megawatt solar plant and 40 megawatt‑hour battery system. The project aims to replace the island’s reliance on about 8 million litres of diesel per year, covering its 40 gigawatt‑hour annual electricity demand. Funding will be delivered through a commercial power purchase agreement, with Smart building, operating and potentially selling the assets to Nauru later. The deal marks the first country‑wide renewable contract for the company and a new financing model for Pacific islands.
Federal Labor Unveils Plans for Fossil Gas Reservation to Ensure Share of Production Is Not Exported
Energy Minister Chris Bowen announced a new east‑coast gas reserve that will require exporters to set aside 20% of their output for the Australian market starting July 2027. The reservation applies to contracts signed after the policy takes effect and...
The Spot Mirage: Low Wholesale Prices Show the Future, but Are a Poor Signal for New Wind and Solar
Wholesale electricity prices in Australia’s NEM have fallen so low that they cannot fund new wind or solar projects, creating a looming two‑year supply gap once the current 4 GW of large‑scale renewables are commissioned. The shortfall stems from oversupply, which...
How Mapping of PV “Fingerprints” Can Indicate What the Rooftop Solar Juggernaut Will Do Next
Julian de Hoog’s Solstice AI uses house‑level rooftop solar data—so‑called “fingerprints”—to deliver minute‑by‑minute generation forecasts for Australia’s National Electricity Market. By pairing satellite‑identified panel locations with homeowner‑consented inverter readings, the platform can detect cloud‑induced output drops far more accurately than AEMO’s weather‑based...
State Energy Minister Says Impact of Home Storage in “Baking Hot Summer” Shows Grid at Turning Point
New South Wales energy minister Penny Sharpe declared a turning point in Australia’s green‑energy transition, citing a six‑month surge in home battery installations. Renewables have overtaken coal on the national grid, and more than 381,000 residential batteries are now credited...
Malaysia’s Hotline to Tehran
Malaysia’s prime minister Anwar Ibrahim negotiated safe passage for seven Petronas‑chartered tankers, including the Ocean Thunder carrying about a million barrels of Basrah Heavy crude, through the Strait of Hormuz after the Iran‑Israel conflict erupted. The diplomatic win secures a critical...
Hamilton’s Net Oil Price (WTI) Variable
Hamilton’s Net Oil Price (NOP) metric applies a three‑year rolling average of WTI crude to smooth short‑term volatility. The chart, covering 1970‑2025, highlights recession periods in gray and shows how NOP has behaved across multiple business cycles. While the pre‑2010...
Best-Selling Battery Supplier Installs 25,000 Systems in a Month, Says Bigger Still Better After Rebate Changes
Chinese battery maker Fox ESS reported installing 25,000 home storage systems in Australia in April, more than double its March volume and surpassing February’s 12,000 installs. The company continues to champion larger‑capacity units, especially 28 kWh and 42 kWh models, even as...
The Future of Marine Renewable Energy
Global electricity demand is surging, driven by AI and digitalization, heightening climate risks unless clean power expands. Researchers led by Enwei Tang argue that marine renewable energy—offshore wind, tidal, wave, and others—offers a vast, land‑free resource pool capable of delivering...
War and Energy Shortages Boost China’s Influence in Asia
The war in Iran has disrupted oil flow through the Strait of Hormuz, prompting Asian nations to turn to China for relief. Despite a ban on oil‑product exports, Beijing leveraged its massive crude reserves and decades of clean‑energy investment to...
Snorkelling for Negative Prices
The episode examines Norway’s unusually low hydro reservoir levels after a record‑cold winter and a severe precipitation deficit, which have turned the country from a net power exporter into an importer for the first time in years. Experts explain how...
Malaysian King’s Visit to Russia Expected to Smooth Path for Oil Deal
Malaysian King Sultan Ibrahim arrived in Moscow for a state visit that doubles as a diplomatic push for energy cooperation. The trip coincides with Malaysia’s urgent search for alternative crude after Iran‑linked disruptions in the Strait of Hormuz have tightened...
Thailand Research Partnership Explores CO2 Separation From Biogas for Closed-Farm Agriculture
Thailand’s Thailand Institute of Scientific and Technological Research (TISTR) and Bio Bloom Co Ltd have launched a 12‑month pilot to separate CO₂ from biogas and reuse it in closed‑farm systems. The project, running May 2026‑May 2027, will install a pressure‑swing adsorption unit,...
Works Ministry Launches an EV Charging System Installation Guidelines Book as Reference for Installers
Malaysia's Works Ministry unveiled a "Design and Installation Guidelines for Electric Vehicle (EV) Charging Systems" to standardise charger deployment across the country. Deputy Works Minister Datuk Seri Ahmad Maslan said the manual will aid contractors, designers, government bodies and station...
Likhitha Lands ₹72.15 Cr Pipeline Contract, Boosting ₹900 Cr Market
Likhitha Infrastructure Limited has secured a ₹72.15 Crore (Excl. GST) contract from Hindustan Petroleum Corporation Limited for laying a cross-country pipeline with associated facilities, to be executed within 12 months. The order, categorised under Pipeline Laying Works-SCH B, is a...
Labor Releases Details of East Coast Gas Reservation Policy
The Albanese government announced a gas reservation policy effective 1 July 2027, mandating that gas producers on Australia’s East Coast set aside 20 % of their output for domestic consumption. The rule covers spot gas and contracts signed after 22 December 2025, while existing export...
Hormuz Oil Flows to Drop to 40% Pre‑war Levels.
This is the most important chart of the day @Kpler projects flows thru the Strait of Hormuz to be at only 40% of pre-war levels a year from now. For all of you who have enjoyed criticizing Peak Oil for the last...
“It’s Enormous:” AGL Sees 7-Fold Leap in AI Data Centre Demand, Says New Big Batteries Will Boost Coal Returns
AGL Energy warned that AI‑driven data‑centre demand in Australia could surge to 34 TWh, a seven‑fold increase from today’s 5 TWh. The utility expects its coal‑heavy Bayswater plant to benefit from two new 500 MW batteries, potentially raising its average price to $93/MWh....
Solar Insiders Podcast: The Small Company Taking Giant Steps to Close the Energy Gap
Original Power, a boutique solar developer, is scaling up projects to bridge the energy gap for First Nations communities in Australia’s Northern Territory. The company’s podcast appearance highlights its strategy of deploying micro‑grids powered by rooftop and community solar arrays,...
Energy Storage Enters the 100-Gigawatt Era: Three Things to Know
Global energy storage added a record 112 GW in 2025, a 48% year‑over‑year jump that pushed annual deployments past the 100‑gigawatt mark for the first time. China supplied more than half of that capacity, while the United States contributed 16% and...
OPEC Crude Output Hits 36‑Year Low as Iran War Slashes Exports
OPEC’s crude output fell by 420,000 barrels per day to 20.55 million bpd in April, the lowest level since 1990, after the Iran war forced deeper shut‑ins in Kuwait and Iran. The slump follows an 8.6 million‑bpd plunge in March, the steepest...
Reframing Oil Pricing Strategy, Signals Balance Across Value Chain
The Thai government has tightened oil pricing policy by mandating a refining margin reduction to 5 baht per litre (about $0.14), up from 2 baht ($0.06). This move intensifies pressure on refiners, who already operate on thin margins below 1 baht/L ($0.03) and...
Australia’s Green Heavy Industry Push Hinges on Scaling Challenge, Monash and UNSW Analysis Finds
Australian researchers from Monash University and UNSW Sydney say the nation can decarbonise its heavy‑industry sector and become a low‑emissions exporter, but the real obstacle is scaling coordinated industrial hubs rather than technology itself. Advances such as green hydrogen and...
Texas Market Structure Accelerates Low‑Cost Renewable Deployment
Christopher is right. I didn't want to get into all of this in a tweet, but Texas's market structure is fundamentally more friendly to building the lowest cost clean energy the fastest. That goes beyond just easy permitting (which is...
Iran Crisis Highlights Global Oil Supply Security Risks
My panel discussion on @AJEnglish programme “Counting the Cost”, which tackled some key key big-picture questions around oil supply and energy supply security thrown up by the Iran crisis. https://t.co/8wzz9MElfI
Australia Installs 10.7GWh of Home Battery Storage Under Federal Subsidy Scheme
Australia has installed 380,712 home‑battery systems – about 10.7 GWh – under the Cheaper Home Batteries Program, a subsidy that has ballooned from an initial AU$2.3 bn (US$1.63 bn) to AU$7.2 bn (≈US$5.1 bn) by 2030. Minister Chris Bowen said the uptake outpaces the government’s...
Singapore Mandates Hydrogen‑ready Capacity for 2031 Tender
Singapore requires hydrogen-ready capacity in 2031 generation tender #energysky -- via pv magazine global: https://t.co/oZlp98Ru1f
Bold, Unchecked Risk‑Taking Needed to Scale Clean Energy
I had the good fortune to meetTed Turner several times in Aspen. He didn’t wait for permission to change the world. He saw opportunities and bet everything on it. That’s the same energy we need to deploy clean energy at...
China’s Energy Security Strategy Expands South: How Hainan Is Becoming an LNG Storage Hub
China is expanding its energy‑security portfolio by accelerating LNG storage development in Hainan. The second phase of the Danzhou bonded LNG terminal is now about 50% complete, adding three 220,000‑cubic‑metre tanks and targeting full operation by 2027. The first phase,...
Trump Backs Off Hormuz Plan After Saudi Base Ban
Trump's abrupt U-turn on a plan to reopen the Strait of Hormuz came after Saudi Arabia suspended U.S. access to its bases and airspace. - NBC
PV Module Recycling Efficiency Improves, IEA-PVPS Reports
C-Si and thin-film PV module recycling performance improving, says IEA-PVPS #energysky -- via pv-tech: https://t.co/bDCEBNo9OC
Weatherford Wins MPD Contracts with Noble for Deepwater Drilling Operations
Weatherford International plc secured multiple managed pressure drilling (MPD) contracts and a global aftermarket services agreement with Noble Corporation. The deal includes two MPD systems for Noble’s offshore Guyana projects, slated for deployment before year‑end, and an upgrade of a...
South Korea Bids $3.5B for Offshore Wind, Boosting Energy Independence
Another country fostering energy independence and benefits to their economy. South Korea advances $3.5B offshore wind project bid https://t.co/CdkIyTOC1y
Bloomberg Brent Misleads; Real Oil Near $150, Hits Poor First
$110 Brent exists only on a Bloomberg screen. The real barrel is trading closer to $150. There’s already a shortage—but it’s hitting poorer countries first So stock markets don’t care. 👇 https://t.co/b1WsmkK3e3 #Oil #EnergyCrisis #PhysicalMarket #SupplyShock #EnergySecurity #Hormuz #Commodities #Inflation #GlobalMarkets #EnergyFlows
Harbour Energy Clears Path for Waldorf Acquisition After UK Court Ruling
Harbour Energy Plc secured approval to acquire Waldorf Production UK after a London court dismissed HMRC’s objection to wiping out most of the oil producer’s unpaid taxes. The ruling permits a cross‑class cram‑down, giving HMRC 14% of the £70 million (£94.8 million)...
US Solar Advances with Fab‑Tech 2026 Production Focus
Solar Fab-Tech USA 2026 – production and technology at the heart of US solar #energysky -- via pv magazine global: https://t.co/mqvXqrZEhX https://t.co/Bdfv8igo86
Join Tomorrow's Fox Business Show on Oil, Markets, Technicals
I'll be on with Maria B tomorrow am on @FoxBusiness at 710 am - talking oil, markets, Technicals and what's in store, Join if you're able- #TechnicalAnalysis #HalfCashHalfStock
Halliburton, Shape Digital Target Production Optimization with AI Asset Management
Halliburton and Shape Digital announced a strategic collaboration that fuses Halliburton Landmark’s Digital Field Solver (DFS) platform with Shape Digital’s AI suite—including Lighthouse, Aura, and Reef. The integrated solution links subsurface reservoir models, surface operational data, and live equipment condition...
Kharg Island Data Confirms Oil Stockpiles, Debunks Trump Claim
Kharg Island shows plenty of oil storage, says @TankerTrackers That's not a guess. It's supported by data Time to call out the lie One of so many from Team Trump When will we demand the Truth?
AI and Batteries Revive Australian Mining Grid Instantly
Fortescue’s chairman says AI and battery storage ‘healed’ Australian mining grid in nanoseconds #energysky -- via Energy Storage News: https://t.co/GkPXR561K6
Texas Regulator Highlights Record Oil Exports, Rising Production Amid Iran Disruption
Texas Railroad Commissioner Wayne Christian highlighted a record first‑quarter at the Port of Corpus Christi and Diamondback Energy’s plan to boost drilling and exports, linking the surge to Iran‑related supply disruptions. He credited years of state investment in drilling capacity...
US Blockade Merely Noise; Strait Closure Signals Deeper Shift
The US blockade stopped 1 Iranian tanker. Party on, dude But the Strait is closed & will remain closed for a long time That's the signal. The blockade is noise. Everything from the Trump administration is noise. That's the real signal.
Baker Hughes, Strohm Partner on Ultra-Deepwater Hybrid Flexible Pipe Technology
Baker Hughes and Strohm are co‑developing a hybrid flexible pipe (HFP) that blends thermoplastic composite pipe with traditional flexible‑pipe architecture for ultra‑deepwater flowlines and risers. The HFP replaces the carcass, liner and pressure armor with lightweight, corrosion‑resistant composite material while...
Partners Group on the Race to Meet US Power Demand
Partners Group executives Andre Burba and Patrick Langan argue that co‑locating solar photovoltaic and battery storage with existing natural‑gas plants offers a faster, lower‑cost route to satisfy the United States’ rising electricity demand. The hybrid approach leverages existing transmission connections...
Ridgewood on Investing in the Energy Transition Through Fundamentals
Ridgewood Infrastructure’s Sam Lissner argues that the economics of the energy transition will be as decisive as policy decisions. The firm stresses investing based on fundamentals—cash‑flow stability, long‑term contracts, and regulatory certainty—rather than hype. Ridgewood is shifting capital toward renewable...
Infranode on Nordic Nations Being Primed for Green Revolution
Infranode’s Carl-Emil Lindholm says the Nordic region is poised for a green revolution, building on recent strides toward cleaner energy. The bloc has expanded renewable capacity dramatically, especially in offshore wind and hydroelectric power. Despite this progress, Lindholm highlights abundant...
I Squared Capital on the Energy Transition’s Transatlantic Story
I Squared Capital sees a burgeoning pipeline of decarbonisation projects on both sides of the Atlantic, despite differing political environments. In the United States, tax incentives and private‑sector financing are accelerating renewable and grid‑modernisation deals. Europe’s Green Deal and national...
Sosteneo on Safeguarding Europe’s Energy Security
Federica Gallina of Sosteneo argues that Europe’s energy security hinges on building flexible energy systems capable of adapting to geopolitical volatility. She highlights the need for diversified generation, expanded storage, and stronger cross‑border interconnections to reduce dependence on any single...
InfraVia: At the Engine Room of Europe’s Energy Sovereignty
InfraVia is positioning itself at the core of Europe’s drive for energy sovereignty by expanding large‑scale battery storage projects. The company, together with GIGA Storage, argues that battery assets will become a critical component of the continent’s decarbonisation strategy, providing...
Nuveen Infrastructure on How to Power the Path to Decarbonisation
Nuveen Infrastructure’s Joost Bergsma argues that reliable, scalable decarbonisation technologies are essential as the world accelerates toward a cleaner energy future. He outlines the firm’s focus on investing in renewable power generation, grid‑scale storage, and emerging hydrogen solutions. Bergsma highlights...