Today's Energy Pulse
Scania pilots megawatt‑scale V2G for heavy‑duty electric trucks
Scania demonstrated one of the first vehicle‑to‑grid systems for heavy‑duty electric trucks using the Megawatt Charging System (MCS). The pilot showed bi‑directional power flow, allowing trucks parked at depots to feed electricity back to the grid, with real‑time communication between the truck, charger and energy‑management platform enabling dynamic charging and discharging. The test marks a step toward integrating large‑capacity EVs into grid balancing.
Also developing:
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 metrics to streamline production planning, boost energy efficiency, and reinforce asset integrity. It is designed to give offshore and onshore operators faster, more consistent decision‑making across increasingly complex production systems. The partnership underscores the oil‑and‑gas industry’s shift toward AI‑driven operational intelligence.
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...
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...
Energy Transition Trends: Electrified Transport
Electrified transport is emerging as the linchpin of global decarbonisation, with electric vehicles (EVs) and related services poised to reshape mobility. Industry analysts forecast annual EV sales of roughly 30 million units by 2030, driven by falling battery prices and expanding...
Energy Transition Trends: Battery Storage
Battery storage is emerging as a cornerstone of the energy transition as utility‑scale costs have plunged dramatically, making projects financially viable. Europe leads the charge, capturing the majority of new capital and deploying large‑scale installations ahead of other regions. Falling...
Energy Transition Trends: Supply Chains
The push toward deglobalisation is colliding with the inherently global nature of the energy transition, creating tension in supply‑chain planning. While cross‑border trade has traditionally underpinned the rapid rollout of renewable technologies, rising geopolitical frictions are prompting firms to reconsider...
Energy Transition Trends: Carbon Capture and Storage
Carbon capture and storage (CCS) is emerging as a reliable pathway to low‑carbon power generation. Industry analysts highlight that CCS can lock away up to 90% of emissions from fossil‑fuel plants, making it especially valuable for regions still dependent on...
Oil Beneath US Bases Being Produced, Not Secret Stockpile
In case you are wondering what this is all about — It’s not like there is a secret oil stockpile under military bases. This is about the producing oil from land underneath US bases within oil fields. Not a quick refill...
Hallador Secures 12-Year Capacity Sale to Utility
$HNRG - Hallador signed a 12-year agreement to sell a substantial portion of its accredited capacity to a subsidiary of a utility for planning years 2028 through 2040 Nice... https://t.co/tLRxnnItwl
China Asks Banks to Pause New Loans to US-Sanctioned Refiners
China’s National Financial Regulatory Administration has instructed the nation’s largest banks to temporarily suspend new yuan‑denominated loans to five refiners sanctioned by the United States for alleged Iranian oil ties, including major private player Hengli Petrochemical. The directive allows banks...
Disorder Enables High Efficiency in Lead‑Halide Perovskites
Scientists discover why lead-halide solar perovskites work efficiently despite being structurally ‘messy’ #energysky -- via pv magazine global: https://t.co/NTeLaiE7Uw
New York Times Shadow Docket Papers Show Flimsy Foundations of the “Major Questions Doctrine” By David Doniger
The New York Times released memos showing the Supreme Court’s shadow‑docket handling of the EPA’s Clean Power Plan, revealing that the justices relied on an industry‑claimed $480 billion cost that was later proven false. EPA’s own estimate was $5‑8 billion per year...
UN Flags Humanitarian Crisis as 20,000 Seafarers Remain Trapped in Persian Gulf
The International Maritime Organization warned that roughly 20,000 seafarers have been stranded in the Persian Gulf for eight weeks as the war closes the Strait of Hormuz. The deadlock threatens crew safety and could choke a key global shipping route.
Finland Pledges $44 Million to Fast‑track Keliber Lithium Project
Finland’s state‑owned Finnish Minerals Group is injecting €40 million (about $44 million) into Keliber’s lithium venture, enabling a phased ramp‑up of mining and concentration work. The funding complements €783 million already invested and underscores the EU’s drive for domestic battery‑material supply.
April 2026 Global PMI Shows Rising Supply‑Chain Risks as Energy Shortages Hit Manufacturing
The April 2026 Global Purchasing Managers’ Index shows seven of 30 surveyed economies in outright contraction and 17 experiencing slowing growth, while input‑price inflation hits its fastest pace since 2022. Energy rationing tied to the Middle East conflict and the...
Shell Readies $1.17 B Holland Hydrogen 1 Plant in Rotterdam to Fuel Europe’s Clean‑fuel Push
Shell is preparing to commission Holland Hydrogen 1, a $1.17 billion, 200‑MW green hydrogen facility on the Maasvlakte 2 zone of the Port of Rotterdam. The plant, engineered by Worley and recently tied into a 32‑km Gasunie pipeline, is designed to supply...
Cheniere Energy Partners LP (CQP) Q1 2026 Earnings Call Transcript
Cheniere Energy reported a strong first‑quarter 2021, generating $1.5 billion of adjusted EBITDA on $3.1 billion of revenue and a record 133 LNG cargoes. The company raised its full‑year 2021 EBITDA guidance to $4.3‑$4.6 billion and distributable cash flow to $1.6‑$1.9 billion. Operational milestones...
Gevo Inc (GEVO) Q1 2026 Earnings Call Transcript
Gevo reported Q1 2026 revenue of $43 million, up from $29 million a year earlier, and posted a non‑GAAP adjusted EBITDA of $9 million, a turnaround from a $15 million loss. The company sold 57% of its carbon attributes and...
MDU Resources Group Inc (MDU) Q1 2026 Earnings Call Transcript
MDU Resources reported Q1 2026 net income of $80.8 million, or $0.39 per share, with a modest $0.03 EPS hit from milder weather. The Bakken East pipeline open season attracted 1.4 bcf/d of interest and 40% of capacity is already under signed...
Sempra (SRE) Q1 2026 Earnings Call Transcript
Sempra reported Q1 2026 GAAP earnings of $1.37 billion and adjusted earnings of $991 million, reaffirming its full‑year EPS guidance. The company secured key regulatory approvals, including Oncor’s Texas base‑rate case with a 9.75% ROE and a $4.4 billion UTM filing, and an...
W&T Offshore Inc (WTI) Q1 2026 Earnings Call Transcript
W&T Offshore reported a 13% year‑over‑year increase in production, climbing from 30,500 to 36,200 barrels of oil equivalent per day in 2025, and guided to roughly 35,000 boepd in 2026 without new drilling. Capital expenditures were disciplined at $55 million, focused...
Cheniere Energy Inc (LNG) Q1 2026 Earnings Call Transcript
Cheniere Energy reported Q1 2026 adjusted EBITDA of over $2.3 billion and distributable cash flow of $1.7 billion, driven by a record 187 LNG cargoes and higher production volumes. The company raised its full‑year 2026 guidance to $7.25‑$7.75 billion of adjusted EBITDA and...
Kimbell Royalty Partners LP (KRP) Q1 2026 Earnings Call Transcript
Kimbell Royalty Partners reported Q1 2026 revenue of $82.9 million and run‑rate production of 25,522 BOE per day, surpassing the midpoint of its guidance. The company declared a $0.41 per unit distribution, an 11% increase year‑over‑year, yielding roughly an 11% tax‑advantaged annualized...
Suburban Propane Partners LP (SPH) Q2 2026 Earnings Call Transcript
Suburban Propane Partners reported Q2 FY2026 adjusted EBITDA of $175.3 million, essentially flat year‑over‑year, while adjusted net income rose modestly to $139.3 million. Retail propane volumes held steady at 161.6 million gallons, offset by a 3% increase in the East...
Granite Ridge Resources Inc (GRNT) Q1 2026 Earnings Call Transcript
Granite Ridge Resources reported Q4 2025 results, showing a 27% production increase to 35,100 barrels of oil equivalent per day and adjusted EBITDAX of $69.5 million, with full‑year EBITDAX of $315 million. Capital expenditures fell to $401 million, and the company trimmed development...
CPC Forecasts Stable Oil and Gas Supply, Official Says
Taiwan’s state oil firm CPC Corp says oil and gas supplies will stay stable through September despite Middle East tensions, thanks to a diversified procurement strategy and a database covering 180 products from over 40 countries. The government is also...
Self-Adhesive High-Entropy Oxide Sub-Nanowire Monolithic Electrocatalysts
Researchers at Tsinghua University have unveiled a self‑adhesive high‑entropy oxide (HEO) catalyst composed of 14 metal elements arranged into ~1.2 nm sub‑nanowires. The binder‑free monolithic structure adheres directly to conductive substrates, delivering overpotentials as low as 129 mV in 1 M KOH and...
XPLR Infrastructure LP (XIFR) Q1 2026 Earnings Call Transcript
XPLR Infrastructure reported Q1 2026 adjusted EBITDA of $435 million and free cash flow before growth of $89 million, reflecting higher financing costs and seasonal wind variability. The company completed roughly 30% of its 2026 repowering program and confirmed a battery storage...
Aemetis Inc (AMTX) Q1 2026 Earnings Call Transcript
Aemetis reported Q1 2026 revenue of $54.6 million, up 27% year‑over‑year, and posted its first positive gross profit of $2.8 million. Operating loss narrowed 60% to $6.3 million and net loss improved to $21.7 million, helped by $4 million in 45C production tax credits. The...
Athabasca Oil Reports Strong 2026 First Quarter Results and Increased Cash Flow Outlook
Athabasca Oil Corp posted Q1 2026 results showing 7% production growth to 40,242 boe/d, adjusted funds flow of $128 million and free cash flow of $20 million. The Leismer expansion is on schedule, with $81 million spent this quarter and roughly 90% of the $300 million...
Underground Mine Voids Enable Large-Scale Energy Storage
A new study shows that abandoned coal‑mine goafs can be transformed into large‑scale compressed‑air energy storage (CAES) reservoirs, using detailed 3D geological modeling to assess volume and stability. The Nanshan Mine case demonstrated that pressurizing the voids between 6 MPa and...
Why Do We Ignore Obvious Energy Security Solutions?
Energy‑efficiency measures backed by electrification and digital tools are being sidelined despite their proven ability to cut waste and lower costs. Heat pumps, for example, generate three to four units of heat for each unit of electricity, while AI‑driven controls...
Australia’s Coal‑heavy Grid Thwarts Data‑centre Green Ambitions
I saw someone recently claim that Australia should be a 'data centre superpower' (🫠 ) because if they don't, the tech companies would just build their project on America's dirty grid instead. Probably a good time to remind everyone that Australia...
WA Leads Renewables Yet Resists Gas Phase‑Out
Emissions targets, LNG, and an electrifying future: WA is Making History on Renewables but Can’t Accept Gas is Dying Fossil fuel squeeze to the exit continues https://t.co/SSi7FP1KqA @PeterNewmanCUSP @CurtinUni @ProfRayWills @uwanews https://t.co/bGRlyMKinA
Australia Plans A$10 Billion Fuel and Fertilizer Security Boost
Australia is set to embed a A$10 billion ($6.6 bn) fuel and fertilizer security package in next week’s budget, creating a permanent on‑shore reserve of roughly 1 billion litres and extending required company stockpiles by about 10 days. The move follows supply scares...
China Discovers 8.8 Bn‑barrel Oil Field in Iraq
Tough times for Iraq...but good news for the future of its oil sector. China's Zhenhua finds 8.8 billion bbl oil field in Najaf province near the Saudi border. This is a long way from any previous discoveries either in Iraq or...
Secure Full ITC Value by July 4 for 2030 Success
The Safe Harbor Playbook: Lock in Full ITC Value by July 4th and Win Through 2030 #energysky -- via Solar Power World: https://t.co/dNPpEw4bQC
Te Rahui: NZ’s Largest Approved Solar Farm Underway Between Taupō and Napier
Construction has begun on Te Rahui, New Zealand’s largest approved solar farm, spanning roughly 800 ha between Taupō and Napier. The joint venture by Nova Energy (Todd Corp) and Meridian Energy will install more than 700,000 panels delivering about 400 MW, enough to power...
Solar PV and Storage Cuts Slash Firm LCOE
Solar PV and storage cost declines drive rapid fall in ‘firm LCOE’, says IRENA #energysky -- via pv-tech: https://t.co/goMxYCkjL3
Power Hinges on Meeting Demands; Toll‑free Hormuz Navigation Essential
Basically “you can survive and stay in power if you do what we want.” Though “opening Hormuz” needs to spelled out clearly - no tolls, no harassment of ships and no insisting on routs other than the TSS. That’s the only...
Traders Point to Suspicious Activity in the Oil Market on Wednesday
On May 6, 2026, U.S. crude‑oil futures experienced a sudden surge in trading volume just minutes before an Axios report announced that the United States and Iran were close to a memorandum ending hostilities. The news triggered a sharp price decline, prompting...
Australians Back Fuel Tax Credit Cap, Unaware of Miner Profits
Survey finds most Australians support fuel tax credit cap, and didn’t know miners pocketed so many billions #energysky -- via Renew Economy: https://t.co/CCOtcJYdTw https://t.co/ryALDk3yZZ
Stocks Aren’t Pricing in Collateral Damage of Shutting Down Strait of Hormuz, Says CIO
Chief Investment Officer Ron Albahary warned that equity markets are downplaying the fallout from a potential shutdown of the Strait of Hormuz, a chokepoint that moves roughly 20% of global oil shipments. He argued that investors are assuming a swift...