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:
Burning Money: Waha Gas Price
Upstream operators in the Permian are facing a 47‑day stretch of negative gas prices at the Waha hub, driven by a surge of roughly 22 Bcf/d of associated gas from record tight‑oil drilling that outpaces existing takeaway capacity. The imbalance forces producers to pay to dispose of gas, eroding margins and inflating well‑level breakevens. Direct disposal costs for the April episode alone are estimated at $300‑$400 million, with cumulative losses since 2019 topping $2.5 billion. Planned pipeline expansions totalling about 4.5 Bcf/d are slated for late‑2026, but without firm transport contracts the glut may persist.
U.S. Inverter Market Faces Policy, Supply Headwinds Despite Safe Harbor Pipeline
Intertek CEA projects U.S. inverter demand to grow 6% annually through 2028, but developers confront tighter regulations under the One Big Beautiful Bill Act’s Foreign Entity of Concern (FEOC) rules and new cybersecurity mandates. Tariffs on imported inverters can reach...
Norwegian Government Attacked over Decision to Reopen North Sea Gasfields
The Norwegian Labour government approved the reopening of three North Sea gasfields and the opening of 70 new offshore exploration areas, committing roughly $2 billion to restart the Albuskjell, Vest Ekofisk and Tommeliten Gamma fields by 2028. The move is framed as a...
Gas Prices Are Spiking. So Why Aren’t U.S. Oil Companies Drilling More?
U.S. gasoline prices have surged to around $4.50 a gallon as the Iran‑U.S. standoff blocks the Strait of Hormuz, trapping roughly 20 million barrels per day of oil. The World Bank projects a 24% jump in global energy prices in 2026,...
Lessons From Australia for Scaling Rooftop Solar and Home Batteries
U.S. utility regulators toured Australia and documented how low‑cost rooftop solar—priced at less than a third of typical U.S. rates—has become the nation’s dominant distributed resource, now supplying roughly 75% of South Australia’s electricity. The study highlights Australia’s friction‑free interconnection...
Orsted Praises AccelerateEU Energy Package
Orsted CEO Rasmus Errboe praised the European Commission’s AccelerateEU package, which aims to fast‑track the shift from fossil fuels to clean energy through grid upgrades and streamlined permitting. He framed the initiative as a robust response to Middle‑East geopolitical tensions...
Why a New UN Security Council Resolution on Hormuz Is Probably Doomed
The United States is drafting a new UN Security Council resolution demanding Iran stop tolls, disclose mines, cease attacks on ships, and restore the pre‑war status of the Strait of Hormuz. The move follows Tehran’s recent restrictions that threaten a...
DRC Weighs Stake in $270M Zambia Power Link to Ease Mining Energy Shortages
The Democratic Republic of the Congo is weighing an equity stake in a $270 million, 200‑km high‑voltage transmission line that will link Zambia’s Kalumbila power plant to the copper hub of Kolwezi. The line is slated to deliver 460 MW initially, with...
Africa’s Energy Future Needs More Than ‘Trickle-Down Electronomics’: Why the Debate Around False Trade-Offs Risks Leaving Millions Behind
Africa’s energy access debate is shifting from pure connection targets to how electrification can drive jobs, industry and long‑term growth. Critics of the “industry‑first” model warn that assuming benefits will trickle down—dubbed “trickle‑down electronomics”—rarely works in practice. The article argues...
BWEN Sells Wind Assets, Cash Use Remains Unclear
$BWEN finally selling wind business is what it should have done a long time ago, or at the very least, last year when they disposed of a related asset. Will they burn through $19M in cash from the sale or...
NERC Compliance Essential for National Energy Security
Op-ed: NERC compliance is critical to national energy security #energysky -- via Solar Power World: https://t.co/cCDbZUXhEo
Everything You Need To Know About The Nuclear Energy Boom - EP 70 James Krellenstein
In this episode, host Ashley Vance and nuclear expert James Krellenstein examine the rise, decline, and potential resurgence of nuclear power in the United States, contrasting it with China’s aggressive expansion. They explain how the U.S. went from a 1960s...
US Refiners Ramp up Jet Fuel to Meet Shortage
CHART OF THE DAY: US refiners are going gangbusters trying to solve the global jet-fuel shortage (and to cash in record high margins). The chart shows seasonal jet-fuel output from 2000-to-date (2026 is top line in blue). The bottom outliers are...
24/7 Solar Beats Coal and Gas Costs Globally
24/7 solar+storage is already here: China $30/MWh, Brazil $65, Oman $69. By 2030, India, South Africa, and Spain will all be near $50 - all way cheaper than new coal ($70 to $85/MWh) and new gas ($100+/MWh) The Fire Age is...
Context Call: May 2026 (Video)
In this second Context Call, the host reviews the ongoing Hormuz Strait closure and its ripple effects on the global oil market, noting a recent flare‑up of violence but no immediate shift in supply fundamentals. Brent crude remains anchored around...
Oil Traders Guard Downside, Fear Market Gullibility Loop
I absolutely don't think oil traders are "stupid" or "gullible", as per the tone on here. They just very reasonably want to protect their downside, and are [legitimately] worried that everyone else in the market *is* gullible. So we loop. https://t.co/9KEL3rT02a
Iran Threatens Ships Crossing Strait without Permission
Iran Warns Ships Against Crossing Strait Without Its Permission ... because this is the reality. https://t.co/DpHdRSWPHM
Ongoing Hormuz Closure Could Expand Bunker Wait Times Globally: Analyst
The Strait of Hormuz has remained effectively closed since the Middle East war began on Feb. 28, prompting S&P Global analysts to warn that a month‑long shutdown could push two‑week bunker fuel lead times in Asia to a global two‑week norm. Asian...
AI Data Centers Will Match US Residential Power by 2030
The global AI data center industry will consume as much power as residential electricity across 2/3 of the United States by 2030 (950 TWh). We're literally building a parallel electrical civilization — except this one thinks faster and never sleeps.
US Crude Exports Plunge 1.7 MMbpd, Volatility Persists
EIA weekly data showing a sharp 1.7 MMbpd pullback in crude exports for the week (to still very high levels). That's a ~12 MMbbl weekly swing in the call on US stocks. ⚠️ Export data is especially volatile. https://t.co/pPxWDqXQ4w
PSEG CEO: Nuclear Outlook for New Jersey Improves on Lifting of Moratorium
PSEG CEO Ralph LaRossa said New Jersey’s nuclear outlook has improved after Gov. Mikie Sherrill lifted the state moratorium and created a nuclear task force. However, LaRossa warned that any new nuclear projects will require long‑term federal financial, permitting and siting...
Iran's Sole Leverage: Oil Price Spikes, Trump Counters
Thanks to @HolmanJenkins from the @WSJ for including me in this piece. Iran's only weapon in this standoff is to spike oil prices. The Trump administration has done a good job neutralizing this by periodically reminding markets oil prices can...
Unexpected Blackouts Force Emergency Freezer Battery Backup
Gotta love sudden unannounced neighborhood-wide blackouts. Time to scramble to hook up battery backup to my freezers...
Oil and Gas Prices Fall Sharply, Driven by Hopes of Strait of Hormuz Reopening – as It Happened
Oil and gas prices plunged on Tuesday as optimism grew that the Strait of Hormuz could reopen and a U.S.–Iran peace memo might be near. Brent crude fell 11% to $97.48 a barrel, its lowest level since April 22, while U.S....
China's Domestic Coal Shields It From Energy Price Shocks
Because of its heavy reliance on domestically-mined coal, China is far less vulnerable to global energy price shocks than the EU. This and more featured in the Chartbook Top Links today. https://t.co/XIXIgRqQmP
A Tsunami of AI Demand Will Blossom Into a Bright Future for Bloom Energy, Argues CEO KR Sridhar. Here's Why...
Oracle has expanded its fuel‑cell agreement with Bloom Energy to power its AI‑focused Project Jupiter in New Mexico, replacing planned gas turbines and diesel generators with a 2.45 GW Bloom Energy Server block. The project will become one of the largest islanded micro‑grids,...
Nuclear Reaches 41% of TVA’s Power Supply
The Tennessee Valley Authority’s nuclear fleet provided 41% of its power in the first half of fiscal 2026, up from 31% a year earlier. Nuclear generation produced 33,772 GWh, while net income rose to $658 million, a 23% increase. Interim CEO Mike...
American Steel & Aluminum Expands Solar Foundations Operations
Solar foundations manufacturer American Steel and Aluminum expands operations #energysky -- via Solar Power World: https://t.co/Wrc1OxsjqX
Ampyr and Climate Fund Commission India Solar
Climate Fund Managers and Ampyr Energy have commissioned the 67 MWp Somasamudra Phase 1 solar PV plant in Karnataka, marking the fourth delivery under Ampyr’s EU‑backed renewable platform. The facility will produce more than 118 GWh of clean electricity each year, offsetting over...
DRC Accelerates Energy Sector Reforms with New Projects and World Bank Funding
The Democratic Republic of the Congo secured $250 million from the World Bank to launch the first phase of its $1 billion Integrated Development Program (PDI3), aimed at expanding electricity access. The 10.5 MW Kakobola hydroelectric plant was commissioned, delivering power to thousands...
White House Backs Alaska LNG Tax Reform as Legislative Deadline Nears
The White House has publicly backed a package of Alaska bills that would overhaul the tax framework for the state’s long‑delayed liquefied natural gas (LNG) export project. President Biden’s administration is urging Governor Mike Dunleavy and state legislators to move...
NSW Batteries Supply Nearly 12% of Power Demand
Australia: NSW battery storage systems capture 11.9% of state consumption #energysky -- via Energy Storage News: https://t.co/6LT8QX6dM7
Fortifying US National Security with a Hidden Energy Advantage
The article argues that expanding domestic geothermal and naturally occurring geologic hydrogen can bolster U.S. national security by providing resilient, on‑site power for military installations. Rising natural‑gas prices and geopolitical tensions highlight vulnerabilities of centralized grids. The DoD already pilots...
Texas PV Production Set to Surpass 15 GW by 2026
Texas PV module production to exceed 15 GW in 2026 #energysky -- via pv magazine usa: https://t.co/5NPKmZ33qg https://t.co/I1YqDk0FnK
The Time Is Now: Permitting Reform Is the Foundation of America’s Energy Future
The American Public Power Association is urging the Senate to adopt bipartisan permitting reform after a House package passed the SPEED and PERMIT Acts. NERC forecasts a 224 GW, roughly 70% jump in summer peak demand over the next decade, driven...
US Gasoline Imports Hit Record Lows, Watch Weekly Data
In addition to inventories and booming exports, be sure to keep an eye on weekly import estimates in today's EIA weekly data release. Overall US petroleum imports have been running pretty low, and have been especially low for gasoline. https://t.co/qoDnrbjwLO
John Crane Saves 99.8% on Water for LNG Exporter
John Crane’s Type SB2 USP dual‑cartridge seal reduced water consumption at a Louisiana LNG export facility from roughly 2,000 gallons per day to just 3‑4 gallons, achieving a 99.8 % cut. The seal operates reliably at 180‑200 °C, eliminating the need for a continuous...
Clean Energy Set to Power This Summer's World Cup
Clean energy will help power FIFA World Cup this summer #energysky -- via pv magazine usa: https://t.co/BQ7RVTq1n9
US‑Iran MOU: Temporary Pause, Not True Stability
This US-Iran MOU isn’t peace—it’s a timeout. 30-day talks, partial Hormuz reopening, enrichment caps. But with no trust, damaged flows, and fragile enforcement, one breach resets everything. Not stability. Just a pause inside the escalation trap. #oil #Hormuz #geopolitics #energy
Diesel and Gasoline Prices Surge Across U.S. Regions Amid Global Supply Concerns
U.S. diesel and gasoline prices jumped this week as the Middle East conflict tightened global oil supplies. The national on‑highway diesel average rose 29 cents to $5.64 per gallon, while gasoline climbed 33 cents to $4.45 per gallon, according to...
There Are Now More than 2 Million UK Solar Installations
UK solar installations surpassed 2 million in March 2026, the highest monthly volume since 2012, pushing total capacity to 22.1 GW. The month recorded 27,607 new systems delivering 121 MW, while the 373 MW Cleve Hill plant alone contributed 16% of the year‑over‑year capacity...
Oil Prices Must Drop Before 10:30 Am EIA Draw
They forgot “need to get oil prices down before 10:30am when the EIA announces another 20 million bbl draw
Texas PV Module Production to Exceed 15 GW in 2026
Texas will produce more than 15 GW of silicon‑based solar PV modules in 2026, accounting for roughly half of all U.S. domestic output. The surge is driven by high‑capacity players such as T1 Energy, Canadian Solar, SEG Solar, Waaree Energies, Imperial...
Utility Model Facing Disruption, Potential Endgame
Is This the End of the Utility As We Know It? #energysky -- via Heatmap News https://t.co/jdpfdwEMlt https://t.co/09qK0xfvpy
Renew Risk Launches Severe Storm Model for US Market
Renew Risk has launched a U.S. severe convective storm model designed specifically for utility‑scale solar farms. The model uses an asset‑first, machine‑learning approach and integrates hail, tornadoes and straight‑line wind to produce granular loss estimates. It draws on a monthly‑updated...
Ninety One-Managed EAAIF Backs Sustainable Aviation Fuel Project
Emerging Africa & Asia Infrastructure Fund, managed by Ninety One, has committed a $40 million senior secured loan to finance Egypt’s first sustainable aviation fuel (SAF) plant in the Sokhna Special Economic Zone. The $212.4 million project, led by Green Sky Capital...
Overview Energy Secures US Air Force Space Solar Contract
Overview Energy awarded contract to provide space-based solar power to U.S. Air Force #energysky -- via pv magazine usa: https://t.co/xQw97BIOKl
Clean Energy Will Help Power FIFA World Cup This Summer
Gillette Stadium in Foxborough, Massachusetts is powering its World Cup matches with a mix of clean energy assets, including a 2 MW solid‑oxide fuel‑cell server, a 1 MW solar array, and purchased renewable energy certificates. The combined system supplies roughly half of...
Enphase Launches IQ Solid-State Transformer to Power AI Data Centers
Enphase Energy introduced its IQ Solid-State Transformer (IQ SST), a modular power‑conversion system that delivers regulated 800 VDC to AI data centers. The design uses 342 smaller GaN‑based modules, aiming to boost efficiency, cut emissions and simplify serviceability for high‑density computing facilities.
Why Each American Lives Like a 40-Ton Whale: Power, Overshoot, and Climate
The Great Simplification podcast episode with earth scientist Tad Patzek examines the physical laws that govern humanity’s energy use, likening the average American’s consumption to a 40‑ton whale. Patzek outlines six fundamental flows of power and materials that sustain civilization...