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:
NanoXplore Unveils High‑Purity Graphene Powder to Displace Carbon Black Additives
NanoXplore Inc. announced the launch of xGnP™ D500‑HP, a 99.8% pure graphene powder with a 500 m²/g surface area, priced to compete with conventional conductive carbon blacks. The product is slated for commercial shipments in fiscal year 2027 and targets energy storage, composites and advanced electronics markets.
Fund Managers Boost European Gas Bets Amid Storage Crunch
INVESTMENT MANAGERS have purchased European gas futures and options in the benchmark Dutch TTF contract in both of the two most recent weeks. Fund managers purchased the equivalent of 28 terawatt hours over the two weeks ending on May 1,...
DMPR Corrects Diesel Price Adjustment For May
South Africa’s Department of Mineral and Petroleum Resources (DMPR) issued an erratum correcting a miscalculation in the May 2026 diesel price adjustment. The department had mistakenly applied a 0.93‑cent levy reduction instead of the intended 93‑cent cut, inflating the wholesale...
Adnoc Appears to Export Second LNG Shipment Through Hormuz
Abu Dhabi National Oil Company (ADNOC) appears to have exported a second LNG cargo through the Strait of Hormuz, using the Mraweh tanker bound for Japan. The vessel likely loaded the gas at the Das Island export plant, the same...
Green Diesel Optimism Reigns in Chicago Amid Turnaround Buzz
The biomass‑based diesel sector is shedding its 2025 gloom as recent U.S. policy shifts spark optimism. The Trump administration has lifted biofuel‑blending volumes and introduced the 45Z tax credit, which rewards low‑carbon feedstocks. Concurrently, European biodiesel has traded below petroleum...
Record Turbine Blades Arrive at Mill Rig
OnPath Energy received the UK's longest on‑shore wind turbine blades—80 metres each—for the 33 MW Mill Rig project in South Lanarkshire. The blades will equip six Nordex N163/5.X turbines, giving tip heights of 199.5 metres and a 50 % larger swept area than previous UK...
Potential Gulf Oil Surge If US‑Iran Deal Holds
IF the Axios report about a the US expecting a one-page MOU with Iran to end the war is true... And IF Iran confirms... And IF it is indeed signed... And IF it is honoured... And IF negotiations to reopen SoH succeed in the...
Approaching 1 Billion Missing Barrels Triggers System Failure
Lost barrels are permanent—flow disruptions compound into an inventory hole By June you’re approaching ~1 billion barrels missing from the system That’s where the system shifts from “absorbing” to “failing” #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket
Oil Futures Fall 8% on Report U.S. and Iran Are in Talks on Memo to End the War
Oil futures plunged after a report that the United States and Iran are drafting a memo to end the war. Brent fell 7% to $101.87 per barrel and WTI dropped 8% to $94.32. The price slide followed President Donald Trump’s...
Oil Retreats as Gold, Silver Rally Amid Hormuz News
headlines suggest a ship got through Hormuz... market sells off oil to buy gold & silver... https://t.co/m7V4eqZnEK
Oil Prices Tumble as US‑Iran Peace Talks Near Breakthrough
Oil prices plunge on report U.S. and Iran closing in on a deal to end war; WTI crude down to $94: https://t.co/QnyEIvjrSL
Renewables Are Gaining on Fossil Fuels, IRENA Report Finds
The International Renewable Energy Agency (IRENA) reports that renewable power is closing the cost gap with fossil fuels as oil supplies tighten. Declining wind and solar prices, combined with cheaper battery storage, allow renewables to deliver steady electricity at lower...
Rerouted Oil and SPR Hide Shock; Crunch by June
Pipelines + SPR are masking the shock: ~9.5 mmb/d rerouted, ~2 mmb/d from SPR The system is living off inventories Finite and front-loaded. The crunch likely hits by end-June. #Oil #EnergyCrisis #Hormuz https://t.co/5pncna8vLQ
Clean Hydrogen Created From Plastic Waste Using Battery Acid From Old Cars and Solar Power
Scientists at the University of Cambridge have unveiled a one‑pot method that converts PET plastic waste into valuable chemicals and clean hydrogen using solar energy and sulfuric acid extracted from discarded car batteries. The process first hydrolyzes PET into glycol...
Australia to Build Up 1B-Liter Fuel Reserve
Australia announced a AUD 10 billion ($7.26 billion) Fuel Security and Resilience package, dedicating AUD 3.2 bn ($2.3 bn) to create a government‑owned reserve of roughly 1 billion liters of diesel and aviation fuel. The initiative, combined with a 10‑day extension of minimum stockholding obligations funded with AUD 34.7 million...
€87 Million Luau Photovoltaic Park Project Commissioned as Africa’s Largest Off-Grid Solar Park
Angola commissioned the Luau Photovoltaic Park, a €87 million (≈$94 million) off‑grid solar‑plus‑storage project delivering 31.85 MWp of capacity and 75.26 MWh of battery storage. The hybrid plant supplies electricity to more than 90,000 remote residents, avoids about 47 tonnes of CO₂ and saves roughly...
Lightbridge Secures European Patent Allowance for 3D Printed Multi-Zone Nuclear Fuel Design
Lightbridge Corporation received a Notice of Allowance from the European Patent Office for its Multi‑Zone Fuel Element, extending patent protection across 39 European states including the UK, France and Germany. The design features three radial zones of differing materials whose...
Urenco Produces Europe’s First Batch of Longer-Lasting Nuclear Fuel in UK
Urenco has completed Europe’s first commercial production of LEU+, a higher‑enrichment low‑enriched uranium fuel, in a five‑day trial at its Capenhurst facility. The fuel, enriched to 5‑10% U‑235, is designed for existing gigawatt‑scale pressurised water reactors and the forthcoming Rolls‑Royce...
Sentinel Midstream Texas GulfLink $2.1 Billion Deepwater VLCC Port Commences Construction
Sentinel Midstream has begun construction of Texas GulfLink, a $2.1 billion deep‑water VLCC port located 30 miles off Freeport, Texas. The terminal will fully load Very Large Crude Carriers at roughly two million barrels per day, eliminating lightering and cutting export costs....
July‑August Contracts Hold over Half of Brent Liquidity
More than half of Brent liquidity is in July and August contracts #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/Bw7ModUksF
DOF to Build Four New Subsea Vessels for Petrobras Work
DOF Group has secured four 12‑year charter and services contracts with Petrobras, valued at nearly $2 billion. The agreements call for the construction of four 98‑metre DP2‑class remotely operated vehicle support vessels at Brazil’s Navship yard, with the first two to...
Orsted Hits Delays on Hornsea 3, Riffgrund 3
Ørsted said its Hornsea 3 offshore wind farm (2,852 MW) in the UK and Borkum Riffgrund 3 (913 MW) off Germany will miss original commercial‑operation dates due to grid‑connection delays. Hornsea 3’s COD moves from H2 2027 to Q4 2027/Q1 2028, while Riffgrund 3 shifts from May to August‑September 2026. The...
Why John Arnold Is ‘Very Optimistic’ Permitting Reform Will Pass This Year
John Arnold, former natural‑gas trader turned clean‑energy investor, says permitting reform could pass in the lame‑duck session after the November election. He stresses that legislative language must be drafted within the next 45 days to survive the summer congressional lull....
Strait of Hormuz Reopening Hinges on Immediate MOU Deal
According to the @Axios report, the Strait of Hormuz would only re-open "gradually" during a 30-day period of negotiations *if* an initial deal on a single page memorandum of understanding can be achieved in the next few hours/days. https://t.co/Ak6nBF0FRK
New Battery Design for Longer-Range EVs
University of Surrey researchers unveiled a silicon‑coated carbon‑nanotube (VISiCNT) anode that can be produced via roll‑to‑roll manufacturing in just seven minutes. The design delivers up to 3.5 Ah kg⁻¹ (≈3500 mAh g⁻¹) reversible capacity, far surpassing the 370 mAh g⁻¹ of conventional graphite anodes, while maintaining...
ADNOC's Second Covert LNG Shipment Routes Through Hormuz
Adnoc appears to have discreetly exported another LNG shipment via Hormuz 🇦🇪🚢 Mraweh was empty when it stopped transmitting its location east of Hormuz in April. Then it reappeared today loaded, heading to Japan If confirmed, would be 2nd LNG export via...
Why $6 Gas Isn't the End of the World
The Progress Network podcast hosts energy expert Jason Bordoff to dissect the implications of $6‑a‑gallon gasoline amid a possible closure of the Strait of Hormuz—the most severe supply shock since the 1970s. He contrasts the 1970s oil crisis with today’s...
Octopus Invests €584m in European Wind
Octopus Energy Generation is committing roughly $637 million to buy 321 MW of on‑shore wind capacity across 17 sites in France, Germany and Poland. The acquisition, made through the Sky fund, adds 143.5 MW in France, 102.5 MW in Germany and 75 MW in Poland,...
EU Electricity Decarbonizes, yet Overall Energy Remains Fossil‑dependent
Europe's electricity: 29% fossil fuels in 2024, down from 53% in 2005. But electricity is only 23% of total energy. Buildings: 71% fossil. Industry: 61%. Transport: 93%. And 95% of EU oil and 88% of gas still imported. More in my Nature...
Turbine Prices 'Surge as Supply Tightens'
Europe’s offshore wind market is confronting a structural supply crunch as turbine prices have jumped 40‑45% since 2020. The surge stems from a shrinking manufacturer pool, with GE Vernova pausing new orders and Siemens Gamesa and Vestas supplying almost all available...
Lithium Metal Battery Tops 1270 Wh/L
Researchers from POSTECH, KAIST and Gyeongsang National University have demonstrated an anode‑free lithium‑metal pouch cell that reaches a volumetric energy density of 1,270 Wh/L, roughly double the ~650 Wh/L of today’s lithium‑ion EV batteries. The breakthrough relies on a reversible host infused...
Market Talks: Vessel Shortage in the Pre‑Salt
In this episode Conrado Mazzoni and João Scheller discuss Brazil’s booming crude oil production and the critical role of Dynamic Positioning (DP) vessels in the pre‑sale logistics chain. They explain that Brazil operates the world’s largest DP fleet—about 49 of...
‘Keystone Light’: These Wyoming Oil Tycoons Are Reviving the Controversial Pipeline
President Trump signed a presidential permit for the Bridger expansion pipeline, a project led by Wyoming’s True family that would transport Canadian tar‑sand crude to a hub in central Wyoming. The line is slated to move at least 550,000 barrels...
Compute Futures Inevitable as Financialization Expands
Energy futures are nothing new. So Compute Futures will happen. The financialization of everything continues.
European Gas Traders Rush Into Options as Winter Price Risks Mount
European gas traders are rapidly increasing their purchase of options as winter approaches, seeking protection against heightened price volatility. In the past month, volumes of TTF winter call options jumped roughly 45% year‑over‑year, pushing implied volatility to about 30%, the...
Large Language Model‐Guided Design of Anti‐Swelling Hybrid Dual Network Membranes for Long‐Duration Alkaline Zinc Iron Flow Batteries
Researchers used a large language model (LLM) to screen crosslinkers and engineer a hybrid dual‑network (H‑DN) membrane that integrates a chemically crosslinked polysulfone network within a sulfonated poly(ether ether ketone) (SPEEK) matrix. The resulting membrane reduces swelling by 68%, achieves...
Democrats Used to Back Energy-Saving Plans. Now They’re Wavering.
Democratic leaders in Maryland, Rhode Island and Massachusetts are moving to scale back state energy‑efficiency programs, hoping to lower customers' immediate electricity bills. The cuts would reduce utility‑funded rebates and surcharges, but analysts warn they could raise overall electricity costs...
Bouri Gas Project Modules Sail for Installation Offshore Libya
Mellitah Oil and Gas announced that fabrication of the Bouri Gas Utilization Project modules is 69% complete, surpassing the 62% target. The offshore development, a joint venture between Libya’s National Oil Corporation and Italy’s Eni, aims to start production in...
Kraken to Optimise Pure Energie Portfolio
Dutch clean‑energy firm Pure Energie has chosen Kraken to manage and optimise its consumer, wind, solar and battery assets across the Netherlands. Kraken will deliver an integrated energy‑management system covering retail balancing, day‑ahead curtailment, intraday trading, imbalance optimisation and ancillary market...
Vestas CFO Doesn't Expect Offshore Wind to Be Profitable This Year
Vestas CFO Jakob Wegge‑Larsen told Recharge that the company’s offshore wind segment will not achieve profitability in 2024. The shortfall stems from elevated manufacturing costs as the firm ramps up turbine production. Despite robust market demand, cost pressures and lingering...
Angola Switches on Africa’s Largest Off-Grid Solar-Plus-Storage Park
Portuguese renewable firm MCA has commissioned the Luau photovoltaic park in eastern Angola, a 31.85 MW solar facility paired with 75.26 MWh of battery storage. The off‑grid system can power more than 90,000 residents and eliminates the need for fossil‑fuel generators. Valued...
Norway Revives Old North Sea Fields, Supplies Germany and UK
Norway approves the re-development of three North Sea oil-and-gas fields that were closed ~30 years ago. After redeveloping, the fields will pump gas and light oil. The gas will be sent to Germany and the light oil to (irony of the...
Low-Carbon Sources Met All of 2025’s Electricity Demand Growth - OWID
In 2025 global electricity generation rose by roughly 850 TWh, and low‑carbon sources—primarily solar and wind—accounted for almost all of that increase. While natural‑gas output edged higher, the gains were more than offset by declines in coal and oil generation, marking...
The US Is the Biggest Beneficiary of the EU’s Energy Decoupling From Russia
The EU has slashed Russian gas imports from 45% to 12% and oil from 27% to 2% since 2022, but its new reliance on U.S. LNG and oil has surged, with the United States supplying 53% of EU gas imports...
Type One Energy, Tokamak Energy, and AECOM Form the UK Infinity Fusion Consortium to Accelerate Development of a Commercial Fusion...
Type One Energy, Tokamak Energy and AECOM have formed the UK Infinity Fusion Consortium to develop the Infinity Two 400 MWe stellarator fusion power plant in Britain. The partnership combines Type One’s plant design, Tokamak’s high‑temperature superconducting magnet expertise, and AECOM’s engineering...
A 66 kV Carbon Fibre Emergency Repair Tower Has Been Installed in Northeast China
State Grid Jilin installed China’s first 66 kV carbon‑fibre emergency repair tower at Jilin Chemical Fibre Group’s test site. The tower, which passed rigorous wind, ice and breakage tests, weighs more than half less than traditional steel towers and can be...
15 Years of Baltic 1: Germany’s First Offshore Wind Farm as a Pioneer for Offshore Expansion
Baltic 1, Germany’s first commercial offshore wind farm, began delivering power in 2011 with a 48.3 MW capacity spread across 21 turbines. Over fifteen years the site has maintained high availability, supplying roughly 50,000 households and serving as a technical reference for...
ADB Warns Asian Economies Against Broad Fuel Subsidies, Tax Cuts Amid Oil Price Risks
The Asian Development Bank warned Asian governments that broad fuel subsidies and excise‑duty cuts could jeopardize fiscal health as crude oil prices stay high. It emphasized preserving fiscal space, avoiding export controls, and shifting to targeted cash transfers for the...
China’s Wind Surge Outpaces Global Capacity, Proves Prescient
NYT: "Last year, China installed three times as much wind power capacity as the rest of the world combined, even as its turbine exports jumped. The war has made China’s investments in wind look prescient." https://t.co/9AvdVUmIDM
Equinor Profit Climbs to Three-Year High as Prices Soar
Equinor reported first‑quarter adjusted earnings before tax of $9.77 billion, topping analyst expectations and marking its strongest profit since Q1 2023. The surge was driven by record production of 2.31 million barrels of oil‑equivalent per day and higher oil and gas prices after...