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:
Well-Logging Identification of Shale Lithology via FAtt-CNN: A Case Study From the Lianggaoshan Formation, Sichuan Basin
Researchers introduced a Feature‑Attention Convolutional Neural Network (FAtt‑CNN) to improve lithology identification in continental shale reservoirs. Using neutron‑acoustic (ND) and photoelectric‑resistivity (PR) envelope values, the model was tested on the Lianggaoshan Formation in the Sichuan Basin. It achieved a 91.95% accuracy, surpassing traditional cross‑plot techniques and existing deep‑learning benchmarks. The study highlights the model’s strength in distinguishing thin interbeds and transitional shale types.
Singapore Oil Inflows Throw up Fuel Warning Light for Australia
Since the February 28 outbreak of the Middle East war, global oil logistics have been reshaped, with the Strait of Hormuz bottleneck only now rippling through Asian markets. Singapore’s oil imports have surged, diverting cargoes that would have traditionally passed through...
Southeast Squeeze, Eastern Chill Set Up Clash in Spot Natural Gas Markets
Spot natural gas prices jumped on Tuesday as a brief cold snap hit the Northeast and Midwest while a force‑majeure outage knocked out a major Southeast pipeline. The supply constraint lifted prices at key hubs in the Southeast and added...
Happening This Week at SBC – Partner McKinstry and Seattle Colleges Transform Campuses
Smart Buildings Center highlighted a new case study showing how McKinstry partnered with Seattle Colleges to overhaul campus facilities for greater energy efficiency. The collaboration focuses on meeting Washington’s Clean Buildings Performance Standard while reducing operating costs. Over a decade...
Ocean Wave Power Enables Low‑Cost Floating AI Data Centers
I'm delighted to be a small part of this. The oceans are an incredible untapped resource for energy that can power AI. The most intense wave energy is thousands of miles from human settlements, but can power floating data centers...
Mack Doubles Battery-Electric Infrastructure Program Size
At the 2026 Advanced Clean Transportation Expo, Mack Trucks announced it is doubling the size of its battery‑electric infrastructure program by adding ABM and Lane Valente Industries to the existing InCharge Energy and Heliox partners. The expanded turnkey network will...
'Help Cattle Producers Hold Onto Their Land and Livelihoods': This First-of-Its-Kind Solar Ranch in Tennessee Uses Ingenious Sensors to Shelter...
Silicon Ranch launched a 40‑acre solar ranch in Christiana, Tennessee, where panels tilt horizontally to let a small herd of cattle graze beneath them. The system produces roughly 5 MW of electricity for a rural cooperative while preserving pasture, and the...
Lower Fuel Standards Pose Health Risk
Kenya’s Trade Cabinet Secretary Lee Kinyanjui announced a six‑month suspension of its fuel quality standards, raising the allowable sulphur content in petrol and diesel to 50 mg/kg. The move aims to cushion the economy from Middle‑East‑driven supply shocks but re‑opens the...
Could Production Dips, LNG Demand Finally Push Natural Gas to $3?
NYMEX natural‑gas futures rose on Monday as a confluence of lower domestic output, persistent liquefied natural‑gas (LNG) export demand, and a milder heating outlook in the Midwest and Northeast lifted market sentiment. Production is estimated at 106.6 billion cubic feet per...
Oil, Yields Higher on Persian Gulf Escalation, Stocks Down Slightly
Crude oil rebounded above $105 per barrel after reports of an Iranian strike on the UAE and a U.S. naval show of force in the Strait of Hormuz. The surge pushed oil to a peak near $107 before settling around...
IMF Says Worst-Case Global Economy Warning Is Now the Working Assumption - Oil Shock Hit
The International Monetary Fund has dropped its mild slowdown baseline and moved to an adverse scenario, warning that a prolonged Middle East conflict could keep oil at $125 a barrel through 2027. Georgieva said this price path would generate a...
Virginia Corporation Commission Approves Dominion Energy NEM 2.0 that Looks Very Similar to NEM 1.0
The Virginia State Corporation Commission approved Dominion Energy’s NEM 2.0 tariff, keeping the 12‑month net‑energy‑metering period while boosting compensation for excess generation by an additional penny per kilowatt‑hour. The commission rejected Dominion’s proposed application fee of $100‑$750, instead allowing a modest...
Japan to Receive Russian Crude as Hormuz Disruption Spikes Oil Logistics
A tanker carrying Russian crude is scheduled to dock in Japan tomorrow, marking the country's first post‑Hormuz import of Russian oil. The move comes as the Strait of Hormuz remains disrupted by the Iran‑U.S. standoff, pushing global oil prices above...
China Invokes Rules to Blunt US Sanctions on ‘Teapot’ Refiners
China invoked its five‑year‑old Blocking Rules for the first time to refuse enforcement of U.S. sanctions on five mainland “teapot” oil refiners, including newly designated Hengli Petrochemical (Dalian). The Ministry of Commerce ordered Chinese companies and banks not to comply...
“Guerilla” Solar Installations Discovered, Need To Be Controlled, Says Philippine Power Distributor
Manila Electric Company (Meralco), the Philippines' largest private distributor, warned that roughly one‑third of rooftop solar – about 370 MW in the commercial sector alone – operates without registration or safety certification. The unregulated "guerrilla solar" market offers cheaper installations, sidestepping...
Radius Elevates Jonathan Haseler to Global Fuel & EV Divisional CEO
Radius has promoted Jonathan Haseler to Divisional Chief Executive Officer of its global Fuel and EV business, positioning the company to accelerate its mixed‑fleet strategy. The move comes as fleet operators worldwide grapple with cost pressures, emissions targets and the...
Bloom Energy Q1 Earnings Drive 1,400% Stock Surge on $751M Revenue Beat
Bloom Energy reported first‑quarter 2026 revenue of $751 million and adjusted earnings per share of $0.44, crushing analyst expectations. The results propelled the stock into a breakout, adding roughly 1,400% to its year‑to‑date gain and prompting a new revenue target of...
Middle East War Triggers 24% Energy Price Surge, Sparking Vietnam Inflation and World Bank Alarm
The war in the Middle East has pushed global energy prices up 24% this year, the steepest rise since Russia’s 2022 invasion of Ukraine. The surge is feeding higher transport costs in Vietnam, accelerating its inflation, while the World Bank...
Gulf Diplomatic Proposals Stabilize Oil, Boost Asian Stocks by 3% on May 4
Asian equity markets rose roughly 3% on May 4 after Gulf diplomatic proposals eased oil‑price volatility. Brent crude steadied at $108.36 per barrel, and MSCI's broadest Asia‑Pacific index outperformed, led by a 4.6% jump in South Korean tech shares.
Can This New Partnership Help Accelerate Nuclear Deployment in the US?
Brookfield and The Nuclear Company (TNC) have formed a joint venture to develop Westinghouse AP1000 and AP300 reactors, beginning with managing the Fairfield County project in South Carolina, formerly VC Summer Units 2 and 3. The new firm will handle...
Over A Barrel? Middle East Energy Crisis' Next Phase
The Iran crisis has tightened oil and gas supplies, pushing Brent to $114 a barrel and WTI to $105. Asia and Europe are bearing the brunt of the shortage, while U.S. crude and refined product exports have surged to record...
Fratelli Cosulich Launches Newest Methanol Vessel
Fratelli Cosulich’s Marine Energy Unit launched its second methanol‑ready vessel, Lucia Cosulich, on May 2 2026 at Taizhou Maple Leaf Shipyard in China. The ship is the second of a planned four‑vessel series designed for IMO II compliance and built with phenolic epoxy tank...
The World Wastes More Gas Each Year Than the Strait of Hormuz Supplies
The Strait of Hormuz historically shipped about 20% of the world’s LNG, but recent blockades have halted that flow, highlighting a larger issue: global venting and flaring waste more gas than the strait supplies. An estimated 112 billion cubic meters are...
Oilsands Group Says Progress on MOU Too Slow, Takes Aim at 'Uncompetitive Industrial Carbon Tax'
The Oil Sands Alliance, representing Canada’s five largest oilsands firms, warned that capital spending has slumped to roughly US$8.8 bn a year (2016‑2025), down from about US$16 bn a decade earlier. The group blames the federal‑provincial impasse over an industrial carbon tax—now...
Daily Energy Report
Oil prices surged on May 4 as Iran intensified drone and missile attacks on UAE infrastructure and shipping in the Strait of Hormuz, pushing Brent crude to about $115 a barrel and WTI to $106. The United States responded with...
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Just 11 States Still Have Gas Below $4 as Prices Keep Rising—See Your State Average
Gasoline prices surged to a national average of $4.46 per gallon, the highest level since July 2022, as the Iran conflict pushes crude oil higher. After a brief two‑week dip, the market has added 44 cents since April 22, lifting the price...
Why the U.S. Is Pouring Billions Into Energy Projects in the Balkans
The United States has committed billions to energy infrastructure in the Western Balkans, highlighted by a $1.5 bn Bosnia‑Croatia pipeline linking to the Krk LNG terminal. The deals, including a $6 bn LNG supply contract in Albania and a $58 bn AI data‑center...
OVV Hits 52‑Week High, Buy on Pullback
Macro: OVV 52-wk high $62.60; 1y +76.8%. Drivers: $3bn Anadarko sale to pay debt, upgraded PTs, stronger production/cashflow. Risk: May 11 earnings, oil-price exposure. Trade: buy on pullback to $58. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
EPBC Approves
EPBC waves through two new big battery projects, including robot-ready, concrete free solar hybrid #energysky -- via Renew Economy: https://t.co/yWvUDLn2j1 https://t.co/rH5SHm0wZh
Traffic in the Strait of Hormuz Won’t Return to Normal Until August or Later, According to Kalshi Traders
Prediction‑market traders on Kalshi see only a 56% chance that Strait of Hormuz traffic normalizes by August, with odds rising to 57% for September. The market defines normal flow as a 7‑day moving average of 60 vessels per day, based...
World Wastes More Gas than Hormuz Supplies
The World Wastes More Gas Each Year Than the Strait of Hormuz Supplies #energysky -- via RMI https://t.co/fs4xwMDhyh
Electrify Greenhouses Using Semi‑Transparent PV and Heat Pumps
How to electrify greenhouses with semi-transparent PV, heat pumps #energysky -- via pv magazine global: https://t.co/LyXlMEy6kO
WTI Crude Rises More than $4 and the Bond Market Is Noticing
WTI crude futures jumped more than $4, with June contracts closing at $106.42 and December contracts climbing to $83.67, a new March‑23 high. The rally follows Iran's attack on UAE oil infrastructure, heightening supply concerns in the Gulf. At the...
Imminent Event Should Spark After‑Hours Oil Volatility
If this is imminent, you’d expect to see more movement in oil in after hours trading…
Iran Energy Shock Accelerates South Korea’s Clean‑Energy Push
The Iran-driven energy shock is adding urgency to South Korea’s push to cut its reliance on imported fossil fuels, giving President Lee Jae Myung momentum to push his clean-energy agenda. https://t.co/8DsMrfLHrW
Spot Natural Gas Prices Gaining as Weather Demand Builds
Natural gas spot prices edged higher on Monday, with the NGI Spot Gas National Average climbing 3 cents to $1.545 per MMBtu. The rally was driven by cooling weather forecasts that are expected to lift heating demand across the Northeast and...
Iran's Full Oil Storage Pressures Leaders, Sparks Policy Uncertainty
This shift will be caused by Iran's oil storage reaching capacity. Now that the real decision-makers will feel the pressure, there will be an opening for policy change. The outcome, however, remains uncertain. #crudeoil #iranwar #straitofhormuz #geopolitics https://t.co/EAeq2uZUcK
China Should Lead Strait of Hormuz Reopening, Not Follow
Shouldn't China be leading, rather than following, when it comes to reopening the Strait of Hormuz? They have the most to gain. https://t.co/no60ONPKDg
Signals From the Strait: Studying the Leading Effects of Oil Price Shocks on Private Markets
The analysis links WTI oil price movements to capital flows into energy‑focused private‑market funds, revealing distinct reaction patterns across major shocks. During the 2007‑08 price surge, fund contributions rose sharply but fell within 1‑2 quarters as the recession hit. The...
Natural‑Gas Stocks Surge Despite Weak Commodity Prices
$SM Daily. Some of the best natural gas-related charts report this week, such as SM here and $KOS. However, noteworthy how plucky these stocks are given natty itself has struggled mightily. Bull divergence? https://t.co/fjuUS3jWIB
Abu Dhabi’s First Solar-Integrated Maritime Facility Inaugurated
Abu Dhabi inaugurated Al Dhannah Community Harbour, the emirate’s first solar‑integrated maritime facility. The project, a joint effort by the Integrated Transport Centre, AD Ports Group and Abu Dhabi Maritime, adds a modern ferry terminal, public marina and extensive leisure...
Guyana President: Energy Supply-Demand Gap Widens Further
Guyana President Irfaan Ali warned that the global energy supply‑demand gap is widening as the Iran‑Israel conflict pushes oil prices above $100 a barrel and disrupts key chokepoints like the Strait of Hormuz. The war has strained infrastructure and forced nations...
PSC Docket Chaos: Missing Application, Endless Appendices
I have found the most poorly organized public utility commission docket. It's an ATC application to build a 345 kV line. Application appendices are hundreds of separate filings. Docket does not start w the application, which I cannot find. WI...
Australians Are Making Their Own Diesel Because Australia Isn't Dangerous Enough Already
Australians are turning to homemade biodiesel as diesel prices hover around $7 per gallon, prompting a surge in DIY recipes that mix used cooking oil with hazardous chemicals such as methanol and sodium hydroxide. 9News warns the process is dangerous,...
Do Spinning Wind Turbines Really Mess With Radar Systems?
Pentagon officials have paused reviews of 150 onshore wind farms, citing concerns that turbine structures can interfere with military and civilian radar. Studies spanning more than a decade confirm that steel towers reflect radar waves and rotating blades create false...
Smart Meters Unite Solar, Storage, EVs to Cut Grid Costs
Smart-meter-enabled partnership aims to integrate solar, storage and EV charging to lower grid costs #energysky -- via pv magazine usa: https://t.co/UkEnqusMYk
Electric Double Layer Unlocks Molecular Switch Behind Battery and Hydrogen Reactions
Korean researchers have mapped the molecular dynamics of the electric double layer, revealing why capacitance curves shift from a camel‑shaped to a bell‑shaped profile as electrolyte concentration rises. Using atomically precise simulations and real‑time infrared spectroscopy, they identified two distinct...
Chernobyl's Unintended Nature Reserve
For the first time since 1919, solar power overtook coal as the world’s leading electricity source, delivering 2,778 TWh in 2025 and pushing coal below 33 % of global generation. Meanwhile, the Chernobyl exclusion zone, four decades after the disaster, has become...
Oil Futures Hit New Highs, Expect $90+ Prices
What does the oil market think? Both the July (orange) and December (blue) Brent Crude Oil Futures Contracts are at new highs. The December contract is now signaling that the market expects crude oil to be above $90 for the next seven...
Hormuz Blockade Accelerates Critical Mineral Demand Surge
🚨 Strait of Hormuz Blockade = Potential Boom for Critical Minerals Iran's closure has slashed ~20% of global oil & LNG flows. Governments are accelerating the shift to renewables + EVs faster than planned.Demand was already projected to surge…the crisis...