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:
Adam Schiff Has A Great Idea To Lower Gas Prices And Make Big Oil Pay
Senator Adam Schiff announced a plan to suspend the 18‑cent federal gasoline tax and shift the cost of high fuel prices onto major oil companies. The proposal comes as U.S. gas prices hit a four‑year high amid rising war‑related spending and inflationary pressures. Several states, including Indiana and Georgia, have already paused their own gas taxes, but no federal action has been taken. Schiff argues the measure would provide immediate relief to consumers while holding Big Oil accountable for price spikes.
Consistent Power Mix Cuts Gas, Boosts Renewables
Consistency 98 days (80.3%) so far in 2026 & 32 straight with WWS meeting >100% of demand on the world's 4th-largest economy's main grid for part of the day Fossil gas down 61%, batteries up 325%, solar up 61% in '26 v...
Big Batteries Set New Charging Records, Despite Lack of Price Volatility
New South Wales set two battery‑charging records on May 2, with charge share climbing to 11.9% of consumption and power input reaching 1,240 MW. The fleet absorbed about 4.47 GWh at an average price of $10.4 USD/MWh and discharged 3.31 GWh at $38.8 USD/MWh, yielding a...
'Unprecedented Drought Conditions': More than 500 Data Centers Across Nevada, California, and Arizona Could Feel the Pinch as the Iconic...
The Department of the Interior’s emergency drought‑management plan could slash Hoover Dam’s output by up to 40%, cutting roughly 830 MW (1.32 TWh) of annual generation. With Lake Powell’s storage now only about 36% of design capacity, water releases will be trimmed...
No More Dark Side of the Grid: The Fossil Fuel Empire Loses Ground to Renewables and Storage
Australia’s National Electricity Market (NEM) saw renewables and storage supply just over half of its electricity in Q4 2025, pushing coal to its lowest quarterly output since the market began. Battery discharge tripled, wind and solar hit record output, and wholesale...
India Forecasts Six‑Fold Data‑Center Expansion to 10.5 GW by FY31, Triggering $60 Billion Capex
Morgan Stanley projects India's data‑center capacity will rise nearly six‑fold to 10.5 GW by FY31, driven by AI workloads and data‑localisation rules. The surge will demand about $60 bn in capital spending, including $20 bn for power and renewable upgrades, reshaping the country's...
THE 1973 OIL EMBARGO PARALLEL & THE $20,000 GOLD BET: Why the End of the Strait of Hormuz Blockade Could...
The piece likens today’s Strait of Hormuz blockade to the 1973 oil embargo, noting that the 1973 equity crash unfolded months after the embargo lifted, while gold prices doubled. It argues that the eventual resolution of the blockade, combined with...
Dangote Refinery Starts Direct Jet Fuel Deliveries to Ethiopian Airlines, Boosting African Supply
Nigeria's Dangote Petroleum Refinery has begun direct jet‑fuel deliveries to Ethiopian Airlines, marking its first airline‑specific export. The move comes as the refinery runs at full capacity, leveraging surplus output to meet rising demand across Africa and Europe.
West Asia Conflict Threatens India’s 4.3% Fiscal Deficit Goal as Oil and Fertiliser Prices Surge
India’s Chief Economic Adviser V. Anantha Nageswaran warned that soaring oil and fertiliser prices from the West Asia crisis could widen the current‑account deficit to over 2% of GDP, jeopardising the government’s 4.3% fiscal‑deficit target for FY27. The warning comes...
Atiku Cautions Tinubu Against Oil Windfall Misuse, Reserve Depletion
Former Vice President Atiku Abubakar warned President Bola Tinubu that Nigeria’s recent oil windfall – roughly $11 billion – is being squandered while external reserves fell by about $1.57 billion in a single month. He argued that the Central Bank’s foreign‑exchange interventions...
Welcome To The Wild West, Where Texas Loses Nearly A Billion Dollars Of Oil A Year To Thieves
Oil thieves are siphoning millions of barrels from the Permian Basin, a problem that Texas estimates costs operators roughly $1 billion each year. In Martin County alone, field operators lose about 500 barrels weekly, equivalent to $50,000 at current $110‑per‑barrel prices....
HEA Energy Lands Fresh North Sea Wind Contract
Abu Dhabi‑based HEA Energy has secured a new operations and maintenance contract for offshore wind farms in the North Sea, slated to begin in summer 2026. The work will be carried out using its jack‑up barge HEA Hercules, which was...
From Research to Action: Critical Minerals in the Mid-Transition
The AFD Group, under the French G7 presidency, is convening a high‑level virtual conference on May 6, 2026 to address the growing uncertainties surrounding critical minerals that power the energy transition. Participants will include government officials, financiers, industry leaders, and researchers from...
Pipeline Capacity ≠ Market Supply; Montney Gas Can't Fix Full System
You're missing the point again @tonykovacic Those lines are subscribed, not waiting for Montney gas. Pipelines on a map ≠ capacity in the market. Montney gas isn’t a solution if the system is already full. Flows are constrained at the margin. Learn about how...
EU Green Hydrogen Scheme Embraces High-Tech Solar Foods
The EU‑funded BalticSeaH2 project, a cross‑border hydrogen valley linking Finland and Estonia, has added Finnish biotech firm Solar Foods as a strategic partner. Solar Foods will supply its protein‑rich Solein product, produced via a gas‑fermentation process that consumes green hydrogen,...
The Clock Is Ticking as Oil Markets Barrel Toward Nightmare Scenarios with the West Bracing for ‘Tank Bottoms’ and Iran...
The West and Iran face opposite oil emergencies as the Strait of Hormuz stays closed, threatening “tank bottoms” for consuming nations and “tank tops” for Iran. Analysts warn OECD crude inventories could hit operational minimums by late May, while Iran...
AI Tax Should Fund Geothermal Retrofits for Data Centers
The only way to solve this problem is through enhanced geothermal systems like Eavor https://t.co/GJrK8M2Swv A decade of focused effort could result in a turnkey and modular way to scale these up. Then charge a AI power tax on the large...
Renewables and Storage Overtake Fossil Fuel Empire
No More Dark Side of the Grid: The fossil fuel empire loses ground to renewables and storage #energysky -- via Renew Economy: https://t.co/80dxf3jJiZ https://t.co/XJEurEWFc9
World’s Largest Sand Battery Survives Its Worst Winter, Ready for Roll Out
Polar Night Energy’s 1 MW/100 MWh sand battery in Pornainen, Finland, survived the harsh 2025‑26 winter, keeping district heating affordable despite electricity prices swinging from $3.30 to $410 per MWh. The system eliminated oil from the town’s heating network and cut CO₂‑equivalent...
Stolen Dyness Battery Container Can Be Remotely Disabled
Dyness battery container stolen from BM Energy logistics partner, units to be remotely blocked #energysky -- via pv magazine global: https://t.co/K9P2vEBZUu
Drought Slashes Hoover Dam Power, Raising Regional Costs
Drought driven water cuts are set to reduce Hoover Dam output significantly, forcing utilities to find replacement power amid raising regional costs. https://t.co/eseGHxTzjn
The Trump Slump
The Trump administration is scrambling for an exit from the two‑month‑old Iran war, hampered by Israel’s demand for seized uranium and Gulf states’ insistence on keeping the Strait of Hormuz open. Oil prices have surged above $125 a barrel, and...
Brent Oil Holds Near Support, Bullish EMA Trend Persists
#BrentOil Comp small Down Candle, arguably a doji and Sideways. Resistance $114.7, $124.5, $133.1. Support $100, $86.1. RSI 62 not high. 13/21 day EMAs Bullish. Up Candle on Weekly. Small Up Candle on monthly but well off the Low.
UAE Exits OPEC and OAPEC, Widening Gulf Rift
On top of leaving OPEC, the UAE has also left the (far less important) OAPEC, the Organization of Arab Petroleum Exporting Countries. The rift between Abu Dhabi and Riyadh/Kuwait City seems to be growing.
'A Dream Technology': Japanese Scientists Might Have Unlocked the Next Generation of Solar Panels that Stay Cooler and Last Longer...
Japanese researchers at Kyushu University, in partnership with Johannes Gutenberg University Mainz, have demonstrated a molybdenum‑based spin‑flip emitter that captures triplet excitons from singlet fission, delivering quantum yields between 110% and 130%. The spin‑flip material effectively multiplies charge carriers from...
Bridger Pipeline's Saskatchewan Route Sparks Local Backlash
He's going to be really upset when he finds out that the proposed Bridger Pipeline goes through Saskatchewan before crossing into the US. All the smartest people. https://t.co/eOKiSNnfh4
Data Centers Accelerate US LDES Commercialization
Data centres’ speed-to-power need driving US LDES commercialisation #energysky -- via Energy Storage News: https://t.co/jiXfGo3MWD
Caught in the Crosswinds: India’s Energy and Diplomacy in a Fractured Middle East
The ongoing Middle East war threatens India’s energy security because a large share of its oil passes through the Strait of Hormuz. At the same time, 38% of India’s foreign‑exchange earnings come from Gulf‑based workers, making remittance flows vulnerable to...
Demand‑Response Ignored While Everyone Bemoans Evening Charging
Messages like this drive me nuts because NOBODY is talking about using demand-response. E.g. by locational marginal pricing. It's all hand wringing and useless television spots about not charging your car in the evening. https://t.co/leajrRdozJ
Sole Middle East Supplier Moves 4‑5 Million Bpd
Well when you’re the only supplier in the Middle East getting 4-5 million bpd out…
Govt Says Auto Fuel Shortage Rumour Led to Panic Buys, Assures Stocks Adequate
The Indian government dismissed circulating rumors of a petrol and diesel shortage, confirming that all retail outlets have sufficient stocks and prices remain unchanged. It clarified that while commercial LPG prices rose sharply—about ₹1,000 ($12) per cylinder—the supply of domestic...
Gas‑powered Data Centers Are a Fantasy, Not Reality
The gas bet is “a fairy tale concocted on the back of a napkin.” We will build 50GWs of gas but it will run 100-400 hours a year. Offgrid data centers are a fantasy. Not a single one has worked so far.
Chevron CEO Predicts Persistent High Oil Prices Post‑Hormuz Reopening
Ouch. Chevron boss says high oil prices are not going away when the Strait of Hormuz opens up.
Japan Commits $10 Billion to Boost Vietnam Energy and Critical Mineral Partnership
Japanese Prime Minister Sanae Takaichi announced a $10 billion Power Asia Initiative to secure oil supplies and critical minerals for Vietnam, while pledging broader economic‑security cooperation. The move comes as Japan seeks to diversify away from China and Vietnam eyes stable...
Hoover Dam's Cheap Power Fuels Southwest's Emerging Society
1949 Hoover Dam documentary extols the prosperity flowing from, and civilization-defining role of, abundant cheap electrical power. "A new society is growing in the southwest." https://t.co/0DbiT2JuMx
Iran Leverages Sanctions Relief and Hormuz Threat for Strategic Edge
Iran thinks it holds the upper hand, writes @citrinowicz It aims to reshape the strategic reality going forward Lock in Iran's leverage Sanctions relief, nuclear latency, and Hormuz risk So the next conflict starts from a stronger position. #IranWar #Hormuz #OilMarkets #EnergyIsTheEconomy #Macro #Geopolitics
PJM Reopens Interconnection Queue, Unlocking 67 GW Storage and 14 GW Solar
Grid operator PJM has reopened its standard interconnection queue, attracting 811 new generation projects. The backlog‑clearing move features roughly 67 GW of storage and 14 GW of solar seeking grid access, signaling a potential acceleration of clean‑energy deployment in the Midwest‑East corridor.
Japanese Spin‑flip Material Could Triple Solar Panel Efficiency
Japanese scientists create new spin-flip material that could boost solar panel efficiency by up to 130%. https://t.co/ACVjzxCoAA
Meta Secures Early Access to 1 GW Space Solar Power
Meta gains early access to 1 GW of space-based solar power #energysky -- via pv magazine global: https://t.co/LJos9MQZ3m
US Sanctions 5 Chinese Refiners, China Issues Statement to Ignore Trump
The U.S. Treasury placed a Hengli Petrochemical unit and 40 shipping firms on its Specially Designated Nationals list, targeting five private Chinese refiners accused of moving Iranian oil. These "teapot" refiners use yuan‑denominated payments and have limited overseas exposure, allowing...
Germany Replaces Nuclear with Renewables, Cuts Fossil Share
Germany's electricity mix, 2000 vs 2025: Renewables: 6% → 62% Fossil fuels: 62% → 36% Nuclear: 30% → 0% Nuclear's exit was filled by renewables, not coal or gas. Want more of this content + more detail and links to sources? Subscribe to my Substack:...
UAE’s OPEC Exit Threatens Oil Price Collapse, Recession
Think oil prices are too high? Wait til they completely collapse and send us into an oil-based recession. The UAE’s exit from OPEC is very bad news https://t.co/TqXUsn8Djw
UAE Leaves OPEC After Six Decades, Redefining Gulf Oil Strategy
Abu Dhabi announced it will quit OPEC after nearly 60 years, freeing itself from production quotas that capped its output at about 3.8 million barrels per day. The decision aligns with ADNOC’s 5 million‑bpd target for 2027 and a non‑oil GDP share...
US Energy Access Hindered by Canadian Montney Logistics
Wonderful reductionist nonsense @tonykovacic It's a system, not parts like a car engine. You can have all the Montney you like but it's in Canada Getting it to US consuming regions is an expensive, regulatory and decades-long process.
Trump Approves $550,000‑Barrel‑Per‑Day “Keystone Lite” Pipeline, Reviving Canada‑U.S. Oil Link
President Donald Trump granted a presidential permit for the Bridger Pipeline Expansion—dubbed “Keystone Lite”—authorizing up to 550,000 barrels of Canadian crude per day to cross the border. The approval revives a stalled cross‑border oil conduit, but ignites fresh opposition from Indigenous...
Middle East Conflict Spurs Surge in Sovereign Bond Yields, IMF Warns of Crisis Risk
The International Monetary Fund warned that an extended closure of the Strait of Hormuz could ignite a global financial crisis, sending yields on G7 sovereign bonds higher. The warning comes as oil prices have risen 66% since recent attacks, and...
Trina Solar Sets New 28% Silicon Cell Efficiency Record
Trina Solar claims world’s highest efficiency for silicon solar cells with 28.0%-efficient device #energysky -- via pv magazine global: https://t.co/j3A5YwNuet
US Finds Massive Lithium Reserves, Still Needs Processing
China dominates the world's lithium supply. The U.S. just found 328 years' worth in its own backyard Yeah, lithium is not rare, like rare earths. But scaling processing is, and you need an actual battery industry also.... https://t.co/8lbDAr7lMZ
Weakening Peso
The Bangko Sentral ng Pilipinas lifted its benchmark rate by 25 basis points to 4.5% as oil prices surged past $120 per barrel amid a renewed Hormuz blockade. The central bank aims to curb second‑round inflation and stabilize a peso...
U.S. Natural Gas Growth Peaks in April, Then Falls
U.S. natural gas growth is expected to peak in April It is projected to decline through 2026 and beyond #energy #NaturalGas #shale #fintwit #oilandgas #Commodities #ONGT #natgas #LNG https://t.co/LV8XoIfv25