Today's Energy Pulse
Policy ambiguity stalls Germany's battery storage growth
German BESS developers say unclear regulations are hampering expansion even after the government granted grid‑fee exemptions through 2029. The absence of a legal definition forces operators to shoulder multiple taxes and levies, creating financing uncertainty for projects.
Also developing:
By the numbers: FuelCell Energy raises $156.6M in secondary share offering
Labor Releases Details of East Coast Gas Reservation Policy
The Albanese government announced a gas reservation policy effective 1 July 2027, mandating that gas producers on Australia’s East Coast set aside 20 % of their output for domestic consumption. The rule covers spot gas and contracts signed after 22 December 2025, while existing export contracts remain exempt. It is intended to offset projected shortages as Bass Strait supplies continue to fall. The measure echoes opposition leader Peter Dutton’s pre‑election promise to divert 50‑100 PJ of cargo to the home market, and analysts see it as an improvement, though possibly insufficient.
Likhitha Lands ₹72.15 Cr Pipeline Contract, Boosting ₹900 Cr Market
Likhitha Infrastructure Limited has secured a ₹72.15 Crore (Excl. GST) contract from Hindustan Petroleum Corporation Limited for laying a cross-country pipeline with associated facilities, to be executed within 12 months. The order, categorised under Pipeline Laying Works-SCH B, is a...
Hormuz Oil Flows to Drop to 40% Pre‑war Levels.
This is the most important chart of the day @Kpler projects flows thru the Strait of Hormuz to be at only 40% of pre-war levels a year from now. For all of you who have enjoyed criticizing Peak Oil for the last...
“It’s Enormous:” AGL Sees 7-Fold Leap in AI Data Centre Demand, Says New Big Batteries Will Boost Coal Returns
AGL Energy warned that AI‑driven data‑centre demand in Australia could surge to 34 TWh, a seven‑fold increase from today’s 5 TWh. The utility expects its coal‑heavy Bayswater plant to benefit from two new 500 MW batteries, potentially raising its average price to $93/MWh....
Solar Insiders Podcast: The Small Company Taking Giant Steps to Close the Energy Gap
Original Power, a boutique solar developer, is scaling up projects to bridge the energy gap for First Nations communities in Australia’s Northern Territory. The company’s podcast appearance highlights its strategy of deploying micro‑grids powered by rooftop and community solar arrays,...
Energy Storage Enters the 100-Gigawatt Era: Three Things to Know
Global energy storage added a record 112 GW in 2025, a 48% year‑over‑year jump that pushed annual deployments past the 100‑gigawatt mark for the first time. China supplied more than half of that capacity, while the United States contributed 16% and...
OPEC Crude Output Hits 36‑Year Low as Iran War Slashes Exports
OPEC’s crude output fell by 420,000 barrels per day to 20.55 million bpd in April, the lowest level since 1990, after the Iran war forced deeper shut‑ins in Kuwait and Iran. The slump follows an 8.6 million‑bpd plunge in March, the steepest...
Reframing Oil Pricing Strategy, Signals Balance Across Value Chain
The Thai government has tightened oil pricing policy by mandating a refining margin reduction to 5 baht per litre (about $0.14), up from 2 baht ($0.06). This move intensifies pressure on refiners, who already operate on thin margins below 1 baht/L ($0.03) and...
Australia’s Green Heavy Industry Push Hinges on Scaling Challenge, Monash and UNSW Analysis Finds
Australian researchers from Monash University and UNSW Sydney say the nation can decarbonise its heavy‑industry sector and become a low‑emissions exporter, but the real obstacle is scaling coordinated industrial hubs rather than technology itself. Advances such as green hydrogen and...
Texas Market Structure Accelerates Low‑Cost Renewable Deployment
Christopher is right. I didn't want to get into all of this in a tweet, but Texas's market structure is fundamentally more friendly to building the lowest cost clean energy the fastest. That goes beyond just easy permitting (which is...
Australia Installs 10.7GWh of Home Battery Storage Under Federal Subsidy Scheme
Australia has installed 380,712 home‑battery systems – about 10.7 GWh – under the Cheaper Home Batteries Program, a subsidy that has ballooned from an initial AU$2.3 bn (US$1.63 bn) to AU$7.2 bn (≈US$5.1 bn) by 2030. Minister Chris Bowen said the uptake outpaces the government’s...
China’s Energy Security Strategy Expands South: How Hainan Is Becoming an LNG Storage Hub
China is expanding its energy‑security portfolio by accelerating LNG storage development in Hainan. The second phase of the Danzhou bonded LNG terminal is now about 50% complete, adding three 220,000‑cubic‑metre tanks and targeting full operation by 2027. The first phase,...
Weatherford Wins MPD Contracts with Noble for Deepwater Drilling Operations
Weatherford International plc secured multiple managed pressure drilling (MPD) contracts and a global aftermarket services agreement with Noble Corporation. The deal includes two MPD systems for Noble’s offshore Guyana projects, slated for deployment before year‑end, and an upgrade of a...
Harbour Energy Clears Path for Waldorf Acquisition After UK Court Ruling
Harbour Energy Plc secured approval to acquire Waldorf Production UK after a London court dismissed HMRC’s objection to wiping out most of the oil producer’s unpaid taxes. The ruling permits a cross‑class cram‑down, giving HMRC 14% of the £70 million (£94.8 million)...
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...
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...
Trump Backs Off Hormuz Plan After Saudi Base Ban
Trump's abrupt U-turn on a plan to reopen the Strait of Hormuz came after Saudi Arabia suspended U.S. access to its bases and airspace. - NBC
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...
PV Module Recycling Efficiency Improves, IEA-PVPS Reports
C-Si and thin-film PV module recycling performance improving, says IEA-PVPS #energysky -- via pv-tech: https://t.co/bDCEBNo9OC
South Korea Bids $3.5B for Offshore Wind, Boosting Energy Independence
Another country fostering energy independence and benefits to their economy. South Korea advances $3.5B offshore wind project bid https://t.co/CdkIyTOC1y
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...
Bloomberg Brent Misleads; Real Oil Near $150, Hits Poor First
$110 Brent exists only on a Bloomberg screen. The real barrel is trading closer to $150. There’s already a shortage—but it’s hitting poorer countries first So stock markets don’t care. 👇 https://t.co/b1WsmkK3e3 #Oil #EnergyCrisis #PhysicalMarket #SupplyShock #EnergySecurity #Hormuz #Commodities #Inflation #GlobalMarkets #EnergyFlows
US Solar Advances with Fab‑Tech 2026 Production Focus
Solar Fab-Tech USA 2026 – production and technology at the heart of US solar #energysky -- via pv magazine global: https://t.co/mqvXqrZEhX https://t.co/Bdfv8igo86
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.
Join Tomorrow's Fox Business Show on Oil, Markets, Technicals
I'll be on with Maria B tomorrow am on @FoxBusiness at 710 am - talking oil, markets, Technicals and what's in store, Join if you're able- #TechnicalAnalysis #HalfCashHalfStock
Kharg Island Data Confirms Oil Stockpiles, Debunks Trump Claim
Kharg Island shows plenty of oil storage, says @TankerTrackers That's not a guess. It's supported by data Time to call out the lie One of so many from Team Trump When will we demand the Truth?
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.
AI and Batteries Revive Australian Mining Grid Instantly
Fortescue’s chairman says AI and battery storage ‘healed’ Australian mining grid in nanoseconds #energysky -- via Energy Storage News: https://t.co/GkPXR561K6
US Blockade Merely Noise; Strait Closure Signals Deeper Shift
The US blockade stopped 1 Iranian tanker. Party on, dude But the Strait is closed & will remain closed for a long time That's the signal. The blockade is noise. Everything from the Trump administration is noise. That's the real signal.
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...
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
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
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...
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...
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...
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...
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...