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:
Simple EV Charger Installs May Be a Thing of the Past Due to New Rules, Says Industry Expert
New UK wiring regulations (Amendment 4) took effect in 2026, making home EV charger installations far more complex. Installers must now assess load management, circuit protection, earthing and integration with the whole‑home electrical system. The tighter safety standards leave little room for error, and many older properties will require electrical upgrades before a charger can be fitted. Industry leader Chris Moniz of Volta EV warns that the era of a simple ‘box‑on‑a‑wall’ install is over.
Sky‑High Fuel Prices Accelerate Renewable and Low‑Carbon Shift
A lot of silver-linings happening due to sky-high fossil fuels: renewables will boom, and people are turning to lower carbon-burning modes of travel, as seen below. The energy crisis — which will worsen — is forcing people to turn to...
Why Experts Say This Nuclear Development Cycle Is Strongly Underpinned
Bank of America Global Research says the uranium market is entering a multi‑decade, third nuclear build wave driven by energy security, decarbonisation and higher electricity demand. It forecasts spot prices climbing to about $135 per pound in late 2026‑27, roughly...
Oil Crisis Deepens: Shrinking Stocks Guarantee Higher Prices
From the article in The Economist on "The crisis in oil markets will get bigger before it goes away: As stocks dwindle, further price rises are inevitable." #economy #oil #energy #markets @theeconomist
Six Wind Farms, Two Solar Hybrids and Seven-Hour Batteries Win Key CIS Tenders Ahead of Coal Closure
Western Australia announced winners of two Capacity Investment Scheme tenders, covering six wind farms, two solar‑battery hybrids and two seven‑hour battery projects. The generation tender will add 1.9 GW of wind and solar capacity and 2.1 GWh of storage, while the dispatchable...
UN Shipping Deal Lives to Fight Another Day, as US Fails to Derail Negotiations
Negotiations at the International Maritime Organization on its Net Zero Framework (NZF) were postponed until September, leaving the core deal intact despite a week of pressure from the United States. The EU and other climate‑ambitious nations refused to water down...
‘Trump Is an Idiot’: Californians Fume over Soaring Petrol Prices
Petrol prices in California have surged to $130 per tank, about $30 more since the United States and Israel began bombing Iran. The conflict, which started on Feb 28, has disrupted oil flow through the Strait of Hormuz, pushing gasoline to...
Fuel Spike Is Coming: Relief at Bowser Not Tipped to Last
Australia’s regional oil benchmark Tapis crude surged to US$125 a barrel, the highest level since the 2022 Ukraine war, prompting expectations of higher pump prices. After a brief two‑week respite following a US‑Iran cease‑fire, fuel prices are set to climb...
Initial Output at Wambo Wind Farm 2 on Saturday 2nd May 2026
On Saturday 2 May 2026, Wambo Wind Farm 2 (WAMBOWF2) posted its first electricity output after reaching its 247 MW maximum capacity. The unit’s initial bid was entered on 24 April but only entered dispatch at 00:05 NEM time on 28 April when the capacity was recognized...
OFAC Issues New and Updated General Licenses Authorizing Venezuelan Energy Sector Activities Involving Venezuelan-Origin Oil, Gas, and Petrochemical Activities
The U.S. Treasury’s Office of Foreign Assets Control (OFAC) issued General License 52 and amended licenses 46B, 48A, 49A, and 50A, widening permissible activities for U.S. entities in Venezuela’s oil, gas and petrochemical sectors. GL 52 authorizes established U.S. firms to engage...
Andhra Pradesh Govt Notifies Five Model E-Mobility Cities Under EV Policy 4.0
The Andhra Pradesh government has activated its Sustainable Electric Mobility Policy 4.0 by designating Visakhapatnam, Rajahmundry, Vijayawada, Nellore and Tirupati as five model e‑mobility cities. A dedicated fund of Rs 250 crore (about $30 million) will support charging networks, battery‑swap stations, zero‑emission zones and...
Crude Oil Slides 3.3% to $101.79 as U.S.-Iran De‑Escalation Boosts Market Optimism
Crude oil prices plunged 3.28% on Friday, with WTI June futures trading at $101.79 a barrel, after reports that Iran offered a new peace proposal to the United States. The move lifted the U.S. Dollar Index to 98.22 and revived...
USGS Finds 2.3 Mt of Lithium in Appalachia, Enough for 130 Million EVs
The U.S. Geological Survey disclosed an estimated 2.3 million metric tons of lithium oxide in the Appalachian Mountains, a resource that could supply batteries for roughly 130 million electric vehicles. The find, described as a major contribution to U.S. mineral security, arrives...
MasTec Posts 34% Revenue Jump in Q1 2026, Backlog Hits $20.3B Record
MasTec (MTZ) announced a 34% year‑over‑year revenue increase to $3.829 billion in Q1 2026, driven by double‑digit growth in every core segment. The company lifted full‑year guidance to $17.5 billion in revenue, underscoring strong demand for power delivery, clean energy and pipeline...
ESS Tech and Alsym Energy Commit to 8.5 GWh Sodium‑Ion Battery Production
ESS Tech and Alsym Energy have signed a letter of intent to produce 8.5 GWh of sodium‑ion battery cells and modules. The partnership lets Alsym scale its new chemistry while giving ESS a new hardware line beyond its long‑duration flow batteries,...
Iran War Spurs Record $2.3 Trillion Surge in Clean‑Energy Investment
The Iran‑U.S. conflict has forced oil‑dependent economies to double down on renewables, lifting global clean‑energy investment to a record $2.3 trillion. Analysts cite soaring oil prices, supply bottlenecks and energy‑security concerns as the catalyst for the shift.
EPA Says Oil & Gas Operators Can Continue to Flare Past Long-Set Deadline
The U.S. Environmental Protection Agency issued new guidance that lets oil and gas operators keep routine flaring in operation beyond the May 7 deadline originally set for a phase‑out. Routine flaring releases methane—a greenhouse gas roughly 80 times more potent than...
Sierra Club, Allies Applaud Approval of Accelergen’s East Side Energy Storage for Wyandotte County
Wyandotte County's Unified Government approved Accelergen's East Side Energy Storage project, a 300 MW utility‑scale battery system, with an 8‑2 vote. The 10‑year conditional‑use permit, backed by the Sierra Club, Climate + Energy Project, Kansas Latino Community Network, and labor unions, clears a...
TC Energy Launches $1.5 B Appalachia Supply Project to Meet Soaring U.S. Gas Demand
TC Energy Corp. unveiled the $1.5 billion Appalachia Supply Project, a low‑risk expansion of its Columbia Gas system aimed at the high‑growth power and industrial corridor in the United States. The move follows record natural‑gas deliveries, a 3% quarterly volume rise...
Rocky Mountain Power Joins Western Extended Day‑Ahead Market, Aiming to Cut Wyoming Rates
Rocky Mountain Power, the largest utility in Wyoming and a PacifiCorp subsidiary, began trading in the new Western Extended Day‑Ahead Market on Thursday night. The move could let the utility meet 100% of its demand through market purchases, up from...
UAE Exits OPEC: What Forced the West Asian Nation to Junk the Oil Cartel Amid the US-Iran War? Explained
The United Arab Emirates announced on May 1, 2026 that it will leave OPEC, ending its participation in the cartel’s production‑quota system. Analysts say the move is a pre‑planned shift driven by a mismatch between the UAE’s 4.8 million‑barrel‑per‑day capacity and the 3.2 million‑bpd...
US LNG Exports to Asia Surged in April as Middle East Conflict Curtailed Supply
U.S. liquefied natural gas (LNG) exports to Asia surged in April, with shipments climbing to 2.71 million tonnes—up 175% from February—after Middle‑East supply was disrupted by the Iran conflict. Asian spot LNG prices stayed high, averaging $17.92 per MMBtu, roughly 17%...
Oil Market Near Cliff Edge, Yet Speculative Panic May Fade
Mostly agree with the cliff edge the oil market is sliding towards, but I hope it is only a short-sighted minority in terms of market players and a brainwashed coterie among speculative traders that are still under what JPM calls...
AI Drives Power Surge, Turning Grid Into Efficiency Battlefield
#Technology #Thread #Semiconductor #Manufacturing #AI The Semiconductor AI + The Electric Grid: 1/ - Artificial Intelligence Is Not Just Powering Chips It Is Reshaping The Grid That Powers Semiconductor Fabs And Data Centers. - Rising AI Workloads Plus Advanced Semiconductor Fabs Equal Surging...
Oil Falls on Hopes for US-Iran Negotiations, Hormuz Progress
Oil slipped to around $102 per barrel on Friday as US‑Iran peace talks remain tenuous, even though West Texas Intermediate posted an 8% weekly gain. Traders trimmed risk amid thin volumes and global market holidays, while the ongoing de‑facto closure...
Falling On‑Water Oil Stocks Threaten Five‑Year Low
The @IEA report Oil Market Report for 14 April highlights the issue of falling stocks on water. Fortunately, inventories are high, but the rate of decline can place these inventories below the levels of the past five years very...
China's 'Teapot' Refineries Aid Iran Amid U.S. Pressure
China’s ‘Teapot’ Refiners, Targeted by U.S., Offer Financial Lifeline to Iran—Sector that once rebelled against Beijing grows into a critical tool for working around sanctions @BrianSpegele https://t.co/kjTCM9IgX4 https://t.co/kjTCM9IgX4
Bloomberg Talks: Chevron CFO Eimear Bonner (Podcast)
Chevron’s first‑quarter earnings fell short of expectations, sending the stock lower. In a Bloomberg Talks podcast, CFO Eimear Bonner explained the “messy” results and outlined a plan to boost shareholder returns through a larger buyback program. She also highlighted initiatives...
AccelerateEU Supports 200 GW
AccelerateEU backs 200 GW storage goal but omits dedicated mechanism #energysky -- via pv magazine global: https://t.co/NA6DCaupvN
DOE Claims Energy Promises Kept, Reality Questionable
This is the Great Pretending @ericnuttall Straight from the US DOE website “THE STATE OF AMERICAN ENERGY: Promises Made, Promises Kept” “UNLEASHING THE GOLDEN ERA OF ENERGY DOMINANCE AND LOWERING PRICES” https://t.co/9B4TdW5g18
Russia Now Main Supplier Of Oil To Post-Assad Syria, Despite Pivot To West
Russia has surged to become Syria’s leading oil supplier after the fall of Bashar al‑Assad, with shipments climbing 75% to about 60,000 barrels per day. The increase reflects Damascus’ acute energy shortfall and a pragmatic turn toward Moscow despite a...
Renewables Surge: Build, Not Talk, Drives Climate Action
Less talking about Climate more Deployment. The era of building solutions is just accelerating . 100% of TWh growth last year was from solar, wind, and nuclear. Battery storage is getting cheap and IEA upped 2030 target from 2TWh...
Oil Markets Are Adaptive, Not Simple Inventory Models
JPM’s point that inventories are thinner than you think is reductive, Captain Obvious nonsense @AlaliQasem @VandanaHari_SG You can’t model oil like a machine because it’s not Oil is a non-linear living system that adapts and self-organizes. You may not like how it...
Biofuel Subsidies Set to Be Extended as War Grinds On
Thailand’s Energy Minister Akanat Promphan warned that biofuel subsidies, funded through the Oil Fuel Fund, may need to be extended beyond the September 24 deadline to protect energy security amid volatile global oil markets caused by the Iran war. The country’s...
LG ES on Track for 50 GWh US Storage Capacity
LG ES says manufacturing spend puts company on track for 50GWh+ US ESS production target #energysky -- via Energy Storage News: https://t.co/dKSZHLMEMb
Atome Launches $665M Green Hydrogen Fertilizer Plant in Paraguay
The Hydrogen Stream: Atome builds $665 million green hydrogen-based fertilizer plant in Paraguay #energysky -- via pv magazine global: https://t.co/iHFcCrmaId
SM Energy Closes $950 Million South Texas Asset Sale
SM Energy completed a $950 million sale of South Texas assets, generating about $900 million in net proceeds. The deal moves the company toward its goal of over $1 billion in divestitures as part of a broader portfolio‑repositioning strategy. Executives say the cash...
Permian Output Rises to Record Levels While Flaring Falls, Report Shows
U.S. oil output hit a new high in 2024, with the Permian Basin producing roughly 6.3 million barrels per day, nearly half of national output. Over the same period, flaring intensity fell 45% nationwide and 62% in the Permian, even as...
Newfoundland and Labrador Budget Boosts Offshore Exploration Funding
Newfoundland and Labrador’s 2026 budget earmarks $90 million (≈$66 million USD) over three years for an Offshore Exploration Fund and $8.65 million (≈$6.3 million USD) for an Innovation and Business Development Fund to boost offshore oil and gas activity. The allocation also finances a...
Eco Atlantic Advances JHI Acquisition, Targeting Falklands Offshore Stake
Eco Atlantic Oil & Gas Ltd. is moving forward with its acquisition of JHI Associates, a step that will give it a 35% participating interest in the PL001 offshore license in the Falkland Islands. An interim court order cleared the...
Australia’s Green Iron Edge Threatened by Project Delays
“Let’s actually get projects up and running:” Report warns Australia’s green iron edge is at risk #energysky -- via Renew Economy: https://t.co/vlexiZGX0R https://t.co/zv2TAtDucn
Rice University Achieves 98% Efficiency in Perovskite Solar Cells After 1,200 Hours at 194°F
A Rice University team demonstrated that perovskite solar cells can retain 98% of their initial efficiency after 1,200 hours of continuous exposure to 194°F heat, using a novel additive‑based precursor. The result tackles the long‑standing stability gap between perovskites and silicon,...
U.S. Army’s 3‑GW Fort Bliss AI Data Center Triggers Power‑Supply Scramble
The U.S. Army announced a 3‑gigawatt AI data center at Fort Bliss that would consume more electricity than all of El Paso Electric’s customers. The project has sparked a debate over power sources, with natural‑gas turbines, regional grid connections, and experimental...
India‑sourced Transformers Deliver $500M Sales in 18 Months
We have access to large power transformers that can be delivered within 18 months using supply chains from India. $500m in sales already. https://t.co/sOxvbR0c2F
Strait of Hormuz Closure Cuts 10M Barrels Daily
According to the World Bank’s NEW Commodity Markets Outlook report, the closure of the Strait of Hormuz wiped out around ~10 MILLION BARRELS/DAY of global oil supply. This is the LARGEST DISRUPTION ON RECORD https://t.co/ERT2BN8SaZ
Military Permit Derails South Korea’s Anma Offshore Wind Project
The 532 MW Anma offshore wind farm, a $3.5 billion project slated for 2029 completion, has stalled because its site overlaps a military weapons‑testing area, preventing the required public waters permit. Major suppliers SK Oceanplant and LS Cable & System have suspended...
REZ Transmission Route Shortened to Bypass Caves, Hits 50
New changes trim “essential” REZ transmission route to avoid caves – and another 50 landholders #energysky -- via Renew Economy: https://t.co/XIunwJyCGR https://t.co/SL15CiTwLX
Foregone Gulf Oil Costs Exceed $60 Billion
Cost of foregone Gulf oil production alone—not counting LNG, fertilizer, helium supply chain consequences—is currently valued at $60+ billion.
Exxon, Chevron Ramp Refinery Utilization Amid Mideast Crisis
Exxon Mobil and Chevron are aggressively increasing refinery utilization in response to severe supply disruptions caused by the near‑closure of the Strait of Hormuz. The geopolitical bottleneck has driven crude and refined product prices to their highest levels in several...
Join Saturday 7 Am Talk on Rising Oil Prices
“Hi, would you be interested in joining us for a conversation about oil prices at 7am Saturday morning?” https://t.co/28SRRhRIua