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:
Oil Cools Slightly After a 4-Year High as Gasoline Jumps
Brent crude slipped to $108.27 a barrel on Friday after hitting a four‑year high above $120 amid shaky U.S.–Iran peace talks. West Texas Intermediate fell about 3% to $101.92, reflecting broader market cooling. Meanwhile, U.S. gasoline prices rose 9 cents overnight, adding pressure on consumers. Stock markets continued their upward trajectory despite the energy volatility.
Scope 3 Emissions: Challenging? Yes. Impossible To Reduce? No.
Scope 3 emissions—upstream and downstream activities—represent roughly 80% of most companies' carbon footprints, yet only about 5% of U.S. firms currently disclose them. The SEC’s 2024 climate‑disclosure rule narrows mandatory reporting to large accelerated filers, leaving most firms with voluntary transparency....
Continuous Monitoring Center Helps Prevent 17 California Wildfires, Over 1,000 Outages
Pacific Gas & Electric (PG&E) launched a Continuous Monitoring Center (CMC) in San Ramon to centralize data from millions of sensors and smart meters across its grid. The hub uses machine‑learning models to flag early‑stage faults, enabling crews to intervene before...
Production Begins at Eighth FPSO in Brazil’s Largest Offshore Field
Petrobras has started production on the P‑79 floating production, storage and offloading (FPSO) vessel at the Buzios pre‑salt field in the Santos Basin. The new unit can process 180,000 barrels of oil per day and compress 7.2 million cubic metres of...
It Now Costs $160 to Fill up America’s Top-Selling Vehicle as the Iran War Nears Its 10th Week
Gasoline prices have surged to four‑year highs since the Iran war began, reaching $4.42 per gallon nationally. At that price, filling a new Ford F‑150, America’s best‑selling vehicle, costs about $160. The price jump represents a nearly 50% increase in nine...
Exxon Mobil CEO Sees ‘More to Come’ on Price Spikes From Iran War as Exxon, Chevron Beat on Earnings Despite...
Exxon Mobil and Chevron posted first‑quarter earnings that beat analysts’ forecasts, yet both saw net income plunge year‑over‑year as early‑year price weakness and Middle‑East disruptions hit results. CEOs Darren Woods and Mike Wirth warned that if the Strait of Hormuz...
Trump Pushes ‘Peace Pipelines’ to Boost Exports of Climate-Busting LNG to Europe
The Trump administration announced a series of “Peace Pipelines” agreements at the Three Seas Initiative summit, aiming to accelerate U.S. LNG exports to Central and Eastern Europe as a substitute for Russian gas. The Department of Energy says U.S. natural‑gas...
U.S. Targets Iran–China Oil Pipeline in Dual Sanctions Move on Shipping and Finance
The United States announced a dual‑pronged sanctions package that hits a China‑based oil terminal, Qingdao Haiye Oil Terminal Co., for handling tens of millions of barrels of Iranian crude since early 2025, and three Iranian currency‑exchange houses that convert oil...
Global Gas Shock Marks Turning Point for EV Adoption
Around the World, High Gas Prices Create "Hinge Moment" for EVs Energy economist Chris Bataille thinks the Iran War/global energy shock is the death knell for gas-powered cars. https://youtu.be/OYirvKvniRo
DKEM Seeks Funding to Scale Gigawatt Copper Paste
Chinese PV Industry Brief: DKEM seeks cash injection to scale up gigawatt-level production of copper metallization paste #energysky -- via pv magazine global: https://t.co/nFRo9vUc0J
UN Warns Hormuz Blockade Could Trigger Global Recession as US‑Iran Tensions Flare
U.N. Secretary‑General Antonio Guterres urged the immediate reopening of the Strait of Hormuz, warning that a prolonged choke‑point could spark a global recession with inflation soaring past 6%. The warning comes as U.S. naval forces confront Iranian vessels and Brent...
High LNG Prices Curb China's Imports, Freeing Supply Globally
Zero signal about China here China is a discretionary LNG importer. It can generate with dirtier domestic coal if needed. High prices generally mean lower imports. Helps globally -- China is freeing up LNG for folks...
Crude Prices Surge as Iran War Persists, UAE Exits OPEC
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude prices climb amidst ongoing deadlocked diplomacy, the third month of the Iran War, breaching the billion lost barrel threshold, and the UAE announcing an abrupt departure from OPEC. Summary below, link to full...
Clearlake Capital Acquires Qualus, Boosting Grid‑Modernization Portfolio
Clearlake Capital Group finalized its purchase of Qualus Corporation from New Mountain Capital, adding a pure‑play electric‑power solutions platform to its portfolio. The deal, whose financial terms were not disclosed, deepens Clearlake’s exposure to grid‑modernization technologies amid rising demand for...
Hope Ed Miliband Reconsiders Fracking Benefits
this is a first for me…retweeting @EdwardJDavey because he’s right Next week @Ed_Miliband will hopefully rediscover the benefits of fracking
Hormuz Closure Threatens Solar Aluminium Supply Chain
How the closure of the Strait of Hormuz affects solar aluminium sourcing #energysky -- via pv-tech: https://t.co/NvUU88jGsi
U.S. and China Vie for Zambia’s $10 Billion Battery‑Metal Market
U.S.-backed KoBold Metals began construction on the $2.3 billion Mingomba copper mine while Chinese Cinfeng Investment Limited Group proposed a $40 million restart of the Munali nickel mine, highlighting a $10 billion scramble for Zambia’s battery‑metal assets.
U.S. Navy Blockade Pushes Iran’s Oil to Sea Storage
US Naval Blockade Squeezes Iran's Oil Exports, Forces Crude Onto Floating Storage. What us the Navy doing if there us no war? https://t.co/IVew9eYx3o
War‑Fueled Oil Surge Boosts Exxon, Chevron Profits
Exxon, Chevron Beat Profit Estimates on War-Driven Oil Rally. Americans paying higher gas prices to feed corporate greed? https://t.co/tsjWhL6DSr
Reynolds Wrap Up: How Healthy Is Your FEMI Tree?
John Reynolds’ March/April 2026 Inspectioneering article introduces the ‘FEMI Tree’ analogy to illustrate how a healthy Fixed Equipment Mechanical Integrity (FEMI) program is built. He identifies twelve primary ‘nutrients’—programs such as design verification, corrosion control and competency training—that feed the canopy...
Mechanical Integrity and Damage Mechanism Concerns in Midstream Facilities
The article highlights that mechanical integrity (MI) programs in midstream gas processing are less mature than those in refining, despite growing natural‑gas infrastructure. It outlines common damage mechanisms such as stress corrosion cracking, liquid metal embrittlement, and general corrosion, referencing...
Centrica and Delta Unveil Off‑Grid Fuel‑Cell Power for Data Centres
Centrica and Delta Electronics announced a joint off‑grid fuel‑cell generator solution aimed at data centres and other energy‑intensive sites. The partnership promises scalable, on‑site power that addresses grid reliability concerns while helping customers meet carbon‑reduction targets. Details on capacity and...
ProPetro COO Adam Muñoz Tackles Cost Cuts as Q1 Revenue Falls 7%
ProPetro (PUMP) posted first‑quarter 2026 revenue of $271 million, a 7% sequential decline, and a net loss of $4 million. COO Adam Muñoz detailed a multi‑pronged effort to tighten the cost structure, accelerate fleet utilization and fund a $540‑$610 million capital program, especially...
CAISO Launches Extended Day-Ahead Market, Transforming Western Grid
Western grid enters new era as CAISO launches Extended Day-Ahead Market #energysky -- via pv magazine usa: https://t.co/z8UQX9x4Ct
UAE Leaves OPEC Effective May 1, 2026, Redefining Global Oil Coordination
The United Arab Emirates announced its withdrawal from OPEC and the OPEC+ alliance effective May 1, 2026, ending nearly 60 years of participation. The move follows long‑standing disputes with Saudi Arabia over quota allocations and aims to let Abu Dhabi fully monetize its expanding...
Shell's 2025 Profit Drops 22% as Oil Price Rout Slashes Earnings
Shell said underlying earnings fell 22% to $18.53 billion for 2025 as Brent crude slid below $60 a barrel. The oil major announced a $3.5 billion share‑buyback and a 4% dividend increase, but its shares slipped more than 2% on the news.
Crude Futures Fall on New Iran Proposal for Peace Talks
Crude futures slipped on Friday after Iran sent a new peace proposal to Pakistani mediators, easing some of the market’s war‑risk premium. Brent settled at $108.17 a barrel, down $2.23, while WTI fell to $101.94, down $3.13. Despite the dip,...
Illinois Shines Celebrates Walldog Solar, One of the Program’s 171 Approved Agrivoltaics Projects
Illinois Shines, the state’s adjustable block incentive program, is nearing 4 GW of approved solar capacity and highlights the 5 MWac Walldog Solar project in Pontiac as a flagship agrivoltaic community solar installation. The bifacial array on 42 acres is projected to...
Japanese Team Hits 30.2% Efficiency with All-Perovskite Tandem
Japanese scientists build all-perovskite tandem solar cell with 30.2% efficiency #energysky -- via pv magazine global: https://t.co/b2uWJrAfXm https://t.co/g06VirbJTt
House Bill Pushes SAF Into Federal Biofuels Policy
The U.S. House approved H.R. 7567, part of the 2026 Farm, Food, and National Security Act, to expand federal biofuel policy to include sustainable aviation fuel (SAF) produced from renewable agricultural feedstocks. Sponsored by Agriculture Committee Chairman Glenn Thompson, the measure...
Trump’s Economic Fury Strikes Again as US Sanctions Chinese Oil Terminal over Iran Imports
The U.S. State Department has imposed sanctions on a Chinese oil terminal and two Chinese ship‑management firms to tighten pressure on Iran’s oil exports. The action coincides with President Donald Trump’s public disappointment in Iran’s latest peace proposal and follows...
SoCalGas Customers Avoid $266M Hydrogen Pipeline Bill
SoCalGas customers spared paying $266M for hydrogen pipeline project #energysky -- via Canary Media: https://t.co/4ska6Neq1X
Wyoming’s Largest Utility Joins a New Western Day Ahead Market for Electricity
Wyoming’s largest utility, Rocky Mountain Power— a PacifiCorp subsidiary—began trading in the new Extended Day Ahead Market on the Western grid, which runs on CAISO’s platform. The market expands access to a broader pool of buyers and sellers, allowing the...
Great Lakes Gas Prices Surge to $4.43 Average
$4.43 average gas price right now - massive w/w gains in the Great Lakes.. $1 or more in some spots https://t.co/2ER5bwqoz3
Oil Falls on Hopes for US-Iran Negotiations, Hormuz Progress
Oil prices slipped as West Texas Intermediate dropped up to 5.5% before stabilizing near $102 per barrel, reflecting thin trading ahead of Labor Day holidays. Ongoing US‑Iran negotiations remain deadlocked, with both sides maintaining a de‑facto blockade of the Strait...
Support for Ukraine Halting Russian Oil Production
If Ukraine manages to completely disrupt Russian oil production and export, I am here for it!
Higher Oil Prices Will Cripple Demand, Stalling Rises
"no, oil prices won't rise because demand will be destroyed due to rising prices.." https://t.co/pBEj3OkRN5
It’s Sinking In That Fossil Fuel Demand Won’t Grow Forever
The United Arab Emirates announced its departure from OPEC, underscoring a strategic pivot as global fossil‑fuel demand is expected to plateau. A climate‑focused summit in Santa Marta, Colombia, convened nearly 60 nations to launch work streams that integrate climate considerations...
Enerflo Links Solar OS to Solargraf Design Platform
Enerflo integrates residential solar operating system with Solargraf design tool #energysky -- via Solar Power World: https://t.co/UzSoyfOAcM
China's 19 MWh Electric Cargo Ship Completes Trials
A Chinese electric cargo ship with 19 megawatt hours of batteries is completing trials, combining large-scale energy storage and automation. https://t.co/XVKa5z9NcZ
US LNG Player Backed by Oil Heavyweights Offers Timeline for First Gas Into Export Terminal
NextDecade, a U.S. LNG developer backed by major oil firms, announced that it expects to introduce feedgas into its Rio Grande LNG export terminal in the second half of 2026. The first commercial LNG production is slated for 2027, positioning the...
Shift in the Middle East Has Implications for Countries Like Australia
The United Arab Emirates announced it will leave OPEC, marking a dramatic break with its Gulf neighbours and underscoring a new strategic direction. UAE diplomatic adviser Anwar Gargash warned that Gulf policies toward Iran have failed and called for a...
July Brent Prompt Surges $9, Outpacing Weekly Gain
Prompt Brent crude weekly price gain: +$3/bbl July Brent, now the prompt contract weekly gain: +$9/bbl
Shipping’s Decarbonisation Drive Back on Track, Says IMO
The International Maritime Organization (IMO) says its Net Zero Framework for shipping remains on schedule despite vocal opposition from the United States and major oil‑producing nations. After two weeks of intensive negotiations, senior officials confirmed the decarbonisation plan is still...
Non-Compliance with a Looming NERC Deadline Could Cost Clean Energy Owners and Operators, Big Time
The North American Electric Reliability Corporation (NERC) has extended its reliability standards to small inverter‑based resources (IBRs) such as solar farms and wind turbines. Effective May 15 2026, any IBR with an aggregate capacity of 20 MVA (roughly 16‑20 MW) connected at 60 kV or...
Chouest Group Acquires Alliance Business From Helix Energy Solutions Group
Chouest Group completed the acquisition of the Alliance business from Helix Energy Solutions Group, folding it into its newly created Champagne Energy Solutions (CES). The deal expands Chouest’s offshore decommissioning and plug‑and‑abandonment platform, adding subsea intervention, marine logistics and infrastructure...
Saudi Arabia Initiates 12 GWh Battery Storage Qualification Process
Saudi Arabia launches qualification process for 12 GWh of battery storage projects #energysky -- via pv magazine global: https://t.co/oz5GfWaYEc
Battery Landscape Shifts: Unexpected Game-Changing Developments
Batteries: The game has changed – and it’s not what you think #energysky -- via pv magazine usa: https://t.co/SnIwpT12hM
$1.4B Saved: Massachusetts Locks in Cheaper Offshore Wind Power
Massachusetts has formalized long‑term power purchase agreements for Vineyard Wind, the state’s first utility‑scale offshore wind farm. The contracts lock in an average saving of about 1.4 cents per kilowatt‑hour, translating to roughly $1.4 billion in reduced electricity bills over the next 20...
U.S. Oil Prices Will Exceed Iran Wartime High to Above $125 as Conflict Drags on, Kalshi Traders Say
Traders on the Kalshi prediction‑market platform see a better‑than‑50% chance that U.S. West Texas Intermediate (WTI) crude will climb to around $127 per barrel in 2026, well above the current $113 level. A 63% probability now exists for WTI to...