Today's Energy Pulse
Scania pilots vehicle‑to‑grid charging for heavy‑duty electric trucks
Scania demonstrated one of the first vehicle‑to‑grid (V2G) systems for heavy‑duty electric trucks using the Megawatt Charging System (MCS). The pilot showed bi‑directional power flow, letting trucks feed stored electricity back to the grid while parked at depots. Real‑time communication between the truck, charger and energy‑management platform enabled dynamic charging and discharging.
Also developing:
Ford and TXU Energy Launch Free Overnight EV Charging Miles for Texas Drivers
Ford and TXU Energy have rolled out a free overnight charging program for Texas electric‑vehicle owners, granting credit for electricity used between 10 p.m. and 1 a.m. The initiative offers a $100 sign‑up card, $250 anniversary credit, and could save participants $800‑$1,200 a year while moving 94% of home charging to off‑peak hours.
Clean Power Outpaces Rising Demand, Peak Looms Soon
This is the first year that electricity demand grew and yet was ourpaced by clean electricity. 2025 was a special year. 2026 probably won't repeat this. But the true peak of global electricity demand is now on the horizon.
Diesel Use Drops, Signaling Coal’s Decline and Energy Renewal
Diesel consumption shows the decline in coal – a specific symptom of a broader need for renewal #energysky -- via Renew Economy: https://t.co/aHCKL1v1Wg https://t.co/cXzJMSO1uS
Oracle, BorderPlex, Bloom Energy Power Project Jupiter with 2.45 GW Fuel Cells
Oracle, BorderPlex Digital Assets and Bloom Energy announced that the Project Jupiter AI data‑center campus in Doña Ana County will be run by a 2.45‑gigawatt Bloom fuel‑cell microgrid, replacing planned gas turbines. The switch promises a 92% drop in nitrogen‑oxide...
Tullow Oil Shares Jump Over 9% as West African Crude Hits $130/Barrel Record
Tullow Oil Plc’s shares jumped over 9% on the London Stock Exchange after the company announced that its West African crude sold at a record $130 per barrel in April, the highest price ever for a Tullow cargo. The premium...
Iran War Triggers Historic Oil Blockade, BP Q1 Profit More Than Doubles to $3.2 Bn
BP reported an underlying replacement‑cost profit of $3.2 bn for Q1, more than double the prior year, after the Iran‑U.S. war shut the Strait of Hormuz and sent crude prices soaring. The blockade, described by the IEA as the largest energy‑security...
Renewable Energy Subsidies Are a Bottomless Pitt
Australia’s Capacity Investment Scheme and National Reconstruction Fund, two flagship renewable‑energy financing programs, have come under fire from leading fund managers and economists. Critics argue the schemes operate as potential “slush funds” because they do not disclose project costs, subsidy...
Recycling of Spin-Triplet Excitons in Organic Photovoltaics
Researchers led by Li and Kong reported a breakthrough method to recycle spin‑triplet excitons in non‑fullerene organic photovoltaics. By engineering donor‑acceptor energy levels, triplet excitons are up‑converted into singlet charge‑transfer states, mitigating a major loss pathway. Ultrafast transient absorption and...
Delek Logistics Partners LP (DKL) Q1 2026 Earnings Call Transcript
Delek Logistics Partners reported a record 2025 adjusted EBITDA of $536 million, driven by strong natural‑gas, crude and water operations and the integration of H2O and Gravity assets. The new Libbey II processing plant raised capacity to roughly 160 MMscf per day, supporting...
Delek US Holdings Inc (DK) Q1 2026 Earnings Call Transcript
Delek US Holdings reported a GAAP net loss of $106 million ($1.76 per share) and an adjusted loss of $33 million ($0.56 per share) for Q1 2026, while adjusted EBITDA climbed to $170.2 million on stronger refining margins. The company posted record system‑wide refinery...
National Fuel Gas Co (NFG) Q2 2026 Earnings Call Transcript
National Fuel Gas reported a GAAP loss of $1.23 per share for Q2 2020, driven by a $1.49 per share impairment on oil and gas assets and lower commodity prices. Adjusted earnings fell to $0.97 per share, prompting a modest...
MYR Group Inc (MYRG) Q1 2026 Earnings Call Transcript
MYR Group reported record 2025 results, delivering $3.7 billion in annual revenue and a 17% jump in fourth‑quarter sales to $974 million. Gross margins improved to 11.4% and operating cash flow surged to $115 million, driven by higher fixed‑price contracts and better collections....
Turkmen Gas Is Back on Turkey’s Agenda
Turkey has lost its Iranian gas imports, which supplied about 15% of its demand, and is reviving interest in a trans‑Caspian pipeline to bring Turkmen gas to Turkey and Europe. Energy Minister Alparslan Bayraktar urged international talks on the never‑built...
Antero Resources Corp (AR) Q1 2026 Earnings Call Transcript
Antero Resources reported over $750 million of free cash flow in 2025, enabling a $300 million debt reduction, $136 million of share repurchases and $250 million of accretive acquisitions. The company closed the HG Energy acquisition ahead of schedule, adding 385,000 net acres and...
U.S. Light Shale Oil Mismatch Drives Massive Imports
The US produces oil but not the right kind • US crude is dominated by light shale oil • Refineries are optimized for heavier crude • Light oils yield too much gasoline, not enough diesel That's why the US imports 6 mmb/d #energy #OOTT...
Does the Gas Cartel Pay Enough Taxes?
The article questions whether Australia’s gas cartel is contributing sufficient tax revenue, highlighting that the reported ex‑royalties are not actual taxes. It points out that the Petroleum Resource Rent Tax (PRRT) replaces royalties on western offshore gas but does not...
Govt Struggles to Find Land for Solar Power Program
Indonesia aims to install 100 GW of solar capacity to accelerate its energy transition, but land scarcity and logistical hurdles are slowing progress. The Energy Ministry and eight other agencies are coordinating data sharing and land acquisition, yet a recent survey...
Boom! United Arab Emirates Exits OPEC
In this episode, Patrick Wood explains how the United Arab Emirates' withdrawal from OPEC on May 1, 2026 signals the collapse of the petrodollar system and the rise of a new technocratic trade architecture centered on asset tokenization and the...
India Flags Data Gaps as Global Coal Mine Methane Emissions Remain Flat Since 2021: Ember
Coal mining released roughly 35 million tonnes of methane in 2023, a level comparable to oil and gas emissions, and global coal‑mine methane (CMM) output has not moved since 2021. India’s latest report shows 1.2 million tonnes for 2024, yet the IEA’s...
Virgin Media O2 Inks 10-Year Solar PPA with Egg Power
Virgin Media O2 has entered a 10‑year power purchase agreement with renewable developer egg Power to buy electricity from a new solar farm in Suffolk. The farm is slated to begin generating power in 2027, providing a long‑term source of...
Gulf Sealed Tight
The United Arab Emirates announced its exit from OPEC, citing the need to boost output to fund post‑crisis reconstruction. With the UAE’s departure, Saudi Arabia becomes the sole OPEC member prepared to implement substantial production cuts under normal market conditions....
Amid Iran War and Tensions with Neighbors, U.A.E. Goes Its Own Way
The United Arab Emirates announced it is leaving OPEC as Saudi Arabia hosted a Gulf summit, positioning itself to increase oil output independently. Abu Dhabi cited long‑term market needs and frustration with Saudi‑driven production quotas. The move underscores a widening...
The Most Concerning chart….in the World
The Dallas Federal Reserve’s first‑quarter Energy Survey asked executives from 99 oil and gas firms when they expect Strait of Hormuz traffic to normalize. Twenty percent anticipate a return by May, 39% by August, 26% by November, and 14% see...
Oil Industry Thrives on Subsidies, Cheap Land, War Profits
The biggest grifting, handout-receiving industry in the world is no doubt the oil industry. They get state, local, and fed tax breaks; they lease arces of public lands for $10-$20/acre; they get formal subsidies, trillions in unpaid externality damages that...
Fossil-Fuel Talk Participants Call for Framework
Around 60 nations—accounting for roughly one‑fifth of global oil output, a third of consumption and a third of world GDP—gathered in Santa Marta, Colombia, for the first Conference on Transitioning Away from Fossil Fuels. Delegates expressed frustration with existing consensus‑driven multilateral...
Selling Storage: The 2026 Pocket Guide
The 2026 Pocket Guide from Aurora Solar highlights a surge in solar‑plus‑storage installations, with Ohm Analytics reporting that nearly every new system in California and Puerto Rico, and about half nationwide, will include a battery. Policy incentives are accelerating this...
Spot Prices Wrap: Northeast, Midwest Hubs Strengthen on Chilly Forecasts
Physical natural gas spot prices rose in the Northeast and Midwest on Tuesday as colder weather forecasts lifted heating demand. Seasonal maintenance at key production facilities and reduced export volumes constrained supply, while an unexpected uptick in power‑generation consumption added...
The 2026 Aurora Solar Snapshot
The U.S. solar market faces a pivotal shift after the One Big Beautiful Bill and the looming expiration of the Investment Tax Credit (ITC) for cash and loans. Aurora Solar’s 2026 Snapshot reports that traditional sales models are failing, prompting...
Trump’s Shady Wind Deals Aren’t Over Yet
The Trump administration signed two new agreements to cancel offshore wind leases—Bluepoint Wind and Golden State Wind—and reimburse the leaseholders nearly $1 billion. The settlements tie refunds to equivalent investments in U.S. oil, gas, or LNG projects, mirroring the earlier TotalEnergies...
Private Survey Inventory Shows a Huge Headline Crude Oil Draw Vs. Build Expected
A privately‑conducted API survey indicated a modest 0.3 million‑barrel increase in headline crude inventories, while expectations were for a sizable draw. The upcoming official EIA report, due Wednesday, is anticipated to show a large crude decline, creating a stark contrast between...
Why the UK and EU Keep Doubling Down on Net Zero
UK Energy Secretary Ed Miliband announced a renewed push to accelerate the nation’s net‑zero agenda, branding critics as spreading “nonsense and lies.” In a strongly worded statement, he warned that abandoning climate targets would trigger “climate breakdown” and jeopardize the...
Asia's Energy Buyers: Between a Rock and a Hard Place
Asia's energy importers are trapped between soaring commodity prices they cannot afford and a supply chain that may take weeks to restart. Ongoing negotiations, conducted remotely from Islamabad, involve high‑stakes posturing and game‑theoretic brinkmanship among regional buyers and sellers. The...
The Treasury Can Set Citgo Free
Citgo Petroleum, the U.S. refining arm of Venezuela’s PDVSA, remains under U.S. Treasury control after sanctions and a pending auction. Analysts say a single Treasury approval to sell the company to private investors could unlock roughly $10 billion of capital for...
Iran War Disrupting Global Gas Markets
The International Energy Agency warns that the war in Iran has triggered a sharp supply shock in the global natural‑gas market. Production disruptions and transport bottlenecks are pushing spot prices higher and eroding the momentum of a planned surge in...
What Are OPEC and OPEC +, and Why Has UAE Quit?
The United Arab Emirates announced on April 29, 2026 that it is leaving both OPEC and the broader OPEC+ alliance, citing national interests. The Gulf nation produces roughly 4.8 million barrels per day and has room to expand output further. Its...
Has Gas Replaced Oil?
Liquefied natural gas (LNG) is rapidly gaining geopolitical weight in the Middle East, challenging oil’s decades‑long dominance. Recent wars and supply‑chain realignments have accelerated LNG’s role as a strategic lever for both producers and consumers. Major exporters such as Qatar...
Alberta Nuclear Panel Reveals Surprising Public Sentiment, Government Twist
Alberta Nuclear Panel Report Has Unexpected Twist Prof Duane Bratt discusses AB public opinion about nukes. And the Smith govt's unusual approach to the panel. #ableg #abpoli https://youtu.be/Ccm9OQ24MmE
Global Economy Needs Gulf-Quality Oil, Not US Crude
The global system doesn't just run on oil It runs on the right kind of oil The Persian Gulf has it The US doesn't That's why the US exports 4-5 mmb/d Any questions? #energy #OOTT #oilandgas #WTI #CrudeOil #fintwit #OPEC #Commodities #commoditiesmarket https://t.co/TM9lmc9yM8
Walmart + ABB Roll Out 400 kW EV Chargers – Starting in Phoenix
Walmart has teamed with ABB E‑mobility to install its A400 All‑in‑One DC fast chargers at seven Phoenix‑area stores, marking the first phase of a nationwide rollout that will eventually span locations in Colorado, Florida and Georgia. The 400 kW units can deliver...
Stem Buys Raicoon to Automate Solar Asset Monitoring
Stem acquires raicoon to automate solar asset monitoring #energysky -- via pv magazine usa: https://t.co/TsBT8TGDm2
Unreported Coal Methane Costs Nations Cheap Emission Cuts
Nations that fail to report coal mine methane emissions could be missing out on cheap opportunities to slash releases of the potent greenhouse gas, according to a report from energy think tank Ember https://t.co/WRVgOiwN88
Analysts Warn Jet Fuel Crisis as Middle East Conflict Squeezes Supply
Analysts say a tightening of crude flows through the Strait of Hormuz has pushed jet‑fuel prices past the $15‑per‑gallon mark and cut European reserves to just five weeks. The squeeze is already forcing carriers such as Lufthansa, KLM and Air...
Grenergy Secures 12‑Year Contract for 680 MWh Spanish BESS
Grenergy signs 12-year toll for 680MWh Spain BESS #energysky -- via Energy Storage News: https://t.co/OYg9bspqyk
EPA's Rigorous Cost‑benefit Analysis Supports Energy‑saving Lives
Rep.@AugustPfluger on how unleashing US energy saves lives: "This EPA is doing what the agency is supposed to: rigorous, honest, cost-benefit analysis—not rubber stamping regulations that strangle reliable energy production while claiming to save lives on a spreadsheet." https://t.co/Z4EzsZTtV1
Sumitomo Electric Flow Battery Secures HEPCO Renewable Integration Tender
Sumitomo Electric flow battery wins Japanese transmission operator HEPCO’s renewables integration tender #energysky -- via Energy Storage News: https://t.co/HuKerCSZCK
Global Economy Inching Toward a Massive Oil Shock
Haven’t seen lines like this since airlines in March 2020 It really does seem to me that the whole world is sleepwalking into a massive oil shock. Would be delighted to be wrong. What am I missing?
Trump Administration Redirects $900M From Wind to Oil
Sigh ... we live in the dumbest timeline ... President Trump's administration is paying almost $900 million to kill off two more wind power projects and steering that money into oil and gas projects. https://t.co/2280Y7cAn1
A Decade of Data Reveals US Grid Reliability Trends
Reliability Explored: What a Decade of Data Tells Us About US Grid Reliability #energysky -- via RMI https://t.co/AcSMeHd09P
Cheap, Long‑range EVs Poised to End Gasoline Era
This could transform the grid. And the final death-knell for the internal combustion engine. Really cheap electric cars, with decent range coming in a few years.
New Silver Paste Designs Boost TOPCon & LECO Efficiency
Rethinking silver paste design for TOPCon, LECO solar cells #energysky -- via pv magazine global: https://t.co/NSMKHmlpa7