Electrolyzer stacks are manufactured, but hydrogen plants are built. Much of the apparent learning challenge—and most of the project cost—lives outside the stack factory.
Hydrogen cost forecasts often borrow one of the clean-energy transition’s most useful empirical tools: the experience curve. If a technology has historically fallen by a given percentage in cost every time cumulative deployment doubles, analysts can estimate how many doublings lie ahead and compound the learning rate into a future … [continued]
In a recent post on X, Elon Musk lauded Tesla Australia in reaction to this post from Tesla Australia and New Zealand: “For the first time ever, EVs outsold ICE vehicles in Australia 🇦🇺 Model Y was the #1 vehicle & Tesla the #3 best-selling brand overall for the month … [continued]
What are crack spreads and why are they elevated? Crack spreads are indicators of the profitability of refining crude oil into petroleum products such as gasoline and diesel. One common crack spread is calculated by subtracting the spot market price of a gallon of crude oil from the wholesale price of … [continued]
States again failed to agree on a deal following pressure from a small minority of fossil-fuel producing nations and division among progressive states. Negotiations at the IMO have drawn a blank for the third meeting in a row, as US and Saudi-led efforts to scupper progress were successful. With delegates … [continued]
How to deliver resilient critical raw material supply chains, vital for Europe’s clean tech, with investment, partnerships and industrial policy. The EU is heavily dependent on imports of raw materials and is failing to catch up with investments globally. At the same time, the recent energy crisis has highlighted the … [continued]
Donut Lab revealed its solid-state battery to the world at CES 2026, to the amazement of many and to the dismay of others shocked by their achievement and performance claims. No other company has a practical fully solid-state battery in production as of this writing. Many, like Quantumscape, have tried … [continued]
It hasn’t been the best of years for electric vehicle sales in China. But it has been the best year by far for Chinese EV sales abroad. It looks like Geely is following that trend. The Chinese automaker, one of the largest in the world, had modest sales growth in … [continued]
Hyundai Motor Group Signs Historic Partnership Agreements with Oman’s Ministry of Transport, Communications and Information Technology The Group Teams Up with Mwasalat to Launch Oman’s First Hydrogen City Bus in Muscat Oman Oil Marketing Company and EV Charging Brand EVO Join Forces with the Group to Build 240kW Ultra-Fast EV … [continued]
(From Second Left) Jae Sun Yoo, Team Leader, Hyundai Motor M.East & Africa Headquarters Marketing&Communication Team; Dongwan Woo, Country Director of the KOICA Ghana Office; Kim Hyunjoo, Second Secretary of the Embassy of the Republic of Korea; Frederick Tei-Nobi, Acting Country Director of Plan International Ghana; and Ing. Dr. Eric Kofi Adzroe, Director-General of Ghana TVET Service; and Ben Honyenuga, Vice-Chancellor of Ho Technical University.
Hyundai Motor and KOICA launch ‘Hyundai-KOICA NextGen’ in Ghana to train skilled automotive technicians and strengthen the country’s workforce development system Under KOICA’s Inclusive Business Solution (IBS) program, which links corporate resources and strategies with official development assistance (ODA), Hyundai Motor and KOICA will jointly fund the KRW 5 billion … [continued]
Hydrogen’s detour persisted because incumbent assets, skills and institutions had reasons to keep the molecule economy politically viable after the economics weakened.
In 2023, a senior executive responsible for decarbonizing a major transportation company asked me, with some exasperation, what drove the “madness on hydrogen.” Hydrogen proposals kept arriving for applications where the energy balance and economics looked dreadful. That conversation became What Drives This Madness On Hydrogen?, an attempt to explain … [continued]
