Manufacturing

Google Gemini generated a panoramic illustration depicting the fragile "subsidy bubble" surrounding hydrogen pilots, contrasted with the grounded, scalable reality of the battery-electric market

When Hydrogen Transport Failures Stop Being Surprising

The Liverpool City Region decision to convert its hydrogen bus fleet to battery electric operation was presented publicly as a response to changing market conditions. For observers who have followed hydrogen transport projects for more than a few years, it read less like a surprise and more like another entry … [continued]

Google Gemini generated illustration contrasting the rise and quiet shutdown of hydrogen transport projects with the steady, market-driven scaling of battery electric vehicles

From HyHaul To China: Why Hydrogen Transport Keeps Losing

HyHaul was supposed to be a proof point. It was framed as the UK’s first serious hydrogen freight corridor, backed by public money, supported by major industrial partners, and aligned with national decarbonization narratives. It had all the visible ingredients of credibility: government grants, memoranda of understanding, press releases, and … [continued]

Google Gemini generated this infographic showing the economic ripple effects of electricity scarcity and aluminum tariffs, culminating in higher consumer costs and delayed electrification

Electricity Scarcity Meets Aluminum Tariffs, and American Citizens Pick Up the Bill

A collision between AI data centers being built—in the current AI bubble and with full throated support by the Trump Administration—and aluminum smelters for electricity is no longer theoretical. Utilities across the United States are facing binding constraints on generation and transmission. When presented with competing requests for hundreds of … [continued]

Ford's EV battery partnership with the South Korean firm SK On has suddenly gone up in smoke, impacting new manufacturing facilities in Kentucky and Tennessee (cropped, courtesy of Ford).

It’s Splitsville For Ford & SK As EV Battery Plan Deconstructs Itself

The Intertubes practically erupted in flames on December 11 when word broke that the Ford Motor Company and the leading South Korean firm SK On abruptly dropped their EV battery manufacturing joint ventures in Kentucky and Tennessee. Although the breakup was reportedly mutual, Ford indicated that SK may have jumped … [continued]

Google Gemini generated infographic comparing China’s large scale adoption of agricultural drones and the United States’ limited uptake, highlighting differences in land use, fuel savings, chemical reductions and policy choices.

Drones, Diesel, & Policy: Two Countries, Two Agricultural Futures

China’s rapid adoption of agricultural drones is one of the most interesting examples of technological divergence between two major food producers. The contrast is striking. Chinese pilots are now treating an amount of land with drones each year that is larger than the total farmland base, which means multiple drone … [continued]

"Mudpots bubble and steam near the Salton Buttes lava domes, a volcanic area at the southeastern end of the Salton Sea, California." Image credit: Deborah Bergfeld, USGS.

Energy Minerals Observatory: The Data Deficits in Critical Supply Chains

Critical minerals, such as copper, cobalt, and silicon, are vital for energy technologies, but most critical minerals markets are less transparent than mature energy markets, such as crude oil or coal. Like other energy markets, many supply-side and demand-side factors influence pricing for these energy-relevant critical minerals, but critical minerals supply chains contain … [continued]

EV battery production. Image from SKODA.

Call for Urgent Agreement on EU Battery Carbon Footprint Rules in Support of Europe’s Battery…

In a letter, T&E joins companies and organisations working across the European battery value chain to call for an urgent agreement on EU battery carbon footprint rules in support of Europe’s battery industry. Ahead of the upcoming EU Battery Booster, actors from across the battery value chain and T&E are … [continued]

Chatgpt generated: The slow contraction facing some ethanol-producing regions.

The Coming Slow Fade of America’s Corn Ethanol Industry

The story of the United States corn ethanol industry is a story about a sector that grew rapidly under a very specific set of policy, technology and market conditions. It filled a gap when gasoline demand was rising, when climate policy focused on incremental change, and when EVs were still … [continued]

ChatGPT generated: A stylized contrast between busy BEV procurement tables filled with engaged buyers and the solitary, dimly lit hydrogen bids table, highlighting shifting market momentum

Solaris Is Winning the Wrong Race in Europe’s Zero-Emission Bus Market

Solaris is the largest supplier of hydrogen buses in Europe, but it holds that position inside a segment that is steadily losing momentum. Europe registered only a few hundred hydrogen buses in 2024, while battery electric buses reached almost 8,000 units. China saw hydrogen bus and truck sales drop by … [continued]