Market Research

Methane Thermolysis Has A Carbon Market Problem

Methane thermolysis has one of the cleaner propositions in the hydrogen space. The process is also commonly called methane pyrolysis, but I prefer thermolysis. An engineer and founder working in the field pointed out to me that the useful distinction is straightforward: it is heat, not flames, doing the work. … [continued]

Battery Costs Are Global. Freight Geography Isn’t.

Battery costs are falling globally, but freight does not begin from a common starting point. China, India, Europe and the United States move domestic cargo through very different combinations of road, rail and water, so cheaper batteries will not produce one standard freight-electrification pathway. Using the best comparable data I … [continued]

Hydrogen Is Still A Tonnes Market, No Matter How Many MWh We Assign To It

Global hydrogen demand exceeded 100 million tonnes in 2025, and almost all of it was still consumed where hydrogen has been used for decades: refining and industry. That is why kilograms and tonnes are not merely traditional units. They describe the market that exists. An ammonia plant buys a chemical … [continued]

A Hydrogen Generator Charged An Electric Ship. Why Was Hydrogen There?

At the Port of Tilbury on the Thames, GeoPura recently put one of its hydrogen power units on a floating platform and used it to charge a commercial electric vessel. The system delivered 300 kW through five Ballard fuel cells. It was visually irresistible: a barge, hydrogen equipment, a working … [continued]

Heart Aerospace Just Flew The Aviation Transition Investors Should Be Putting Billions Into

Heart Aerospace’s X1 demonstrator flew for 27 minutes on August 12 from Plattsburgh International Airport, powered entirely by batteries. The aircraft has a 106-foot wingspan, weighed more than 25,000 pounds at takeoff and drew more than a megawatt at peak. Heart calls it the largest battery-electric aircraft ever flown. The … [continued]

Poland Created Hydrogen Bus Demand. Polenergia Still Walked Away From Supply.

Poland did something hydrogen advocates have spent years saying governments need to do: it created real demand. Public subsidies helped put hydrogen buses into Polish cities, refueling infrastructure received support, and renewable-hydrogen projects were offered public money as well. By April 2026, Poland had 153 hydrogen buses registered, 140 already … [continued]

2 GW HVDC Is Becoming Standard. The Rest Of The Grid Isn’t.

High-voltage direct current transmission used to look like a specialist technology reserved for unusually long lines, subsea links or awkward grid problems. That is changing. In a recent Redefining Energy conversation, Cornelis Plet, CTO of Grid Systems Integration at GE Vernova, described HVDC as something that is moving into the … [continued]

OCTA Is Spending Again On Hydrogen Because The Fuel Chain Failed

The Orange County Transportation Authority is spending another $27.6 million on hydrogen infrastructure as it expands its fuel-cell bus fleet from 10 buses toward 50. Read the announcement quickly and it sounds like ordinary fleet growth: more buses require more fueling capacity. OCTA’s history makes the story much less straightforward. … [continued]