Author: Michael Barnard

Underwater Data Centers Are Real, But The Hype Is Getting Ahead Of The Engineering

China now has commercial underwater data centers, and that is worth taking seriously. It is also worth not losing our minds over it, which is apparently harder than it should be whenever servers, seawater, and artificial intelligence appear in the same sentence. The basic pitch is attractive. Data centers generate … [continued]

Africa’s Solar Boom May Be Hiding In The Import Data

At the start of 2026, I predicted that Africa would surprise a lot of observers with solar deployment this year. That was in my 2026 energy predictions article, and the prediction was not based on one giant solar park, one government announcement, or one development bank programme. It was based … [continued]

Hydrostor’s Underground Pumped Hydro Ontario Storage Plan Runs Into the BESS Benchmark

Ontario does not need another storage technology startup searching for a problem today. It needs capacity, flexibility, and reliability in specific places where the grid is constrained and where new generation and wires take years to build. That is the right way to look at Hydrostor’s proposed Quinte Energy Storage … [continued]

Strait Of Hormuz Sulfur Shock Previews Fertilizer’s Future

When people think about the Strait of Hormuz, they think about oil tankers, LNG carriers, naval escorts, insurance premiums, and the price of gasoline. They generally do not think about yellow piles of sulfur beside gas plants, phosphate fertilizer complexes, or the acid circuits that keep copper and nickel processing … [continued]

Toyota Keeps Trying To Assemble A Hydrogen Market That Refuses To Form

Toyota’s latest hydrogen truck move is not interesting because it is large. Forty trucks is not a large order in a global transport market. It is interesting because of what sits behind it. Hyroad, formed mostly by ex-Nikola executives, acquired hydrogen truck assets from Nikola’s remains, and Toyota then appeared … [continued]

Nuclear Imaginaries, Hydrogen Assumptions, And The Grid Reality Models Still Miss

An Energy Research & Social Science paper crossed my screen recently that put structure around something visible to anyone who has compared nuclear forecasts with build rates. Nuclear power has been projected to grow faster, cheaper and more broadly than it actually has, not once or twice, but across decades, … [continued]

Jones Act Waiver Exposes America’s Shipbuilding Gap

The Trump administration’s Jones Act waiver is a small policy exception with a much larger lesson. The same administration that says it wants to restore American maritime dominance, rebuild domestic shipbuilding, counter China’s industrial scale, and make U.S. logistics more secure also waived parts of the law usually treated as … [continued]

Canada Needs A Second Golden Spike For Electricity

Canada’s federal government has finally put electricity where it belongs: at the centre of the national economy. That is the most important thing about Mark Carney’s newly announced National Electricity Strategy. This is not just a climate file. It is an industrial strategy, an affordability strategy, a trade strategy, a … [continued]



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