The electrolyzer stack is only the visible component; safety, uptime, service and commercial risk sit in the industrial system around it.
CPH2 did not merely lose an experimental electrolyzer. Its destructive test failure exposed a mismatch between the product the company promoted and the business it was actually trying to operate. After more than a decade of development, a public listing and roughly £50 million in disclosed financing before its 2026 … [continued]
China moves dense short-haul travel to rail while building COMAC into the aircraft market that remains.
Boeing expects Chinese airlines to require 8,830 new commercial aircraft by 2043. That sounds like an enormous opportunity until the denominator is corrected. China is not starting with aircraft demand and asking which manufacturer should supply it. It is deciding how people should move, assigning dense corridors to electric rail, … [continued]
China’s electric-truck buildout targets the high-use freight diesel market oil forecasts still rely on.
Oil forecasts that still depend on sustained Chinese road-fuel growth now have a heavy-truck problem. Passenger electric vehicles have already weakened the gasoline story, but freight diesel is the more important system denominator. Commercial trucks operate for longer hours, carry heavier loads and burn far more fuel per vehicle than … [continued]
Canada’s electricity strategy is finally becoming specific enough to test. Ottawa is no longer speaking only about clean power, energy security, nation building and doubling grid capacity. The federal government has started naming provincial boundaries where new electricity infrastructure may cross: British Columbia–Yukon, Alberta–British Columbia, Alberta–Saskatchewan, Saskatchewan–Manitoba and Prince Edward … [continued]
GeoPura’s sellers receive only £82.5 million in cash and mostly Ballard shares, while employees inherit the execution risk of the next hydrogen dilution cycle.
Perpetual loss-making hydrogen fuel cell firm Ballard Power is paying £275 million for GeoPura, but only £82.5 million is cash. Most of the price is 50.8 million newly issued and dilutive Ballard shares, leaving GeoPura’s investors with about 14.4% of the combined company and subjecting much of their consideration to … [continued]
Onboard hydrogen injection may reduce visible smoke, but opacity does not prove lower fuel use or CO₂e.
A cleaner-looking diesel exhaust plume is evidence about smoke, not climate performance. Onboard hydrogen-injection systems ask customers to skip that distinction: they use electricity produced by the diesel engine to split water, feed the resulting hydrogen or oxyhydrogen back into the same engine, and then present a change in exhaust … [continued]
Volvo’s long-range electric truck shows where freight architecture is moving: batteries and charging at the center, hydrogen forced to prove exceptions.
Volvo’s new FH Aero Electric is the kind of truck legacy manufacturers used to imply battery-electric trucking could not really become. It claims up to 700 kilometers of range, carries up to 725 kWh of usable battery energy, supports megawatt charging, and uses a new e-axle to free more chassis … [continued]
Bosch could afford the hydrogen spend. The strategic risk was treating fuel-cell mobility as a growth path while automotive value moved toward batteries, software and electric platforms.
Bosch’s hydrogen story is easy to misread. Stefan Hartung is leaving the top job earlier than expected, Christian Fischer takes over on July 1, and the company is coming off a difficult 2025. The tempting version is simple: Bosch bet wrong on hydrogen, and the bill came due. That is … [continued]
The home is becoming a grid resource as solar, storage, EV charging and flexible loads replace simple export credits.
BC Hydro’s change to net metering looks, at first glance, like another rooftop solar fight. The old Rate Schedule 1289 is closing to new customers on July 1, 2026, and new self-generation customers will move to Rate Schedule 2289, where excess generation is paid at 10¢/kWh in the billing cycle … [continued]
Future Proof Shipping gave hydrogen cargo shipping something most hydrogen shipping announcements never provide: working vessels. H2 Barge 1 and H2 Barge 2 were not artist renderings, conference-stage concepts or another memorandum of understanding. They were inland cargo vessels converted to hydrogen fuel-cell operation and put into real freight service … [continued]
