Author: Michael Barnard

ChatGPT generated panoramic photorealistic image juxtaposing solar panels and wind turbines in bright daylight labeled "Reality", contrasted with a complex, heavily industrial CCS plant in muted colors labeled "Blair institute", visually capturing the technological simplicity versus complexity

Tony Blair’s New Climate Reset Report Promotes Delay, Not Action

The Tony Blair Institute recently released a controversial and rapidly amplified new report titled “The Climate Paradox,” seeking to redefine the global climate debate by advocating what it positions as a pragmatic, politically viable reset of climate action. At the heart of the report lies a provocative assertion: “Any strategy … [continued]

ChatGPT generated landscape image of port-side infrastructure with ferry charging stations, showcasing practical considerations and infrastructure requirements for electrification

Global Ferry Electrification Accelerates: 70% Of New Orders Go Electric

Seventy percent of ferries currently on order globally now feature electric drivetrains, a remarkable shift underscoring just how rapidly maritime transportation is decarbonizing. Norway has about 70 electric ferries running already, and there are likely north of 200 globally. There are about 15,400 ferries in operation around the world, new … [continued]

ChatGPT generated impressionistic rendering of the China Zorrilla, a sleek electric Buquebus ferry, capturing its vibrant motion and clean energy future across the Río de la Plata

China Zorrilla: How The World’s Largest Electric Ferry Changes Maritime Electrification

The launch of the all-electric ferry China Zorrilla, expected to be operating between Argentina and Uruguay, represents a landmark event in global maritime electrification. Commissioned by Buquebus, a major regional ferry operator connecting Buenos Aires and Montevideo, this vessel is—for now—the largest battery-electric passenger and vehicle ferry in the world. … [continued]

ChatGPT created this landscape image of an airplane ticket featuring a green “SAF Surcharge” line item—illustrating how airlines are embedding sustainable fuel costs into fares

SAF Takes Off & Ticket Prices Follow: The Real Cost Of Greener Air Travel

A traveler books a long-haul flight from Frankfurt to Singapore and notices a line item labeled “Environmental Surcharge.” It’s not optional, and it’s not tiny. For most economy passengers, it adds somewhere between €6 and €20. In business class, it can go much higher. At first glance, this might seem … [continued]

ChatGPT generated image of container ships navigating Vancouver’s port, symbolizing Canada’s economic resilience amid U.S. trade tensions and Carney’s pivot to new global markets

Carney’s Challenge: Steering Canada through Housing, Climate, and Trump’s Trade Storm

On election night, Mark Carney stepped onto the stage with a blend of cautious optimism and measured pragmatism. As Canada’s new Prime Minister, the former Bank of Canada governor, UN climate envoy, and Brookfield executive and director offered a reassuring message to a nation facing multiple crises—economic, geopolitical, climatic, and … [continued]

ChatGPT created photorealistic aerial image of the TMX pipeline construction cutting through rugged terrain, capturing the scale and engineering complexity that contributed to the project's cost overruns

Pipelines To Nowhere: The Real Costs Of TMX & The Dutch Hydrogen Network

Infrastructure megaprojects have an irresistible allure, and the Netherlands and Canada are illustrative of this. Governments, engineers, and industrial backers alike see in them the potential for transformative leaps forward—massive pipelines to move energy, corridors connecting resources to markets, and infrastructure that promises to underpin entire industries or energy transitions. … [continued]

ChatGPT generated landscape sleek cartoon of Consumer comparison image: a Chinese buyer walking confidently toward a sleek modern car labeled Chinese EV and away from a stodgy car labeled US ICE

China’s EV Revolution Left US Automakers Behind — Trump Just Sped It Up

In the early 2010s, China was the promised land for American automakers. General Motors sold more vehicles there than in its home country. Buick, a brand fading into irrelevance in North America, was reborn as a prestige marque in Chinese cities. Ford had late but strong momentum, while Chrysler quietly … [continued]

ChatGPT generated landscape picture of zombies shambling through a rusting, closed hydrogen refueling station

Hydrogen’s Harsh Reality: Plug Power, Ballard, and FuelCell Near the End?

Plug Power’s stock has dipped into dangerous territory, trading below the critical $1 threshold required by Nasdaq, signaling yet another existential crisis for the firm. This isn’t the first time Plug has flirted with financial oblivion, of course; the company executed a 1-for-10 reverse stock split back in 2011 to … [continued]

ChatGPT generated landscape image of empty container ships anchored offshore near Long Beach, symbolizing disrupted trade flows and idle port activity

Ports, Fuels, & Emissions: How Trump’s Tariffs Are Reshaping Maritime Trade

Trump’s aggressive economic policies in Q1 2025 have triggered immediate ripples throughout global maritime logistics, reshaping shipping routes, port activity, fuel consumption, and emissions trajectories. I’ve been seeing statistics on container volumes and hearing from industry insiders that they are bracing for empty US ports in coming weeks. It’s time … [continued]

Slide from Michael Barnard's presentation to global institutional investors through Jefferies investment bank

The Geopolitics Of Critical Minerals: China’s Grip & The West’s Response

Recently, I stood — virtually — before an audience of global institutional investors, invited by Jefferies investment bank to speak alongside six other experts on the deepening geopolitical tensions between the U.S. and China and their implications. Amid this intense discussion, one of the central themes was the rapid return … [continued]