In recent weeks I have published on the end game economics of maritime fuels, why decarbonizing maritime shipping won’t be inflationary, and why most battery electric shipping studies were already obsolete. Those pieces generated a steady stream of questions that were more specific than the original arguments, as well as … [continued]
A reader of my recent end game maritime fuels piece asked a simple question. If Europe keeps pushing carbon prices higher, and if policymakers model €150, €300, or even higher per ton of CO2 in long term guidance, does shipping become inflationary? Does decarbonizing maritime trade raise the cost of … [continued]
Equinor’s decision to halt its blue hydrogen project in Groningen is not a story about engineering failure or lack of public support. It is a story about the absence of customers. The H2M project secured support from the EU Innovation Fund and was positioned as a cornerstone of industrial decarbonization … [continued]
Transport & Environment’s latest European city bus market report glossed in an article in CleanTechnica caught my attention for a reason that may not be obvious at first glance. Battery-electric buses now dominate new city bus registrations across the EU, and vastly ahead of schedule. That is the headline, and … [continued]
The Supreme Court’s decision limiting presidential tariff authority should have reduced uncertainty. Instead, it introduced a new layer of it. The Court narrowed the use of one statute for imposing broad tariffs. The response from the administration was immediate. Tariffs would continue under other authorities, and tariffs already collected would … [continued]
The German Bundesrat’s recent plea to Brussels to double green hydrogen-based fuel quotas is less a bid to accelerate decarbonization than a request to manufacture demand for an infrastructure program that never made economic sense and had weak demand signals from the start. The upper chamber’s proposal to increase mandated … [continued]
Joseph Schumpeter wrote that creative destruction is the essential fact about capitalism. He was not describing a gentle process. He was describing waves of innovation that dismantle capital stock, reprice assets, and reorganize entire industries. In the Chinese zodiac, the Year of the Fire Horse we have just entered symbolizes … [continued]
On March 20, 2026 in Mississauga, Ontario, CUTRIC is hosting a hydrogen fuel cell bus readiness workshop sponsored by Mississauga’s transit agency, MiWay. The framing is straightforward. As Canada moves toward a greener future, agencies are invited to prepare for the arrival of hydrogen buses on site. The assumption is … [continued]
In my recent article on America’s new maritime plan, I argued that it was competing for the wrong century by anchoring itself to legacy fuels and industrial logic that made sense when gasoline and diesel dominated global energy demand. A reader asked a question regarding the fuel cost variance for … [continued]
China’s national carbon market has reached another expansion point, and the signal is larger than it first appears. The Ministry of Ecology and Environment has extended mandatory carbon reporting beyond the original heavy sectors to include petrochemicals, chemicals, flat glass, copper smelting, papermaking, and civil aviation. That move does not … [continued]
