Manufacturing

From Beacon to Amber, Flywheels Missed the Grid

Amber Kinetics crossing my screen today was a reminder that electricity markets are littered with technologies that never quite die. Flywheels are one of those ideas. They are mechanically elegant, grounded in physics everyone understands, and they solve a real problem in principle. Store energy in a spinning mass, pull … [continued]

The New Geography Of Wind Power In Canada

Ontario’s return to renewable procurement is the clearest sign that one of Canada’s largest electricity markets has accepted a reality it spent years resisting. The timing is propitious as I prepare to provide an update to a global audience on North American wind energy through the World Wind Energy Association. … [continued]

VinFast Hasn’t Given Up On Its US Ambitions — Despite Delays, Betting On Long-Term Strategy

VinFast’s decision to resume construction of its North Carolina manufacturing plant by April of this year is an indication that the “war” for brand recognition isn’t over for the Vietnamese automaker. “The US remains a long-term strategic pillar for VinFast,” VinFast Le Thi Thu said during the company’s earnings call … [continued]

Ballard’s 500 Fuel Cell Deal Meets A Hydrogen Bus Market That Never Arrived

Ballard Power and New Flyer announced what sounds at first like a market-making agreement, a commercial arrangement for 500 fuel cell engines, or about 50 MW of modules, for hydrogen transit buses starting in 2026. On the surface, that reads like the kind of order that only appears when a … [continued]