Manufacturing

Chatgpt generated panoramic image showing the global redirection of talent flows from the U.S. to other regions due to H1-B price tag and OBBB cut backs

The $100,000 Mistake: Why H1-B Barriers and Policy Rollbacks Shrink America’s Future

For most of the past half century, the H1-B visa program has been a conduit for global talent into the American economy. It has not been a minor contribution but a central driver of U.S. leadership in high technology. Scratch most successful firms of the last 50 years, and H1-B … [continued]

Cover of TFIE Strategy's assembled white paper on port decarbonization

From Quay to Sea: A Port Decarbonization Roadmap

The whitepaper I’ve just published through TFIE Strategy, From Quay to Sea: A Port Decarbonization Roadmap is the product of a series of articles that gathered more attention than expected. Stakeholders across the maritime industry, from port operators to regulators to grid planners, asked for a single document that stitched … [continued]

Caption: Chatgpt generated panoramic image of failed hydrogen trucks in a scrapyard as electric freight dominates the road outside

Hydrogen Freight Fizzles As Batteries Take Over Global Trucking

The debate over whether hydrogen or batteries will dominate freight trucking has been settled by the market, not by opinion. The BloombergNEF 2025 Factbook on zero emission commercial vehicles released September 18th provides another clear set of signals that the argument for hydrogen in road freight is collapsing. Almost 90,000 … [continued]

Chatgpt generated: Solar panels and EVs clustered on wealthy homes, illustrating unequal access to the energy transition

Why US Inequality Makes EVs, Solar, & Heat Pumps Fragile

The headline number is startling. The top 10% of American households now account for roughly half of all consumer spending, according to data reported by the Wall Street Journal and Bloomberg in 2025. That has never been true in the modern era. It creates a situation where the economic pulse … [continued]

Workers in a copper recycling facility sort scrap wire and tubing—highlighting copper's critical circular economy role in the energy transition, from ChatGPT.

Innovation In Copper Extraction Is Accelerating Amid Soaring Demand

Venture activity also surges, but regulatory and integration challenges threaten timely scale-up. Demand for copper is projected to reach unprecedented levels, as copper is a key component of the energy transition. As the world races to electrify several sectors, including transport, as well as expand the adoption of renewables, coupled … [continued]

Chatgpt generated panoramic image of an Austrian hydrogen station boarded up, with a red “Closed” banner across idle pumps

From Hype to Shutdown: Europe’s Hydrogen Refueling Network Shrinks

Austria has quietly joined the list of countries that have stepped away from hydrogen as a transportation fuel. In April 2025 OMV, the Austrian oil and gas major that had operated all of the country’s public hydrogen refueling stations, announced that it would be shutting them down by September. There … [continued]

Chatgpt generated panoramic aerial of intact boreal forest beside clearcut and regrowth, symbolizing sustainability choices in Canadian forestry

Higher Value, Lower Volume: The Future Of Canadian Forestry

Canada’s forests are immense, covering nearly 350 million hectares and holding almost 9% of the world’s forested land. They are central to the country’s identity, economy, and climate profile. For decades, forestry has provided jobs and exports while maintaining relatively stable forest cover, but the climate and biodiversity math has … [continued]

Chatgpt generated panoramic interior of a mass timber building under construction, with sunlight streaming through exposed CLT beams and prefab modules

Affordable Homes, New Jobs, Lower Carbon: Inside the Carney Housing Plan

Canada has been facing a housing affordability crisis for years, and it has only become more acute. Population growth, immigration, and urban concentration have run headlong into a construction industry that has not kept pace. Annual completions of 240,000 to 270,000 units fall well short of the 500,000 required to … [continued]