The updated aviation fuel-service projection starts from post-COVID recovery, then bends liquid-fuel growth through regional-electric displacement, constrained SAF and demand pressure.
Aviation is one of the harder transition sectors to model well because it invites two bad shortcuts. One is to assume that flying keeps growing as it did in the cheap-kerosene era, with a cleaner molecule somehow dropped into the same demand curve. The other is to assume that decarbonization … [continued]
Carney gains political space from the Alberta pipeline deal, but the pipeline itself remains more symbol than funded project.
The new Alberta pipeline deal should be read as political strategy first and infrastructure second, if second at all. Prime Minister Mark Carney gets something real from it: a “Canada is open for business” signal, a trade-diversification pathway to point at, and a way to undercut opponents who want to … [continued]
JPMorgan Chase and Bank of America are the world’s top two fossil fuel funders. NEW YORK, NY — The 17th edition of the Banking on Climate Chaos (BOCC) report released today finds that the world’s 65 largest banks committed $906 billion to fossil fuel companies in 2025, an increase of 8% from the previous year. … [continued]
YouGov poll findings commissioned by E3G, T&E and the Electrification Alliance. New polling data across five major European countries shows strong support for electrification and clean energy investment. These views cut across traditional left-right political divides. Over 6 in 10 (64%) believe that reducing dependence on imported fossil fuels makes … [continued]
Engine-supported air lubrication may trim ship fuel use by reducing hull friction, but the useful number is net savings after the air has been compressed and delivered.
The interesting part of Everllence and Silverstream’s Engine Supported Air Lubrication concept is not that ships can reduce drag by pushing air under the hull. That has been known for decades, and commercial systems are already in service. The interesting part is where the air comes from, because air lubrication’s … [continued]
The US idiocy in Iran will lead to massive demand destruction for fossil fuels, which are now too unreliable to survive.
I was going to write this story last night. I put the title in there, but it was very late and there was a high chance I’d fall asleep in the middle of writing it, so I pushed it off. The top story on Google News today is US Vice … [continued]
Washington, D.C. — Today, Sierra Club released a new analysis and interactive dashboard that shows the staggeringly high energy burden low-income households are facing across the country. Sierra Club’s analysis shows that low-income households face the heaviest energy burdens. The Department of Energy defines a high energy burden as spending 6 percent or more of income … [continued]
As I wrote the other day, gas prices are up 56% in the United States since the US first bombed Iran. So, it’s not like things are going swimmingly in this industry. However, as several analysts and observers have been saying, we haven’t seen anything yet! Countries have been relying … [continued]
ChatGPT generated image of a pile of fossil generated sulfur essential for fertilizer with the Strait of Hormuz behind it
When people think about the Strait of Hormuz, they think about oil tankers, LNG carriers, naval escorts, insurance premiums, and the price of gasoline. They generally do not think about yellow piles of sulfur beside gas plants, phosphate fertilizer complexes, or the acid circuits that keep copper and nickel processing … [continued]
