The German Bundesrat’s recent plea to Brussels to double green hydrogen-base 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]
I published an article yesterday on Tesla’s crazy-high market cap, more than the following automakers’ combined: Toyota, BYD, GM, Ford, Hyundai, Kia, Mercedes-Benz, Stellantis, Geely, Ferrari, BMW, Volkswagen Group, Honda, Nissan, Renault, XPENG, and NIO. Unfortunately, we had a tech crisis today and had to republish several articles, which led … [continued]
I just caught up on comments under an article I wrote several days ago, “Is Tesla Really In Trouble This Time?” There were many great comments from readers, but a few jumped out at me to stimulate this followup piece. The first one came from vensonata, who wrote: “The combined … [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]
The question around electric vertical takeoff and landing (eVTOL) aka Jetsons air taxi certification has shifted. It is no longer about whether regulators will create a pathway. Both the FAA and EASA have done that work. The FAA finalized powered lift operational rules in 2024 and published Advisory Circular 21.17-4 … [continued]
Deutschland verfügt inzwischen über einen unter Druck stehenden Abschnitt seines Wasserstoff-Backbones, der physisch fertiggestellt, aber betrieblich leer ist. Es gibt keine angeschlossenen Lieferanten, die Wasserstoff einspeisen, keine vertraglich gebundenen Abnehmer, die Wasserstoff entnehmen, und keinen glaubwürdigen kurzfristigen Pfad, der an einem dieser beiden Punkte etwas ändern würde. Dies ist keine … [continued]
China’s aluminum manufacturing CO2 emissions likely peaked in 2024, not because production collapsed or because a single policy suddenly bit, but because the structure of where aluminum is made and how it is made changed in ways that compound over time. Aluminum is a useful material to examine because it … [continued]
Der Sachverständigenrat zur Begutachtung der gesamtwirtschaftlichen Entwicklung in Deutschland hat gemeinsam mit dem französischen Conseil d’analyse économique bereits Abstand davon genommen, Wasserstoff als breiten Energieträger zu betrachten. Diese Neuausrichtung steht in einem spürbaren Spannungsverhältnis zu einem 400 Kilometer langen, unter Druck stehenden Abschnitt des deutschen Wasserstoff-Backbones, der weder Lieferanten noch … [continued]
