Investment

"Elon Musk overlooking the remains of F9R" by jurvetson is licensed under CC BY 2.0.

Musk’s Long Term Plans Are Really Far Out

Elon Musk likes to get his own way. When his offer to assist in the Thai children’s cave rescue was rejected, he accused the team leader of pedophilia. He moved Tesla corporate headquarters to Austin after California required temporary Covid-related health orders, which Musk called “fascist” in an expletive-laced rant. … [continued]

ChatGPT generated this panoramic image of an abandoned steelworks in Germany, symbolizing the collapse of ArcelorMittal’s hydrogen steel initiative with a bold red "H₂" crossed out

Hydrogen’s Brutal Month: Billions Lost As Mega-Projects Collapse

The last 30 days marked a particularly rough period for hydrogen advocates, with a striking series of cancellations and project halts around the globe. The cumulative scale of these decisions underscores how challenging and economically vulnerable the hydrogen-for-energy sector has become. Over the span of approximately four weeks, projects valued … [continued]

ChatGPT generated a panoramic close-up image of an inspection drone examining the blades of an older wind turbine, highlighting the role of proactive maintenance

Wind Farms Outlast Expectations: Longevity Matches Nuclear

One of the persistent claims made by nuclear energy advocates is that nuclear power plants hold a critical advantage over wind and solar facilities due to their significantly longer operational lifespans. This argument frequently serves as justification for continued investment in nuclear, often at the expense of renewable options. News … [continued]

ChatGPT generated: A high-resolution aerial photograph of the Panama Canal shows a large container ship at dock, where cranes are actively swapping battery-labeled containers

Renewable-Powered Battery Swaps: Unlocking Ship Electrification At Global Canals

The Maersk McKinney Moller Institute published an analysis in late 2024 exploring the potential for battery-electric shipping. Their study rightly concluded that battery-powered ships are not only viable but increasingly competitive, driven by falling battery prices, rising energy density, and straightforward integration of battery containers onto vessels. They missed on … [continued]

ChatGPT generated a panoramic aerial view of a battery-hybrid container ship docked and charging from shore-side infrastructure, illustrating the electrified future of shipping

Why The Maersk Institute Was Right About Ship Batteries But Wrong On Price

The September 2024 pre-feasibility study from the Maersk McKinney Møller Center on battery-powered vessels that crossed my screen today provides a welcome and thoughtful addition to the critical discussion of maritime electrification. The report rightly identifies battery-hybrid propulsion as an essential part of shipping’s decarbonization toolkit. It demonstrates a clear … [continued]

ChatGPT generated a caricatured dockside bazaar where ship captains argue over fuel choices, surrounded by stalls hawking biofuels, e-fuels, wind kites, and shore power

Shipping’s Climate Reckoning: The IMO’s $36 Billion Pivot

In the wake of the International Maritime Organization’s vote to price carbon in shipping fuels, I had the opportunity to sit down with an insider and expert on maritime decarbonization, Tristan Smith. He’s the former director of a maritime advisory services consultancy, UMAS, and professor at University College London. This … [continued]

"Iconic Hollywood Sign" by Alex88 / Check out my new album of 500 favorites is licensed under CC BY-ND 2.0.

Celebrities Push Their Union To Divest Its Pension Plans From Fossil Fuels

As we watch our favorite actors on our small and large screens, we envision their lavish personal lives — mansions, lap pools, chauffeurs. Perhaps that is a reality for a choice few. According to US News & World Report, however, the median actor salary is just under $47,000. That means … [continued]

ChatGPT generated illustration of a cracked hydrogen molecule leaking gas, symbolizing hidden emissions and the climate risks of hydrogen leakage across energy systems

Hydrogen Isn’t The Answer: 0.7-1.5 Billion Tons CO2e Would Make It A Climate Liability

Hydrogen is often presented as the clean-energy solution capable of decarbonizing the trickiest sectors, including heavy industry, aviation, maritime shipping, and long-haul trucking. Yet, a growing body of evidence makes it clear that a hydrogen economy, at scale, would deliver a major setback to global climate goals rather than helping … [continued]

ChatGPT generated this panoramic illustration of sleek BYD Seal sedans rolling off the Oshawa Assembly Plant line, set against rusting relics of the Big Three's faded glory.

Time For Canada To Dump The Big Three & Go Electric With China

Mark Carney, Canada’s freshly minted Prime Minister, faces an early test of leadership courtesy of the country’s automotive old guard. Ford, GM, and Stellantis have banded together to ask his government to scrap Canada’s zero-emission vehicle mandate, pleading poverty and technological impossibility. Apparently, after a mere century of automotive innovation, … [continued]