Ever since Trump 2.0 ascended the golden staircase to the White House, clean energy has been boo’d, discredited, and denied. Individuals with conservative, closely-held cultural models and domains have spread renewable energy misinformation, sometimes without malice and often without enough prior knowledge to question clean energy controversies spread daily in … [continued]
GeoPura’s sellers receive only £82.5 million in cash and mostly Ballard shares, while employees inherit the execution risk of the next hydrogen dilution cycle.
Perpetual loss-making hydrogen fuel cell firm Ballard Power is paying £275 million for GeoPura, but only £82.5 million is cash. Most of the price is 50.8 million newly issued and dilutive Ballard shares, leaving GeoPura’s investors with about 14.4% of the combined company and subjecting much of their consideration to … [continued]
I just saw the headline “Tesla’s profit per vehicle drops 40%, within Toyota’s striking range.” Now, I’m not sure why this came out as news at the moment, as it’s been a while since Tesla’s 2025 financials came out, but I didn’t remember the company’s profit per vehicle declining so … [continued]
Onboard hydrogen injection may reduce visible smoke, but opacity does not prove lower fuel use or CO₂e.
A cleaner-looking diesel exhaust plume is evidence about smoke, not climate performance. Onboard hydrogen-injection systems ask customers to skip that distinction: they use electricity produced by the diesel engine to split water, feed the resulting hydrogen or oxyhydrogen back into the same engine, and then present a change in exhaust … [continued]
A solar rooftop installation in Madhya Pradesh, India that helps to cumulatively produce 19.88 GW of power. (Photo from ADBInstitute.)
I assume it’s no coincidence the World Bank made announcements of new support for clean energy in both India and Pakistan on the same day. If you’re going to support one, you better support the other! Anyway, the good news is that the World Bank is facilitating much more clean … [continued]
Bosch could afford the hydrogen spend. The strategic risk was treating fuel-cell mobility as a growth path while automotive value moved toward batteries, software and electric platforms.
Bosch’s hydrogen story is easy to misread. Stefan Hartung is leaving the top job earlier than expected, Christian Fischer takes over on July 1, and the company is coming off a difficult 2025. The tempting version is simple: Bosch bet wrong on hydrogen, and the bill came due. That is … [continued]
Lucid Group officially opened the first-ever car manufacturing facility in Saudi Arabia. As Lucid’s second Advanced Manufacturing Plant (AMP-2) and first international plant, the facility will produce Lucid’s groundbreaking electric vehicles for Saudi Arabia and export to other markets. Photo from Lucid.
Lucid Motors entered 2026 with award‑winning technology, a world‑class luxury SUV, and one of the most ambitious global manufacturing strategies in the EV sector. By midyear, the company is fighting for operational stability, financial runway, and the time it needs to launch the vehicle that may finally bring scale. What … [continued]
Industrial cement graphic showing calcium-silicate rock entering a complex processing plant and ordinary cement leaving as the main product.
Brimstone’s cement story is interesting because it is not only a cement story. The company’s public positioning is now much bigger than ordinary Portland cement without limestone process CO₂. Brimstone is presenting itself as a Rock Refinery: a process that starts with calcium-bearing silicate rock and co-produces multiple industrial materials … [continued]
A cheap red-flag pass can often show whether a climate-tech claim deserves deeper diligence, sharper questions or a hard pause before money or policy support follows.
Climate-tech claims usually arrive with a promise and a request attached. The promise is that a new process, fuel, device, material, reactor, storage system or platform will solve a difficult part of decarbonization. The request is for public funding, private capital, procurement support, regulatory preference, a grant, a mandate, a … [continued]
The global transition is not one country’s curve, but the aggregate of many jagged national pathways.
One of the easiest ways to misread the energy transition is to stand inside one country and mistake local political weather for the global climate. A U.S. reversal, European permitting drag, Indian coal and grid constraints, Indonesian diesel politics, Pakistani fuel-price exposure, Chinese overbuild, Gulf hedging, African distributed solar and … [continued]
