Carbon Pricing

Grey, Blue, or Green: The Real Ammonia Math

Equinor’s decision to halt its blue hydrogen project in Groningen is not a story about engineering failure or lack of public support. It is a story about the absence of customers. The H2M project secured support from the EU Innovation Fund and was positioned as a cornerstone of industrial decarbonization … [continued]

The End Game Economics of Maritime Fuels

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]

China’s Carbon Market Expands Into Heavy Industry As USA Regresses

China’s national carbon market has reached another expansion point, and the signal is larger than it first appears. The Ministry of Ecology and Environment has extended mandatory carbon reporting beyond the original heavy sectors to include petrochemicals, chemicals, flat glass, copper smelting, papermaking, and civil aviation. That move does not … [continued]

Europe Is Finally Admitting Electricity Is Overtaxed

The leaked European Commission recommendation on electricity taxation landed quietly, but it said something that European energy policy has avoided stating plainly for decades. Electricity is still taxed and loaded with levies as if it were a polluting end product rather than the clean energy carrier Europe increasingly depends on … [continued]

A Balance Of Incentives & Penalties Works Best For Clean Energy Adoption

Governments around the world invest in fossil fuels for what is often framed as national security. However, there is a basic inconsistency of national investment in fossil fuels with mitigating climate change. Many oil and gas producers falsely claim they are simply meeting demand rather than accruing fabulous wealth. In … [continued]

“You Can’t Reduce Carbon Emissions When You Can Pollute For Free” — Sheldon Whitehouse

If you haven’t had a chance to learn about Senator Sheldon Whitehouse (D-RI), I recommend that you slow down your reading when you see his name in the headlines. As he champions policies to uphold US leadership in the world, he works to protect our planet in a changing climate … [continued]

The Short List of Climate Actions That Will Work

A few months ago, I was invited by Dr. Sebastian Husein of the Battery Centre Twente to speak at the University of Twente’s 2025 Climate Event, a hybrid discussion with multiple speakers engaging with an audience of academics in the Netherlands and neighboring countries. That event occurred on November 5th, … [continued]

The Realistic Future Of Carbon Capture: Pure Streams, Right Locations, Smart Uses

Carbon capture and storage has been marketed as a general solution to climate change. The record shows it is not. Where it does make sense is where chemistry gives you a high-volume, concentrated stream of CO2, where geography puts that stream on top of storage or at a pier with … [continued]

From Steward to Saboteur: America’s Role in the Failure to Govern the Maritime Commons

The International Maritime Organization’s recent failure to adopt a global carbon-pricing mechanism for shipping is more than another bureaucratic delay. It is a demonstration of Garrett Hardin’s “tragedy of the commons” in real time, replayed on the high seas. The ocean is the world’s pasture and the atmosphere is the … [continued]