Putting MWh over an industrial hydrogen supply chain changes the framing, not the underlying market: real buyers still purchase hydrogen by mass.
Global hydrogen demand exceeded 100 million tonnes in 2025, and almost all of it was still consumed where hydrogen has been used for decades: refining and industry. That is why kilograms and tonnes are not merely traditional units. They describe the market that exists. An ammonia plant buys a chemical … [continued]
Hydrogen gets the lights and cameras, while scalable maritime electrification increasingly depends on the quieter infrastructure of grids, batteries and routine charging.
At the Port of Tilbury on the Thames, GeoPura recently put one of its hydrogen power units on a floating platform and used it to charge a commercial electric vessel. The system delivered 300 kW through five Ballard fuel cells. It was visually irresistible: a barge, hydrogen equipment, a working … [continued]
Petrol model sales crash 44% in July! High gas prices and a never-ending wave of new BEVs has allowed July to reach record EV market share, with plugins reaching a record 65%! However, while record market share was achieved in the past thanks to strong EV sales, this time, the … [continued]
Heart Aerospace’s X1 represents the less glamorous but more consequential aviation transition: electrifying an existing market rather than inventing a new one.
Heart Aerospace’s X1 demonstrator flew for 27 minutes on August 12 from Plattsburgh International Airport, powered entirely by batteries. The aircraft has a 106-foot wingspan, weighed more than 25,000 pounds at takeoff and drew more than a megawatt at peak. Heart calls it the largest battery-electric aircraft ever flown. The … [continued]
Poland succeeded in creating hydrogen-bus demand, but Polenergia still backed away from the local green-hydrogen supply intended to serve it.
Poland did something hydrogen advocates have spent years saying governments need to do: it created real demand. Public subsidies helped put hydrogen buses into Polish cities, refueling infrastructure received support, and renewable-hydrogen projects were offered public money as well. By April 2026, Poland had 153 hydrogen buses registered, 140 already … [continued]
HVDC hardware is converging around repeatable 2 GW building blocks, while the surrounding grid still has to solve controls, interoperability and planning.
High-voltage direct current transmission used to look like a specialist technology reserved for unusually long lines, subsea links or awkward grid problems. That is changing. In a recent Redefining Energy conversation, Cornelis Plet, CTO of Grid Systems Integration at GE Vernova, described HVDC as something that is moving into the … [continued]
OCTA’s hydrogen buses still had years of service life when their depot fuel system became unusable. Hydrogen transit depends on much more than the bus.
The Orange County Transportation Authority is spending another $27.6 million on hydrogen infrastructure as it expands its fuel-cell bus fleet from 10 buses toward 50. Read the announcement quickly and it sounds like ordinary fleet growth: more buses require more fueling capacity. OCTA’s history makes the story much less straightforward. … [continued]
Solar power has passed another big milestone. Solar has reached and quickly surpassed the 3-terawatt — yes, terawatt — marker globally. That’s how much solar power is installed across the world. Naturally, a lot of the growth was from China, but a lot of it was also from emerging markets … [continued]
About $100B in shareholder value vanished across hydrogen, eVTOL and SMR bets after my underlying technology warnings were already public.
The Financial Times supplied an interesting prompt this week. Short sellers have made an estimated $2.1 billion betting against Oklo, NuScale and Nano Nuclear, while $30.3 billion of their combined market value has disappeared since the three small modular reactor developers peaked in October 2025. I have been writing for … [continued]
Commercial electrolyzers are arriving, but Europe’s lenders are drawing a much tighter boundary around which hydrogen markets are actually bankable.
The Port of Antwerp-Bruges now has what its developer calls a commercial-scale AEM electrolyzer. Power to Hydrogen’s half-megawatt system is intended to make high-purity hydrogen for real users in a real industrial setting, and that is a legitimate engineering milestone. Moving anion-exchange-membrane electrolysis out of smaller stacks and into industrial … [continued]
