Climate Change

ChatGPT generated panoramic aerial illustration of Calistoga with hydrogen trucks arriving, overlayed with a supply chain route traced from Georgia to California

The High-Carbon Truth Behind A ‘Green’ California Microgrid

The just-commissioned Calistoga hydrogen microgrid is a telling example of how public money can end up funding energy pathways that deliver little of what they promise. At first glance, the project appears well-intentioned. PG&E has positioned it as a resilience measure for a California community that faces wildfire-driven grid shutoffs. … [continued]

ChatGPT generated panoramic image of an auction lot filled with hydrogen-powered trucks, each marked “SOLD” and advertised with deep-discount signage

The Great Hydrogen Fleet Flip: Nikola’s Collapse Fueled A New Subsidy Play

Hyroad Energy’s recent acquisition of Nikola Corporation’s hydrogen trucking assets reads like a master class in scavenging from the wreckage of failed subsidy-driven ventures. At Nikola’s bankruptcy auction, Hyroad picked up 113 hydrogen fuel-cell Class 8 trucks, along with spare parts, software platforms, and intellectual property that had been valued … [continued]

ChatGPT generated panoramic aerial image showing Lower Manhattan fading into a ghosted oil field, symbolizing Wall Street’s retreat from fossil fuel investments

U.S. Banks Slash Fossil Fuel Financing As Market Forces Outweigh Politics

Wall Street’s six largest banks have cut their financing to oil, gas and coal projects by 25% year-on-year through August 1, 2025. In dollar terms, that means about $73 billion this year versus roughly $97 billion in the same period in 2024. The pullback is uneven. Morgan Stanley reduced its … [continued]

ChatGPT generated this high-resolution panoramic image of a lively Indian city street under clear blue skies, featuring electric scooters, e-rickshaws, and pedestrians in a vibrant, clean-air setting

Skipping The ICE Age: India’s Unique Path To Electric Mobility

India’s electric vehicle market is developing in a context that differs fundamentally from the United States, Europe, or China. Car ownership per capita is low, two-wheelers dominate personal mobility, and three-wheelers are integral to urban and peri-urban transport. The infrastructure for fueling and maintaining internal combustion vehicles outside of major … [continued]

ChatGPT generated this high-resolution, wide-aspect image showing a close-up of an EV production line in a Chinese factory, with workers and robotic arms assembling battery packs and drivetrains

China’s EV Tipping Points: Racing From 50% To 80% New Sales In Record Time

China is about to cross one of the most important milestones in the global electric vehicle transition. In 2025, battery electric and plug-in hybrid cars will account for roughly half of all new sales in the country, a level the central government had not expected to see until the mid-2030s. … [continued]

ChatGPT generated this panoramic, caricature-style illustration of a U.S. auto dealership, with a sprawling ICE SUV and truck section labeled prominently, a small sidelined EV section pushed to one side, and an American flag flying overhead to emphasize the setting

The Ripple Effect: U.S. EV Slowdown & The Future Of ICE Service Businesses

In July 2025, the Trump administration moved to slow the pace of electric vehicle adoption in the United States through a package of policy reversals and trade measures. Federal purchase incentives for new and used EVs will end on September 30, the national charging infrastructure program has been shut down, … [continued]