biofuel

From Fossil To Renewable: California’s Diesel Transition & The Future Of Refineries

In a recent article, California Refineries Close as Gasoline Demand Slips into Permanent Decline, I wrote that diesel consumption in California had not declined even as gasoline demand slipped. Jeremy Martin from the Union of Concerned Scientists reached out to me to point to some data I’d missed. I reviewed … [continued]

From Carbon Capture to ESG: The Seven Deadly Sins of Clean Energy

Recently I sat down virtually with Laurent Segalen and Gerard Reid, investors, bon vivants, and hosts of Redefining Energy, the main channel to my nerdcast side channel Redefining Energy—Tech. The reason? A fun episode of their podcast where we talked about sin, energy, and investment. Laurent Segalen [LS]: Today on … [continued]

Fuel For The Edges: Five Biofuel Companies Built To Last In The Energy Transition

I’ve been rebalancing my portfolio lately. It’s something I do every couple of years—trim what’s run ahead, add where conviction has deepened, and adjust based on what I now believe to be real, durable value. I’m not a trader. I buy and hold for years, sometimes decades, and while my … [continued]

Enbridge Renewable Natural Gas A 1% Greenwashing Rounding Error

One of the amusing side notes of my recent foray into the challenges that the Canadian Urban Transit Research and Innovation Consortium (CUTRIC) is having was the tone deaf and counterproductive social media responses of their board member from Enbridge, the biggest natural gas firm in North America. When that … [continued]

Ship Owners Confused About Decarbonization

For three years, the International Chamber of Shipping has been running a survey of ship owners, covering multiple domains, including biggest risks to shipping, changes in shipping patterns with initiatives like friendshoring and most relevantly for this discussion, decarbonization. Recently they dropped their 2023-2024 survey, and the results indicate ongoing … [continued]