The whitepaper I’ve just published through TFIE Strategy, From Quay to Sea: A Port Decarbonization Roadmap is the product of a series of articles that gathered more attention than expected. Stakeholders across the maritime industry, from port operators to regulators to grid planners, asked for a single document that stitched … [continued]
Caption: Chatgpt generated panoramic image of failed hydrogen trucks in a scrapyard as electric freight dominates the road outside
The debate over whether hydrogen or batteries will dominate freight trucking has been settled by the market, not by opinion. The BloombergNEF 2025 Factbook on zero emission commercial vehicles released September 18th provides another clear set of signals that the argument for hydrogen in road freight is collapsing. Almost 90,000 … [continued]
Chatgpt generated: Solar panels and EVs clustered on wealthy homes, illustrating unequal access to the energy transition
The headline number is startling. The top 10% of American households now account for roughly half of all consumer spending, according to data reported by the Wall Street Journal and Bloomberg in 2025. That has never been true in the modern era. It creates a situation where the economic pulse … [continued]
A solar rooftop installation in Madhya Pradesh, India that helps to cumulatively produce 19.88 GW of power. (Photo from ADBInstitute.)
India is piling into the renewable energy space as it seeks to lower its emissions, and Australia is also raising its ambitions.
Chatgpt generated panoramic image of an Austrian hydrogen station boarded up, with a red “Closed” banner across idle pumps
Austria has quietly joined the list of countries that have stepped away from hydrogen as a transportation fuel. In April 2025 OMV, the Austrian oil and gas major that had operated all of the country’s public hydrogen refueling stations, announced that it would be shutting them down by September. There … [continued]
Chatgpt generated panoramic aerial of intact boreal forest beside clearcut and regrowth, symbolizing sustainability choices in Canadian forestry
Canada’s forests are immense, covering nearly 350 million hectares and holding almost 9% of the world’s forested land. They are central to the country’s identity, economy, and climate profile. For decades, forestry has provided jobs and exports while maintaining relatively stable forest cover, but the climate and biodiversity math has … [continued]
Chatgpt generated panoramic interior of a mass timber building under construction, with sunlight streaming through exposed CLT beams and prefab modules
Canada has been facing a housing affordability crisis for years, and it has only become more acute. Population growth, immigration, and urban concentration have run headlong into a construction industry that has not kept pace. Annual completions of 240,000 to 270,000 units fall well short of the 500,000 required to … [continued]
ChatGPT generated panoramic image of California’s Capitol in Sacramento with symbolic fuel pump and green leaf overlays, representing the Low Carbon Fuel Standard and state policy drivers
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]
Chatgpt generated panoramic image of a California refinery at twilight, smokestacks fading into dusk while EV charging stations glow in the foreground
California’s refinery sector is contracting, and the reasons are not as complicated as operators often suggest. When refinery owners announce closures, they usually point to the burden of environmental regulations, the costs of compliance, or fines from state agencies. Those factors are real, but they are not decisive. The more … [continued]
Chatgpt generated panoramic image of a balance scale weighing stacks of coins against wind turbines and solar panels, with a government building in the background, symbolizing profit versus public purpose in the clean energy transition
Brett Christophers has put his finger on an uncomfortable truth. Renewable energy has reached the point where it is often cheaper to generate than fossil fuels, yet the rate of investment is still far below what climate targets demand. His book, The Price is Wrong: Why Capitalism Won’t Save the … [continued]
