electricity

Electricity Wins Because It Breaks The Fossil Fuel Chain

One of the easiest ways to get the energy transition wrong is to treat electricity as just another fuel. Coal, oil, gas, hydrogen, ammonia, methanol and electricity are often placed in parallel columns, as if the future is mainly a substitution table. That framing preserves too much of the fossil … [continued]

Molecules Do Not Disappear. Their Market Shrinks.

A lot of energy-transition arguments begin with today’s fossil fuel demand. Coal, oil, and gas still dominate global primary energy, so it is tempting to draw a straight line from the current fuel system to a future molecule system. Replace natural gas with hydrogen. Replace bunker fuel with ammonia or … [continued]