The world is in the middle of a structural reset—one where global capital can no longer pretend geopolitics, climate, and industrial policy are background noise. From liquefied gas to lithium, from advanced chips to artificial intelligence, the foundations of the global economy are now strategic terrain. It’s in this moment—when … [continued]
In April 2025, the International Maritime Organization did something rare for a UN body: it passed a binding climate policy. Not advisory, not aspirational, but actual mandatory rules. The agreement commits international shipping to net-zero greenhouse gas emissions “by or around 2050,” and despite the ambiguity of that phrasing, the … [continued]
Having lived in Florida for most of my life, golf carts are part of the background. They are all over the place. Historically, they have largely been powered by lead-acid batteries, but there are also loud, smelly, polluting ones. However, now, you can get lithium batteries for golf carts! In … [continued]
The US startup Ample is among the EV battery swapping firms poised for growth as the swapping movement continues to gather steam.
Tesla says the Semi is entering high-volume production in 2025, nearly eight years after its 2017 unveiling. At the time, Elon Musk promised a revolution in freight: 500 miles of electric range, faster acceleration than a diesel, and a cost-per-mile figure that would make it a no-brainer for fleet managers. … [continued]
Hydrogen is often cited for its high energy density by mass — approximately 120 MJ/kg — making it appear to be an ideal energy carrier. However, this figure is frequently misunderstood or presented out of context, leading to misleading conclusions about hydrogen’s suitability for real-world energy storage and transportation. The … [continued]
The US-based EV battery swapping innovator Ample is bringing its lightweight, modular, 5-minute battery exchange system to Tokyo for a trial run.
Simon Michaux has built a reputation on painting an apocalyptic vision of the energy transition, but his work consistently collapses under scrutiny. I’ve personally taken apart his comically bad lithium supply projections and his metal demand doomsday scenarios, and each time, the pattern is the same — wild extrapolations that … [continued]
Hydrogen is often promoted as a clean and efficient energy carrier, but its real-world efficiency is frequently overstated. Proponents of hydrogen fuel cells highlight their conversion efficiencies of 50–60%, comparing them favorably to internal combustion engines (ICEs). However, this selective framing ignores the full energy pathway, from hydrogen production to … [continued]
The first Trump trade war was a disaster for US cleantech, and it looks like 2025 is setting up to be an encore performance. Between 2018 and 2020, Trump’s tariffs on solar panels cost the US an estimated 10.5 GW of lost solar capacity, delaying the transition to clean energy … [continued]
