EV batteries

ChatGPT generated panoramic image of a map of global mineral supply chains with red and blue trade routes emanating from China

The Great Realignment: What Global Investors Must Know About China in 2025

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]

ChatGPT generated panoramic image of a port skyline with a large containership plugged into a grid connection, battery icon glowing, and a stack labeled “Synthetic Fuels Deferred”

Net-Zero by 2050: The IMO’s Victory—and the Case for Less Fuel, Not More

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]

ChatGPT generated panoramic image of a Tesla Semi labeled "STALLED?" by the side of the road with a cloud of word bubbles hanging over it, specifically "Starship", "Cybertruck", "Boring Company" and "solar tiles"

From Solar Tiles to Starship: The Decade Musk Failed to Deliver Puts Semi At Risk

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]

ChatGPT generated panoramic image capturing the metaphor—hydrogen as a lightweight fuel being stored as awkwardly as a giant watermelon squeezed into a soda can

Debunking The Myth: Hydrogen’s High Energy Density By Mass Is Trumped By Low Density By…

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]

ChatGPT generated a panoramic image of a house of cards with peacocks perched on top

Simon Michaux’s Purple Delusion: The Pseudoscience of Doom

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]

ChatGPT generated panoramic black and white charcoal sketch illustrating the analogy using hydrogen for energy is like buying a fancy blender when a knife gets the job done quicker and cheaper.

Debunking The Myth: Hydrogen Fuel Cells Aren’t More Efficient Than Alternatives

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]

ChatGPT generated panoramic image of the flaming boomerang painted with the American flag, soaring back toward economic and environmental destruction.

Trump’s Tariffs Are An Economic & Environmental Boomerang

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]