usa

Caption: Chatgpt generated panoramic image of failed hydrogen trucks in a scrapyard as electric freight dominates the road outside

Hydrogen Freight Fizzles As Batteries Take Over Global Trucking

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

Why US Inequality Makes EVs, Solar, & Heat Pumps Fragile

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]

Chatgpt generated panoramic split-screen showing the vibrant Chinese Academy of Sciences campus on the left and shuttered U.S. federal research agencies with “Closed” signs on the right

China Surges Ahead in Global Science as US Retreats from Research

According to the latest Nature Index results, Harvard University is now the only American institution left in the top ten list of research organizations by contributions to leading scientific journals. It sits in second place, but far behind the Chinese Academy of Sciences (CAS), which has pulled ahead by a … [continued]

Chatgpt generated panoramic image of a California refinery at twilight, smokestacks fading into dusk while EV charging stations glow in the foreground

California Refineries Close as Gasoline Demand Slips into Permanent Decline

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: Burning contracts symbolize the erosion of trust, as political ideology halts a half-built offshore wind farm and leaves investment in ashes

From Ørsted to Ontario: How Populist Conservatives Undermine Contract Sanctity

The Trump administration’s stop-work order on Ørsted’s Revolution Wind project has already become a defining event for investors and developers in the United States energy sector. The project was nearly complete, with billions already invested in turbines, monopiles, offshore cables, port infrastructure, and labor. Every required federal and state permit … [continued]

chatgpt generated image: Idle LNG tankers queue off a hazy Asian coastline, a visual metaphor for weakening demand and oversupply in global LNG markets.

Fossil Demand Decline In India & China Puts Canadian LNG At Risk

India’s electricity system is undergoing a shift that signals broader changes in global energy markets. For decades, its fossil generation rose steadily to meet rising demand. In the first half of 2025 that changed. Coal- and gas-fired electricity both fell as renewables surged, with total fossil electrical generation dropping 4%, … [continued]

chatgpt generated panoramic illustration of deep-sea mining in the Clarion-Clipperton Zone, showing a crawler harvesting polymetallic nodules from the ocean floor with a riser pipe carrying slurry to a ship 4 km above

From Clarion-Clipperton to Clean Tech: The Debate Over Seabed Mineral

Recently, I had the opportunity to sit down with a global expert on minerals processing and battery minerals, Lyle Trytten. We were closing out an engagement to do a technoeconomic assessment of seabed mining and it was a great opportunity to discuss the space and some of the things we … [continued]

A panoramic charcoal sketch showing the financial trajectory of SMR projects worldwide. From left to right, a canceled U.S. build, Russia’s barge-mounted reactors, and China’s HTR-PM stand as markers of escalating costs, with overlaid bars and numbers highlighting overruns that climb from 75% to 200%

Small Modular Reactors and the Big Questions of Cost & Waste

The publication of Kim and Macfarlane’s 2026 study on small modular reactors is a moment worth pausing over. Nuclear energy sits at the margins of most serious decarbonization pathways today, but SMRs have been marketed as the technology that could change that. They are advertised as cheaper, safer, faster to … [continued]