Categories Electric eMobility eV China Walks Away: U.S. LNG Expansion Plans Unravel as Trade War Escalates Post author By Michael Barnard Post date April 18, 2025 With Chinese buyers gone and Europe decarbonizing, America’s LNG future looks overbuilt and under-contracted. The industry must pivot or pause.
Categories Electric eMobility eV The End of the Runway for Boeing in China Post author By Michael Barnard Post date April 18, 2025 The world’s biggest aviation market just shut Boeing out. COMAC jets are rising, and the message is clear: future airspace will be multipolar.
Categories Electric eMobility eV Europe Should Buy Chinese Transformers Now Available Due To Trump’s Trade War Post author By Michael Barnard Post date April 16, 2025 The world’s transformer bottleneck just eased—thanks to a U.S. trade war that priced America out of the market and let others jump the queue.
Categories Electric eMobility eV Fuel For The Edges: Five Biofuel Companies Built To Last In The Energy Transition Post author By Michael Barnard Post date April 15, 2025 Aviation and shipping need drop-in fuels. These five biofuel companies are already producing. A strategic investor’s look at what endures.
Categories Electric eMobility eV TMX’s C$3B/Year Oil & Gas Subsidy Lesson: Design Energy Corridor For Electrons Not Oil Post author By Michael Barnard Post date April 15, 2025 TMX shows what happens when costs balloon and tolls don’t follow. If Canada builds an energy corridor, HVDC must be the spine, not an afterthought.
Categories Electric eMobility eV Hydrogen vs. Battery Buses: A European Transit Reality Check Post author By Michael Barnard Post date April 14, 2025 EU-funded hydrogen bus programs met major hurdles. Operational costs, fuel sourcing, and station delays reshaped zero-emission transit plans.
Categories Electric eMobility eV Net-Zero by 2050: The IMO’s Victory—and the Case for Less Fuel, Not More Post author By Michael Barnard Post date April 14, 2025 Ammonia and methanol are expensive, exotic, and overbuilt for a sector already shrinking. Hybrid biodiesel is here, cheap, and enough.
Categories Electric eMobility eV Yara, Ørsted, and the €200/ton Mirage: What Northern Lights Really Teaches Us About CCS Post author By Michael Barnard Post date April 13, 2025 Northern Lights is real. So are its €200/ton costs and shipping bottlenecks. Why CCS is still an expensive distraction from real decarbonization.
Categories Electric eMobility eV Grunge Meets Grid: How Pearl Jam’s Carbon Price Led Me to Battery ETFs Post author By Michael Barnard Post date April 13, 2025 Battery ETFs like LIT, REMX, and BATT offer global, fossil-free exposure to the materials powering EVs and grids. Here’s how they compare.
Categories Electric eMobility eV Beneath the Fjord: Inside Northern Lights’ Carbon Storage Core Post author By Michael Barnard Post date April 13, 2025 CO₂ arrives cold, compressed, and by ship. Northern Lights stores it well. But can this isolated terminal model be replicated across Europe?