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Electric eMobility eV

China Walks Away: U.S. LNG Expansion Plans Unravel as Trade War Escalates

With Chinese buyers gone and Europe decarbonizing, America’s LNG future looks overbuilt and under-contracted. The industry must pivot or pause.
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Electric eMobility eV

The End of the Runway for Boeing in China

The world’s biggest aviation market just shut Boeing out. COMAC jets are rising, and the message is clear: future airspace will be multipolar.
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Electric eMobility eV

Europe Should Buy Chinese Transformers Now Available Due To Trump’s Trade War

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.
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Electric eMobility eV

Fuel For The Edges: Five Biofuel Companies Built To Last In The Energy Transition

Aviation and shipping need drop-in fuels. These five biofuel companies are already producing. A strategic investor’s look at what endures.
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Electric eMobility eV

TMX’s C$3B/Year Oil & Gas Subsidy Lesson: Design Energy Corridor For Electrons Not Oil

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.
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Electric eMobility eV

Hydrogen vs. Battery Buses: A European Transit Reality Check

EU-funded hydrogen bus programs met major hurdles. Operational costs, fuel sourcing, and station delays reshaped zero-emission transit plans.
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Electric eMobility eV

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

Ammonia and methanol are expensive, exotic, and overbuilt for a sector already shrinking. Hybrid biodiesel is here, cheap, and enough.
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Electric eMobility eV

Yara, Ørsted, and the €200/ton Mirage: What Northern Lights Really Teaches Us About CCS

Northern Lights is real. So are its €200/ton costs and shipping bottlenecks. Why CCS is still an expensive distraction from real decarbonization.
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Electric eMobility eV

Grunge Meets Grid: How Pearl Jam’s Carbon Price Led Me to Battery ETFs

Battery ETFs like LIT, REMX, and BATT offer global, fossil-free exposure to the materials powering EVs and grids. Here’s how they compare.
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Electric eMobility eV

Beneath the Fjord: Inside Northern Lights’ Carbon Storage Core

CO₂ arrives cold, compressed, and by ship. Northern Lights stores it well. But can this isolated terminal model be replicated across Europe?