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2100 Transition Scenarios Need A Better Population Denominator

One of the easiest ways to get 2100 wrong is to carry the 20th-century population curve forward as if it still defines the future. The world went from about 2.5 billion people in 1950 to more than 8 billion today, and that expansion shaped modern assumptions about food, energy, cities, ... [continued]

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Aviation Fuel Demand Doesn’t Collapse. Cheap Kerosene Growth Does.

Aviation is one of the harder transition sectors to model well because it invites two bad shortcuts. One is to assume that flying keeps growing as it did in the cheap-kerosene era, with a cleaner molecule somehow dropped into the same demand curve. The other is to assume that decarbonization ... [continued]

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New Report: Global Banks Financed Fossil Fuels with $8.7 Trillion Since the Paris Agreement, $906 Billion in 2025 Alone

JPMorgan Chase and Bank of America are the world’s top two fossil fuel funders. NEW YORK, NY — The 17th edition of the Banking on Climate Chaos (BOCC) report released today finds that the world’s 65 largest banks committed $906 billion to fossil fuel companies in 2025, an increase of 8% from the previous year. ... [continued]

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U.S. Will Not Extend USMCA

“With no indication necessary changes were on the table, not renewing is best outcome at this time” Washington, D.C. — According to reporting from Bloomberg, the United States will not renew the trilateral trade agreement it has with Canada and Mexico, known as the USMCA. At the time USMCA was negotiated, Trump ... [continued]

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France Gets Electrification Right, But 2030 Is Doing A Lot Of Work

France has announced a national electrification push that is directionally correct in a way that a lot of energy policy still is not. It is not treating electrification as a side dish to climate policy, a consumer rebate program, or a decorative set of EV chargers beside the real business ... [continued]

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Air Lubrication For Ships Is Real. The Air Still Isn’t Free.

The interesting part of Everllence and Silverstream’s Engine Supported Air Lubrication concept is not that ships can reduce drag by pushing air under the hull. That has been known for decades, and commercial systems are already in service. The interesting part is where the air comes from, because air lubrication’s ... [continued]

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Investments Starting to Grow Nicely In Africa’s Electric Motorcycle Sector

Driven by rising fuel costs, increasing demand for affordable transportation and growing policy support for clean energy solutions, investors are increasingly backing scalable electric motorcycle platforms capable of supporting Africa’s next phase of urban and industrial growth. The electric motorcycle sector is growing nicely on the continent. I have been ... [continued]

The post Investments…

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Low-Carbon Steel Credits in the EU Cars CO₂ Standards

If designed properly, low-carbon steel credits under the EU car CO₂ standards can create a lead market for green steel produced in Europe. Given the automotive sector’s large steel demand and purchasing power, the mechanism could support the scale-up and commercialisation of green steel projects, strengthen Europe’s industrial base and ... [continued]

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Under Pressure, Hyundai Steel to Significantly Reduce Emissions, Switch from Gas to Electric Heaters at Proposed Louisiana Plant

More changes needed to bring the plant into line with the law and community expectations Donaldsonville, La. — In an update made public Monday, Hyundai Steel submitted changes to its air permit application that reveal the company plans to switch nine dirty industrial heaters at its proposed steel plant from ... [continued]

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Belgium’s Hydrogen Stations Have A Kilograms-Per-Day Problem

Belgium has another hydrogen refuelling announcement, and on the surface it sounds like progress. Atawey is selling three new hydrogen stations to Colruyt Group and Virya Energy for heavy-duty mobility, with a stated combined distribution capacity of more than 7 tonnes per day and deployment planned by the end of ... [continued]

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How Today’s Media Influence The Ways We Perceive The Food System On Which We Depend

My mother cooked for our family with a post-World War II mindset. Bacon and eggs for breakfast. Wonder Bread sandwiches with one slice of American cheese and another slice of ham. Supper typically would be Shake-n-Bake chicken, mashed potatoes, and a canned vegetable, or hamburger and reheated frozen french fries. ... [continued]

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Is SpaceX & Tesla 100-Gigawatt/Year US Solar System Production Plan Realistic?

Elon Musk says that he wants SpaceX and Tesla teams to work together to build 100 gigawatts of solar power manufacturing capacity in the US — cells and modules. And he wants to do that within three years. There’s a lot to consider here. Before we get into some of ... [continued]

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SEC Formally Proposes Rescinding Climate Disclosure Rule, Deepening Retreat From Investor Protection

Proposal would leave investors with less information about climate risks while advancing legal theory that could weaken corporate disclosure more broadly. Proposal would leave investors with less information about climate risks while advancing legal theory that could weaken corporate disclosure more broadly WASHINGTON, D.C. — The Securities and Exchange Commission today formally ...…

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Tesla & SpaceX Merger Getting Real

Steve Hanley had an excellent article this week discussing how the SpaceX IPO may well be a boondoggle to bail out a couple of Elon Musk ventures and enrich a few friends. It’s honestly a bit shocking once you get into the details of the IPO. I think most of ... [continued]

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Africa’s Solar Boom May Be Hiding In The Import Data

At the start of 2026, I predicted that Africa would surprise a lot of observers with solar deployment this year. That was in my 2026 energy predictions article, and the prediction was not based on one giant solar park, one government announcement, or one development bank programme. It was based ... [continued]

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Top-Quality Solar Panel Recycling — Scaling Up The Industry

I recently sat down with SOLARCYCLE CEO Suvi Sharma to discuss the fascinating history of the solar market as well as the next key task for the industry — recycling solar panels. Suvi shared how SOLARCYCLE is leading the charge and working hard to recycle solar panels thoroughly and correctly, ... [continued]

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US Solar & Storage Manufacturers Flood DC To Highlight Global Leadership & Jobs

Something most people still don’t know is that the US solar power and storage industry has gotten quite large. The US solar industry employs about 280,000 people. The energy storage industry employs another 80,000 or so. These are a significant economic engine for the United States. However, they could be ... [continued]

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NIO Financials Up Huge Year Over Year! But Market Not Happy.

NIO has published its first quarter financials. There’s good news and less good news. The company was able to achieve an adjusted operational profit (non-GAAP) for the second quarter in a row, as well as an adjusted net profit (non-GAAP). However, the company didn’t achieve a GAAP operational profit or ... [continued]

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Volkswagen Buys More Rivian (RIVN), At Risk Of $1.75 Billion In Fines

We’ve got some positive news from Volkswagen and Rivian this month, but we’ve also got a matter of concern for Volkswagen that could be quite costly. Volkswagen × Rivian Going Well One of Volkswagen’s big EV plays in the past several years has been partnering with Rivian, including investing in ... [continued]

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Hydrostor’s Underground Pumped Hydro Ontario Storage Plan Runs Into the BESS Benchmark

Ontario does not need another storage technology startup searching for a problem today. It needs capacity, flexibility, and reliability in specific places where the grid is constrained and where new generation and wires take years to build. That is the right way to look at Hydrostor’s proposed Quinte Energy Storage ... [continued]

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Strait Of Hormuz Sulfur Shock Previews Fertilizer’s Future

When people think about the Strait of Hormuz, they think about oil tankers, LNG carriers, naval escorts, insurance premiums, and the price of gasoline. They generally do not think about yellow piles of sulfur beside gas plants, phosphate fertilizer complexes, or the acid circuits that keep copper and nickel processing ... [continued]

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Poland Bought Hydrogen Buses. Then The Fuel Bills Arrived

CEE Bankwatch’s May 2026 report, Hydrogen buses in Poland: Where did it all go wrong?, is useful because it moves the hydrogen bus debate out of the brochure and into the depot. It is not another model of what hydrogen might cost in 2035. It is a record of what ... [continued]

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Toyota Keeps Trying To Assemble A Hydrogen Market That Refuses To Form

Toyota’s latest hydrogen truck move is not interesting because it is large. Forty trucks is not a large order in a global transport market. It is interesting because of what sits behind it. Hyroad, formed mostly by ex-Nikola executives, acquired hydrogen truck assets from Nikola’s remains, and Toyota then appeared ... [continued]

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Solar & Farming Can Share Land, But The Details Matter

Agrivoltaics has become one of those ideas that is simple enough to fit on a social media tile and complex enough to be mangled by one. The image that prompted this discussion showed a farmer kneeling beneath solar panels in front of vegetables, sheep, mountains, and an American flag, with ... [continued]

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Nuclear Imaginaries, Hydrogen Assumptions, And The Grid Reality Models Still Miss

An Energy Research & Social Science paper crossed my screen recently that put structure around something visible to anyone who has compared nuclear forecasts with build rates. Nuclear power has been projected to grow faster, cheaper and more broadly than it actually has, not once or twice, but across decades, ... [continued]

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Jones Act Waiver Exposes America’s Shipbuilding Gap

The Trump administration’s Jones Act waiver is a small policy exception with a much larger lesson. The same administration that says it wants to restore American maritime dominance, rebuild domestic shipbuilding, counter China’s industrial scale, and make U.S. logistics more secure also waived parts of the law usually treated as ... [continued]

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Energy Security & Affordability in a New Geopolitical Era: A Future-Proof Post-2030 EU Energy Framework

Civil society and industry are calling for a bold binding framework that delivers a fossil fuel exit. Dear President von der Leyen, Dear President Costa, Dear President Metsola, Europe faces an increasingly volatile geopolitical landscape. Russia’s war against Ukraine and rising tensions in the Middle East have exposed the risks ... [continued]

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Eavor’s Geretsried Pivot Raises Hard Questions About Next Gen Closed-Loop Geothermal

The recent GeoExPro interview about Eavor’s next-generation geothermal Geretsried project lands less like an update and more like a stress test result. Eavor was one of the more serious next-generation geothermal companies I had assessed, but that was never the same thing as saying it had solved geothermal. It had ... [continued]

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Wave Energy’s Hardest Problem Is Not The Waves. It Is Maintenance.

After publishing on a wave energy proposal for offshore data centers, I received a useful challenge. A reader pointed to CorPower Ocean as a counterexample. That was worth taking seriously. CorPower is not a render-first startup selling a fantasy of floating artificial intelligence infrastructure in the deep Pacific. It has ... [continued]

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