Michael Barnard’s TFIE Strategy Briefing
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Germany Is Still Trying To Make Hydrogen Trucks Happen
The oversubscribed subsidy call is not proof that hydrogen freight has arrived. It is proof that Germany is still paying to keep it in the…
Jul 10
•
Michael Barnard
2
1
Nuclear-Powered Commercial Shipping Still Doesn’t Work
Shipping’s fuel transition starts by shrinking the fuel pool. Fossil-fuel bulk cargoes and raw iron ore are structurally exposed, while inland and much…
Jul 9
•
Michael Barnard
7
2
2
Prague’s Trolleybus Data Clarify The Hydrogen Bus Problem
The routes claimed to require hydrogen are often better solved with partial wires, smaller batteries, opportunity charging, and higher utilization.
Jul 8
•
Michael Barnard
3
1
Wright’s Law Won’t Rescue SMRs
Even generous learning-curve assumptions leave SMRs too expensive, too late and too fragmented.
Jul 8
•
Michael Barnard
3
1
Why The Nuclear SMR Story Refuses To Die
Billionaire nostalgia, DOE inertia and local decline keep SMRs alive after the economics fail.
Jul 7
•
Michael Barnard
3
1
SMRs Are Mostly Bad Climate Policy
Small reactors can be researched, but treating them as a major climate pathway delays better options.
Jul 7
•
Michael Barnard
3
1
Europe Saw Truck Swapping. China Is Building The Freight-Energy Platform.
Europe is regulating freight electrification cautiously while CATL, Sinopec and Swaptopus move toward a truck-energy default European OEMs may have to…
Jul 6
•
Michael Barnard
7
2
The Yangtze Is Turning Battery Freight Into Infrastructure
China’s Yangtze corridor shows what happens when electric ships, ports, grids, batteries and freight demand line up.
Jul 6
•
Michael Barnard
6
1
Zero-Emission Language Is Hiding Port Electrification In Plain Sight
Long Beach’s latest clean-technology funding keeps the hydrogen door rhetorically open, while the cargo-handling denominator points to chargers and…
Jul 6
•
Michael Barnard
5
1
Shipbuilding Policy Is Now Maritime Climate Policy
Cabotage rules and weak shipyards make electrified shipping easier in Asia than the West.
Jul 5
•
Michael Barnard
3
1
Canada’s Missing Barrels
Alberta’s visible oil-sands growth has cheaper exits. The proposed million-barrel west-coast line needs rerouted barrels, a bigger boom or public risk.
Jul 4
•
Michael Barnard
4
1
1
Electric Fire Trucks Come Later
Emergency fleets electrify more slowly than buses, refuse trucks and drayage.
Jul 4
•
Michael Barnard
4
2
1
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