Michael Barnard’s TFIE Strategy Briefing
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China & Critical Minerals
China’s Hydrogen Trucks Are A Policy Side Bet, Not The Main Freight Market
China’s freight market is choosing battery-electric trucks and swapping corridors, while hydrogen survives through policy, SOEs, and narrow molecule…
18 hrs ago
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Michael Barnard
1
China’s Clean Economy Is Bending Emissions Down
Clean power, transport electrification, and maturing industrial demand are turning China’s emissions story from growth toward decline.
21 hrs ago
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Michael Barnard
2
China And India Are Breaking Fossil Growth Models
Heavy-truck electrification, clean power growth, and falling industrial demand are weakening the old assumption that Asian growth means fossil growth.
21 hrs ago
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Michael Barnard
1
China’s Carbon Market Is Becoming Industrial Policy
China is expanding carbon reporting across heavy industry while the US retreats from federal climate law. The signal is administrative, industrial, and…
23 hrs ago
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Michael Barnard
2
A Techno-Economic Assessment Of Seabed Mining: American Samoa And Global Implications
Access: Open report
May 27
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Michael Barnard
1
China’s Electric Concrete Mixers Show Heavy Trucks Can Electrify Faster Than Expected
China’s concrete mixer market moved from niche to mainstream electric sales in five years, while hydrogen registered zero Q1 2026 sales.
May 26
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Michael Barnard
1
Sulfur Is Becoming A Strategic Industrial Constraint
The Strait of Hormuz sulfur shock is a preview of a deeper transition problem: agriculture, fertilizer, mining, and critical minerals were built around…
May 26
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Michael Barnard
1
China’s EV Flywheel Is Already Reshaping Global Auto Markets
China does not need to dominate the US or Europe to reshape autos. Its scale, batteries, cost curves, and exports are already enough.
May 26
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Michael Barnard
1
Seabed Mining Still Has To Survive Engineering And Economics
Seabed mining turns resource anxiety into extraction optimism, but the real test is robotics, logistics, processing, markets, and bankability.
May 26
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Michael Barnard
1
Critical Minerals Are Not A Scarcity Crisis. They Are An Industrial Discipline Test
Electrification has enough useful minerals. The harder problem is processing, supply chains, trusted factories, and coercion-resistant capacity.
May 25
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Michael Barnard
1
1
1
China Leads The Physical Energy Transition. India Is Joining It.
Installed clean power capacity has moved beyond rich-country narratives, while the United States lags badly once wealth, population, and energy use are…
May 25
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Michael Barnard
1
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