Michael Barnard’s TFIE Strategy Briefing

Michael Barnard’s TFIE Strategy Briefing

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TFIE Diligence Files

Oil’s Decline Will Be Volatile, Not Smooth
Electrification is weakening long-term oil demand, but producer-state stress, OPEC+ erosion, chokepoints, and underinvestment can make the decline more…
 • Michael Barnard
Belgium’s Hydrogen Stations Have A Denominator Problem
Eight public hydrogen refuelling stations, roughly a hundred cars, a handful of heavier vehicles, and economics that only work in subsidy decks.
 • Michael Barnard
What Is Real, What Is Hype, And What To Ask Before Money Gets Committed
Pathway reviews, scorecards, reports, and advisory work for decisions that need evidence, denominators, and comparators.
 • Michael Barnard
Hydrogen Buses Are A Procurement Risk Premium, Not A Transit Decarbonization Shortcut
Hydrogen buses can work, but the evidence shows a pathway rich in grants, announcements, and order claims while battery-electric buses scale.
 • Michael Barnard
Mass Timber In Canada: Industrial Strategy And Policy
Access: Paid subscriber report
 • Michael Barnard
Beyond Portland: Cement’s Transition To 2100
Access: Paid subscriber report
 • Michael Barnard
Towards A Net Zero Cement: Strategic Policies And Systems Thinking For A Low-Carbon Future
Access: Open report
 • Michael Barnard
Chevron’s Fig Leaf: A Case Study Of Carbon Engineering’s Direct Air Capture Plan
Access: Open report
 • Michael Barnard
A Techno-Economic Assessment Of Seabed Mining: American Samoa And Global Implications
Access: Open report
 • Michael Barnard
Africa’s Solar Boom Is Hiding In The Import Data
Official additions still look modest, but cheap Chinese hardware, weak grids, diesel displacement and African trade are starting a flywheel.
 • Michael Barnard
Agrivoltaics Works When The Farm Comes First
Solar and farming can share land, but real agrivoltaics depends on crop, climate, water, machinery, farmer authority, and honest definitions.
 • Michael Barnard
Correcting The Ferry Battery Orderbook Still Leaves A Strong Electrification Story
The 70% ferry battery claim was too high. The corrected figure is closer to two-fifths of orders, still a major maritime shift.
 • Michael Barnard
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