Michael Barnard’s TFIE Strategy Briefing
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Cummins Could Exit Hydrogen. Alstom Inherited The Support Tail.
Cummins absorbed write-downs and moved on. Alstom still has specialized trains, signed contracts and decades of maintenance obligations.
Jul 13
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Michael Barnard
2
1
Wright’s Law Won’t Rescue SMRs
Even generous learning-curve assumptions leave SMRs too expensive, too late and too fragmented.
Jul 8
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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
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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
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Michael Barnard
3
1
The Hydrogen Bit Isn’t The Product
CPH2’s destroyed electrolyzer is a useful warning: hydrogen startups sell the breakthrough component, but customers buy the industrial system around it.
Jul 2
2
1
2
Ballard Bought GeoPura With A Dilution Machine
Investors got paper. Workers inherited the risk.
Jun 29
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Michael Barnard
1
1
Grid Storage Is A System, Not A Hydrogen Problem
Batteries, pumped hydro, transmission, demand response, thermal storage and strategic reserves cover different grid jobs without building a parallel…
Jun 29
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Michael Barnard
7
2
3
Nuclear Commercial Shipping Still Fails The Business Case
Nuclear merchant ships keep returning as a concept, but the commercial case still fails.
Jun 26
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Michael Barnard
4
1
Flywheels Missed The Grid Storage Market
Flywheels work, but the grid-storage market moved around them: batteries took energy shifting, synchronous condensers kept system-strength roles, pumped…
Jun 16
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Michael Barnard
1
River-Current Power Is Real. The Cheap Baseload Claim Is Not Proven.
Energyminer’s Rhine project deserves attention, but river-current power has spent decades proving that delivered kWh matter more than flowing water.
Jun 16
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Michael Barnard
2
1
Red Flags For Climate-Tech Claims That Want Money Or Policy Support
One red flag means ask better questions. A stack of them means the burden of proof has moved to the promoter.
Jun 14
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Michael Barnard
1
1
Space Is Becoming Climate Infrastructure, And China Knows It
The next space race is not just rockets and flags. It is navigation, Earth observation, climate data, communications, resilience and geopolitical…
Jun 11
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Michael Barnard
2
2
1
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