Michael Barnard’s TFIE Strategy Briefing
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Maritime, Aviation & Fuels
Norway’s Hydrogen Ferry Detour Fails The Battery Benchmark
Vestfjord looked too hard for batteries years ago. Current battery costs, buffers, and swaps make hydrogen look expensive and overbuilt.
3 hrs ago
•
Michael Barnard
Hormuz Shows The Security Case For Electrification
Low-carbon molecules still travel through chokepoints. Direct electrification shifts more energy security into domestic grids and storage.
20 hrs ago
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Michael Barnard
2
Ammonia’s Color Labels Hide The Real Carbon Math
Grey ammonia is dirty, blue ammonia is partial, and green imports become more compelling as carbon prices tighten and buyers avoid fossil lock-in.
21 hrs ago
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Michael Barnard
1
From Quay To Sea: A Port Decarbonization Roadmap
Access: Paid subscriber report
May 28
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Michael Barnard
1
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.
May 26
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Michael Barnard
1
Maritime Decarbonization Is More Practical Than It Looks
Shipping’s transition is manageable because fossil cargoes shrink, many routes electrify, hybrid ships cut fuel use, and policy can price emissions.
May 26
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Michael Barnard
1
Hybrid Ships Make Alcohol Fuels Range Extenders, Not Rivals
Battery-electric vessels win short routes. Ocean crossings point to electric ships with methanol or ethanol gensets as range extenders.
May 26
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Michael Barnard
1
Maritime Fuel Economics Now Point Toward Electricity First
Crank-equivalent fuel math points to electricity first where ships can use it, with biofuels constrained and fossil fuels facing rising costs.
May 26
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Michael Barnard
1
Maritime Battery Studies Are Already Out Of Date
Older ship-electrification studies used stale battery cost, mass, and volume assumptions. Updated inputs move the battery boundary outward.
May 26
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Michael Barnard
1
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