Michael Barnard’s TFIE Strategy Briefing

Michael Barnard’s TFIE Strategy Briefing

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Maritime, Aviation & Fuels

Hydrogen Passenger Aviation Still Doesn’t Add Up
Three years after the integrated systems case against hydrogen passenger aircraft, better engineering, certification work and airport planning let us…
 • Michael Barnard
Vertical Aerospace’s September 11 AGM Exposes Five Years of eVTOL Recapitalization
Farnborough proved the aircraft can fly. It did not prove the passenger business.
 • Michael Barnard
Maritime Carbon Pricing Will Reshape Fleets Before It Reshapes Prices
EU carbon rules are becoming material to shipowners, but the cargo denominator remains large enough that even aggressive carbon pricing is unlikely to…
 • Michael Barnard
My Technology Warnings Could Have Saved Investors About $100 Billion
Across a conservative set of hydrogen, eVTOL and SMR stocks, about $95B of $119B in exposed value was erased. Adding X-energy takes the tally to roughly…
 • Michael Barnard
Freight Electrification Won’t Follow One Global Template
China, India, Europe and the U.S. start with very different mixes of road, rail and water, so falling battery costs produce different freight pathways.
 • Michael Barnard
Hydrogen Gets The Headlines. Batteries Charge The Ships.
GeoPura’s floating hydrogen charger turns one demonstration into a maritime story. The scalable system emerging behind it is much less photogenic…
 • Michael Barnard
Aviation Burned Billions On Flying Taxis And Hydrogen. Heart Just Flew The Real Transition
Heart Aerospace still has years of engineering, certification and industrialization ahead. Its X1 flight is a reminder that aviation’s problem was never…
 • Michael Barnard
OCTA’s Hydrogen Bus Expansion Is Really A Fuel-Supply Bet
OCTA’s six-year-old hydrogen station became unusable after a supplier deal failed, exposing the recurring challenge of affordable, green fuel at the…
 • Michael Barnard
Europe’s Banks Are Pricing Hydrogen As A Niche, Not An Economy
Antwerp-Bruges has a “commercial” AEM electrolyzer. Conventional lenders are backing captive industrial demand, not a new merchant hydrogen market.
 • Michael Barnard
What Boeing’s Wisk Exit Says About Archer’s Strategy
A Rumeltian reading of the transaction finds Boeing trying to repair an execution problem in proven markets, while Archer adds programs without…
 • Michael Barnard
Scrapping A Working Gas Car Can Be The Greener Choice
A new Science study overturns a durable EV myth. The US challenge is retiring high-emitting cars without breaking the used-car ladder.
 • Michael Barnard
Hard Sails May Have Found A Shipping Niche In RoRo
A full-scale Oceanbird wing is now operating on a car carrier, validating the vessel-class exception while leaving the biggest fuel-saving ambitions for…
 • Michael Barnard
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