Michael Barnard’s TFIE Strategy Briefing
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Nuclear-Powered Commercial Shipping Still Doesn’t Work
Shipping’s fuel transition starts by shrinking the fuel pool. Fossil-fuel bulk cargoes and raw iron ore are structurally exposed, while inland and much…
Jul 9
•
Michael Barnard
8
2
2
The Yangtze Is Turning Battery Freight Into Infrastructure
China’s Yangtze corridor shows what happens when electric ships, ports, grids, batteries and freight demand line up.
Jul 6
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Michael Barnard
6
1
Shipbuilding Policy Is Now Maritime Climate Policy
Cabotage rules and weak shipyards make electrified shipping easier in Asia than the West.
Jul 5
•
Michael Barnard
4
1
China Moves People First, Then Decides Whose Planes It Needs
High-speed rail keeps eroding the short-haul aviation denominator while COMAC turns the aircraft China still needs into an aerospace-sovereignty…
Jul 2
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Michael Barnard
5
2
China’s Electric Trucks Make Oil Forecasts Wrong
Passenger EVs already weakened the gasoline story. China’s freight plan now attacks diesel, the demand pool many oil outlooks still lean on.
Jul 1
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Michael Barnard
1
2
Biomethanol Is Shipping’s Liquid-Fuel Remainder
Aviation wins the vegetable-oil feedstocks; ships burn electrons first and biomethanol where batteries cannot reach.
Jun 29
•
Michael Barnard
1
2
1
Biofuels Are For The Remainder, Not The Whole System
Electrify the easy demand first; then residues, wastes and selected crops can serve aviation and shipping.
Jun 28
•
Michael Barnard
1
2
1
Hydrogen Cargo Shipping Has Vessels, Not A Pathway
Hydrogen cargo vessels can work. The business system still does not.
Jun 27
•
Michael Barnard
1
1
Nuclear Commercial Shipping Still Fails The Business Case
Nuclear merchant ships keep returning as a concept, but the commercial case still fails.
Jun 26
•
Michael Barnard
4
1
HyHaul Was A Warning, Not An Outlier
Hydrogen transport keeps losing when pilots have to become vehicles, infrastructure, fuel supply and real customers.
Jun 22
•
Michael Barnard
3
4
1
Fast Hydrofoils, Floating Logs, & Canada’s Ferry Electrification Challenge
Electric ferries are inevitable, but Canada’s transition will be route-by-route: terminals, charging, vessel design, debris, wildlife and operating…
Jun 11
•
Michael Barnard
1
Jones Act Waiver Exposes America’s Shipbuilding Gap
The waiver did not repeal the Jones Act or rebuild shipbuilding. It exposed the gap between maritime protection and maritime capacity.
Jun 11
•
Michael Barnard
1
1
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