Michael Barnard’s TFIE Strategy Briefing
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Wright’s Law Won’t Rescue SMRs
Even generous learning-curve assumptions leave SMRs too expensive, too late and too fragmented.
Jul 8
•
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
•
Michael Barnard
3
1
Europe Saw Truck Swapping. China Is Building The Freight-Energy Platform.
Europe is regulating freight electrification cautiously while CATL, Sinopec and Swaptopus move toward a truck-energy default European OEMs may have to…
Jul 6
•
Michael Barnard
7
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
•
Michael Barnard
6
1
Electric Fire Trucks Come Later
Emergency fleets electrify more slowly than buses, refuse trucks and drayage.
Jul 4
•
Michael Barnard
4
2
1
Electric Garbage Trucks Are The Heavy-Duty EV Story Hiding In Plain Sight
Refuse trucks are noisy, stop-start, depot-based municipal workhorses, which makes them one of the stronger early heavy-duty electrification candidates.
Jul 3
•
Michael Barnard
2
1
Grid Storage Through 2100: Batteries Lead, Pumped Hydro Anchors
A mostly electrified world needs roughly a hundred TWh of dedicated storage, with batteries leading and flexibility reducing what storage must solve.
Jul 3
•
Michael Barnard
2
1
The Second Golden Spike Starts With Five Wires
Canada’s grid strategy is getting real because Ottawa is naming interties, but five useful links are not yet a national electricity spine.
Jun 30
•
Michael Barnard
4
1
1
Ballard Bought GeoPura With A Dilution Machine
Investors got paper. Workers inherited the risk.
Jun 29
•
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
•
Michael Barnard
7
2
3
Net Metering Is Not The End-State
Net metering helped launch markets. Paid flexibility is the next grid policy.
Jun 27
•
Michael Barnard
5
2
Stop Steering With The Wrong Energy Metrics
Final energy is official. Useful energy matters.
Jun 26
•
Michael Barnard
4
1
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