Michael Barnard’s TFIE Strategy Briefing

Michael Barnard’s TFIE Strategy Briefing

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Transit Procurement Reality

Poland’s Hydrogen Bus Detour Turned Into A Fuel Bill
Hydrogen buses looked cheap when grants paid for the vehicles. Then cities had to buy fuel, find stations, manage failures, and run service.
 • Michael Barnard
China’s Hydrogen Trucks Are A Policy Side Bet, Not The Main Freight Market
China’s freight market is choosing battery-electric trucks and swapping corridors, while hydrogen survives through policy, SOEs, and narrow molecule…
 • Michael Barnard
Belgium’s Hydrogen Stations Have A Denominator Problem
Eight public hydrogen refuelling stations, roughly a hundred cars, a handful of heavier vehicles, and economics that only work in subsidy decks.
 • Michael Barnard
What Is Real, What Is Hype, And What To Ask Before Money Gets Committed
Pathway reviews, scorecards, reports, and advisory work for decisions that need evidence, denominators, and comparators.
 • Michael Barnard
Hydrogen Buses Are A Procurement Risk Premium, Not A Transit Decarbonization Shortcut
Hydrogen buses can work, but the evidence shows a pathway rich in grants, announcements, and order claims while battery-electric buses scale.
 • Michael Barnard
Morocco, Algeria, Egypt: Assessing EU Plans To Import Hydrogen From North Africa
Access: Open report
 • Michael Barnard
China’s Electric Concrete Mixers Show Heavy Trucks Can Electrify Faster Than Expected
China’s concrete mixer market moved from niche to mainstream electric sales in five years, while hydrogen registered zero Q1 2026 sales.
 • Michael Barnard
Germany’s Hydrogen Refueling Network Fails The Utilization Test
Germany’s hydrogen dispensing volumes look better until divided by stations. The result is about 30 kg per site per day, not a viable fuel network.
 • Michael Barnard
Hydrogen Transport Has Been Contained, Not Commercialized
A review of 174 hydrogen mobility firms shows narrow commercial niches, many failures, and a sector still dominated by pilots and subsidies.
 • Michael Barnard
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