Category: Climate change
Net-Zero by 2050: The IMO’s Victory—and the Case for Less Fuel, Not More
In April 2025, the International Maritime Organization did something rare for a UN body: it passed a binding climate policy. Not advisory, not aspirational, but actual mandatory rules. The agreement commits international shipping to net-zero greenhouse gas emissions “by or around 2050,” and despite the ambiguity of that phrasing, the … [continued]
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Yara, Ørsted, and the €200/ton Mirage: What Northern Lights Really Teaches Us About CCS
Northern Lights, Europe’s flagship cross-border carbon capture and storage project, is now ready to receive carbon dioxide for sequestration, with the first ships in the water and expected to start delivering waste gas from customers this year. It’s being celebrated as a triumph of climate leadership and engineering. But when … [continued]
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Grunge Meets Grid: How Pearl Jam’s Carbon Price Led Me to Battery ETFs
The world is electrifying at an accelerating pace, and while solar panels and wind turbines grab most of the headlines, the real power behind the transition lies buried in rocks and embedded in chemistry. Batteries and the critical minerals that go into them are the plumbing of the clean energy … [continued]
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Beneath the Fjord: Inside Northern Lights’ Carbon Storage Core
The Northern Lights carbon capture and storage project is often described as a logistics system, but at its core, it is a storage facility. The Øygarden terminal, its connecting offshore pipeline, and the Johansen Formation are the infrastructure that turns cross-border CO₂ shipments into permanent geological sequestration. Phase 1 is … [continued]
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CO₂ By Sea: The Risky Bet Beneath Europe’s Biggest Carbon Storage Project
Northern Lights is Europe’s most ambitious carbon capture and storage project, and possibly the most operationally serious one in the world. It deserves credit for getting past the pilot stage, for designing an end-to-end storage system with real injection capacity, and for contracting with emitters in four different countries. But … [continued]
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