Tag: Carbon Pricing
The Hormuz Shock & The Rise Of The Electrostate
The Strait of Hormuz has always been one of the obvious stress points in the global energy system, a narrow passage through which a large share of internationally traded crude oil, LNG, and fertilizer feedstocks move every day, but most years it has been treated as a geopolitical abstraction rather … [continued]
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Greece Risks Becoming Trump’s Trojan Horse in the Fight to Decarbonise Shipping
Green shipping can ensure that Europe’s leading shipping industry remains on top. Originally published on Lloyd’s List As anyone knows, any great Greek tragedy is defined by an act of betrayal. Back in November, as the International Maritime Organization came to vote on the biggest climate deal in its history, … [continued]
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The System Case Against Hydrogen for Grid Storage
Every time hydrogen is critiqued as an energy carrier for the power sector, the same question reappears. If not hydrogen, where does long duration storage come from? I received it related to my recent critique of Germany’s attempt to force the EU to double green hydrogen and synthetic fuel quotes … [continued]
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Hybrid Electric Ships and the Alcohol Fuel Convergence
In recent weeks I have published on the end game economics of maritime fuels, why decarbonizing maritime shipping won’t be inflationary, and why most battery electric shipping studies were already obsolete. Those pieces generated a steady stream of questions that were more specific than the original arguments, as well as … [continued]
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Grey, Blue, or Green: The Real Ammonia Math
Equinor’s decision to halt its blue hydrogen project in Groningen is not a story about engineering failure or lack of public support. It is a story about the absence of customers. The H2M project secured support from the EU Innovation Fund and was positioned as a cornerstone of industrial decarbonization … [continued]
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