Tag: Emissions trading system
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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Germany’s Bid To Double Hydrogen Fuel Targets Ignores Operator Demand And Cost Signals
The German Bundesrat’s recent plea to Brussels to double green hydrogen-base fuel quotas is less a bid to accelerate decarbonization than a request to manufacture demand for an infrastructure program that never made economic sense and had weak demand signals from the start. The upper chamber’s proposal to increase mandated … [continued]
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China’s Carbon Market Expands Into Heavy Industry As USA Regresses
China’s national carbon market has reached another expansion point, and the signal is larger than it first appears. The Ministry of Ecology and Environment has extended mandatory carbon reporting beyond the original heavy sectors to include petrochemicals, chemicals, flat glass, copper smelting, papermaking, and civil aviation. That move does not … [continued]
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America’s New Maritime Plan Is Competing for the Wrong Century
The new U.S. Maritime Action Plan, available from the White House Maritime Insights page, is serious policy work. It acknowledges that American commercial shipbuilding has withered to less than 1% of global output and that only a handful of domestic yards can build large oceangoing vessels. It recognizes workforce shortages, … [continued]
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