Tag: Fortescue
Why Small Hydrogen Markets Are Likely to Shrink
Someone recently asked me about small, distributed hydrogen use cases and whether those markets might eventually be served by imported green methanol cracked onsite to produce hydrogen. The idea is not irrational. Hydrogen is difficult to transport and store. Methanol is a liquid fuel with existing global shipping infrastructure. Catalytic … [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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Hydrogen for Transportation Didn’t Fail Just Once in 2025. It Failed Everywhere.
This year marked the point where hydrogen transportation stopped being a future tense conversation and became an accounting exercise. Across light duty vehicles, buses, trucks, trains, mining equipment, refueling infrastructure, and even aviation, withdrawals outpaced commitments. These were not isolated pilots failing at the margins. They were coordinated retreats spread … [continued]
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Hydrogen Firm Lhyfe Pretends Minor Revenue Gain Overcomes Strategy Failures & Massive Net Losses
Lhyfe’s recent press release—another just before Christmas, end of the week, hope no one notices effort like others I’ve assessed in recent days—reported on in the usually excellent Hydrogen Insight industry publication, claims that revenues doubled in 2025 and that the company is now strategically refocusing and cutting expenses for … [continued]
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Onshore Wind Powers EV Road Trip
When my mate Gary decided to do a road trip in his Model Y, he didn’t realise how much onshore wind power he would run into. After a couple of articles on Big Batteries Down Under, I thought that it might be refreshing to have a look at the progress … [continued]
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