Tag: Hydrogen
A Change In Power, Part 3: Storing energy to use later
Solar and wind energy are sporadic sources of power. Even with enough production to power the entire state of Michigan, storage is needed to keep supply steady with demand. Batteries alone won’t suffice.
Fuel For The Edges: Five Biofuel Companies Built To Last In The Energy Transition
I’ve been rebalancing my portfolio lately. It’s something I do every couple of years—trim what’s run ahead, add where conviction has deepened, and adjust based on what I now believe to be real, durable value. I’m not a trader. I buy and hold for years, sometimes decades, and while my … [continued]
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TMX’s C$3B/Year Oil & Gas Subsidy Lesson: Design Energy Corridor For Electrons Not Oil
Canada is once again flirting with the idea of an east-west energy corridor. The vision sounds big and bold: a designated path across the country to carry everything from crude oil to natural gas, hydrogen to electricity. In this rapid, Trump-inflected election cycle, political leaders are lining up behind 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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Solving Green Hydrogen’s Water Woes, With Seawater
Electricity from a floating solar array in China array powers an experimental electrolysis system that produces green hydrogen directly from seawater.
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