Tag: Investment
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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Tesla’s Huge Market Cap — Reader Thoughts
I published an article yesterday on Tesla’s crazy-high market cap, more than the following automakers’ combined: Toyota, BYD, GM, Ford, Hyundai, Kia, Mercedes-Benz, Stellantis, Geely, Ferrari, BMW, Volkswagen Group, Honda, Nissan, Renault, XPENG, and NIO. Unfortunately, we had a tech crisis today and had to republish several articles, which led … [continued]
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Tesla Market Cap More Than Market Cap of Toyota, BYD, GM, Ford, Hyundai, Kia, Mercedes-Benz, Stellantis, Geely, Ferrari, BMW, Volkswagen Group, Honda, Nissan, Renault, XPENG, and NIO Combined
I just caught up on comments under an article I wrote several days ago, “Is Tesla Really In Trouble This Time?” There were many great comments from readers, but a few jumped out at me to stimulate this followup piece. The first one came from vensonata, who wrote: “The combined … [continued]
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IEA Focus On Clean Energy Gives US Officials Heartburn
One thing is clear: Either you are in lockstep with the US pro-fossil fuel energy policy, or you are the enemy and will pay the price. Created in the 1970s after the OPEC oil embargoes, the International Energy Agency was designed to collect data on who was producing oil and … [continued]
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Green NGOs & Renewable Fuel Producers: Commission Must Resist Pressure to Reopen the Rules Governing Renewable Hydrogen
Weakening the hydrogen framework would threaten climate goals, grid stability, and the investment certainty needed to build a truly sustainable hydrogen market. 2025 marked an important milestone for EU hydrogen policy: with the entry into force of the Delegated Regulation (EU) 2025/2359 (‘Low-Carbon fuel Delegated Act’), the EU hydrogen regulatory … [continued]
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