Tag: Investment
When Steel Outlives Strategy: The Climate Cost of Germany’s Hydrogen Pipeline
Germany’s 400 km hydrogen backbone segment is now pressurized, full of fossil hydrogen, and waiting. There are no meaningful suppliers connected to it and no contracted offtakers drawing molecules out. That fact alone makes it worth slowing down and doing the accounting carefully, because large infrastructure decisions do not become … [continued]
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London chamber backs north-end BRT push ahead of provincial budget
“The movement of people is important to our local economy . . . and we felt this was a good investment for London.”
Pricing Fertilizer Emissions Cuts Climate Pollution Without Making Food Expensive
Pricing fertilizer emissions sounds like a recipe for more expensive food, but when the numbers are worked carefully, it turns out to be a policy that cuts emissions sharply while barely moving grocery prices. The reason is simple and counterintuitive. Fertilizer is a large share of farm costs and an … [continued]
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Pressurized Steel, Missing Demand: Germany’s Hydrogen Backbone In Energy Flows
The German hydrogen backbone without customers or suppliers—a pipeline from nowhere to nowhere—is real steel in the ground, pressurized and defended as inevitable, yet it is being built for an energy system that does not need it. That claim sounds provocative until the energy flows are laid out in full. … [continued]
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Wild — Tesla Valuation 111× Company’s Forward Free Cash Flow
Naturally, I see a lot of headlines every day. Many of them are basic news stories or repeat what’s been published many times before. However, one really caught my attention yesterday and piqued my curiosity. The headline was “Tesla: Little More Than A Gamble On History Repeating Itself.” I like … [continued]
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