Tag: Investment
How the West Lost the Automotive Industry
By David Waterworth and Paul Wildman Yes, past tense. The West has already lost the dominance of the global auto industry. Why? And will the USA become the new Cuba Recently, my writing colleague, Dr Paul Wildman, contacted me and suggested we explore these topics. What is the West’s capability … [continued]
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From Optionality to Outcome: How Germany Can Reset Hydrogen Without Losing Face
Germany now has a pressurized segment of its hydrogen backbone that is physically complete and operationally empty. There are no connected suppliers feeding hydrogen into it, no contracted customers drawing hydrogen out, and no credible near-term pathway to change either of those facts. This is no longer a question of … [continued]
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Germany’s Audit Court Calls Time on Hydrogen Inevitability
The October 2025 special report from Germany’s Federal Audit Court, Implementation of the Federal Government’s Hydrogen Strategy, lands with unusual weight because it is not a policy critique or an academic intervention, but a statutory budgetary assessment delivered to Parliament. It evaluates the hydrogen strategy against the legal requirements of … [continued]
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When Europe’s Economic Institutions Step Away From Hydrogen
Germany’s Council of Economic Experts, working jointly with France’s Conseil d’analyse économique, has already stepped away from hydrogen as a broad energy carrier, and that shift sits uneasily alongside a 400 km pressurized segment of Germany’s hydrogen backbone with no suppliers and no customers. The joint guidance from these two … [continued]
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Elon’s Promises At Davos: A New Era
Elon Musk surprised attendees with an appearance in Davos at the World Economic Forum. His remarks were delivered as part of a conversation with BlackRock CEO Larry Fink and filled with ideas that ranged from the future of AI and human longevity to driverless transportation. “We are in the most … [continued]
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