Tag: methanol
Hydrogen Kept Failing The Test — And Getting Another Test
In 2023, a senior executive responsible for decarbonizing a major transportation company asked me, with some exasperation, what drove the “madness on hydrogen.” Hydrogen proposals kept arriving for applications where the energy balance and economics looked dreadful. That conversation became What Drives This Madness On Hydrogen?, an attempt to explain … [continued]
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Hydrogen Is Still A Tonnes Market, No Matter How Many MWh We Assign To It
Global hydrogen demand exceeded 100 million tonnes in 2025, and almost all of it was still consumed where hydrogen has been used for decades: refining and industry. That is why kilograms and tonnes are not merely traditional units. They describe the market that exists. An ammonia plant buys a chemical … [continued]
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For Lagging Automakers: Stop Pouring Money Into The Wrong Powertrains
If you’re a company like Honda, Toyota, GM, Ford, Nissan, or any other volume manufacturer that’s still playing catchup on electrification, the next few years will decide whether you remain a real product company or slowly turn into a dealer network for stronger players. Capital is finite. Engineering talent is … [continued]
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EU Risks Losing Ground to China in Race to Produce Green Shipping Fuels
Europe’s 69 e-fuel projects could deliver zero-emission fuels to shipping by 2033, but only six are operational. Regulatory measures would help more and bigger projects to get off the ground. Europe is home to 69 e-fuel projects that could serve the maritime sector but only six are operational, T&E’s updated … [continued]
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CPH2’s Failure Shows Why The Hydrogen Stack Isn’t The Product
CPH2 did not merely lose an experimental electrolyzer. Its destructive test failure exposed a mismatch between the product the company promoted and the business it was actually trying to operate. After more than a decade of development, a public listing and roughly £50 million in disclosed financing before its 2026 … [continued]
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