Tag: petrochemicals
The Assumptions That Broke: China, India, and the End of Fossil Growth Models
The idea that heavy freight would be the last redoubt of diesel has been repeated for decades, often with confidence and rarely with evidence. In December 2026, that idea finally collapsed. Battery electric heavy duty trucks crossed 50% of new sales in China, a segment that had long been treated … [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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Germany’s Hydrogen Backbone & the Long Shadow of Russian Gas
Germany’s newly pressurized hydrogen backbone segment with no suppliers and no customers is often described as a clean break from the past, a necessary early investment in a future hydrogen economy. The steel tells a different story. The route, diameter, age, and economics of the pipeline point back to Russian … [continued]
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Same Length, Different Logic: China’s Industrial Hydrogen Pipeline Versus Germany’s Backbone
The comparison between Germany’s hydrogen backbone from nowhere to nowhere and China’s reported 1,000km-plus hydrogen pipeline keeps resurfacing, often framed as evidence that Germany is simply early rather than wrong. It is a fair question, because at a distance both projects appear similar. Both involve long-distance hydrogen pipelines. Both are … [continued]
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400km Hydrogen Pipeline With No Users Will Raise Germany’s Electricity Prices
Germany recently completed and pressurized the first roughly 400km segment of its national hydrogen backbone. The pipes are in the ground, the compressors work, and the system is technically ready. There is only one problem. There are no meaningful hydrogen suppliers connected and no material customers contracted. This is not … [continued]
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