Tag: petrochemicals
The Electrified Future Is Already Here. Canada Just Needs to Build It
This transcript, lightly edited, is a recorded conversation with a Canadian citizens action group where I walked through a practical, systems-level view of Canada’s decarbonization pathway, grounded in technologies that already work at scale. I focused on what is deployable now, not hypothetical breakthroughs, and explored everything from transmission and … [continued]
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Two Options for the Strait of Hormuz in a Decarbonized World
The most useful way to think about the Strait of Hormuz in a decarbonized future is not as an oil story that fades away as the energy transition advances. It is a systems story about where risk sits in the architecture of the economy. In the fossil era, Hormuz matters … [continued]
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Hybrid Electric Ships and the Alcohol Fuel Convergence
In recent weeks I have published on the end game economics of maritime fuels, why decarbonizing maritime shipping won’t be inflationary, and why most battery electric shipping studies were already obsolete. Those pieces generated a steady stream of questions that were more specific than the original arguments, as well as … [continued]
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China’s Carbon Market Expands Into Heavy Industry As USA Regresses
China’s national carbon market has reached another expansion point, and the signal is larger than it first appears. The Ministry of Ecology and Environment has extended mandatory carbon reporting beyond the original heavy sectors to include petrochemicals, chemicals, flat glass, copper smelting, papermaking, and civil aviation. That move does not … [continued]
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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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