Tag: petrochemicals
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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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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