Tag: supply chains
Nation-Building or Asset Stranding: What Canada’s Latest Megaprojects Tell Us
Canada’s second tranche of Major Projects Office investments arrives with a familiar mixture of ambition and contradiction. Ottawa has presented it as another step in a nation-building program that spans critical minerals, northern electrification, reconciliation, and export capacity. On the surface that sounds like a strategy that lines up with … [continued]
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Horizon’s Hydrogen Dreams and the Leadership Keeping It From Reality
Hyzon became a recognizable failure in the hydrogen for energy world, but its parent company, Horizon Fuel Cell, attracted much less attention. Hyzon’s collapse was visible because it entered public markets through a SPAC, made aggressive commercial claims, and then ran into regulatory, financial, and operational problems. Behind that story … [continued]
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Crocodile Economics Comes to Africa: Trade, Solar, and the New Energy Map
When I was invited onto UK energy regulator Ofgem’s eight-part Inside Energy podcast to discuss where the next great shift in the global energy system might come from as part of the closing episode, due to drop in January, the hosts likely expected an answer rooted in Europe or Asia. … [continued]
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Is Musk Conceding Ground? And Does XPENG’s IRON Signal China’s Lead in the Humanoid Robot Race?
GUANGZHOU, CHINA — In a rare public acknowledgment of competition, Elon Musk seemed to have commented on Chinese EV maker XPENG’s newly unveiled humanoid robot with what seems to be an admission: “Not bad … Tesla and China companies will dominate the market. Other companies in the West are weak.” … [continued]
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A Second Golden Spike for an Electrified Canada: Using Carney’s Budget to Link the Provinces
Mark Carney’s first budget as Finance Minister quietly provided Canada with the ingredients for something the country has lacked for a century: a truly national electricity backbone. The Clean Electricity Investment Tax Credit, a 15% refundable credit on new generation, storage, and the transmission of electricity between provinces and territories, … [continued]
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