Ultimate hydrogen use cases may be narrower than advertised once costs, round-trip efficiency, materials handling and competition from direct electrification are factored in. Liftoff is still many years away
The top 10% of US gasoline super-users consume almost one third of all US gasoline. Are there better ways of incentivizing them to switch to electric vehicles than current policy? And what is the impact of rising metals prices on EV battery costs and supply chains?
The US transmission grid is growing at just 1% per year as renewable energy projects swamp local interconnection queues ill-equipped to handle them, and as environmental groups and landowners block transmission projects in the absence of Federal intervention
Some European countries and US municipalities have banned on-site combustion of fossil fuels in new buildings in favor of electrification via heat pumps, often without backup systems in place. Is everyone ready for what this entails?
China’s carbon intensity of energy consumption and its emissions are the highest in the world. The IEA sees a path for deep decarbonization in China, but it is highly reliant on a lot of very aggressive assumptions
EYE ON THE MARKET
