Energy Storage

ChatGPT generated panoramic image of a map of global mineral supply chains with red and blue trade routes emanating from China

The Great Realignment: What Global Investors Must Know About China in 2025

The world is in the middle of a structural reset—one where global capital can no longer pretend geopolitics, climate, and industrial policy are background noise. From liquefied gas to lithium, from advanced chips to artificial intelligence, the foundations of the global economy are now strategic terrain. It’s in this moment—when … [continued]

ChatGPT generated panoramic cross-section of a Canadian energy corridor, showing crude oil pipelines below and overhead HVDC transmission lines running in parallel

TMX’s C$3B/Year Oil & Gas Subsidy Lesson: Design Energy Corridor For Electrons Not Oil

Canada is once again flirting with the idea of an east-west energy corridor. The vision sounds big and bold: a designated path across the country to carry everything from crude oil to natural gas, hydrogen to electricity. In this rapid, Trump-inflected election cycle, political leaders are lining up behind the … [continued]

ChatGPT generated panoramic image of a European hydrogen bus parked in front of a large, under-construction refueling station with red safety barriers

Hydrogen vs. Battery Buses: A European Transit Reality Check

Two more hydrogen bus trial failures crossed my screen this morning, so I thought I’d share. Both are in Europe, but while one is in the capital of the EU, the other is across the Channel in the heart of the United Kingdom’s oil and gas industry. While I’m at … [continued]