Gone is the “net zero exuberance” that dominated the last 5-7 years, and in its place a more sober view of the deep difficulty and challenge of transitioning a global
Biofuels and SAF are no longer peripheral. They are the only scalable near-term decarbonization tools available to transport.
<span class='st_facebook_buttons' st_title='The Future of Biofuels: Why Molecules Matter Again'
The optimism that often surrounds SAF obscures a basic structural reality. Technology is not the binding constraint. Policy design is.
<span class='st_facebook_buttons' st_title='SAF at a Crossroads: Why Policy Design
This report, which focuses primarily on trucking (not buses), provides a global assessment of the current state of HDV developments across policy and market dimensions.
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This year’s report shows transport stays oil-heavy under current policies, with only the net-zero path driving major electrification and emissions cuts.
<span class='st_facebook_buttons' st_title='Top 5: IEA Gets Real in
The world continues to emit roughly 38 billion tonnes of CO2 annually from energy-related sources, according to the IEA. Against that figure, the 50 million tonnes (Mt) of capture capacity
After a decade of bold policies and promises, the auto industry is waking up to the limits of policy-driven electrification (or maybe anything). That’s not a bad thing.
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In the near term, SAF deployment is expected to increase in response to mandate-driven demand, voluntary airline and corporate commitments and available tax-based incentives. But there are headwinds.
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The IEA says help, but the NGO T&E says harm. Who is right?
<span class='st_twitter_buttons' st_title='Top 5: Do Biofuels
This post provides a review and analysis of the IEA Renewables 2025 report for members.
<span class='st_twitter_buttons' st_title='Without Biofuels,
My latest survey of 13 global oil companies, from BP, Shell, and ExxonMobil to ENI, Repsol, Reliance, and Saudi Aramco, shows five clear trends shaping transport-energy strategy.
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This report examines the current state of hydrogen policy, markets and barriers.
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Without more and cheaper power, stronger policies and real demand, low-emissions hydrogen will remain marginal in 2030.
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Recent moves from the Trump Administration are a mixed bag full of short-term gains for some, long-term risks for others and contradictions that leave every sector facing some level of
This on-demand webinar and presentation analyzes the OBBB and other policies and its impact on transport energy in the U.S.
<span class='st_facebook_buttons' st_title='OBBB & Transport Energy in the U.S.:
This report provides a summary and analysis of oil companies’ strategies for overall and transport energy decarbonization and is the fourth update on a survey originally begun in 2020.
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This on-demand webinar and presentation sums up recent research on the global auto industry, the status of electrification and battery manufacturing, as well as EV charging.
<span class='st_facebook_buttons' st_title='Ambition
But 2025 has exposed a deeper truth: The EV transition is fragile and heavily dependent on policy scaffolding. As that scaffolding begins to wobble, particularly in the U.S. and Europe,
This post analyzes the OBBB and changes to IRA tax credits, comparing to my earlier analyses.
<span class='st_facebook_buttons' st_title='Assessing the One Big Beautiful Bill: What Does It Mean for
Over the past several months, the shift in U.S. EV policy has attracted increasing attention. But there is a deeper story unfolding: making room for AI on the grid. Lots
