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
This report aims to separate actual progress from promise, identifying genuine successes and persistent shortcomings in EV infrastructure buildout.
<span class='st_facebook_buttons' st_title='Global State of Play: The EV Charging Gap
The report examines how the global EV and battery ecosystem has evolved through mid-2025, offering a comprehensive, data-driven view across the U.S., EU, China, and a rising cohort of emerging
A USC report warns of refinery closures and policy-driven supply gaps pushing prices sharply higher. My research has showed that that’s exactly what policymakers in California wanted.
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For nearly a decade, I’ve been comparing and analyzing global EV outlooks to track how the market is evolving—and how the forecasts are adapting. The latest projections for 2024 and
Over the last several years, governments around the world have made bold announcements about phasing out internal combustion engine vehicles and transitioning to electric vehicles. The headlines have been big.
Global momentum toward banning internal combustion engine vehicles (ICEVs) and advancing zero-emission vehicle (ZEV) sales targets remains strong on paper—but fractured in practice.
<span class='st_facebook_buttons' st_title='Slowing the Roll:
