If you wanted to design a moment that should, in theory, accelerate an energy transition in American transport, you would start with something close to what we have right now.
Much of the recent public and media commentary frames hybrid momentum as a total retreat from electrification and total failure of the OEMs. But is it, really?
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This report highlights which countries are implementing binding sales mandates, which are relying on voluntary or strategic frameworks, and where political uncertainty is reshaping the trajectory of ICEV phaseouts.
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Electrification pathways are often presented as if they avoid the constraints that plague liquid fuels. In reality, they simply face a different set of constraints.
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This report examines SAF policy and market developments in Asia. It first reviews formal blending mandates and policy signals in key jurisdictions, then evaluates the implied demand volumes those policies
A new comprehensive report on MTJ, which I co-authored, finds that MTJ is emerging as a serious candidate to complement existing SAF pathways, particularly as policy mandates rise and hydrogen
This post explains what the report actually shows, using the IEA’s own data and analysis, and why it matters for EVs, and transport energies more broadly.
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There is a growing disconnect between the “inevitable” EV future many assume and the hard-nosed maneuvers currently playing out in Washington.
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This report examines what has changed since last year and why hybrid growth has proven more persistent than many expected.
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A new report from the World Economic Forum notes clean fuels will remain essential to decarbonization, an acknowledgment of reality that is long overdue.
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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.
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The optimism that often surrounds SAF obscures a basic structural reality. Technology is not the binding constraint. Policy design is.
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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.
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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?
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