The first wave of SAF policies is beginning to create markets, but it is also showing the limits of stand-alone mandates and incentives.
<span class='st_facebook_buttons' st_title='What the First Wave
The state already had a major gasoline supply problem that the Iran war has only exacerbated.
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“The North American biofuels industry is moving into another phase, and capital is becoming more selective. The assets that look most durable are those that can compete economically while also
In transport energy, targets still matter. But the real strategic question is how those targets get adjusted when they meet physical and commercial reality.
<span class='st_facebook_buttons' st_title='Beware of the
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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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.
<span class='st_facebook_buttons' st_title='Why the
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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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
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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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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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
Urban thinkers have grand plans for the future and many of those make sense. Then, politicians, local and federal, have to make them a multi-modal reality with CO2 emission reductions
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
An interesting debate is brewing in the EU regarding e-fuels proposed as the unlimited alternative to limited biomass-based solutions…
<span class='st_facebook_buttons' st_title='Electricity, E-Fuels and Equity: The Coming Clash Over
The Green Gospel says biofuels are bad, period. Let us just hope our democracies will prove to be more balanced…
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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.
The 2025 geopolitical turmoil and focus on defense spending in Europe may eventually be the trigger for a serious revision in green and grand plans…
<span class='st_facebook_buttons' st_title='Is the
With a new administration in place and a sharp turn in climate and energy policy underway, some are eager to dismantle the Inflation Reduction Act (IRA)—piece by piece, credit by
In the EU mobility transition, 2035 has been circled in red on the calendar. In the original version of the Green Deal, a de facto sales ban of Internal Combustion
