energy&oats

Where has all the excitement for EVs gone?

EVs still have a way to go before they can compete with gasoline powered alternatives in the West.

Oct 4

July 2025

The rise of AI atop the ash heap of sustainability

There is now a sustained push to revive fossil fuel energy sources to power AI

Jul 26

Nuclear in a hype cycle?

Is nuclear energy making any real progress?

Jul 16

June 2025

Weaponizing rare earth minerals

Why such restrictions are only temporary trade war weapons?

Jun 19

Crude reality for oil producers

More production, falling prices. What's there to celebrate?

Jun 16

May 2025

Nuclear competition | Grid resilience | AI ambition | EV's future

I am looking at these 4 things in energy this week.

May 26

The Geography Problem of Green Steel

Why Hydrogen Demand for Steel May Be Regional, Not Global

May 4

April 2025

The First Real Hydrogen Market Isn’t Shipping or Aviation — It’s Steel

Hydrogen’s first real demand story is already unfolding in steel — where decarbonization makes hydrogen a structural necessity, not a choice.

Apr 27

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Ammonia Could Decarbonize Shipping — and Redefine Global Energy Trade

Ammonia is a challenging but strategically vital fuel that may become the cornerstone of maritime decarbonization and the global hydrogen economy.

Apr 20

Why Methanol Is Winning the Shipping Fuel Race — For Now

Methanol isn’t the endgame for clean shipping — it’s the fuel that works now, in a system built to resist change.

Apr 13

Is There a Case for Using Hydrogen for Seasonal Storage?

Hydrogen might offer a cost-effective, scalable solution for long-duration energy storage in renewable-heavy systems, especially for addressing seasonal…

Apr 6

March 2025

Can the European Biofuel Industry Survive the Shift to E-Fuels?

European biofuels face a constrained future, outpaced by scalable e-fuels—yet without cheap, clean electricity, even the synthetic alternative risks…

Mar 30