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The Future is Electric
A techno-optimistic view of our increasingly automated, urban, clean and low-carbon future
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COMAC’s Strategic Inflection: China’s Aerospace Sector Responds to US Pressure
COMAC’s Strategic Inflection: China’s Aerospace Sector Responds to US Pressure
Europe’s aerospace firms become China’s critical partners amid intensifying geopolitical frictions.
Michael Barnard
Jun 11
Hydrogen Infrastructure’s Unraveling
Hydrogen Infrastructure’s Unraveling
Austria’s exit reveals why global hydrogen fueling networks keep collapsing
Michael Barnard
Jun 11
Heavy Vehicles Go Electric: China’s Decisive Lead in Zero-Emission Trucking
Heavy Vehicles Go Electric: China’s Decisive Lead in Zero-Emission Trucking
Why battery-electric trucks, buses, and construction vehicles are surging past hydrogen and hybrids.
Michael Barnard
Jun 9
Strategy Whitepaper: Electrifying America’s Road Freight
Strategy Whitepaper: Electrifying America’s Road Freight
Unlocking Logistics Transformation through Standardized Microgrid Infrastructure
Michael Barnard
Jun 9
Q1 2025 Signals the Peak of China’s Coal Era
Q1 2025 Signals the Peak of China’s Coal Era
Despite rising electricity and steel demand, coal-fired generation dropped sharply thanks to rooftop solar and structural reforms.
Michael Barnard
Jun 8
The End of the Semiconductor Consensus
The End of the Semiconductor Consensus
How Tariffs, Sanctions, and Isolationism Could Redraw the Global Tech Map
Michael Barnard
Jun 8
The Great Solar Waste Misdirection
The Great Solar Waste Misdirection
Fossil Fuels Produce 40x More Solid Waste and 500x More CO₂ Per Megawatt-Hour
Michael Barnard
Jun 5
Stranded LNG Assets, Sinking Ships
Stranded LNG Assets, Sinking Ships
Trump’s tariffs torpedoed the second-largest market for U.S. LNG and may have accidentally slashed future emissions.
Michael Barnard
Jun 5
Wheels Up for COMAC, Gear Down for Boeing
Wheels Up for COMAC, Gear Down for Boeing
As China’s airliner ambitions take off, America’s aviation icon is left circling
Michael Barnard
Jun 4
Gridlock: U.S. Transformer Tariffs Are Slowing Its Energy Transition
Gridlock: U.S. Transformer Tariffs Are Slowing Its Energy Transition
As the world electrifies, America’s self-imposed equipment shortage slows decarbonization and cedes leadership to China
Michael Barnard
Jun 4
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