Author: Arnes Biogradlija

We are addicted to bad news. In the climate conversation, even the well-intentioned are often paralyzed by the idea that saving the planet requires a sacrifice we can’t afford. We hear that we are trading one environmental disaster for another: that to get off oil, we must rape the earth for metals. WATCH THE FULL INTERVIEW HERE Cédric Philibert, a former lead analyst at the International Energy Agency (IEA) and a man who predicted our current climate crisis with terrifying accuracy back in 1990, has a different message. It is time to stop viewing the energy transition as a burden…

Global electricity demand is on track to grow 50 percent faster to 2030 than it did over the past decade, yet power‑sector emissions are forecast to plateau rather than fall, despite an unprecedented build‑out of renewables and nuclear generation. That tension defines the new “Age of Electricity” and exposes a structural gap between ambition and system design. Between 2026 and 2030, global electricity consumption is projected to rise by an average of 3.6 percent per year, compared with 2.8 percent over the previous ten years. This equates to around 1 100 terawatt‑hours of additional demand each year, versus 700 terawatt‑hours…

Cummins Inc. has terminated its electrolyzer operations, abandoning a business segment that executives projected would generate $400 million in annual revenue by 2025. The Columbus-based manufacturer cited deteriorating market conditions driven by federal policy reversals under the Trump administration, marking one of the most visible corporate retreats from green hydrogen infrastructure in the United States. The decision represents a sharp pivot from Cummins’ 2020 strategic positioning, when the company held a dedicated “Hydrogen Day” event forecasting electrolyzers as “a fast-growing and increasingly important part of our business.” That optimism materialized briefly under Biden-era incentives, including the Inflation Reduction Act’s tax…

Maintaining gas supply reliability above 99.99% across 3,700 kilometers of underground pipework provides Hong Kong and China Gas Company Limited with an operational foundation few utilities can match. That infrastructure advantage, combined with the town gas already containing approximately 50% hydrogen, positions the 160-year-old utility to capitalize on decarbonization mandates affecting maritime transport, aviation, and heavy industry sectors, where electrification remains technically constrained. The company’s strategic repositioning centers on three distinct revenue streams: green methanol production from waste conversion, hydrogen ecosystem development, and sustainable aviation fuel manufacturing through its EcoCeres subsidiary. Each targets industries facing imminent regulatory pressure to reduce…

Most conversations about decarbonizing heavy transport are stuck in a childish binary: batteries good, hydrogen bad. It’s a comforting story because it’s simple. It also collapses the moment you leave a conference stage and step into a real logistics control tower. Diederick Luijten has spent decades inside industrial gases and the last years deep in hydrogen mobility. He’s not selling a miracle molecule. He’s describing a system constraint: power availability. In parts of Europe, the grid is already saturated. Not “busy.” Not “strained.” Saturated. The punchline is brutal: you can have the best electric truck on the market and still…

If you want a fast reality check on the last twenty years, ignore speeches and watch the commodity signal. The argument in this lecture sequence is blunt: the industrial economy is not “transitioning” in the comforting sense of swapping inputs while preserving the same machine. It is reorganizing under constraint, and the constraint is still oil, not ideology. You can purchase the full masterclass here. WATCH 1st PART OF MASTERCLASS HERE This matters because the dominant public story assumes continuity. Electrify everything, scale wind and solar, add batteries, and industrial society keeps its current shape. The lectures make the opposite…

When the United States moved against Venezuela in early 2026, the geopolitical signal was loud. The oil market’s response was not. Prices did not behave as if a structural supply shock had occurred, despite Venezuela’s long-known role as a source of heavy crude tailored to U.S. Gulf Coast refineries. That disconnect is not an anomaly. It is the defining feature of oil markets in the energy transition era, claims Adi Imširović, director at Surrey Clean Energy and Lecturer on Energy Systems at Oxford University. WATCH THE FULL INTERVIEW HERE The immediate lesson is uncomfortable for headline-driven narratives. Military intervention did…

If the global energy transition were as settled as policymakers claim, oil prices would not still be acting as a proxy for geopolitical stress. Yet every major rupture of the last two decades has traced back to energy control, not climate targets. The illusion of orderly transition persists only because financial systems have been absorbing physical constraints through debt, currency expansion, and strategic distraction. WATCH THE FULL INTERVIEW HERE In recent interviews and presentations, Simon Michaux frames the current moment less as a transition and more as a structural reckoning. His argument is not ideological. It is grounded in how…

Global hydrogen output is dominated by fossil-based supply, while low-emissions hydrogen remains a small fraction of total production. That imbalance is the simplest explanation for why the sector’s current correction is not primarily a technology story. It is a capital allocation and policy credibility story, with delivered molecule cost and infrastructure execution doing most of the damage. Ryan Sookhoo frames the moment as a regional slowdown rather than a universal collapse. WATCH THE FULL INTERVIEW HERE Policy volatility is the first-order shock, not chemistry Sookhoo’s causal argument is straightforward: a U.S. federal shift in energy posture created second-order waves across…

In a policy shift that breaks with more than four decades of regulatory practice, the Environmental Protection Agency under President Trump moved to stop monetizing the public health benefits of cleaner air when setting pollution rules. The change affects two of the most harmful and widespread pollutants in the United States, fine particulate matter known as PM2.5 and ground-level ozone. Historically, these health benefits, including avoided premature deaths, asthma attacks, hospital admissions, and lost workdays, formed the backbone of cost-benefit analyses used to justify air quality standards. Under the revised approach, only the compliance costs borne by industry would be…