Articles by

Michael Barnard

Wolf ridge texas 20090702 14

Jack Welch Screwed Up GE & Boeing, And With Them Much US Climate Action

By

Michael Barnard

The hollowing out of these once great American industrial giants is a sad story, and unfortunately that story has repercussions that will be felt for years to come as the country tries to come to grips with its intractable emissions problem. Although not the only root cause, a remarkable amount of the culpability rests on Jack Welch and his destructive take on capitalism.
V47 Woodstock Minnesota 1998 08

US Election 2024: Democratic Climate Platform Is Okay For 2020, But It’s 2024

By

Michael Barnard

My hope for increased and wiser US climate action rests on the shoulders of Harris and Walz, both of whom have excellent records on file and excellent platforms before this one. They aren’t hobbled by this relatively weak sauce, backward looking, Biden-centric document, and so they have room to do much better.
Transpower By Flemming Hagensen Dtu Via Arne Jaeger

Breakthrough Energy Ventures Has Bad Investment Theses Therefore Bad Investments

By

Michael Barnard

If BEV weren’t moving money and turning policy makers’ heads, I likely wouldn’t care. But billionaire adulation isn’t going to solve the climate crisis. Gates and the other founders are creating as many problems and causing secondary organizations and even governments to waste time and money we can ill afford. That’s not because they don’t care, but because they aren’t starting from reality. Investment theses require a very strong basis in reality and climate investments require strong technical due diligence. BEV’s theses in several parts of their portfolio are off base, and their technical due diligence approaches non-existent.
Oil 20130519 0004 1200x600

Canada Follows Europe, China, & USA With Anti-Greenwashing Provisions, Oil & Gas Industry Freaks Out

By

Michael Barnard

You might be surprised to know that the oil, gas, and coal industries make claims that aren’t completely aligned with reality, and indeed often make claims that have no discernible relationship to it. I know, I know, it’s a shocking revelation. That’s why Canadian firms in the sector are leading the charge against new Canadian regulation, or battening down the hatches, or perhaps circling the wagons, or maybe advancing to the rear. It’s all rather confused right now.
Ccs Barnard 2024

CCS Redux: Global Spend On Carbon Capture Since 1970 Would Have Avoided More CO2 If Spent on Wind & Solar

By

Michael Barnard

Carbon capture and sequestration in all of its various ineffective, inefficient and expensive forms is having another run up the hype cycle. Nothing has really changed. The problems still exist. The alternatives are still better. The potential for use is still minuscule. And so, the CCS Redux series, republishing old CCS articles with minor edits.
Hydrogen Barnard Devolution

The Devolution Of Hydrogen For Energy Over 25 Years Is A Fascinating Tale

By

Michael Barnard

About 25 years ago, hydrogen was the solution of choice for climate-aware technocrats and politicians, and with good reason. At the time, there really wasn’t much choice in terms of low-carbon energy carriers. Batteries were good enough for laptops and phones, but clearly no one was going to be running transportation, heating or grid storage with them. And besides, you could make hydrogen with electricity, something first done in 1800, and a staple of kids’ science classes as early as grade 4. Easy to make, high energy density and you didn’t even have to burn the stuff. You could use fuel cells, and again, those were really old technology with the first one constructed in 1842, and fuel cells used in Gemini spacecraft as far back as 1962. What’s not to love?
Hydrogen Angrier Barnard

Hydrogen For Energy Types Are Getting More And More Angry

By

Michael Barnard

Over the past year or so, as the hydrogen for energy hype bubble has started to leak badly, a clear indicator of the end times for hydrogen energy proponents has started to emerge, anger and hostility. Why is this a clear indicator? Let’s cast our minds back eight years. Sometime before then I’d created the above continuum of climate change denial positions, from utter and mind-boggling refusal to accept reality all the way to the tiny category of people who thought it would be worse than it is going to be. As I noted at the time, Climate Change Deniers Are Getting Angrier & Here’s Why. As I observed, it was all about cognitive dissonance.
Gas fired plant san gorgonio 20051003 04

CCS Redux: Carbon Capture Is Expensive Because Physics

By

Michael Barnard

Carbon capture and sequestration in all of its various ineffective, inefficient and expensive forms is having another run up the hype cycle. Nothing has really changed. The problems still exist. The alternatives are still better. The potential for use is still minuscule. And so, the CCS Redux series, republishing old CCS articles with minor edits.
Screenshot 2024 01 28 143650

California’s Hydrogen Stations Being Fixed More Hours Than Pumping At 15% Capex Per Year

By

Michael Barnard

So, to sum up, hydrogen refueling stations in the biggest public data set, covering 55 stations over six years with millions of kilograms of hydrogen having been delivered, show that hydrogen stations are out of service 20% more time than they are pumping hydrogen and that annual maintenance costs are 15% of capex, not 4%. Do I expect the ICCT, Daimler, hydrogen refueling vendors and the US DOE to now start using 15%? No, I expect them to recreate the study I’ve just done using California’s data and more real data on capital expenditures, and come up with a number that is much more realistic than 4%. Personally, I’m comfortable with 15% and will be using it and recommending to groups I engage with that they use it.
Nuclear China 2024 Barnard

Nuclear Continues To Lag Far Behind Renewables In China Deployments

By

Michael Barnard

Once again, China’s nuclear program barely added any capacity, only 1.2 GW, while wind and solar between them added about 278 GW. Even with the capacity factor difference, the nuclear additions only mean about 7 TWh of new low carbon generation per year, while wind and solar between them will contributed about 427 TWh annually, over 60 times as much low carbon electricity.
Screenshot 2024 01 02 111728

Ballard Averaging $55 Million Annual Losses While Pushing Hydrogen Rock Uphill With Grants

By

Michael Barnard

There are three long running supporting cast members in stagings of the sad farce that is trials of hydrogen for fleets, FuelCell Energy, Plug Power and Ballard Power Systems. All of their market capitalizations peaked roughly 99% above their current stock valuations in 2000. They’ve all participated in innumerable hydrogen fleet trials, yet none of the trials has resulted in hundreds or thousands of vehicles operating on hydrogen. Quite the opposite, most have resulted in hydrogen being abandoned entirely.
Hydrogen Story Barnard

More Hydrogen Fleets That Reached The End Of The Tragicomedy Including Iceland

By

Michael Barnard

One thing that the chorus is bad at is even acknowledging, never mind keeping track of, acts 4, 5 and 6, where the governmental taps are shut, leading to the fleet operators scrapping the hydrogen vehicles and getting battery electric vehicles instead, something that they should have started with.