Green Hydrogen
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Insights & Analysis
7 insights in Green Tech
The Gain That Isn't: Why Fusion's Record Numbers Keep Missing the Only Metric That Matters
NIF hit a target gain of 4.13 while drawing ~300 MJ from the grid to do it. Meanwhile 56 fusion companies have raised $14.24B and say they each need $2.7B more. The gap between laboratory gain and grid-delivered electricity is the whole story.
7.2% Circularity and 78 Million Tonnes of Dead Panels: The Circular Economy's Data Reckoning
The circular economy isn't a slogan — it's a systems engineering discipline that can be quantified through material flow analysis (MFA) and validated through life cycle assessment (LCA). Throughout my...
0.5 Gt Captured vs. 5-16 Gt Needed: The Staggering Gap in Carbon Removal
The conclusion of the IPCC Sixth Assessment Report is unambiguous: to keep global warming within 1.5°C, we need to remove approximately 5-16 Gt of CO₂ per year by 2050. Current global carbon capture t...
27.3% for Silicon, 26.7% for Perovskite, and the Race to 30% Module Efficiency
The NREL best-research-cell-efficiency chart is the reference that sits on my desk year-round. As of 2026, the lab efficiency record for single-crystal silicon cells has reached 27.3% (set by LONGi Gr...
2.5 EUR/kg or Bust: The Brutal Economics Standing Between Green Hydrogen and Scale
In the green hydrogen space, I've seen too many people confuse "technically feasible" with "economically viable." As an engineer, my principle is simple: if an energy technology can't compete on cost...
Q=0.33 in 5 Seconds and a 2040 Horizon: The Brutal Math of Fusion's March to Commercial Power
I need to clarify one thing right at the start: there is no such thing as fusion being "about to go commercial." Anyone who tells you "fusion is 5 years away" was saying the exact same thing 30 years...
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