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• Michael Barnard’s TFIE Strategy Briefing

  Reality-based decarbonization analysis: what is real, what is hype, and what to ask before money, policy, or reputation gets committed.

  31 posts · theirs

Lately

• Transit Data and Trajectory aren’t the Problem. CUTRIC’S Analysis Is.

  Michael Barnard’s TFIE Strategy Briefing · 2026-08-26

• What Drove The Hydrogen Madness? The Detour Was Avoidable

  Michael Barnard’s TFIE Strategy Briefing · 2026-08-25

• Hydrogen Has Narrative Density. Electrification Has Deployment Density.

  Michael Barnard’s TFIE Strategy Briefing · 2026-08-24

• Poland’s Coal Transition Has Become A Capacity Problem

  Michael Barnard’s TFIE Strategy Briefing · 2026-08-23

• Hydrogen Is A Tonnes Market. MWh Invents An Energy Market Around It.

  Michael Barnard’s TFIE Strategy Briefing · 2026-08-22

• Methane Thermolysis Couples Two Markets That Don’t Scale Together

  Michael Barnard’s TFIE Strategy Briefing · 2026-08-21

• As Geopolitics Fragments, Electricity Interconnection Gains Strategic Value

  Michael Barnard’s TFIE Strategy Briefing · 2026-08-19

• My Technology Warnings Could Have Saved Investors About $100 Billion

  Michael Barnard’s TFIE Strategy Briefing · 2026-08-18

• Freight Electrification Won’t Follow One Global Template

  Michael Barnard’s TFIE Strategy Briefing · 2026-08-18

• The US Vehicle Fleet Turns Over One Vehicle at a Time

  Michael Barnard’s TFIE Strategy Briefing · 2026-08-18

• HVDC Is Becoming Standard. The Grid Around It Isn’t.

  Michael Barnard’s TFIE Strategy Briefing · 2026-08-18

• Industrial Policy in Canada After Market Fundamentalism

  Michael Barnard’s TFIE Strategy Briefing · 2026-08-15

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