Energy
Why we should be skeptical of the hydrogen economy

From the Frontier Centre for Public Policy
By Hügo Krüger and Ian Madsen
Hydrogen has a low energy density by volume, compared to well-established and practical fuels such as gasoline, diesel, and natural gas. It also has a low ignition point and is three times as explosive as natural gas, which could be either positive or negative.
At first glance, using highly variable, intermittent, inexpensive renewable energy to produce hydrogen for energy supply stabilization seems logical. However, renewable energy is not always readily available. The concept of hydrogen as a ‘buffer,’ akin to a battery, to ensure consistent renewable power is more complex than it appears.
Upon further examination, the idea is impractical and expensive for several reasons. Among them, hydrogen has a low energy density by volume, compared to well-established and practical fuels such as gasoline, diesel, and natural gas. It also has a low ignition point and is three times as explosive as natural gas, which could be either positive or negative, depending on its use.
Contrary to claims, renewable energy is neither inexpensive nor environmentally benign. Storing hydrogen in a natural gaseous state requires massive, costly storage vessels. Electrolyzing is expensive and will likely remain that way. Similarly, the cost of producing hydrogen is higher than that of deriving it from natural gas, which produces carbon dioxide, which is unwanted. There are some other techniques, such as pressure, heat, and radiolysis from radiation emitted from nuclear reactors, that are feasible, perhaps in combination. Small ‘micro nuclear reactors’ may drive down these costs. Atomic reactors are already used in U.S. Navy aircraft carriers to produce aviation and diesel synthetic fuel.
There are also a series of impractical issues. Existing pipeline infrastructure cannot transport pure hydrogen due to hydrogen embrittlement, and hydrogen cannot easily be used as a transportation fuel. A new Teflon-coated pipeline and distribution system parallel to the existing natural gas network would have to be built, costing hundreds of billions of dollars in North America alone.
While the idea of synthetic fuels using hydrogen may seem more feasible, it would likely be limited to a ‘niche role,’ potentially in natural gas-deficient nations. However, this would still necessitate significant investment. Ultimately, diverting funds to this ‘hydrogen economy’ could be a misallocation of capital from other, potentially more viable, areas.
Download the full report in PDF format here. (16 pages)
Hügo Krüger is a YouTube podcaster, writer, and civil nuclear engineer who has worked on a variety of energy related infrastructure projects ranging from Nuclear Power, LNG and Renewable Technologies. He holds a Master’s in Nuclear Civil Engineering from École Spéciale des Travaux Publics, du bâtiment et de l’industrie, Paris and a bachelor’s from the University of Pretoria.
Ian Madsen, BA (Economics, University of Alberta), MBA (Finance, University of Toronto), holds the Chartered Financial Analyst designation. He was an investment portfolio manager; owned his own investment counselling firm; published an investment newsletter; founded the professional society now known as CFA Saskatchewan in 1986; and was a director of an investment research operation in India. Since 2016, he has been the Senior Policy Analyst at the Frontier Centre for Public Policy, performing valuation analyses on federal and provincial Crown corporations in Canada, and also written numerous policy analyses. He lives in Surrey, British Columbia with his family.
Energy
Activists using the courts in attempt to hijack energy policy

2016 image provided by Misti Leon, left, sits with her mom, Juliana Leon. Misti Leon is suing several oil and gas companies in one of the first wrongful-death claims in the U.S. seeking to hold the fossil fuel industry accountable for its role in the changing climate.
From the Daily Caller News Foundation
By Jason Isaac
They twist yesterday’s weather into tomorrow’s crisis, peddle apocalyptic forecasts that fizzle, and swap “global warming” for “climate change” whenever the narrative demands. They sound the alarm on a so-called climate emergency — again and again.
Now, the Left has plunged to a new low: weaponizing the courts with a lawsuit in Washington State that marks a brazen, desperate escalation. This isn’t just legal maneuvering—it’s the exploitation of personal tragedy in service of an unpopular anti-energy climate crusade.
Consider the case at the center of a new legal circus: Juliana Leon, 65, tragically died of hyperthermia during a 100-mile drive in a car with broken air conditioning, as a brutal heat wave pushed temperatures to 108 degrees Fahrenheit.
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The lawsuit leaps from this heartbreaking event to a sweeping claim: that a single hot day is the direct result of global warming.
The lawsuit preposterously links a very specific hot weather event to theorized global warming. Buckle up—their logic is about to take a wild ride.
Some activist scientists have further speculated that what may be a gradual long-term trend of slight warming thought to be both cyclical and natural, might be possibly exacerbated by the release of greenhouse gases. Some of these releases are the result of volcanic activity while some comes from human activities, including the burning of oil, natural gas and coal.
Grabbing onto that last, unproven thread, the plaintiffs have zeroed in on a handful of energy giants—BP, Chevron, Conoco, Exxon, Phillips 66, Shell, and the Olympic Pipe Company—accusing them of causing Leon’s death. Apparently, these few companies are to blame for the entire planet’s climate, while other oil giants, coal companies, and the billions of consumers who actually use these fuels get a free pass.
Meanwhile, “climate journalists” in the legacy media have ignored key details that will surely surface in court. Leon made her journey in a car with no air conditioning, despite forecasts warning of dangerous heat. She was returning from a doctor’s visit, having just been cleared to eat solid food after recent bariatric surgery.
But let’s be clear: this lawsuit isn’t about truth, justice, or even common sense. It’s lawfare, plain and simple.
Environmental extremists are using the courts to hijack national energy policy, aiming to force through a radical agenda they could never pass in Congress. A courtroom win would mean higher energy prices for everyone, the potential bankruptcy of energy companies, or their takeover by the so-called green industrial complex. For the trial lawyers, these cases are gold mines, with contingency fees that could reach hundreds of millions.
This particular lawsuit was reportedly pitched to Leon’s daughter by the left-leaning Center for Climate Integrity, a group bankrolled by billionaire British national Christopher Hohn through his Children’s Investment Fund Foundation and by the Rockefeller Foundation. It’s yet another meritless claim in the endless list of climate lawsuits that are increasingly being tossed out of courts across the country.
Earlier this year, a Pennsylvania judge threw out a climate nuisance suit against oil producers brought by Bucks County, citing lack of jurisdiction. In New York, Supreme Court Justice Anar Patel dismissed a massive climate lawsuit by New York City, pointing out the city couldn’t claim both public awareness and deception by oil companies in the same breath.
But the Washington State case goes even further, threatening to set a dangerous precedent: if it moves forward, energy companies could face limitless liability for any weather-related injury. Worse, it would give unwarranted credibility to the idea — floated by a leftwing activist before the U.S. Senate — that energy executives could be prosecuted for homicide, a notion that Republican Texas Sen. Ted Cruz rightly called “moonbeam, wacky theory.”
The courts must keep rejecting these absurd lawfare stunts. More importantly, America’s energy policy should be set by Congress—elected and accountable—not by a single judge in a municipal courtroom.
Jason Isaac is the founder and CEO of the American Energy Institute. He previously served four terms in the Texas House of Representatives.
Alberta
Temporary Alberta grid limit unlikely to dampen data centre investment, analyst says

From the Canadian Energy Centre
By Cody Ciona
‘Alberta has never seen this level and volume of load connection requests’
Billions of investment in new data centres is still expected in Alberta despite the province’s electric system operator placing a temporary limit on new large-load grid connections, said Carson Kearl, lead data centre analyst for Enverus Intelligence Research.
Kearl cited NVIDIA CEO Jensen Huang’s estimate from earlier this year that building a one-gigawatt data centre costs between US$60 billion and US$80 billion.
That implies the Alberta Electric System Operator (AESO)’s 1.2 gigawatt temporary limit would still allow for up to C$130 billion of investment.
“It’s got the potential to be extremely impactful to the Alberta power sector and economy,” Kearl said.
Importantly, data centre operators can potentially get around the temporary limit by ‘bringing their own power’ rather than drawing electricity from the existing grid.
In Alberta’s deregulated electricity market – the only one in Canada – large energy consumers like data centres can build the power supply they need by entering project agreements directly with electricity producers.
According to the AESO, there are 30 proposed data centre projects across the province.
The total requested power load for these projects is more than 16 gigawatts, roughly four gigawatts more than Alberta’s demand record in January 2024 during a severe cold snap.
For comparison, Edmonton’s load is around 1.4 gigawatts, the AESO said.
“Alberta has never seen this level and volume of load connection requests,” CEO Aaron Engen said in a statement.
“Because connecting all large loads seeking access would impair grid reliability, we established a limit that preserves system integrity while enabling timely data centre development in Alberta.”
As data centre projects come to the province, so do jobs and other economic benefits.
“You have all of the construction staff associated; electricians, engineers, plumbers, and HVAC people for all the cooling tech that are continuously working on a multi-year time horizon. In the construction phase there’s a lot of spend, and that is just generally good for the ecosystem,” said Kearl.
Investment in local power infrastructure also has long-term job implications for maintenance and upgrades, he said.
“Alberta is a really exciting place when it comes to building data centers,” said Beacon AI CEO Josh Schertzer on a recent ARC Energy Ideas podcast.
“It has really great access to natural gas, it does have some excess grid capacity that can be used in the short term, it’s got a great workforce, and it’s very business-friendly.”
The unaltered reproduction of this content is free of charge with attribution to the Canadian Energy Centre.
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