In September 2022, six months after Russia invaded Ukraine and with oil and gas prices around the world soaring, I wrote a piece entitled After Ukraine – the Great Clean Energy Acceleration, predicting that “Things are going to start moving extremely fast. The Great Energy Price Spike is going to give way to the Great Clean […]
Rumors of the death of the transition have been greatly exaggerated, as I discussed in Part I of this article. In this second part, I want to lay out what a pragmatic reset in climate and energy strategy, one that responds to the current moment in history, might entail. We saw in Part I that the world […]
It is seven months since Donald Trump was swept back to the White House in the US presidential election. Already the scale of Trump’s ambition to turn back the tide of clean energy and consolidate the U.S. dependency on fossil fuels has been made clear. And it is finding resonance around the world. Those who […]
In his newest piece for BNEF, Michael Liebreich explores the transformative potential of generative AI, particularly in creative and industrial sectors. He highlights its ability to boost efficiency and innovation, from content creation to solving complex problems like energy optimization. However, he also cautions about risks such as job displacement, ethical issues, and tech monopolies. […]
The only way you can make H2FC cars look cheaper than BEVs is to underestimate or ignore the cost of hydrogen production and infrastructure, socialise it, and then load the entire cost of grid build-out onto the marginal BEV. […]
Welcome to the second part of my two-part article exploring the bull and bear cases for the net-zero transition. In September last year, I laid out the bear case, highlighting the Five Horsemen of the Transition that will make achieving net zero difficult, perhaps impossible. By way of reminder, these were: poor economics of clean solutions […]
“With possibly just days to go before the UK government announces its decision on the Redcar Hydrogen Village heating trial, rumours and misinformation about safety are swirling – many of them propagated by Northern Gas Networks (NGN) – the gas distribution company promoting the trial.” Delve into Michael’s write up of the contentious Redcar Hydrogen […]
A much awaited update on Michael’s Hydrogen Ladder, now on version 5. Including 3 promotions, 7 demotions, 5 wording changes, combined use cases, and the inclusion of 4 new or partially new use cases, the new update incorporates all of Michael’s learning in the space over the last two years thanks to feedback and discussion […]
The transition to a net-zero carbon economy will be straightforward: we just roll out cheap clean energy technologies, become more energy efficient every year, keep innovating and stop chopping down forests. What could be easier? The transition will also be brutally challenging: every sector of the economy will have to switch to new technologies, consumers […]
My guest for episode 126 of Cleaning Up with Michael Liebreich was Marco Alvera’, co-founder of clean energy project developer Zhero and CEO of TES-H2 . In our conversation, we focused on TES-H2, which is is building a terminal in Wilhelmshaven, Germany, to import what Marco calls “eNG”, or synthetic methane made from green hydrogen. […]
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