Podcast appearances and mentions of Michael Liebreich

British businessman

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Michael Liebreich

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Best podcasts about Michael Liebreich

Latest podcast episodes about Michael Liebreich

Cleaning Up. Leadership in an age of climate change.
Why Renewables Are Booming Despite the Politics | Ep245: Miguel Stilwell d'Andrade

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Feb 18, 2026 63:29


This week on Cleaning Up, Michael Liebreich sits down with Miguel Stilwell d'Andrade, CEO of EDP, one of the world's leading clean energy companies.From the front lines of the energy transition, Miguel explains why electricity demand in the United States is exploding, driven by AI, data centres, and re-industrialisation, and why this could make renewables one of the most attractive investments of the decade. He also shares how EDP transformed itself from an 80% coal-based utility into a company generating over 90% of its electricity from renewables.But the transition hasn't been entirely smooth. Miguel recounts the dramatic moment when Spain's grid collapsed, taking Portugal down with it, and what it taught him about resilience, grid stability, and the hidden challenges of running a modern clean power system.They also dive into:Why soaring power demand is changing energy economicsThe real story behind renewable costs and rising electricity pricesThe link between European competitiveness and energy independenceThe political and economic reality of investing in US clean energyWhy resilience may define the next phase of the transitionThis episode was recorded prior to the recent storms in Portugal. For more information on how EDP is responding to the storms, and what to do if you are affected by them, please visit: www.edp.comLeadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more:EDP website: https://edp.com/enThe £60 Billion Plan To Rewire Britain | Ep227: John Pettigrew https://www.youtube.com/watch?v=S7Lg1A958aAThe Enormous Ambition Of Germany's New Grid Build Out | Ep233: Tim Meyerjürgens: https://www.youtube.com/watch?v=PQgUuJ-dx78The $60 Billion Plan For Europe's Largest AI Data Centre | Ep235: Robert Dunn https://www.youtube.com/watch?v=juAyLAUmU3wThe Price of Resilience - Ep8: Roger Dennis https://www.youtube.com/watch?v=CELQT31riDE

Fossil vs Future
WHAT ABOUT ENERGY? Burning fuel or moving electrons?

Fossil vs Future

Play Episode Listen Later Feb 17, 2026 40:24


Our lives are intertwined with energy. It comes in many forms and, while it can never be lost, it can be converted from one form to another to do useful work. The energy transition is the process of shifting energy production away from sources that release greenhouse gases and towards sources that emit little or none.In this episode, James and Daisy explore all things energy. What exactly is energy? What does a good energy system look like? And how do fossil fuels compare with green energy?SOME RECOMMENDATIONS: Ember (2025) – The annual slide deck from Kingsmill Bond and the Ember Futures team unpacks how electrotech is rewriting the economics and geopolitics of energy. Electrotech is around three times more efficient than fossil fuels. Around 80% of the world's population lives in fossil-fuel-importing countries, with more than 50 countries importing over half of their primary energy as fossil fuels. In contrast, 92% of countries have renewable energy potential more than ten times their current demand.Our World in Data – Data, visualizations, and writing relating to energy. This article explains primary, secondary, final and useful energy – the four stages of the energy chain – and why these distinctions matter.  BloombergNEF (2025) – Michael Liebreich makes the case for a pragmatic climate reset, showing what happens if clean energy outgrows energy demand by 3% per year for the next four decades. OTHER ADVOCATES AND RESOURCES:John Elkington (2025) – A blog on ‘How—And Where—To Channel Our Energy?'Cleaning Up (2025) – A visual showing how much energy Egypt can buy for $1m, comparing oil, LNG, solar, wind, and nuclear. RMI (2024) – Today's fossil energy system is incredibly inefficient: almost two-thirds of all primary energy is wasted during energy production, transportation, and use, before any useful work is done. That's over $4.6 trillion per year, nearly 5% of global GDP and 40% of total energy spending, effectively lost to fossil fuel inefficiency. Around 45% of total shipping demand is for transporting fossil fuels, with roughly $42 billion per year spent on fossil fuels to ship other fossil fuels.Xlinks – A 2,500-mile subsea cable to bring renewable energy from Morocco to the UK. Sulfurcell – A German company founded in 2001 to develop and produce thin film solar cells based on copper indium sulfide (CIS) technology. The company went into administration in 2012. NESO – ‘Energy 101' by the UK's National Energy System Operator. Our World in Data (2021) – Energy sources are often reported using different metrics. This article explains how primary energy is measured. A typical coal plant in the US has an efficiency of 33% – only one-third generates electricity, while the rest is lost as heat. Gas performs slightly better, at around 45% efficiency. In popular datasets, coal and gas are reported in primary energy terms (the fuel going into the power plant), while renewable electricity – such as solar and wind – is reported based on electricity output.Ember (2025) – China's wind generation was 992 TWh in 2024, accounting for 40% of global wind generation.Ember (2026) – India is electrifying faster and using fewer fossil fuels per capita than China did when it was at a similar stage of economic development.Ember (2025) – Solar and wind outpaced the growth in global electricity demand in the first half of 2025, resulting in a very small decline in both coal and gas compared to the same period last year.BBC (2025) – The price of silver hit a record high ahead of an expected US Federal Reserve interest rate cut, driven in part by strong demand from the technology sector.Thank you for listening! Please follow us on social media to join the conversation: LinkedIn | Instagram | TikTokYou can also now watch us on YouTube.Music: “Just Because Some Bad Wind Blows” by Nick Nuttall, Reptiphon Records. Available at https://nicknuttallmusic.bandcamp.com/album/just-because-some-bad-wind-blows-3Producer: Podshop StudiosHuge thanks to Siobhán Foster, a vital member of the team offering design advice, critical review and organisation that we depend upon.Stay tuned for more insightful discussions on navigating the transition away from fossil fuels to a sustainable future.

Cleaning Up. Leadership in an age of climate change.
The Billion-Tonne Promise of Carbon Dioxide Removal Isn't Working Out | Ep244: Robert Höglund

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Feb 11, 2026 69:58


This week on Cleaning Up, Michael Liebreich sits down with carbon removal insider Robert Höglund, CEO of Marginal Carbon, co-founder of CDR.fyi and architect of MilkyWire's Climate Transformation Fund, for a deep dive into what's working and what's not in carbon dioxide removal and corporate climate action.Drawing on five years of hands-on experimentation funding everything from biochar to direct air capture and policy advocacy, Höglund challenges the dominant “speed and scale” narrative. Instead, he makes the case for a new phase: prove and learn. Together, Michael and Robert unpack why the highest-impact climate interventions are often the least measurable, why corporate net-zero targets are more conditional than we admit, and what it will actually take to make carbon removal credible, scalable, and worth paying for.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more: Marginal Carbon: Marginal CarbonCDR.fyi: https://www.cdr.fyi/MilkyWire Climate Transformation Fund: https://milkywire.com/Carbon Gap: https://carbongap.org/Julio Friedmann on Cleaning Up: https://youtu.be/DX7k6qnTxE8 

Cleaning Up. Leadership in an age of climate change.
The World Decides: Clean Energy or Oil & Gas? | Ep243: Damilola Ogunbiyi

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Feb 4, 2026 56:20


What if the future of clean energy isn't decided in Washington, Brussels, or Beijing, but in Lagos, Nairobi, and Addis Ababa? Are we underestimating how fast the Global South is leapfrogging fossil fuels? And what happens when clean energy becomes the cheapest, fastest path to development, not a climate sacrifice?In this episode of Cleaning Up, Michael Liebreich is joined for a third time by Damilola Ogunbiyi, CEO and UN Special Representative for Sustainable Energy for All and Co-Chair of UN Energy. Together, they explore how Africa and the wider Global South are quietly reshaping the global energy transition, from rapid growth in solar, storage, mini-grids, and EVs to bold policy moves that many developed economies haven't dared to make.They dive into why energy access is about dignity, health, and gender equality; why finance, not technology, is the real bottleneck; and how local capital, data, and innovation could determine whether “Most of World” powers its future with clean energy or fossil fuels.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more:Sustainable Energy For All: https://www.seforall.orgDamilola's past appearances on Cleaning Up:https://youtu.be/TbN1Y1C0idohttps://youtu.be/VcpNOmm1pMwBan Ki-moon on Cleaning Up: https://youtu.be/B14_MeRhfBwThe Sierra Leone Documentary: https://youtu.be/z-5QjSfy2SMClemens Calice on Cleaning Up: https://youtu.be/urmP7zN6n04Alain Ebobissé on Cleaning Up: https://youtu.be/ISTvp0BQz3E

Fossil vs Future
WHAT ABOUT THE MIDDLE EAST? Relying on fossil fuels or leading clean energy?

Fossil vs Future

Play Episode Listen Later Feb 3, 2026 40:14


The Middle East and North Africa (MENA) region sits at the heart of the world's energy system, home to many of the top oil and gas producers. Yet it also one of the most climate-vulnerable regions, with huge renewable energy potential.In this episode, James and Daisy discuss the region's climate challenges. How is MENA impacted by climate change? Is the region serious about the energy transition? What were the key takeaways from Abu Dhabi Sustainability Week? SOME RECOMMENDATIONS: Masdar – A fast-growing renewable energy company owned by three UAE energy companies (ADNOC, Mubadala Investment Company, and TAQA) with projects in 40+ countries across six continents with a combined capacity of more than 65GW. COP28 President Dr Sultan Al Jaber chairs Masdar while also leading ADNOC. Masdar is building the world's largest solar-plus battery project, that will run 24 hours a day, displacing 5.7 million tons of CO2 annually – equivalent to planting 100 million trees and covering 90 square kilometres, roughly the size of Copenhagen.Zayed Sustainability Prize – The UAE's global award that recognises SMEs, nonprofits, and schools with impactful sustainable solutions. This year's Energy winner was Switzerland's BASE Foundation with its cooling-as-a-service solution. Ignite Energy Access, a UAE-based climate-tech company scaling sustainable infrastructure solutions across Africa won the Energy Innovation category at COP28.OTHER ADVOCATES AND RESOURCES:Abu Dhabi Sustainability Week (ADSW) – One of the world's largest sustainability gatherings, hosted by Masdar. Our World in Data – A graph of oil production by region shows that roughly one third comes from the Middle East. Ember (2025)– In 2023, 7% of the Middle East's electricity was generated from clean sources, below the global average of 39%. Saudi Arabia aims for 50% renewable electricity by 2030.IEA (2025) – In 2024, MENA supplied over 30% of the world's oil and nearly 20% of its natural gas. Between 2000 and 2024, electricity demand tripled – making the MENA region the third-largest contributor to global electricity demand growth after China and India. Average temperatures in MENA are rising at more than twice the global rate, and summer temperatures regularly exceed 40 °C.Financial Times (2025) – How plans for the utopian city of Neom have unravelled.  BloombergNEF (2025) – Michael Liebreich makes the case for a pragmatic climate reset.Cleaning Up (2025) – Liebreich in conversation with Lord Browne, former CEO of BP.Breakneck by Dan Wang (2025) – Shows how the cost of one US nuclear plant equals roughly 11 in China. Cleaning Up (2025) – A visual showing how much energy Egypt can buy for $1m, comparing oil, LNG, solar, wind, and nuclear.SOME FACTS:Investopedia: The MENA region includes Algeria, Bahrain, Djibouti, Egypt, Iran, Iraq, Israel, Jordan, Kuwait, Lebanon, Libya, Malta, Morocco, Oman, Qatar, Saudi Arabia, Syria, Tunisia, United Arab Emirates, Palestine, and Yemen.IEA – MENA holds five of the world's top 10 oil producers (Saudi Arabia, Iraq, the United Arab Emirates, Iran and Kuwait) and three of the top 20 gas producers. Nearly 95% of electricity generated in the Middle East comes from natural gas and oil – the highest share in the world. World Bank (2025) – MENA holds more than half of the world's oil reserves and 40% of gas reserves.World Bank (2022) – MENA's GHG footprint is 8.7% of global emissions. MENA is the world's most water scarce region with 60% of people living in high or extremely high water stressed areas. MENA receives 22-26% of all solar energy striking the earth and its solar potential per square kilometre is equivalent to energy produced by 1-2 million barrels of oil annually and could meet at least 50% of global electricity demand. 75% of MENA has average wind speeds that exceed the minimum threshold for utility-scale wind farms.Earth.Org (2025) – Saudi Aramco accounts for 4.38% of global CO2 emissions.  The Guardian (2025) – Saudi Arabia spent more on fossil fuel subsidies than it did on its national health budget in 2023.NY Times (2025) – Over the past year, EVs accounted for 76% of all passenger vehicles sold in Nepal.WRI (2025) – In 2024, EVs made up 92% of passenger vehicle sales in Norway. Thank you for listening! Please follow us on social media to join the conversation: LinkedIn | Instagram | TikTokYou can also now watch us on YouTube.Music: “Just Because Some Bad Wind Blows” by Nick Nuttall, Reptiphon Records. Available at https://nicknuttallmusic.bandcamp.com/album/just-because-some-bad-wind-blows-3Huge thanks to Siobhán Foster, a vital member of the team offering design advice, critical review and organisation that we depend upon....

Investec Focus Radio
What next? | Changing minds, changing markets

Investec Focus Radio

Play Episode Listen Later Feb 2, 2026 45:27


In this episode of podcast series, What Next? Michael Liebreich and Rory Sutherland lift the lid on how to shift behaviour at scale to achieve the energy transition. Marc Khan and Lidnsey Hooper interview the pair on the sociopolitical backlash we have seen in some sectors with regard to climate action. The views in this podcast are those of the contributors, and don't necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec Focus Radio SA

Cleaning Up. Leadership in an age of climate change.
⁠Is Africa Poised To Be A Clean Energy Powerhouse? Ep241: Clemens Calice

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jan 21, 2026 58:46


Why does Africa, home to 18% of the world's population, receive just 1% of global energy investment? What's stopping money from flowing to the continent when it has such good wind and solar potential? And what would it take to unlock an energy boom that benefits both Africa and Europe?Spread across 54 countries and with a combined GDP the size of Italy, Africa's population is young and growing rapidly. It is set to grow from 1.5 billion people today to 2.5 billion by 2050. And it could reach 4 billion by 2100, accounting for two out of every five people on the planet.  Africans want and deserve the same prosperity shared by richer parts of the world. And that means investment. So why is investment not flowing? This week on Cleaning Up, Michael Liebreich speaks with Clemens Calice, CEO and founder of Cygnum Capital, which invests around $1.3 billion in Africa's energy transition. Together they explore why risk perception and outdated models are slowing investment across Africa. From rooftop solar for factories and mines, to electric motorbikes, power pools, and the geopolitics of gas, this episode makes the pragmatic case for how Africa can leapfrog to a cleaner, more resilient energy future.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Cygnum Capital, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:Cygnum Capital: https://www.cygnumcapital.comEpisode 196, Lucy Heintz of Actis: https://www.youtube.com/watch?v=nhGDI_0QIHgEpisode 216, Daniel Calderon of Alcazar Energy: https://www.youtube.com/watch?v=WMhFOWO4C84Episode 120, Ana Hajduka, founder of Africa Green Co.: https://www.youtube.com/watch?v=ktWh_G6Sw_g

Fossil vs Future
WHAT ABOUT DATA CENTRES? Powering progress or slowing climate action?

Fossil vs Future

Play Episode Listen Later Jan 20, 2026 39:52


Demand for digital services has exploded — and with it, the rapid expansion of data centres providing the compute power behind everything from streaming and cloud storage to AI. But this growth could have serious climate consequences.In this episode, James and Daisy explore the rise of data centres. What exactly are they? Why are they becoming so central to our lives? And how can we guide their future growth to align with our climate goals?SOME RECOMMENDATIONS: Cleaning Up (2025) – An on-location podcast episode where Michael Liebreich visits Sines, Portugal, where Start Campus is building a data centre, set to be Europe's largest. Carbon Brief (2025) – Five charts on data centre energy use and emissions. Brookings (2025) – Analysis on the future of data centres. OTHER ADVOCATES AND RESOURCES:Green Mountain – SVG-Rennesøy is a Norwegian Tier III mountain hall data centre built inside a former high security NATO ammunition storage facility and cooled by fjord seawater.The Guardian (2025) – Google plans to put AI data centres into space, with the first trial equipment sent into orbit in early 2027. Solar panels powering these data centres could be up to eight times more productive than those on Earth. Terrestrial Energy – A developer of Generation IV nuclear plants using proprietary Integral Molten Salt Reactor (IMSR) technology.NESO – The National Energy System Operator for Great Britain, responsible for electricity system planning amid rising demand.BBC (2023) – The waste heat from a washing-machine-sized data centre is being used to heat a public swimming pool in Devon.Bloomberg (2025) – Finland and Sweden are pairing data centres with district heating systems.WEF (2020) – Microsoft's ‘Project Natick' tested a shipping-container-sized underwater data centre off the coast of Orkney, Scotland, finding it was eight times more reliable than land-based equivalents.Kraken – An all-in-one, smart operating system automating much of the energy supply chain, supporting efficiency and flexibility as energy systems decarbonise.SOME FACTS:MIT News (2025) – The first data centre was built at the University of Pennsylvania in 1945 to support the ENIAC, the first general-purpose digital computer. IEA (2023) – Since 2010, the number of internet users worldwide has more than doubled, while internet traffic has increased 25-fold. Data centres and data transmission networks each account for 1-1.5% of global electricity use and around 1% of energy-related GHG emissions. UK Parliament (2025) – Data centres consume around 2.5% of the UK's electricity, with demand expected to quadruple by 2030.GOV.UK (2024) – Data centres are designated as Critical National Infrastructure, alongside energy and water systems.BBC (2025) – There are an estimated 500 data centres operating across the UK.McKinsey (2025) – By 2030, $6.7 trillion in global investment in data centres will be needed to meet demand for compute power, of which 70% will come from AI workloads. Demand for AI-ready data centre capacity is expected to grow by 33% per year between 2023 and 2030. By 2030, up to 65% of AI workloads in Europe and the United States will be hosted on hyperscalers' infrastructure.Ofgem (2006) – One megawatt-hour (MWh) equals 1,000 kilowatt hours – roughly enough to power around 2,000 homes for one hour.MIT Sloan School of Management (2025) – When the full cost of delivering AI to customers is included, data centres could account for up to 21% of global energy demand by 2030.WEF – Power use in data centres is typically split between IT equipment (40–50%), cooling systems (30–40%), and auxiliary systems such as lighting and security (10–30%).NY Times (2025) – Google, Microsoft, Amazon and Meta spent more than $360 billion in capital expenditures over 12 months.CSO (2023) – Data centres already account for over 20% of Ireland's total electricity consumption.IEA (2024) – Nearly one-third of Ireland's electricity demand is expected to come from data centres by 2026.WEF (2025) – Climate hazards such as extreme heat and drought could add $81 billion per year in costs to data centres globally by 2035.The Guardian (2025) – More than 230 environmental groups have called for a national moratorium on new US data centres, citing rising electricity bills and worsening climate impacts.CNBC (2025) – Google, Oracle and Microsoft estimate AI hardware lifespans of up to six years, but sceptics such as short seller Michael Burry argue that they may be significantly shorter. Thank you for listening! Please follow us on social media to join the conversation: 

Economy
S01 E011 What next? Leadership conversations for a better future: Changing minds, changing markets

Economy

Play Episode Listen Later Jan 13, 2026 45:27


Michael Liebreich and Rory Sutherland lift the lid on how to shift behaviour at scale to achieve the energy transition. Marc Khan and Lidnsey Hooper interview the pair on the sociopolitical backlash we have seen in some sectors with regard to climate action. The views in this podcast are those of the contributors, and don't necessarily represent those of CISL, the University of Cambridge, or Investec, and should not be taken as advice or a recommendation. Investec

Cleaning Up. Leadership in an age of climate change.
Why Is The US So Obsessed With Venezuelan Oil? Ep239: Michael Liebreich & Bryony Worthington

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jan 7, 2026 68:27


Is the link between oil and geopolitics starting to diminish? Has climate consensus fractured just as clean energy hits escape velocity? And are batteries, not barrels, becoming the true source of power and security?In the first episode of Season 17 of Cleaning Up, Michael Liebreich and Bryony Worthington unpack a turbulent start to 2026. From shock geopolitical moves in the Americas and riots in the Middle East to the curious calm of a $60 oil price, they explore whether fossil fuels still move the world the way they once did. The conversation ranges from the collapse of climate multilateralism and Europe's energy malaise to the unstoppable rise of electrification, batteries, and system-level clean energy solutions across China, India, Africa, and the “rest of the world.”Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:The Electrification Staircase: https://www.watts-next.eu/ Kingsmill Bond on Cleaning Up: https://www.youtube.com/watch?v=G2bsoCOznXkArunabha Ghosh on Cleaning Up: https://www.youtube.com/watch?v=qMrn-JewoCoRachel Kyte on Cleaning Up: https://www.youtube.com/watch?v=V1m2lm2n_EECatch up on Season 16 of Cleaning Up: https://www.youtube.com/playlist?list=PLe8ZTD7dMaaDWQkhmAsaQ28p0h3Lw5I6v

Cleaning Up. Leadership in an age of climate change.
Honey, I Shrunk the Oil And Gas Sector | Ep237: Lord John Browne

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Dec 10, 2025 51:22


What happens when clean energy starts to outgrow fossil fuels at scale? Is it right to call China an electrostate? And how long will we be reliant on hydrocarbons?This week on Cleaning Up, host Michael Liebreich sits down with Lord Browne of Madingley — former CEO of BP and one of the earliest voices inside Big Oil to publicly call for emissions reductions from fossil fuels.  Recorded in front of a live audience in London, the discussion explores how geopolitics, energy security, AI, and rising global anxiety are reshaping the path to decarbonisation. Lord Browne reflects on launching BP's original “Beyond Petroleum” strategy, his current work investing billions through BeyondNetZero, and why the future of climate action will be driven as much by adaptation, resilience, and people as by technology itself.From the rise of China as an electrification juggernaut and the US as an AI-powered energy giant, to the tipping point where clean energy demand could finally outpace fossil fuels, this episode offers rare insight from someone who has shaped — and challenged — the global energy system from the inside.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:BeyondNetZero: https://www.generalatlantic.com/climate/Lord Browne's previous appearance on Cleaning Up: https://youtu.be/8VXQ2EGAcGMThe Pragmatic Climate Reset, Part 1: https://youtu.be/OHKGor2_BzQ

Cleaning Up. Leadership in an age of climate change.
Inside Europe's Largest AI Data Centre: A Green Giant Rises | Ep235: Robert Dunn

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Nov 26, 2025 62:52


What does it take to build Europe's largest and most sustainable data-centre campus, from an empty plot of land to a 1.2-gigawatt giant of AI? How do you future-proof a facility when chip technology is evolving at breakneck speed? And what happens when the site of former coal-fired power plant becomes a global hub for AI?In this special, on-location episode of Cleaning Up, Michael Liebreich visits Sines, Portugal, where Start Campus is transforming the site of a decommissioned coal plant into a next-generation data-centre campus that once finished will be Europe's largest data centre. CEO Robert Dunn takes us inside the first operational building, currently 29MW but just 2.5% of what's to come, to explore the engineering, economics, and vision behind a €10 billion physical infrastructure build that will eventually house an additional €40 billion in incoming IT hardware.From earthquake-proof structures to seawater cooling and uninterruptible power supply systems, Rob breaks down what it means to design for 99.99999% uptime in an AI-driven world. Michael and Rob also dive into the reality and hype surrounding AI: the surge in GPU-hungry AI training, the race to build at gigawatt scale, the challenges of financing these mega-projects, and the balancing act between speed, cost, sustainability, and long-term viability.Set against the backdrop of Microsoft's freshly announced $10 billion investment in the Sines campus, this episode illuminates how the data-centre industry is reshaping global energy systems, local communities, and the future of compute.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Watch this episode on YouTube: https://youtu.be/juAyLAUmU3wThe Start Campus website: https://www.startcampus.pt/Microsoft makes one of its largest investments in Europe at Start Campus in Portugal: https://www.startcampus.pt/microsoft-makes-one-of-its-largest-investments-in-europe-at-start-campus-in-portugalMichael's Green Giant's Whitepaper: https://pioneerpoint.com/wp-content/uploads/2021/11/2021.11.17-Green-Giants-White-Paper-Final.pdfThe Year Energy Woke Up To AI | Audioblog 14: Generative AI, The Power and the Glory: https://www.youtube.com/watch?v=OwZ2iNh133A

Cleaning Up. Leadership in an age of climate change.
⁠The €65 Billion Plan to Modernise Germany's Grids | Ep233: Tim Meyerjürgens

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Nov 12, 2025 63:16


What does it take to future-proof Europe's electricity grid? How do you finance €65 billion in infrastructure without driving up consumer electricity costs? And can the permitting process be sped up to become fast enough for the energy transition?This week on Cleaning Up, Michael Liebreich sits down with Tim Meyerjürgens, CEO of TenneT Germany, the country's largest transmission system operator, to explore the physics and finance behind decarbonising Europe's power networks.From billion-euro transmission lines to the domestic and international politics of connecting the North Sea's vast offshore wind potential with Germany's industrial heartland, Meyerjürgens offers a rare inside view of one of Europe's most complex and capital-intensive transitions.The conversation dives into:• How TenneT split its Dutch and German operations to attract €9.5 billion in equity from investors like Norges Bank and GIC• The challenge of accelerating grid buildout from 20-year to 5-year timelines• The delicate balance between regulation, investment, and public acceptance• Why building our transmission across Europe is key to energy resilienceThis episode was supported by TenneT Germany.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Discover more:• TenneT Germany's website: https://www.tennet.eu/de-en/home • TenneT Germany successfully concludes syndication of €12 billion revolving credit facility: https://www.tennet.eu/de-en/news/tennet-germany-successfully-concludes-syndication-eu12-billion-revolving-credit-facility• The £60 Billion Plan To Rewire Britain | Ep227: John Pettigrew: https://www.youtube.com/watch?v=S7Lg1A958aA• Can Europe Survive the Renewables Transition? Ep201: Nikos Tsafos: https://www.youtube.com/watch?v=dUvKzs82Mi0

Factor This!
This Week in Cleantech (11/07/2025) - What does a pragmatic 'climate reset' look like?

Factor This!

Play Episode Listen Later Nov 7, 2025 27:58


Tell us what you think of the show! This Week in Cleantech is a weekly podcast covering the most impactful stories in clean energy and climate in 15 minutes or less featuring Paul Gerke of Factor This and Tigercomm's Mike Casey. This week's episode features special guest David Roberts, host of the Volts podcast, who recently sat down with clean-energy analyst Michael Liebreich to discuss calls for a “climate reset” that emphasizes costly technologies over proven clean energy solutions. This week's "Cleantechers of the Week" are:Andrew Otazo who has hauled more than 17 tons of trash, mostly from the islands around Biscayne Bay. Otazo wants to clear as much trash as he can. Forrest Smith, former chief petroleum engineer for the National Park Service. Forrest was the only individual responsible for cleaning up dozens of abandoned oil and gas wells at national parks across the country. Last month, he was forced to step down and the NPS is not looking to replace him. Juan Naula. Juan struggled to find funding for his ride-sharing startup, so he quit his job to pick up trash on the streets of L.A. Juan started a social media account titled, “Clean L.A. With Me,” and started a nonprofit to raise money and recruit volunteers to help him.This Week in Cleantech — November 07, 2025How virtual power plants could meet data centre energy demand — The Financial TimesWhite House Fossil Fuel Bet Is Losing to Green Energy — BloombergSlow rollout throttled Biden's big clean energy ambitions, former staffers say — POLITICO$615,000 a Day: Order to Keep Coal Plant Open Ignites Debate in Michigan — The Wall Street JournalMichael Liebreich on a "pragmatic climate reset" – VoltsWant to make a suggestion for This Week in Cleantech? Nominate the stories that caught your eye each week by emailing Paul.Gerke@clarionevents.com

Cleaning Up. Leadership in an age of climate change.
Why There'll Never Be A Hydrogen Economy | Ep232: Erik Rakhou

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Nov 5, 2025 67:07


Is green hydrogen a ‘miracle fuel' or an expensive illusion? Can we decarbonize without it? And what happens when hydrogen hype meets hard economics?This week on Cleaning Up, Michael Liebreich debates Erik Rakhou, author of Touching Hydrogen Future, in a no-holds-barred discussion moderated by Andrew Critchlow of S&P Global Commodity Insights.Together, they contest one of the most contentious topics in energy today: hydrogen. Liebreich argues that hydrogen is plagued by physics-driven cost barriers and limited real-world applications, while Rakhou defends its potential as a critical tool for industrial decarbonization, energy resilience, and long-term security.From the potential of green vs. blue hydrogen, to global ammonia trade routes, Europe's pipeline ambitions, and China's hydrogen cost curve, this debate pulls no punches. Topics include:Whether there'll ever be a hydrogen-based economyWhy hydrogen economics remain so challengingThe role of carbon pricing vs. subsidiese-Fuels and hydrogen's place in transport, steel, and aviationWhy electrification trumps hydrogenThis episode was recorded at the S&P Global offices in London and originally broadcast as a S&P Global webinar on October 29, 2025. THanks to S&P Global and Andrew Critchlow for hosting the debate.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Read more:Erik's website: https://rakhou.comThe EU's hydrogen strategy: https://energy.ec.europa.eu/topics/eus-energy-system/hydrogen_en• Data on EU natural gas prices 2010-2025: https://drive.google.com/file/d/1buQTdpQOMShue-zXyZUYVgZ9dPe5rZ5Y/view?usp=share_linkMichael Liebreich's Keynote Speech at World Hydrogen Congress 2022: https://www.youtube.com/watch?v=Xj900aBPkiYErik's book ‘Touching Hydrogen Futures': https://europeangasmarket.euEuropean Court of Auditors call for a hydrogen reality check: https://www.eca.europa.eu/en/news/NEWS-SR-2024-11Michael's Pragmatic Climate Reset: https://about.bnef.com/insights/clean-energy/liebreich-the-pragmatic-climate-reset-part-i/

Cleaning Up. Leadership in an age of climate change.
The Electrotech Revolution Will Not Be Fossilized | Ep231: Kingsmill Bond

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Nov 3, 2025 49:53


What if the energy transition isn't about sacrifice and belt-tightening, but abundance? Are electrified technologies ready to replace the polluting fossil fuel system we're so reliant on? And what will it mean for western nations if they can't keep up with China? In this special bonus episode of Cleaning Up, recorded live in Berlin, Michael Liebreich sits down with Kingsmill Bond, strategist at Ember, to unpack The Electrotech Revolution, a powerful new framing of the global shift from a fossil-fuel economy to an electrified, efficient, and inevitable clean energy system.Together, Kingsmill and Michael explore why the growth of solar and wind is now outpacing fossil fuels worldwide, how China's leadership is reshaping the global landscape, and what Europe and the US must do to compete. Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Links and more:Ember's Electrotech Revolution Report: https://ember-energy.org/latest-insights/the-electrotech-revolution/Ember's Funders: https://ember-energy.org/about/Lauri Myllyvirta on Cleaning Up: https://youtu.be/FqjvCeR9VLgMichael's Pragmatic Reset Part 1: https://www.youtube.com/watch?v=OHKGor2_BzQMichael's Pragmatic Reset Part 1: https://www.youtube.com/watch?v=OFF1imh1U2c

Volts
Michael Liebreich on a "pragmatic climate reset"

Volts

Play Episode Listen Later Oct 31, 2025 42:59


Lately, everyone from Tony Blair to Daniel Yergin is calling for a “climate reset,” so I brought on clean-energy analyst Michael Liebreich to discuss his own, very different version. While others push expensive distractions, Liebreich argues that the inexorable growth of cheap renewables is already on track to displace fossil fuels, a “tortoise” strategy that will win without the need for crisis politics. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

Redispatch - Aktuelles aus Energiewirtschaft und Klimapolitik
#113 Nachgehakt – The Pragmatic Climate Reset (mit Michael Liebreich)

Redispatch - Aktuelles aus Energiewirtschaft und Klimapolitik

Play Episode Listen Later Oct 24, 2025 61:20


Was tun, wenn die politische Unterstützung für Klimaschutz bröckelt? In dieser Folge sprechen wir mit Michael Liebreich, ein weltweit renommierter Experte für Clean Energy, Klimafinanzierung und nachhaltige Infrastruktur. Liebreich ist Gründer von Bloomberg New Energy Finance, Chairman von Liebreich Associates und Co-Managing Partner bei EcoPragma Capital. Er berät Regierungen, Unternehmen und Organisationen weltweit zur Energiewende – und ist bekannt für seine pointierten Analysen und klaren Worte. Ausgangspunkt der Folge ist Liebreichs Essay The Pragmatic Climate Reset, in dem er die aktuelle Lage der globalen Energiewende analysiert – und eine provokante These aufstellt: Die Klimabewegung muss sich neu aufstellen, Narrative überdenken und die „vernünftige Mitte“ zurückgewinnen, wenn sie langfristig erfolgreich sein will. Liebreichs Botschaft: Die Energiewende ist nicht tot – aber sie braucht neue Strategien, neue Sprache und neue Allianzen. Seine Artikel findet ihr hier: Liebreich: The Pragmatic Climate Reset - Part I | BloombergNEF Liebreich: The Pragmatic Climate Reset – Part II: A Provocation | BloombergNEF Hörtipp: Wasserstoff vs. Realität: Teurer Hype? Michael Liebreich - Geladen - der Batteriepodcast zur Energiewende

Cleaning Up. Leadership in an age of climate change.
How To Move Away From Fossil Fuels Faster — Bryony Grills Michael on The Pragmatic Climate Reset | Ep228

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Oct 15, 2025 65:47


This summer, Michael Liebreich wrote two essays under the title of the Pragmatic Climate Reset. The first challenged the idea that the clean energy transition has failed. And the second challenged the clean energy and climate community to a reset, exploring eight areas which he thinks the transition has gone astray.In this special episode, Bryony Worthington sits down with Michael Liebreich, to unpack Part 2 of “The Pragmatic Climate Reset.”Michael lays out a bold vision for cutting through the noise — replacing ideology with realism, and paralysis with progress. From net zero targets and critical minerals to global politics, energy security, and the economics of clean tech, this is a conversation about what it takes to deliver a just and workable climate transition.Bryony asks Michael,Why criticise Greta Thunberg rather than call out anti-climate commentators like Joe Rogan or President Trump?Did he go too easy on the fossil fuel industry?What does he think he got wrong?How has the essay been received, and did he get any good feedback, either positive or negative.Michael puts forward the idea that if the transition is to succeed in the long run and keep the public on board, we must proceed as a tortoise, not a hare, building on the considerable momentum of renewables to phase fossil fuels out of our energy mix while also keeping energy affordable, and everyone's lights on.Listen now, or watch the full episode on YouTube.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more:Read Part I here: https://about.bnef.com/insights/clean-energy/liebreich-the-pragmatic-climate-reset-part-i/Read Part 2, here: https://about.bnef.com/insights/clean-energy/liebreich-the-pragmatic-climate-reset-part-ii-a-provocation/Watch the first part of the pragmatic climate reset: https://www.youtube.com/watch?v=OHKGor2_BzQExplore all of Michael's audioblogs and essays: https://www.youtube.com/playlist?list=PLe8ZTD7dMaaAGobfBqd5eRQfeb5l9vPLG

Cleaning Up. Leadership in an age of climate change.
The £60 Billion Plan To Rewire Britain | Ep227: John Pettigrew

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Oct 8, 2025 61:14


What does it take to rewire a nation's energy system? Can we make the grid cleaner, smarter, and more resilient — without driving up bills? And how will the explosion of AI data centres reshape the future of electricity demand?This week on Cleaning Up, host Michael Liebreich sits down with John Pettigrew, outgoing CEO of National Grid, for a candid conversation marking the end of his 35-year career. Together they explore the UK's £60 billion plan to deliver Clean Power by 2030, the race to build transmission for offshore wind, the growing strain from AI-driven electricity demand, and lessons from major outages in Spain and Heathrow.Pettigrew reflects on the evolving “energy trilemma” — balancing decarbonisation, reliability, and affordability — shares reflections from his 35-year career: what's changed, what went wrong, and what comes next for the grids powering our clean energy future.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Arup, Cygnum Capital, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more:John's first appearance on Cleaning Up: https://youtu.be/1HVcJuO9dNIRoger Dennis on Cleaning Up 'The Price of Resilience': https://youtu.be/CELQT31riDENational Grid's £60 billion plan: https://www.nationalgrid.com/gridforgrowthNational Energy System Operator (NESO): https://www.neso.energy/Final report from what happened to the Heathrow substation: https://www.neso.energy/news/final-report-review-north-hyde-substation-outage

Cleaning Up. Leadership in an age of climate change.
Less Doom, More Data: Debunking the Biggest Climate Myths | Ep223: Dr. Hannah Ritchie

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Sep 17, 2025 70:03


Is the future of clean energy and climate solutions brighter than we think? In this episode of Cleaning Up, Michael Liebreich welcomes back Hannah Ritchie — Deputy Editor at Our World in Data, researcher at the Oxford Martin School, and author of her new book, Clearing the Air.In Clearing the Air, Hannah tackles 50 of the most common myths and misconceptions about climate solutions, from “Isn't climate action too polarised and politically divisive to fix?” to “What happens when the wind doesn't blow?” and “Won't the world run out of minerals?” Hannah dives into the data behind renewables, electric cars, nuclear power, grids, and even lab-grown meat — cutting through the noise with clarity.Michael quizzes Hannah on why she wrote the book and what she hopes to achieve with it, and whether it has the potential to change the minds of climate skeptics. This conversation offers a grounded, accessible look at what really works, what doesn't, and why we should feel more hopeful than the doom-filled narratives suggest.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Arup, Cygnum Capital, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links & more:Clearing The Air: https://www.penguin.co.uk/books/462676/clearing-the-air-by-ritchie-hannah/9781784745745Ep147: Dr Hannah Ritchie: https://youtu.be/fMLmeWc7NFoEp178: Dr Andy Palmer: https://www.youtube.com/watch?v=fzDWFFRDK8oDecarbonising the Last Few Percent: https://mliebreich.substack.com/p/decarbonizing-the-last-few-percent 

Cleaning Up. Leadership in an age of climate change.
Malcolm Turnbull: Clean Energy Culture Wars and The Race To Build More Storage | Ep 222

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Sep 10, 2025 72:38


What happens when cheap solar flips the script on climate sceptics? Can pumped hydro really deliver the long-duration storage we need? And is “hope” a dangerous comforter in the race to net zero?In this season opener of Cleaning Up, Michael Liebreich sits down with Malcolm Turnbull — former Prime Minister of Australia, lawyer, statesman, energy investor, and climate champion. From leading Australia through fierce political battles over climate policy to now spearheading renewable projects through Turnbull Renewables, he offers a rare insider's perspective on the global clean energy transition.Turnbull and Liebreich explore the clash between optimism and realism in climate action: why cheap solar is reshaping politics, the promise and pitfalls of green hydrogen, and whether pumped hydro could be the long-duration storage solution the world needs. Along the way, they reflect on U.S. politics under Trump, trade negotiations without American leadership, and why “hope is not a strategy” when it comes to energy security.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Arup, Cygnum Capital, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more:Snowy 2.0: https://www.snowyhydro.com.au/snowy-20/about/International Hydropower Association: https://www.hydropower.org/Green Trade or Green Trade-Off - Ep52: Tony AbbottHow Big Things (Should) Get Done - Ep128: Prof. Bent FlyvbjergIs The Tide Turning On Hydrogen? Ep210: Andrew ForrestYa Basta: https://liebreich.com/214-2/The Spycatcher Trial: https://www.theguardian.com/australia-news/2015/sep/14/malcolm-turnbull-spycatcher-lawyer-prime-minister

Cleaning Up. Leadership in an age of climate change.
The Inevitable End of Fossil Fuels | Ep221: Michael Liebreich & Bryony Worthington

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Aug 13, 2025 60:59


What if the energy transition isn't a race, but a steady march toward the end of fossil fuel usage? Do we need to move more like the tortoise, and less like the hare? And in a world of competing narratives, who gets to define "pragmatism"?In this season finale of Cleaning Up, hosts Michael Liebreich and Bryony Worthington unpack these questions as they review Season 15's most compelling conversations about energy transformation, and celebrate five years of Cleaning Up. They dissect the current political landscape, particularly the challenges facing clean energy in the United States, and Bryony grills Michael on his recent Bloomberg essay on the "Pragmatic Climate Reset."This is the final episode of Season 15 of Cleaning Up, join us in September for the start of Season 16.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more:Watch all the episodes in Season 15 of Cleaning Up: https://youtube.com/playlist?list=PLe8ZTD7dMaaB2B4gQpVBd34bjcF1w0BpP&feature=sharedSee our archive of over 200 episodes at https://www.cleaningup.live/

Cleaning Up. Leadership in an age of climate change.
Audioblog 15: The Pragmatic Climate Reset Part 1 — The Energy Transition Is Not Dead

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Aug 6, 2025 27:59


In February, veteran fossil industry advisor Dan Yergin and two co-authors published a piece called The Troubled Transition. In it they dismiss the idea that there is or can ever be an energy transition, anchored on the fact that fossil fuels contributed 85% to so-called primary energy in 1990 and still contribute 80% today. Needless to say, their argument has been widely amplified by the oil and gas industry. They conclude with a demand for a new approach – which they call a “pragmatic path”. Pragmatism is needed, but not the pragmatism of defeat. Not the ‘pragmatism' of believing fossil fuels hold the key to further human progress. Not the ‘pragmatism' of addressing climate change only if it suits the interests of fossil-fuel companies. What is needed is the pragmatism of robust but affordable climate action. This week on Cleaning Up, Michael Liebreich debunks narratives that trumpet the alleged failure of climate action, and explains why a pragmatic climate reset is needed.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Links and more: Read the full article on BNEF: https://about.bnef.com/insights/clean-energy/liebreich-the-pragmatic-climate-reset-part-i/Tony Blair Institute Climate Reset Report: https://institute.global/insights/climate-and-energy/the-climate-paradox-why-we-need-to-reset-action-on-climate-changeMichael Cembalest 15th annual Eye On The Market: https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/heliocentrism-amv.pdfDan Yergin et al, The Troubled Transition: https://www.foreignaffairs.com/united-states/troubled-energy-transition-yergin-orszag-aryaGenerative AI – The Power and the Glory: https://about.bnef.com/insights/clean-energy/liebreich-generative-ai-the-power-and-the-glory/Five Superheroes of the Transition: https://about.bnef.com/insights/clean-energy/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-ii-easier/Tony Blair on Cleaning Up: https://youtu.be/Ko90KbFKBnIDan Yergin on Cleaning Up: https://www.youtube.com/watch?v=8QIh4U3Vgjc  

Cleaning Up. Leadership in an age of climate change.
The Inflation Induction Act: How the US Lost The Race for Clean Energy | Ep 219: Ethan Zindler

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jul 30, 2025 69:06


Is the US about to enter a new era of energy inflation? Can technological progress outpace political regression? Are we witnessing the permanent end of America's climate ambitions?This week on Cleaning Up, Michael Liebreich sits down with Ethan Zindler, former climate counselor to Treasury Secretary Janet Yellen, now head of countries and policy at BloombergNEF, to dissect the dramatic shifts in US energy policy. Fresh from the passage of the "One Big Beautiful Bill," Zindler reveals how recent legislation in the US could set back clean energy development by years, potentially undermining investments in wind, solar and electric vehicles. There are a couple of brighter spots too, with costs in some technologies falling so rapidly that they might escape the drag of the current administration, and other technologies — like advanced geothermal and nuclear — seeing an uptick in support. Zindler brings the latest analysis from BloombergNEF to Cleaning Up to help unpack the One Big Beautiful Bill and what it means for the future of US energy policy.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links and more: Could Trump 2.0 Roll Back The IRA? Ep181: Ethan Zindler – https://www.youtube.com/watch?v=Sf5_r3V3Vs8The Future of Clean Tech Under Trump — Ep198: Jigar Shah https://www.youtube.com/watch?v=PCOaF-qQ_TUElon Musk and Michael's 2007 testimony to Senate Committee on Energy & Natural Resources: https://www.energy.senate.gov/hearings/2007/3/hearing-ECF571D9-2A3E-444F-A0F0-1C18EE28FFF3

Cleaning Up. Leadership in an age of climate change.
Is There A Future Without Oil & Gas? Ep214: Ben van Beurden

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jun 25, 2025 73:11


Oil and gas companies lie at the heart of the energy transition. To some, they are heroes, continuing to power human progress despite all the odds. To some, they are villains, responsible for the climate change that is devastating our planet. This week on Cleaning Up, Michael Liebreich interviews Ben van Beurden, former CEO of Shell from 2014 to 2023. The conversation explores the complexities of the energy transition, climate change, and the role of oil and gas companies in addressing global emissions.Van Beurden argues that there's no silver bullet solution to climate change, emphasizing the need for multiple approaches and a holistic view of energy transformation. He believes oil and gas companies will play a crucial role in developing clean energy solutions and driving systemic change, but ultimately we must move away from polluting fossil fuels in pursuit  of the prize of Clean Energy.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Episode 204, the Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SM Ep111: Daniel Yergin "The World's Most Influential Energy Analyst – https://youtu.be/8QIh4U3VgjcEp86: From Climate Law Maker to Superglued Law Breaker – https://www.youtube.com/watch?v=iDo7hkcsRFA

Cleaning Up. Leadership in an age of climate change.
⁠Hydrogen Subsidies, Clean Power & Fixing Spain's Blackouts | Ep212: EU Commissioner Dan Jørgensen

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jun 11, 2025 38:17


What will it take to finally wean Europe off Russian gas? Can renewables help with grid stability? And is the EU making a mistake subsidising hydrogen? This week on Cleaning Up, Michael Liebreich sits down with EU Energy and Housing Commissioner Dan Jørgensen to dissect the continent's energy transformation. In this wide ranging interview recorded at the Berlaymont building in Brussels — the home of the European Commission — Liebreich and Jørgensen delve into critical topics including reducing dependency on Russian energy, the economics of renewable technologies, the role of nuclear power, and the contentious economics of green hydrogen. Jørgensen defends the EU's ambitious climate goals while addressing concerns about cost, competitiveness, and political pushback against the green transition. Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more:Sierra Leone special: https://www.youtube.com/watch?v=z-5QjSfy2SMDecarbonizing the last few percent: https://mliebreich.substack.com/p/decarbonizing-the-last-few-percentLessons from Spain: https://mliebreich.substack.com/p/lessons-from-spainEU Hydrogen Strategy: https://energy.ec.europa.eu/topics/eus-energy-system/hydrogen_en  

Redefining Energy
181. “Hot Air” from Tony Blair - May25

Redefining Energy

Play Episode Listen Later May 26, 2025 20:09


The Tony Blair Institute for Global Change (TBI) recently released a widely publicized report titled “The Climate Paradox”, which has garnered significant positive attention from outlets such as the Guardian, the BBC, the Financial Times, Bloomberg, and much of the European press.Beginning with the statement, “Climate action has reached an impasse,” the report, authored by Lindy Fursman (who holds a PhD in Sociology from UC Berkeley), outlines several key “facts” that have been effectively debunked by experts like Michael Liebreich in his Substack and Michael Barnard in Cleantechnica.The TBI concludes with a series of recommendations, the most prominent being the call to “accelerate and scale technologies that capture carbon, alongside significant investments in engineered carbon-dioxide removal technologies, including direct air capture (DAC) solutions”. To emphasize this message, the cover of TBI's report features an image of Climeworks' plant in Iceland. Climeworks, a Swiss engineering company with 500 employees, has received $800 million in equity and subsidies from major players such as Partners Group, the GIC (Singapore's sovereign wealth fund), Baillie Gifford (an early investor in Tesla), Swiss Re, and Microsoft.However, last week, Climeworks faced a major setback when it was revealed that despite receiving substantial funding, the company had only captured 105 tonnes of CO2—not 105,000, but just 105 tonnes (less than a single flight London – New York) —despite the strong backing of tech giants like Stripe, Microsoft and Shopify.This revelation has sparked widespread concern and warranted a prompt discussion with Laurent Segalen, Gerard Reid and Michael Barnard to assess the implications. The conversation will explore the credibility of the TBI's stance on energy, the broader potential of DAC, and whether this technology is, in fact, a case of "Deception, Amateurism, and Con."Links:Michael Liebreich substack:https://mliebreich.substack.com/p/why-tony-blair-needs-to-reset-hisMichael Barnard Cleantechnicahttps://cleantechnica.com/2025/05/05/tony-blairs-new-climate-reset-report-promotes-delay-not-action/https://cleantechnica.com/2025/05/15/climeworks-dac-fiscal-collapse-the-brutal-reality-of-pulling-carbon-from-the-sky/

Cleaning Up. Leadership in an age of climate change.
Can You Run a Grid Entirely On Renewables? Ep208: Anders Lindberg

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later May 14, 2025 62:44


Can You Run A Grid Without Fossil Fuels? "Yes," says Anders Lindberg, President of Energy and Executive VP at Wärtsilä, on this week's episode of Cleaning Up. It'll just cost €65 trillion extra by 2050. Anders' team at Wärtsilä has recently published its Crossroads to Net Zero report, which argues that keeping a little bit of flexible generation on the grid will save huge amounts of money as the globe strives for net zero, while also speeding up the transition to renewables. The argument centres on what to do with the last few percent of power supply, and what forms of generation need to be built to ensure consistent electricity supply and prevent black or brown outs.Perhaps unsurprisingly for a gas engine manufacturer, Wärtsilä's report makes the case that gas should provide the last few percentage points of electricity generation. Michael Liebreich puts that claim to the test. Discover more:Wärtsilä's Crossroads to Net Zero report: https://www.wartsila.com/energy/towards-100-renewable-energy/choosing-the-optimal-pathway-for-energy-transitionCan Germany's Gas Giant Go Green? Ep206: Michael Lewis - https://www.youtube.com/watch?v=DOD-f6uSPgcQ&A: What we do – and do not – know about the blackout in Spain and Portugal — https://www.carbonbrief.org/qa-what-we-do-and-do-not-know-about-the-blackout-in-spain-and-portugal/ENTSO-E expert panel initiates the investigation into the causes of Iberian blackout: https://www.entsoe.eu/news/2025/05/09/entso-e-expert-panel-initiates-the-investigation-into-the-causes-of-iberian-blackoutLeadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.

Cleaning Up. Leadership in an age of climate change.
Uniper Rising: Can Germany's Gas Giant Go Green? Ep206: Michael Lewis

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Apr 30, 2025 58:05


When Russia unleashed its illegal and unprovoked invasion of Ukraine in February 2022, gas prices in Europe spiked by a factor of 10, driving a wave of bankruptcies and restructurings of European energy companies. Uniper was one of those. Uniper is one of Germany's largest energy companies. It is active across more than 40 countries and has 19.5 GW of power generation capacity to its name. It was one of the funders of the built-but-never-used Nord Stream 2 gas pipeline that connects Russia to Germany and, for most of its history, was heavily reliant on Russian gas. So when the gas taps from Russia were turned off, Uniper reported losses of $40 billion — the highest losses in German corporate history — and was subsequently nationalised by the German government. The company has since returned to profitability under its new CEO, Michael Lewis, our guest this week on Cleaning Up. Michael Lewis joins Michael Liebreich to discuss the company's rise from the ashes, and how it plans to reach its climate targets and overcome the dunkelflaute.Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. More from Cleaning Up:Ep164 — Leonhard Birnbaum, CEO of EON: https://www.youtube.com/watch?v=pa-DHuPNEDgEpisode 175 — Greg Jackson, CEO of Octopus Energy: https://www.youtube.com/watch?v=Gl-cRh35Hm4Episode 190 — Lord Adair Turner: https://www.youtube.com/watch?v=xxTngGxpeW0 

Lloyd's List: The Shipping Podcast
Are e-fuels a waste of time?

Lloyd's List: The Shipping Podcast

Play Episode Listen Later Apr 30, 2025 29:01


Earlier this month, the International Maritime Organization agreed its net zero framework at the 83rd meeting of its Marine Environment Protection Committee. If you're not sure what was agreed or the impact it will have on shipping, make sure you listen to our MEPC post-mortem episode of the podcast, which is available here. A lot of shipping's decarbonisation chips have been placed on e-fuels. This is where an electrolyser is used to split hydrogen from water and combine that so-called green hydrogen with nitrogen to make ammonia, or CO2 to make synthetic methane or methanol. E-fuels are by far the most expensive option, but they're also seen as the best way to decarbonise the industry in the long term, but not by everyone. So are we placing far too much stock in e-fuels? Or can they live up to their salvatory status and deliver shipping to net zero in time? Joining Declan on the podcast this week are: Michael Liebreich, Bloomber New Energy Finance founder Dr Tristan Smith, University College London associate professor in energy and transport

Cleaning Up. Leadership in an age of climate change.
Trump vs The Transition, The Pope's Climate Legacy & The High Price of UK Electricity — Ep205

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Apr 23, 2025 58:18


In 100 short days, the world has transformed. Since the reelection of President Donald Trump, US federal climate policy has largely been abandoned, with the government seeking to reopen coal-fired power plants and lower environmental standards. An escalating trade war and global tariffs has sent the rest of the world reeling and threatened the global financial system with collapse. China has come under particular fire, but the US has also targeted its closest allies and neighbours — Canada, Mexico and the EU — with tariffs. Any sense of certainty has been thrown out of the window as a more inward looking US seeks to reshape the global order. So what does all this mean for the energy transition, and plans to reach net-zero? Michael Liebreich and Baroness Bryony Worthington join forces for the opening episode of Season 15 of Cleaning Up to discuss. Leadership Circle: Cleaning Up is supported by the Leadership Circle: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Discover more: Cleaning Up's Sierra Leone Documentary: https://www.youtube.com/watch?v=yMxJzLNc214 Cleaning Up's interview with Mark Carney: https://www.youtube.com/watch?v=HtA5ufMzKAU Ember's Global Electricity Review: https://ember-energy.org/latest-insights/global-electricity-review-2025/ Michael's AI Update on Deepseek: https://mliebreich.substack.com/p/ai-data-centre-power-and-glory-an Michael's retreat inside an old millhouse: https://lemoulindabondance.com/

Cross Question with Iain Dale
Earth Day Special: Adrian Ramsay, Richard Tice, Tessa Khan & Michael Liebreich

Cross Question with Iain Dale

Play Episode Listen Later Apr 22, 2025 52:16


Joining Iain Dale for this special edition of Cross Question to mark Earth Day are Green Party leader Adrian Ramsay, Reform UK deputy leader Richard Tice, climate change lawyer Tessa Khan and clean energy businessman Michael Liebreich.

Iain Dale - The Whole Show
Is the government trying to copy Nigel Farage?

Iain Dale - The Whole Show

Play Episode Listen Later Apr 22, 2025 149:07


Is the government trying to copy Nigel Farage?Joining Iain Dale for this special edition of Cross Question to mark Earth Day are Green Party leader Adrian Ramsay, Reform UK deputy leader Richard Tice, climate change lawyer Tessa Khan and clean energy businessman Michael Liebreich.

Cleaning Up. Leadership in an age of climate change.
We Built a Solar System That's Saving Babies' Lives — Ep204: Project Bo, Sierra Leone

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Apr 9, 2025 38:26


In Sierra Leone, a 20-minute power cut can be the difference between life and death for newborn babies. In 2013, an extraordinary doctor called Dr Niall Conroy set up a neonatal intensive care unit at the Bo Government Hospital, in Sierra Leone's second largest city, and set about training the staff to give the best possible care to the desperately vulnerable babies who were admitted. But there was one problem he couldn't solve: electricity. Babies need warmth, and that means electrically powered incubators, and they need oxygen, which means oxygen separators, and the nurses need light in order to work. However in Sierra Leone, there are power cuts almost daily. They can be a few minutes, they can be hours, or they can last days. In 2017, Michael Liebreich heard about this problem and put together a group of friends and supporters to create Project Bo. Since then, the neonatal intensive care unit has had a solar system and batteries installed, and hundreds of babies' lives have been saved due to a reliable electricity supply. Eight years on, Michael visits Project Bo for the first time to see how the system is performing, meet the medical professionals working there, and find out if there's anything else that we can do to improve it.Watch on YouTube:Find the full documentary on YouTube here: https://www.youtube.com/watch?v=yMxJzLNc214Help Support Project Bo:More About Project Bo: https://www.projectbo.org/Our Campaign to Raise $100,000: https://www.gofundme.com/f/projectboOther Organisations Electrifying Healthcare:Eki Foundation ⁠⁠https://fundacioneki.org/en/Don Bosco Solar School In Bo⁠: ⁠⁠⁠https://donboscosolar.org/Powering Healthcare Hub (Sustainable Energy for All): https://www.seforall.org/programmes/powering-healthcare-hubWe Care Solar: https://wecaresolar.org/Resilient Power | Power for Health: https://www.directrelief.org/issue/resilient-powerKids Operating Room: https://www.kidsor.org/Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Credits:Presented by Michael LiebreichWritten by Oscar Boyd & Michael LiebreichFilmed, Produced & Edited by Oscar BoydGraphics by Jamie OliverLogistics: Jo Jagger & Alexandra McInerneySpecial thanks to Dr Niall Conroy, Nurse Juliana Conteh, Nurse Columbia Samuella Bull, Mohammed Kargbo, as well as to the team at Bo Government Hospital, and the mothers who spoke with us for this documentary.

Deep State Radio
AI, Energy and Climate: Michael Liebreich on AI, Data Centers and Energy: Past, Present and Future 

Deep State Radio

Play Episode Listen Later Feb 27, 2025 55:28


How much electric power will AI need in the years ahead? How can that demand be met cheaply and sustainably? What can we learn from projections of data center power demand over the past several decades? How can AI contribute to meeting clean energy goals? Join host David Sandalow in a lively conversation with Michael Liebreich, founder of New Energy Finance, on these topics and more. AI, Energy and Climate is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University's Center on Global Energy Policy. AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Deep State Radio
AI, Energy and Climate: Michael Liebreich on AI, Data Centers and Energy: Past, Present and Future 

Deep State Radio

Play Episode Listen Later Feb 27, 2025 54:11


How much electric power will AI need in the years ahead? How can that demand be met cheaply and sustainably? What can we learn from projections of data center power demand over the past several decades? How can AI contribute to meeting clean energy goals? Join host David Sandalow in a lively conversation with Michael Liebreich, founder of New Energy Finance, on these topics and more. AI, Energy and Climate is a special series from the DSR Network sponsored by NEDO and hosted by David Sandalow, Inaugural Fellow at Columbia University's Center on Global Energy Policy. AI for Climate Change Mitigation Roadmap -- https://www.icef.go.jp/roadmap and transitiondigital.org/ai-climate-roadmap.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Cleaning Up. Leadership in an age of climate change.
⁠The Future of Clean Tech Under Trump — Ep198: Jigar Shah

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Feb 26, 2025 68:17


How can the U.S. government bridge the gap between clean energy innovation and large-scale deployment? Will the Trump administration accelerate progress or put up roadblocks for clean tech? And how can the U.S. stay competitive with China, which already holds a commanding lead in the sector? Jigar Shah joins Cleaning Up fresh from his four-year tenure as Director of the U.S. Department of Energy's Loan Programs Office (LPO). Appointed in 2021, Shah transformed the once-obscure office into a clean-tech commercialization powerhouse, committing more than $100 billion in loans to U.S.-based companies. But with a new administration implementing sweeping cuts to the federal workforce, is all his work at risk? Or will market forces and the very real risk of blackouts keep clean energy innovation moving forward?In this conversation with Michael Liebreich, Shah shares how he turned the LPO into a driving force for clean technology deployment, and what lessons can be learned by policymakers, investors and entrepreneurs. He also offers a candid assessment of the opportunities and challenges across key sectors—from advanced nuclear to sustainable aviation fuels. Leadership Circle Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Division Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Links and more DoE Liftoff Reports: https://liftoff.energy.gov Episode 9 with Jigar Shah: https://www.youtube.com/watch?v=QJhhinSeh9IEpisode 193, Mike Headroom's AI Audioblog: https://www.youtube.com/watch?v=OwZ2iNh133A

Cleaning Up. Leadership in an age of climate change.
Petrostate USA vs Electrostate China — Place Your Bets | Ep191

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Jan 8, 2025 61:07


Happy New Year and welcome to Season 14 of Cleaning Up. From the future of nuclear to growing tensions between China and the USA, we're off with a bang with a conversation between hosts Michael Liebreich and Bryony Worthington. They reflect on the key trends of 2024, and looking ahead to what might be on the cards in 2025, from China's rapid electrification to political upheaval in the US. Bryony and Michael get stuck into the challenges and opportunities around the build out of nuclear power, the potential of biofuels in aviation, and what we might expect from COP30 in Brazil later this year. Leadership CircleCleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Links and moreHow To Win The Climate Argument | Ep172: John MarshallCanada's Controversial Queen of Green - Ep131: Tzeporah Berman Is Trump's Victory A Win For China? Ep185: Professor Qi YeCan Nuclear Repower China's Coal Fleet? - Ep163: Staffan Qvist & Dr. Yaoli Zhang The Inconvenient Truth about Climate Science - Ep93: Prof. Roger Pielke Jr. Paper on Curtailment of Nuclear Power Output during Heatwaves 

Cleaning Up. Leadership in an age of climate change.
Cleaning Up Redux: The Einstein of Energy Efficiency - Amory Lovins

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Dec 25, 2024 65:20


Hello, I'm Michael Liebreich, and this is Cleaning Up.I hope you are having a good break over the holiday season, and getting to spend some quality time with your family. I'm in Switzerland, where it has just snowed about a meter in 24 hours.In case you're missing your regular dose of climate content, we're starting something new, which we're calling Cleaning Up Redux. During the break between seasons, we'll be republishing some gems from our back catalogue, which now covers nearly 200 episodes.To kick us off, today we'll be listening back to episode 68, from Season 4, released in December 2021. It's a conversation with Amory Lovins, whom I dubbed the Einstein of Energy Efficiency. Amory is the co-founder and former chairman and chief scientist of the Rocky Mountain Institute. He is also the author of more than 30 books and 700 papers, and now an Adjunct Lecturer in Atmosphere and Energy at Stanford University.I first became familiar with Amory's work even before I founded New Energy Finance journey, as a fierce promoter of the cause of energy efficiency by design, and equally fierce opponent of the idea of any role for nuclear power. Amory and I do not see eye to eye on everything, but we have become good friends and occasional sparring partners.Amory joined me on Cleaning from his passive house high up in the Rocky Mountains, which is so warm despite not having any active heating that, at the time of recording, he had produced 78 crops of indoor bananas – a fact of which he is rightly proud.The reason I chose this episode to kick off Cleaning Up Redux is that, in these very turbulent and politicised times, it has a refreshing back-to-basics feel. If you can save energy you save money, and that is always a good thing. If we all focused more on making clean energy cheaper for consumers and businesses, and a bit less on persuading politicians to do things that drive up energy costs, the transition might be moving a lot faster.I hope you enjoy my December 2021 conversation with Amory Lovins.Further reading: IEA Energy Efficiency 2021 report: https://www.iea.org/reports/energy-efficiency-2021 Official bio: https://rmi.org/people/amory-lovins/ How Big Is the Energy Efficiency Resource?  (a half-hour summary talk is at https://energy.stanford.edu/events/special-energy-seminar-amory-lovins-holmes-hummel) https://doi.org/10.1088/1748-9326/aad965 Recalibrating Climate Prospects https://doi.org/10.1088/1748-9326/ab55ab Can a Virus and Viral Ideas Speed the World's Journey Beyond Fossil Fuels? (with Kingsmill Bond) https://doi.org/10.1088/1748-9326/abc3f2 SAE: Reframing Automotive Fuel Efficiency https://doi.org/10.4271/13-01-01-0004

Cleaning Up. Leadership in an age of climate change.
Have We Lost The Climate Argument? Ep190: Lord Adair Turner

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Dec 18, 2024 84:49


Are we losing the argument that climate change requires action and investment? Can we balance the need for affordable energy with the costs of decarbonizing hard-to-abate sectors like steel, cement and aviation? And how can we counter the spread of misinformation and populist narratives that undermine support for clean energy? This week on Cleaning Up, Michael Liebreich welcomes back Lord Adair Turner for a deep dive into the state of the energy transition at the end of 2024. They discuss the remarkable progress in technologies like solar, batteries and electrification, but also the political and economic challenges of driving rapid decarbonisation. Turner shares his optimism that we have the technologies to reach net zero by 2070-2080, but also his concern that the pace of change may not be fast enough to avoid significant warming. They explore issues like the role of nuclear power, the need for grid investment, and the complexities of climate finance and international cooperation. This episode grapples with the tension between technological progress and political realities - and how to navigate that divide to accelerate the transition to a sustainable, zero-carbon future as we move into the new year. Leadership Circle Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Links and moreAdair's book, Just CapitalThe Energy Transitions Commission: https://www.energy-transitions.orgHow China Became a Green Finance Superpower - Ep160: Dr. Ma Jun The Einstein of Energy Efficiency - Ep68: Amory LovinsThe Solar Revolution - Past, Present and Future - Ep173: Jenny Chase⁠Can Exponential Growth Save a Finite Planet? - Ep187: Azeem Azhar The UK Energy Company Creating the Utility of the Future - Ep175: Greg Jackson The Bridgetown Initiator - Ep145: Prof Avinash PersaudHow To Win The Climate Argument | Ep172: John Marshall Is It Ever OK to Promote Fossil Fuels?  TNO's Hydrogen Insights 

Cleaning Up. Leadership in an age of climate change.
Is The International Order Too Weak To Stop Climate Change? Ep188: James Cameron

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Dec 4, 2024 66:58


What was achieved at COP29 in Baku, Azerbaijan? Where will the promised $300 billion come from, and how will it be spent? And what reforms are needed to make the COP process more effective and impactful? This week, host Michael Liebreich sits down with James Cameron, an international climate lawyer who has been involved with the COP process since before COPs were COPs. James shares his insights into the challenges and dynamics of these high-stakes global talks, from the crucial role of small island states to the difficulties of bridging the divide between developed and developing nations. James and Michael explore the inner workings of the COP process - its successes, failures and the urgent need for reform. James provides a clear-eyed assessment of where the negotiations have fallen short, and outlines concrete ideas for how to make the COP a more effective forum for driving real-world climate action. Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Links:Ya Basta: Stop the UN Climate Charade - https://www.liebreich.com/214-2/ James' previous appearance on Cleaning Up https://www.youtube.com/watch?v=qn7GKiW5E4k Christiana Figueres on CU: https://www.youtube.com/watch?v=4YSzUJ_nMV0 Catherine McKenna on CU: https://www.youtube.com/watch?v=kEP1SGL-DcA Amber Rudd on CU: https://www.youtube.com/watch?v=MZOokwqLaRc Laurence Tubiana on CU: https://www.youtube.com/watch?v=wpVmECce7R8

Azeem Azhar's Exponential View
Exponential Growth: Why AI, Solar & Batteries Will Keep Getting Cheaper | Exponential View & Cleaning Up Podcast

Azeem Azhar's Exponential View

Play Episode Listen Later Nov 28, 2024 70:29


As we race towards a future powered by AI and data centres, how will the insatiable demand for energy impact the environment? With the richest companies ploughing billions into energy generation, might there be some unexpected upsides for the climate transition? And can exponential technologies address the climate crisis on a finite planet? Cleaning Up host Michael Liebreich sits down with Azeem Azhar, founder of Exponential View, to explore the complex relationship between exponential growth, climate change, and the societal implications of transformative technologies. Michael and Azeem delve into the promises and pitfalls of a future shaped by the rapid advancements in renewable energy, battery storage, and artificial intelligence. This podcast was originally published on Cleaning Up. 

Cleaning Up. Leadership in an age of climate change.
⁠Can Exponential Growth Save a Finite Planet? — Ep187: Azeem Azhar

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Nov 27, 2024 72:36


As we race towards a future powered by AI and data centres, how will the insatiable demand for energy impact the environment? With the richest companies ploughing billions into energy generation, might there be some unexpected upsides for the climate transition? And can exponential technologies address the climate crisis on a finite planet? This week on Cleaning Up, host Michael Liebreich sits down with Azeem Azhar, founder of Exponential View, to explore the complex relationship between exponential growth, climate change, and the societal implications of transformative technologies. Michael and Azeem delve into the promises and pitfalls of a future shaped by the rapid advancements in renewable energy, battery storage, and artificial intelligence.Exponential View: Listeners of Cleaning Up can receive one year of complimentary access to Exponential View Premium, visit: https://www.exponentialview.co/cleaningup. Offer valid for 7 days starting November 27, 2024. Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.Links:Azeem's websiteThe Solar Revolution - Past, Present and Future | Ep173: Jenny Chase Battery Recycling Is Here - But Where Are The Batteries? - Ep165: Hans Eric Melin Separating Hype from Hydrogen – Part One: The Supply Side - Audioblog 3Separating Hype from Hydrogen – Part Two: The Demand Side - Audioblog 4Inside the World's Largest AI Supercluster xAI ColossusAI's $600bn problem

Cleaning Up. Leadership in an age of climate change.
How Trump & Musk Will Reshape US Climate Action — Michael Liebreich & Bryony Worthington

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Nov 11, 2024 40:27


How will the Trump administration's policies impact the clean energy transition in the United States? What will be Elon Musk's role in shaping climate policy? And what are the geopolitical implications of the US withdrawing from the Paris Agreement? In this special episode of Cleaning Up, hosts Michael Liebreich and Bryony Worthington reflect on the implications of the recent US election results and the potential impact on energy and climate policy. They explore the likely policy changes under a Trump administration, including potential cuts to clean technologies like offshore wind and electric vehicles, as well as the potential for increased fossil fuel production and the relaxation of environmental regulations. Bryony shares her insights from her recent trip to China, where the expectation was that Trump would win and the general sentiment was that China could do business with him. Michael examines the perceived lack of a coherent strategy in Europe to compete with the US and China in the clean energy and technology sectors.Leadership CircleCleaning Up is supported by the Leadership Circle, and its founding members: Actis, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Links and moreHow To Win The Climate Argument | Ep172: John Marshall Could Trump 2.0 Roll Back The IRA? Ep181: Ethan Zindler 

Cleaning Up. Leadership in an age of climate change.
The Biggest, Dirtiest Secret of the Energy Industry — Ep184: Jonathan Maxwell

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Nov 6, 2024 75:23


Could we save billions by simply reducing energy waste? How can we power the vast, energy-hungry growth of AI without sacrificing climate goals? And is Europe doomed to high energy costs and deindustrialisation? This week on Cleaning Up, Michael Liebreich sits down with Jonathan Maxwell, CEO and founder of Sustainable Development Capital LLP (SDCL), for the third time on Cleaning Up. Jonathan shares his perspective on the urgent need to address energy efficiency and waste, drawing from the themes explored in his book "The Edge." Jonathan and Michael delve into SDCL's innovative approach to providing on-site energy solutions that deliver cheaper, cleaner, and more reliable power to businesses, industries, and public institutions. Jonathan explains how their focus on distributed generation and decentralised energy systems is transforming the way organisations think about and manage their energy needs. Finally, policy. Jonathan and Michael discuss the impact of the Inflation Reduction Act in the US (and the potential turmoil from recent election results), the European Union's Green Deal, how these initiatives can be further strengthened by a greater emphasis on energy efficiency and productivity, and what the West needs to catch China. Leadership Circle Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit cleaningup.live LinksCheaper, Cleaner, More Reliable - Ep14: Jonathan Maxwell Checkpoint 2023: Energy Efficiency Investment - Ep113 Jonathan Maxwell How China Became a Green Finance Superpower - Ep160: Dr. Ma JunMetals Refining - From Mining to Brining: Ep 142 - Alex Grant 

Cleaning Up. Leadership in an age of climate change.
Is There Really an EV Slowdown? Ep182: Colin McKerracher

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Oct 23, 2024 64:23


Is the shift to electric vehicles really slowing down? Are people losing interest in EVs, or is there more to the story? How will changes in the global automotive industry impact the net-zero transition? And If no one wants EVs, why do we need tariffs? This week on Cleaning Up, host Michael Liebreich sits down with Colin McKerracher, Head of Clean Transport at BloombergNEF, to unpack the latest trends and dynamics in the electric vehicle market from cars to trucks to two wheelers. They dive deep into the regional differences, the strategies of European automakers, the impact of tariffs, as well as the latest forecasts and predictions in BloombergNEF's Electric Vehicle Outlook.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation and Wärtsilä. For more information on the Leadership Circle, please visit cleaningup.liveLinks:BloombergNEF's Electric Vehicle Outlook: https://about.bnef.com/electric-vehicle-outlook/The Debunker-in-Chief - Ep15: Auke HoekstraThe Solar Revolution - Past, Present and Future - Ep 173: Jenny ChaseSlowdown, what Slowdown? The EV Revolution is Just Getting Started - Ep178: Dr Andy PalmerCould Trump 2.0 Roll Back The IRA? Ep181: Ethan Zindler

Cleaning Up. Leadership in an age of climate change.
What Have the Oceans Ever Done For Us? Ep180: Helen Czerski

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Oct 9, 2024 75:46


Ocean's absorb one third of the CO2 we are recklessly pumping into the atmosphere, as well as 90% of the heat. What would happen if that were to stop?The oceans define every aspect of our planet's physical systems, its ecosystems, human history and human culture. They also define the planet's future. Oceans represent an almost unexplored frontier in the fight against climate change, whether as a host for offshore wind farms, an enhanced carbon sink, a source for critical minerals or a route for high-voltage DC cables. But could there be unintended consequences? This week on Cleaning Up, Michael Liebreich welcomes Professor Helen Czerski, whose expertise is 25,000 miles wide and seven miles deep, to discuss the crucial role the oceans play in regulating our climate and keeping the planet habitable. Helen is a physicist and oceanographer, and associate professor in the Department of Mechanical Engineering at University College London. She is the author of two books: 'A Storm in a Teacup' and 'The Blue Machine', about the physics of the oceans. Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation and Wärtsilä. For more information on the Leadership Circle and how to become a member, please visit https://www.cleaningup.live Links and more: Helen's website: https://www.helenczerski.netHelen's book, Blue Machine: https://www.penguin.co.uk/books/441190/blue-machine-by-czerski-helen/9781804991961Episode 107 of Cleaning Up with David Cebon: https://www.youtube.com/watch?v=K61ZXd_F6Qo

Cleaning Up. Leadership in an age of climate change.
Slowdown, what Slowdown? The EV Revolution is Just Getting Started | Ep178: Dr Andy Palmer

Cleaning Up. Leadership in an age of climate change.

Play Episode Listen Later Sep 25, 2024 66:33


What will it take for electric vehicles to truly dominate the transportation landscape? Can traditional automakers adapt quickly enough to the EV revolution, or will new players seize the opportunity? And how close are we to the holy grail of fully autonomous driving? This week on Cleaning Up, Michael Liebreich sits down with Dr. Andy Palmer, a pioneer in the electric vehicle industry. With over 45 years of experience in the automotive sector, Andy has witnessed the industry's transformation firsthand - from his early days as an apprentice to senior leadership roles at companies like Nissan and Aston Martin. Andy shares the fascinating story behind the development of the Nissan Leaf, the world's first mass-market EV. He delves into the challenges of bringing this groundbreaking vehicle to market and how it kickstarted his journey from "piston head" to "battery head." We also explore Andy's time at Aston Martin, where he tried to steer the iconic British brand towards an electric future. Andy provides keen insights into the rapid evolution of battery technology, the role of government policy, and the future of autonomous driving. Leadership Circle: Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, EcoPragma Capital, Eurelectic, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation and Wärtsilä. For more information on the Leadership Circle and how to become a member, please visit https://www.cleaningup.live Links and more: Andy's website: https://www.drandypalmer.com Michael's writeup on AstonGate - https://www.linkedin.com/pulse/astongate-fake-emission-figures-embattled-carmaker-sock-liebreich/ The need for plurality - Andy Palmer's response to Rowan Atkinson: https://www.drandypalmer.com/post/the-need-for-plurality-in-response-to-rowan-atkinson Episode 175 with Greg Jackson of Octopus Energy: https://www.youtube.com/watch?v=Gl-cRh35Hm4

The World Next Week
France, Iran, and the UK Hold Snap Elections, EU Pushback on Chinese EVs, and More

The World Next Week

Play Episode Listen Later Jun 27, 2024 34:52


France's governance is at stake as it holds snap elections for its National Assembly, with the far-right National Rally looking to build on its success in the European Parliament elections; the United Kingdom (UK) has its own snap general elections with Keir Starmer and his Labour Party looking to end the fourteen-year rule of the Conservatives; Iran's snap presidential elections could signal unity of regime hard-liners or glimmers of change; the European Union (EU) plans to impose provisional tariffs on Chinese electric vehicles; and Ukraine strikes more than thirty Russian oil refineries.     Mentioned on the Podcast   Amanda Chu, Kenza Bryan, and Lukanyo Mnyanda, “Global Glut Turns Solar Panels into Garden Fencing Option,” Financial Times   Ian Johnston, “French Voters Juggle Democratic Duty and Summer Getaways,” Financial Times   David Lammy, “The Case for Progressive Realism,” Foreign Affairs   Matthias Matthijs, “Pivotal Elections for France—and Europe,” CFR.org   Ray Takeyh, “Does Iran's Presidential Election Matter?,” CFR.org   Sergey Vakulenko; Michael Liebreich, Lauri Myllyvirta, and Sam Winter-Levy, “Should Ukraine Keep Attacking Russian Oil Refineries?,” Foreign Affairs   For an episode transcript and show notes, visit The World Next Week at: https://www.cfr.org/podcasts/france-iran-and-uk-hold-snap-elections-eu-pushback-chinese-evs-and-more