Welcome to the second part of my two-part article exploring the bull and bear cases for the net-zero transition. In September last year, I laid out the bear case, highlighting the Five Horsemen of the Transition that will make achieving net zero difficult, perhaps impossible. By way of reminder, these were: poor economics of clean solutions [...]Read More...| liebreich
A much awaited update on Michael’s Hydrogen Ladder, now on version 5. Including 3 promotions, 7 demotions, 5 wording changes, combined use cases, and the inclusion of 4 new or partially new use cases, the new update incorporates all of Michael’s learning in the space over the last two years thanks to feedback and discussion [...]Read More...| liebreich