Last month’s Spain/Portugal power cut has shone a powerful light (ha ha) on grid resilience. TLDR: Renewables were not to blame – but how they were integrated into the grid might have been, in part. The Spain/Portugal power cut If excess reliance on variable wind and solar power was going to cause problems in any [...]Read More...| liebreich
Two weeks ago (timed to come out just before the UK local elections), Tony Blair released a report calling for the climate movement to change tack. He’s right – and also very, very wrong. The Climate Paradox: Why We Need to Reset Action on Climate Change – a new report from the Tony Blair Institute. [...]Read More...| liebreich
In his newest piece for BNEF, Michael Liebreich explores the transformative potential of generative AI, particularly in creative and industrial sectors.| liebreich
The only way you can make H2FC cars look cheaper than BEVs is to underestimate or ignore the cost of hydrogen production and infrastructure, socialise it, and then load the entire cost of grid build-out onto the marginal BEV. [...]Read More...| liebreich
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
“With possibly just days to go before the UK government announces its decision on the Redcar Hydrogen Village heating trial, rumours and misinformation about safety are swirling – many of them propagated by Northern Gas Networks (NGN) – the gas distribution company promoting the trial.” Delve into Michael’s write up of the contentious Redcar Hydrogen [...]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
The transition to a net-zero carbon economy will be straightforward: we just roll out cheap clean energy technologies, become more energy efficient every year, keep innovating and stop chopping down forests. What could be easier? The transition will also be brutally challenging: every sector of the economy will have to switch to new technologies, consumers will have to change behaviors, new supply chains will have to be built, and all this has to happen in every major economy, in just a few d...| liebreich
My guest for episode 126 of Cleaning Up with Michael Liebreich was Marco Alvera’, co-founder of clean energy project developer Zhero and CEO of TES-H2 . In our conversation, we focused on TES-H2, which is is building a terminal in Wilhelmshaven, Germany, to import what Marco calls “eNG”, or synthetic methane made from green hydrogen. [...]Read More...| liebreich
In January this year, BloombergNEF announced that investment in the clean energy transition had broken through the $1 trillion mark in 2022, for the first time matching the total investment in fossil fuels. Just under 90% of the funds went to just two sectors: renewable energy and electric vehicles, which each attracted nearly half a [...]Read More...| liebreich
Michael Liebreich is an entrepreneur, expert on clean energy and transport, member of the Board of Trade, former member of the board of Transport for London, and an Olympic skier. This is the final part of a series in which he explains what it would take for a Conservative candidate to win an unexpected victory [...]Read More...| liebreich