Michael Liebreich
Founder of what became Bloomberg New Energy Finance; writes and speaks on clean energy, hydrogen and the economics of the transition, and hosts the Cleaning Up podcast.
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What they believe
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The Gulf conflict and closure of the Strait of Hormuz will accelerate the global shift away from fossil fuels
What the current conflict in the Gulf - in particular the closure of the Strait of Hormuz - is going to do is to provide a further push to global attempts to reduce dependence on fossil fuels.
liebreich.comSaid 27 May 2026This on korrents
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The failure of wind or solar power to show up has never been the primary cause of a major grid blackout.
While renewables are almost always blamed in the aftermath of major power cuts or grid disruption - and the way they have been integrated into the grid has certainly been found to compound problems - the simple failure of wind or solar power to show up has never yet been found to be the primary cause.
liebreich.comSaid 19 May 2025This on korrents
The bold line is korrents’ wording; the quote is theirs. These 2: what they wrote before what they said aloud, one per source, newest first.
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From one piece BloombergNEF: The Great Clean Energy Acceleration 2.0 2 beliefs · liebreich.com
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Their words
We are about to see the Great Clean Energy Acceleration 2.0 - a discontinuity in energy markets as profound as the oil shocks of the 1970s, and one that could bring forward the peak in fossil fuel use and emissions to this side of 2030.
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korrents.com
The Gulf conflict and closure of the Strait of Hormuz will accelerate the global shift away from fossil fuelsTheir words
What the current conflict in the Gulf - in particular the closure of the Strait of Hormuz - is going to do is to provide a further push to global attempts to reduce dependence on fossil fuels.
5 January
17 September 2025
7 August 2025
19 May 2025
From one piece Lessons from Spain 2 beliefs · liebreich.com
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Their words
It's all part of the political culture wars where everything gets weaponised to push an agenda, score points against opponents or curry favour.
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korrents.com
The failure of wind or solar power to show up has never been the primary cause of a major grid blackout.Their words
While renewables are almost always blamed in the aftermath of major power cuts or grid disruption - and the way they have been integrated into the grid has certainly been found to compound problems - the simple failure of wind or solar power to show up has never yet been found to be the primary cause.
12 May 2025
From one piece Why Tony Blair needs to reset his climate reset 3 beliefs · liebreich.com
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Their words
The inconvenient facts are that SMRs has so far disappointed, and look like being as slow to get through the permitting process as GW-scale reactors, and even more expensive.
Why Tony Blair needs to reset his climate resetliebreich.com
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korrents.com
Carbon capture and storage cannot be economically competitive without a policy that prices carbon.Their words
CCS can never be competitive in the sense of working economically in the absence of a policy framework to price in the cost of carbon, unlike clean electricity.
Why Tony Blair needs to reset his climate resetliebreich.com
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korrents.com
Direct air capture costing hundreds of dollars per tonne is too expensive to be part of the climate solution.Their words
Whatever the solution to climate change is going to be, it is certainly not going to involve anything that costs $1,000 per tonne of carbon removed, or even the $400 to $600 that they promise by 2030.
Why Tony Blair needs to reset his climate resetliebreich.com
10 January 2025
17 October 2024
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infrastructurebatterieselectric vehicles
Their words
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.
22 February 2024
1 December 2023
Nothing matches.
Beliefs
Korrents What they believe 8 beliefs — each backed by an exact quote.
Each is a — compiled by korrents.com, not by them: the one-line wordings are korrents', the quotes are theirs.
Recent
The Gulf conflict and closure of the Strait of Hormuz will accelerate the global shift away from fossil fuels
What the current conflict in the Gulf - in particular the closure of the Strait of Hormuz - is going to do is to provide a further push to global attempts to reduce dependence on fossil fuels.
BloombergNEF: The Great Clean Energy Acceleration 2.0 Said 27 May 2026
The peak in global fossil fuel use and emissions will occur before 2030
We are about to see the Great Clean Energy Acceleration 2.0 - a discontinuity in energy markets as profound as the oil shocks of the 1970s, and one that could bring forward the peak in fossil fuel use and emissions to this side of 2030.
BloombergNEF: The Great Clean Energy Acceleration 2.0 Said 27 May 2026
The failure of wind or solar power to show up has never been the primary cause of a major grid blackout.
While renewables are almost always blamed in the aftermath of major power cuts or grid disruption - and the way they have been integrated into the grid has certainly been found to compound problems - the simple failure of wind or solar power to show up has never yet been found to be the primary cause.
Lessons from Spain Said 19 May 2025
Show 5 more
Blaming renewable energy for grid disruptions is driven by political culture-war motives rather than genuine technical understanding.
It's all part of the political culture wars where everything gets weaponised to push an agenda, score points against opponents or curry favour.
Lessons from Spain Said 19 May 2025
Direct air capture costing hundreds of dollars per tonne is too expensive to be part of the climate solution.
Whatever the solution to climate change is going to be, it is certainly not going to involve anything that costs $1,000 per tonne of carbon removed, or even the $400 to $600 that they promise by 2030.
Why Tony Blair needs to reset his climate reset Said 12 May 2025
Carbon capture and storage cannot be economically competitive without a policy that prices carbon.
CCS can never be competitive in the sense of working economically in the absence of a policy framework to price in the cost of carbon, unlike clean electricity.
Why Tony Blair needs to reset his climate reset Said 12 May 2025
Small modular reactors have so far underdelivered, remaining as slow to permit as full-scale reactors and more expensive.
The inconvenient facts are that SMRs has so far disappointed, and look like being as slow to get through the permitting process as GW-scale reactors, and even more expensive.
Why Tony Blair needs to reset his climate reset Said 12 May 2025
The comparative cost of hydrogen fuel-cell cars versus battery EVs depends on which infrastructure costs are counted and to whom they are allocated
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.
Are BEVs more expensive than H2FC cars? Said 17 Oct 2024
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Recommends rcmnd
rcmnd What they recommend 6 things — each backed by an exact quote.
Compiled by rcmnd.app, not by them: the quotes are theirs, and each links to the post it was copied from.
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Where they publish
Site liebreich.com His site: essays, talks and the podcast. Has a feed.
Recent
- BloombergNEF: The Great Clean Energy Acceleration 2.0 27 May 2026 In September 2022, six months after Russia invaded Ukraine and with oil and gas prices around the world soaring, I wrote a piece entitled After Ukraine – the Great Clean Energy Acceleration, predicting that “Things are…
- The Business Booster 2025: Post Event Report 5 Jan 2026 Check out this year’s Business Booster 2025 post event report, focusing on clean industrial electrification, powering our planet, our economy and our security. [...]
- BloombergNEF: The Pragmatic Climate Reset – Part II: A Provocation 17 Sept 2025 Rumors of the death of the transition have been greatly exaggerated, as I discussed in Part I of this article. In this second part, I want to lay out what a pragmatic reset in climate and energy strategy, one that respo…
Show 7 more
- BloombergNEF: The Pragmatic Climate Reset – Part I 7 Aug 2025 It is seven months since Donald Trump was swept back to the White House in the US presidential election. Already the scale of Trump’s ambition to turn back the tide of clean energy and consolidate the U.S. dependency on…
- Lessons from Spain 19 May 2025 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 p…
- Why Tony Blair needs to reset his climate reset 12 May 2025 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 Nee…
- BloombergNEF: Generative AI – The Power and the Glory 10 Jan 2025 In his newest piece for BNEF, Michael Liebreich explores the transformative potential of generative AI, particularly in creative and industrial sectors. He highlights its ability to boost efficiency and innovation, from…
- Are BEVs more expensive than H2FC cars? 17 Oct 2024 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 margina…
- Net Zero Will Be Harder Than You Think – And Easier. Part II: Easier 22 Feb 2024 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 wi…
- Hydrogen heating, village trials and explosion risk 1 Dec 2023 “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…
Link verified 20 Sept 2026. Recent items update automatically from the channel.
Podcast Cleaning Up Hosts the Cleaning Up podcast.
Open cleaning-up-leadership-in-the-age-of-climate-change.simplecast.com
Recent
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- Can Indonesia Grow Without Burning More Coal? Ep280: Sandiaga Uno 28 Oct 2026
Show 17 more
- How Will The Russia-Ukraine War Come To An End? Deep Dive Ukraine 03: John E. Herbst 26 Oct 2026
- We Need More Metals Than Ever. But at What Cost? | Ep279: Rohitesh Dhawan 21 Oct 2026
- The Race to Rebuild Ukraine's Energy Infrastructure | Deep Dive 02: Andrii Gerus & Dmytro Boroday 19 Oct 2026
- How Energy Security Became National Security | Ep278: Alexander De Croo 14 Oct 2026
- How Ukraine Can Survive Another Brutal Winter | Ukraine Deep Dive 01 12 Oct 2026
- Is Nuclear Fusion About To Have A Theranos Moment? Ep 277: Sir Steven Cowley 7 Oct 2026
- Is The Earth Warming Faster Than We Thought? | Ep276: Peter Cox 30 Sept 2026
- The Scandal at The Heart of The Energy Transition | Ep275: Jan Rosenow 23 Sept 2026
- The Race Is On To Control AI | Episode 274: Afonso Salema & Sam Winter-Levy 16 Sept 2026
- Mexico Wants To Build An $8,000 EV For Everyone | Ep273: Roberto Capuano 9 Sept 2026
- The Testbed for Asia's Clean-Tech Future | Ep272: Jaime Z. Urquijo 2 Sept 2026
- The Good, Bad and Downright Ugly of Australia's Energy Transition | Deep Dive Australia 09: Anna Freeman & Michael Liebreich 26 Aug 2026
- The Next Frontier of Electrification? Industrial Heat | Ep271: James Macnaghten 19 Aug 2026
- How Much Better Can Solar Get? Deep Dive Australia 08: Martin Green 17 Aug 2026
- AI Has An Electricity Problem | Ep270: Arshad Mansoor 12 Aug 2026
- How Renewables Are Replacing Australia's Ageing Coal Fleet | Deep Dive Australia 07: Paul Simshauser 10 Aug 2026
- The Unseen Agents of Climate Change | Ep269: David Kirchman 5 Aug 2026
Link verified 25 Sept 2026. Recent items update automatically from the channel.
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