In his newest piece for BNEF, Michael Liebreich explores the transformative potential of generative AI, particularly in creative and industrial sectors. He highlights its ability to boost efficiency and innovation, from content creation to solving complex problems like energy optimization. However, he also cautions about risks such as job displacement, ethical issues, and tech monopolies. […]
Category: Article
Are BEVs more expensive than H2FC cars?

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. […]
Net Zero Will Be Harder Than You Think – And Easier. Part II: Easier

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 […]
Hydrogen heating, village trials and explosion risk

“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 […]
Hydrogen Ladder Version 5.0

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 […]
Net Zero Will Be Harder Than You Think – And Easier. Part I: Harder

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 […]
Subsidies Everywhere All At Once

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. […]
BNEF: The Next Half-Trillion-Dollar Market – Electrification of Heat

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 […]
Conservative Home: Nowhere is the innovation backlog facing London as stark as in the transport system (Pt 4)

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 […]
Conservative Homes: A Conservative offer for London has to include a presumption in favour of building (Pt 3)

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. In this series, he explains what it would take for a Conservative candidate to win an unexpected victory in the 2024 London Mayoral race. So […]