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Thoughts of Chairman Michael

Michael Liebreich

This is where I'll be posting my writings on all things clean energy, transport, finance, technology, development and net-zero related - plus no doubt some random other stuff, and maybe some guest-authored pieces.

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Issues511Founded3 years agoLast Issue17 days ago
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Latest Issues

To drill or not to drill? Lessons from Norway

Analysts have been predicting the decline of oil and gas output from the Norwegian continental shelf for 25 years, yet the industry has continuously proven them wrong. Extract from Equinor’s Capital Markets Day presentation; data from Wood...

17 days ago
26
8

EU proposes unachievable electrification target

Because ICE cars and fossil-fuelled heating are so inefficient, they use much more Final Energy than their clean equivalents. And that means getting to 46% Electricity/Final Energy by 2040 would require over 75% of all vehicles and heating...

23 days ago
73
29

The interview they don't want you to watch?

Former Secretary of State John Kerry negotiated both the JCPOA deal with Iran that President Trump tore up, and the Paris Agreement, which the US has left under not one but two Trump administrations.

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President Trump is now s...

a month ago
22
9

Make Electricity Cheap Again!

Make Electricity Cheap Again! Without cheap electricity, there will be no electrification - and without electrification there will be no transition. Here’s how to get cheap, clean, abundant, resilient electricity. Source: Liebreich Associat...

2 months ago
74
19

Let's target 35% electrification, but of what?

Electricity as a percentage of Final Energy versus penetration of EVs and heat pumps. As you electrify, both numerator and denominator fall, so the ratio barely budges at first, only to soar once you get to high electric penetration. (Vehic...

2 months ago
46
12

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  • Michael Liebreich

    Host of Cleaning Up. CEO, Liebreich Associates. Managing Partner, Ecopragma Capital. Co-Founder, PragmaCharge. Founder and Contributor, BloombergNEF. Ex UK Board of Trade. Ex Board of Transport for London. Olympic skibum. Dad.

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