Michael Liebreich
Writer - Thoughts of Chairman Michael at Substack
Not posting here - other links to my stuff on Cleaning Up, Substack, BloombergNEF, Ecopragma Capital, Pragmacharge, etc. For engagement, find me on 🦋
Articles
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4 weeks ago |
mliebreich.substack.com | Michael Liebreich
A couple of weeks ago, during his visit to the Innovation Zero conference in London, Bryony got hold of Andrew Forrest and recorded another barnstorming episode of Cleaning Up. Her conversation last week with legendary economist, bond guru and academic Mohamed El-Erian has been watched over 36k times on YouTube alone.
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1 month ago |
mliebreich.substack.com | Michael Liebreich
This week's episode of Cleaning Up was all about how to ensure the stability of the grid while decarbonizing it. My guest was Anders Lindberg, President of Energy and SVP at Wärtsilä (one of the members of the Cleaning Up Leadership Circle) responsible for their gas engine business. Our conversation could not have been better timed, coming within weeks of the recent Spain/Portugal power cut.
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1 month ago |
mliebreich.substack.com | Michael Liebreich
If excess reliance on variable wind and solar power was going to cause problems in any major economy it was going to be Spain. Renewables generated an impressive 57% of Spain’s power in 2024, up from 40% in 2014 and just 18% in 2004. However, those figures do not capture the levels reached on the sunniest, windiest days. At the time of the power cut, solar was meeting approximately 59% of Spain's electricity supply, with wind at around 12% - a total of 71% variable renewables.
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1 month ago |
mliebreich.substack.com | Michael Liebreich
Just as I was clearing the decks to write about the need for a climate reset, for my next piece for Bloomberg, Tony Blair (my guest for Episode 38 of Cleaning Up in April 2021) stole my thunder. In the introduction to a new report from the Tony Blair Institute, he laid out his argument that the climate movement “needed a new public mandate, attainable only through a shift from protest to pragmatic policy”. So far so good, great minds, etc. Except not really.
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Mar 1, 2025 |
mliebreich.substack.com | Michael Liebreich
On 24 December last year, Bloomberg published a 7,000-word essay on AI that I had spent nearly six months writing, entitled Generative AI - the Power and the Glory. In it, I declared that 2024 was “the year the energy sector woke up to AI... and the year AI woke up to energy”. Within a month, with the launch of the Chinese DeepSeek-V3 model on 20 January this year, it became out-of-date. Or did it?
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PragmaCharge's latest deal is a BIG DEAL. @PragmaCharge [which I helped incubate] has been selected by @SmartFreigtCtr to launch the Poland-Germany Zero Emission Freight Corridor. Electric regional freight, cheaper than diesel, today! https://t.co/GQBSd93qQ7
RT @matsburaas: @bowbrick @MLiebreich Agreed, I would be very nervous if I ever was to meet him in a discussion, u need to be very well pre…
RT @CleaningUpPod: "I do believe that we need to be much better connected in Europe than we are now" Commissioner Dan Jørgensen talks with…