Michael Liebreich

Michael Liebreich

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Founder of BloombergNEF; chair of Liebreich Associates; energy transition analyst/writer

Inside the Gulf Crisis Response After Massive Oil Release
SocialApr 16, 2026

Inside the Gulf Crisis Response After Massive Oil Release

This week on @CleaningUpPod, we go behind the scenes with the man coordinating the response to the Gulf crisis. I travelled to Paris to meet @fbirol, Exec Director of @IEA, just a week after the release of 400m barrels of...

By Michael Liebreich
Build Enduring Assets in a Short‑attention World
SocialApr 16, 2026

Build Enduring Assets in a Short‑attention World

"How do you build a 40-year asset in a world with a ten-minute attention span?"

By Michael Liebreich
Net‑Zero's True Cost: Inflation Risks Explored with ECB Governor
SocialApr 12, 2026

Net‑Zero's True Cost: Inflation Risks Explored with ECB Governor

For this week's episode of @cleaninguppod I sat down with Pierre Wunsch, Governor of the National Bank of Belgium and member of the Governing Council of the European Central Bank. What is the real cost of net zero? Is it...

By Michael Liebreich
Renewables Can Replace LNG Faster than EVs Replace Oil
SocialMar 12, 2026

Renewables Can Replace LNG Faster than EVs Replace Oil

What are the consequences for energy markets and the transition of a potential long disruption to the Strait of Hormuz? TLDR: It’s a *lot* easier to replace 20% of LNG (15% of natgas supply) with wind and solar than it...

By Michael Liebreich
Hormuz Closure Could Redefine US‑Iran Power Balance
SocialMar 11, 2026

Hormuz Closure Could Redefine US‑Iran Power Balance

The Strait of Hormuz is turning into the key test of strength between the US and Iran. I've been thinking about what happens if it stays closed for an extended period. My conclusions might surprise you. https://t.co/mPXBo8HuqY

By Michael Liebreich
Norway's $520M Hydrogen Ferry Contract Faces Cell Longevity Crisis
SocialMar 10, 2026

Norway's $520M Hydrogen Ferry Contract Faces Cell Longevity Crisis

Today's #HydrogenSoufflé comes to you from Norway. In 2022 the Public Roads Administration awarded a 4.9bn NOK ($520 million) contract for 2 #hydrogen ferries. Internal documents found by NRK show the fuel cell lifetime may be <10% of the 7.5...

By Michael Liebreich
What Ottawa Taught Me About Climate Action
SocialMar 1, 2026

What Ottawa Taught Me About Climate Action

I've just got back to London from a whirlwind few days in Ottawa, as guest of the Canadian Climate Institute. I penned a few thoughts on what I learned. https://t.co/FrCsgfG4E3

By Michael Liebreich
Solar Overtakes Nuclear; Nuclear Drops to Third by 2026
SocialFeb 16, 2026

Solar Overtakes Nuclear; Nuclear Drops to Third by 2026

I've been cranking numbers. Full year 2025, it looks like nuclear power just about kept its nose ahead of wind and solar. But in H2 2025, while wind didn't quite overtake nuclear, solar did. In 2026 nuclear will drop to...

By Michael Liebreich
CDR Leaders Urge Proof Over Promised Speed and Scale
SocialFeb 13, 2026

CDR Leaders Urge Proof Over Promised Speed and Scale

This week on @CleaningUpPod I sat down with @RobertHoglund, a towering figure on the thinking/doing front lines of Carbon Dioxide Removal (CDR). He says the sector needs to stop promising "speed and scale" and focus instead on "proving and learning". https://t.co/okASRdLrAK

By Michael Liebreich