Michael Liebreich
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mliebreich.bsky.social
Michael Liebreich
@mliebreich.bsky.social
Host @CleaningUpPod. CEO Liebreich Associates. Managing Partner Ecopragma Capital. Founder, Contributor @BloombergNEF. Ex Board TfL, Board of Trade. Olympian. Don't message me - I'm not prepared to give away personal data to prove my age. Srsly BlueSky!
Pinned
You know the saying "building a plane while flying it"? My guest this week on @cleaninguppod.bsky.social is Tim Meyerjürgens, CEO of Tennet Germany. He's building the grid of the future while keeping the lights on & the power flowing in much of Germany. A masterclass. www.youtube.com/watch?v=PQgU...
The Enormous Ambition Of Germany’s New Grid Build Out | Ep233: Tim Meyerjürgens
YouTube video by Cleaning Up Podcast
www.youtube.com
Reposted by Michael Liebreich
Zero Conference 2025! @mliebreich.bsky.social is headed to Oslo this Thursday to give a keynote on how the world's financial institutions are at the centre of the energy transition because capital is key in the transition to a low-carbon economy. Check it out: zero.no/zerokonferan...
November 24, 2025 at 2:00 PM
Reposted by Michael Liebreich
Longi's latest 27.81% efficient hybrid interdigitated back-contact cell is based on passivated tunneling contacts and dielectric passivation layers, but also incorporates both n-type and p-type contacts. I suspected as much.
www.pv-magazine.com/2025/11/20/l...
Longi reveals details of world’s most efficient silicon solar cell
In a new scientific paper, the Chinese solar manufacturer explained that the 27.81%-efficient hybrid interdigitated back-contact cell it unveiled in April is based on passivated tunneling contacts and...
www.pv-magazine.com
November 22, 2025 at 8:47 AM
Folks, we are getting very close to 1 million cumulative downloads on YouTube! This week on @cleaninguppod.bsky.social, Bryony sat down with Liane Randolph, former Chair of the California Air Resources Board. What happens when the Trump Train meets High Speed Rail? www.youtube.com/watch?v=JQUB...
Will Trump Derail California’s Climate Ambitions? | Ep234: Liane Randolph
YouTube video by Cleaning Up Podcast
www.youtube.com
November 22, 2025 at 2:20 PM
Longi's latest 27.81% efficient hybrid interdigitated back-contact cell is based on passivated tunneling contacts and dielectric passivation layers, but also incorporates both n-type and p-type contacts. I suspected as much.
www.pv-magazine.com/2025/11/20/l...
Longi reveals details of world’s most efficient silicon solar cell
In a new scientific paper, the Chinese solar manufacturer explained that the 27.81%-efficient hybrid interdigitated back-contact cell it unveiled in April is based on passivated tunneling contacts and...
www.pv-magazine.com
November 22, 2025 at 8:47 AM
Reposted by Michael Liebreich
You know the saying "building a plane while flying it"? My guest this week on @cleaninguppod.bsky.social is Tim Meyerjürgens, CEO of Tennet Germany. He's building the grid of the future while keeping the lights on & the power flowing in much of Germany. A masterclass. www.youtube.com/watch?v=PQgU...
The Enormous Ambition Of Germany’s New Grid Build Out | Ep233: Tim Meyerjürgens
YouTube video by Cleaning Up Podcast
www.youtube.com
November 15, 2025 at 4:31 PM
Today's #HydrogenSoufflé comes from the heavy-duty truck market, which soared from absolutely nothing in 2020 to not-quite-nothing in Q4 2023, before collapsing to 1/3 of not-quite-nothing in 2025. If you think it's different in China, no: that's *including* China!
www.bloomberg.com/news/newslet...
November 15, 2025 at 10:12 PM
You know the saying "building a plane while flying it"? My guest this week on @cleaninguppod.bsky.social is Tim Meyerjürgens, CEO of Tennet Germany. He's building the grid of the future while keeping the lights on & the power flowing in much of Germany. A masterclass. www.youtube.com/watch?v=PQgU...
The Enormous Ambition Of Germany’s New Grid Build Out | Ep233: Tim Meyerjürgens
YouTube video by Cleaning Up Podcast
www.youtube.com
November 15, 2025 at 4:31 PM
If you think ammonia would make a good shipping fuel, watch this. The industrial safety guru Trevor Kletz said "what you don't have, can't leak." I've chaired the TfL board safety panel and I'll tell you "what you do have, will leak". Enough Powerpoints. Think!
www.nbcnews.com/news/us-news...
Ammonia gas leak from a tanker truck in Oklahoma sickens dozens and forces evacuations
Officials lifted a shelter-in-place order Thursday morning, hours after emergency workers wearing gas masks went door-to-door in Weatherford, waking people up and telling them to leave.
www.nbcnews.com
November 14, 2025 at 7:35 PM
Reposted by Michael Liebreich
It’s all about the grid. Germany’s €65B energy transformation is underway. @mliebreich.bsky.social sits down with Tim Meyerjürgens, CEO of TenneT Germany, to unpack how Europe’s biggest economy gets rewired for clean power. More on Substack: cleaninguppod.substack.com
November 14, 2025 at 3:00 PM
Reposted by Michael Liebreich
Tomorrow is Bruegel's 20th Anniversary and @mliebreich.bsky.social is giving a keynote on "A vision for a competitive European energy system in 2035". Be sure to check out their website for more information: www.bruegel.org/bruegels-20t...
Bruegel's 20th anniversary
In 2025 Bruegel celebrates its 20th Anniversary with a series of events and activities.
www.bruegel.org
November 13, 2025 at 11:51 AM
Reposted by Michael Liebreich
"From a resilience perspective, the most independent source are the renewables" TenneT Germany's CEO, Tim Meyerjürgens, joins @mliebreich.bsky.social to discuss why a European-wide energy infrastructure is key to energy resilience. Watch now: www.youtube.com/watch?v=PQgU...
The Enormous Ambition Of Germany’s New Grid Build Out | Ep233: Tim Meyerjürgens
YouTube video by Cleaning Up Podcast
www.youtube.com
November 13, 2025 at 2:58 PM
Imagine illustrating a story about the rise and rise of renewables with a picture of a solar thermal plant. And we wonder why we can't have nice things. Sort it out @theguardian.com!
www.theguardian.com/environment/...
Supply boom in cheaper renewables will seal end of fossil fuel era, says IEA
Watchdog’s flagship report says rise in low-carbon electricity will make transition ‘inevitable’, despite Trump’s calls to carry on drilling
www.theguardian.com
November 12, 2025 at 6:41 AM
The chance find of a piece of newspaper in a London street reminded me last week that no matter how depressing the state of the international consensus on climate action, we have been here before.
mliebreich.substack.com/p/the-global...
The global climate pendulum - A reminder
The chance find of a piece of newspaper in a London street reminded me last week that no matter how depressing the state of the international consensus on climate action, we have been here before.
mliebreich.substack.com
November 11, 2025 at 6:14 PM
Thanks @rustneversleeps.bsky.social! As a business builder. I have never thought the way to beat climate change was "just stop oil". You have to build the alternatives, which means factories, supply chains, skills, capital formation, etc which takes time. Great to see my little model catching on.
Listening to @volts.wtf recent panel/podcast with @mliebreich.bsky.social , discussing his "Pragmatic Climate Reset", published in two parts at BNEF last September.

Michael mentioned his "simplest energy model ever" - just 4 parameters - and I decided to sketch up and add emissions and temps.
November 11, 2025 at 7:20 AM
Reposted by Michael Liebreich
"There'll never be pervasive use of hydrogen in the economy" @mliebreich.bsky.social in debate with Erik Rakhou on whether there’ll ever be a hydrogen-based economy. Watch now: www.cleaningup.live #cleaningup
November 10, 2025 at 4:51 PM
Reposted by Michael Liebreich
Cleaning Up | Why There'll Never Be A Hydrogen Economy (*although Erik Rakhou disagrees)
cleaning-up-leadership-in-the-age-of-climate-change.simplecast.com/episodes/why...

Is green hydrogen a ‘miracle fuel’ or an expensive illusion? Can we decarbonize without it?
November 7, 2025 at 1:24 PM
Reposted by Michael Liebreich
Bruegel turns 20! @mliebreich.bsky.social will be in Brussels on November 14 to speak at the anniversary event, sharing insights on Europe’s energy future and how to balance climate goals with competitiveness. Hosted at the National Bank of Belgium. For more: www.bruegel.org/events
Events
From high-profile public events to specialised workshops on key economic policy issues
www.bruegel.org
November 7, 2025 at 12:10 PM
Reposted by Michael Liebreich
I'm impressed at how patient @mliebreich.bsky.social was in this debate.

The economic viability of the hydrogen economy relies upon everything else being more expensive so it can compete.

Meanwhile renewables, battery storage & direct electrification are already cheaper than Fossil Fuel Systems.
The average hydrogen share price fell 90% between January 2022 and April this year. It is now down only 89%. According to Erik Rakhou, this tiny dead cat bounce is evidence of the dawn of the Hydrogen Economy. What do you think? Listen to the debate: youtu.be/FSWDgNWeVjk?...
Why There'll Never Be A Hydrogen Economy | Ep232: Erik Rakhou
YouTube video by Cleaning Up Podcast
youtu.be
November 6, 2025 at 3:36 PM
Reposted by Michael Liebreich
Interesting discussion about the new Ember report. The world is going electric, lead by China. The question for Europe and the Western world at large, how to respond? In which areas can we compete, and how? Or are we going to cede the world market to China?
November 6, 2025 at 10:51 AM
Reposted by Michael Liebreich
Green hydrogen as a hedge against gas price shocks? Puh-lease. European gas prices exceeded a €5/kg hydrogen-price-equivalent for only 141 days after Russia's invasion of Ukraine, and a €10/kg price for just 13 days. You don't pay €5-10/kg for 25 years for fear of a spike lasting a few weeks.
November 5, 2025 at 7:28 PM
The average hydrogen share price fell 90% between January 2022 and April this year. It is now down only 89%. According to Erik Rakhou, this tiny dead cat bounce is evidence of the dawn of the Hydrogen Economy. What do you think? Listen to the debate: youtu.be/FSWDgNWeVjk?...
Why There'll Never Be A Hydrogen Economy | Ep232: Erik Rakhou
YouTube video by Cleaning Up Podcast
youtu.be
November 5, 2025 at 10:59 PM
Green hydrogen as a hedge against gas price shocks? Puh-lease. European gas prices exceeded a €5/kg hydrogen-price-equivalent for only 141 days after Russia's invasion of Ukraine, and a €10/kg price for just 13 days. You don't pay €5-10/kg for 25 years for fear of a spike lasting a few weeks.
November 5, 2025 at 7:28 PM
Reposted by Michael Liebreich
This week on Cleaning Up, @mliebreich.bsky.social debates Erik Rakhou, author of Touching Hydrogen Future, in a no-holds-barred discussion moderated by Andrew Critchlow of S&P Global Commodity Insights. Live premiere now: www.youtube.com/watch?v=FSWD...
November 5, 2025 at 6:01 PM
Premiering now, the big debate! Why there will never be a Hydrogen Economy - I take on Erik Rakhou, author of Touching Hydrogen Future.
www.youtube.com/watch?v=FSWD...
Why There'll Never Be A Hydrogen Economy | Ep232: Erik Rakhou
YouTube video by Cleaning Up Podcast
www.youtube.com
November 5, 2025 at 6:31 PM
Reposted by Michael Liebreich
The Electrotech Revolution will not be Fossilized. My conversation with Mr Bond, Kingsmill Bond. Filmed live in Berlin at the October Cleaning Up Leadership Circle breakfast in Berlin. Not to be missed! youtu.be/G2bsoCOznXk?...
The Electrotech Revolution Will Not Be Fossilized | Ep231: Kingsmill Bond
YouTube video by Cleaning Up Podcast
youtu.be
November 4, 2025 at 9:20 PM