Michael Liebreich

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!

9,493 Followers 222 Following 12,080 Posts Joined Nov 2024
5 hours ago

Yes, because voters love it when politicians tell them they should consume less. Rationing is an absolute vote-winner. And every politician that has run on a platform of degrowth has received a stunning mandate.

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10 hours ago
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It's that time of year again!

I am working hard today (honestly), raising money for #SupportingWoundedVeterans.

Please like and repost this: the more likes it gets, the more we raise!!!

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10 hours ago
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It's that time of year again!

I am working hard today (honestly), raising money for #SupportingWoundedVeterans.

Please like and repost this: the more likes it gets, the more we raise!!!

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15 hours ago

I helped push through London's segregated cycling. So yes: Take. That. Bike. But know that by doing so you making virtually zero difference to oil demand. Do the numbers. 1-2% increase in city biking by young men is noise. And my goodness cyclists make a lot of noise about themselves!

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1 day ago
Preview
Thoughts on the Strait of Hormuz crisis The Strait of Hormuz is becoming the key test of strength between the US and Iran. I've been thinking about what happens if they stay closed for an extended period. My conclusions might surprise you.

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 is to replace 20% of oil with EVs. mliebreich.substack.com/p/thoughts-o...

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1 day ago
QuotesOf.me - Curated Collection of Memorable Quotes QuotesOf.me - curate your own personalised collection of brilliant and inspiring quotations

No, we are not in agreement. The first rule of safety engineering is not standards: it is not putting people in hazardous situations. That and "What you don't have, can't leak." You have a long learning road ahead of you, I wish you luck. Don't respond or I'll just block you.

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1 day ago
YouTube
Hurtigruta, stormy weather in Bodø harbour YouTube video by Grumpy Lars

I have no idea what you are talking about. I'm just telling you that this is no environment for mixing experimental technology, tonnes of life-threatening toxic fuel, the general public, and no evacuation options. Get real, dude.
youtu.be/i_bxYVKF8a4?...

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1 day ago

Ammonia's atomic weight and density might make it a better choice in some ways than hydrogen. But the idea of a ship losing power and drifting around Lofoten with 500 people and tanks full of anhydrous ammonia is not something I would be promoting.

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1 day ago

“in the absence of power demand growth, growth in wind and solar power would compensate for the loss of LNG passing through the Strait of Hormuz in just 9 months.”

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1 day ago
Preview
Thoughts on the Strait of Hormuz crisis The Strait of Hormuz is becoming the key test of strength between the US and Iran. I've been thinking about what happens if they stay closed for an extended period. My conclusions might surprise you.

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 is to replace 20% of oil with EVs. mliebreich.substack.com/p/thoughts-o...

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2 days ago
Preview
Thoughts on the Strait of Hormuz crisis The Strait of Hormuz are the key test of strength between the US and Iran. I've been thinking about what happens if they stay closed for an extended period. My conclusions might surprise you.

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.
mliebreich.substack.com/p/thoughts-o...

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2 days ago
Preview
Thoughts on the Strait of Hormuz crisis The Strait of Hormuz are the key test of strength between the US and Iran. I've been thinking about what happens if they stay closed for an extended period. My conclusions might surprise you.

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.
mliebreich.substack.com/p/thoughts-o...

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3 days ago
Preview
Frykter teknologien i milliardprosjekt vil slutte å fungere ­

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 less than 10% of the 7.5 years promised.
www.nrk.no/trondelag/xl...

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3 days ago

Goodbye Drew.

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3 days ago
Preview
Frykter teknologien i milliardprosjekt vil slutte å fungere ­

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 less than 10% of the 7.5 years promised.
www.nrk.no/trondelag/xl...

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3 days ago

Sure, though check if Version 6 is out before you publish. All railways will be on the Row of Doom.

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3 days ago

Read my point. It's not about investment returns, it's about physics.

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3 days ago

As for your point about the 1800s, it's just silly. They had nothing like modern battery technology (or electricity availability). Honestly the determination of some people to support hydrogen mystifies me. We don't use steam engines any more because of physics. Physics *matters*.

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3 days ago

There is no way to get liquid hydrogen to airports in the volume required to serve airlines. Liquid hydrogen in a pipeline would instantly regasify. Local liquifaction (not even production) would require GWs of power. Liquid hydrogen bowser trucks would need to arrive every minute or two. Forget it.

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3 days ago

Hydrogen trains are dead meat, even their manufacturers have stopped trying to push them. Where they have been introduced is been a reliability disaster. Where there are tricky bits of routes to electrify, trains are carrying batteries. In India, 99% of India's broad-guage track is electrified.

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3 days ago
Chart of quarterly EV versus hydrogen fuel cell sales of medium and heavy trucks worldwide, to the same scale. EVs soaring, FCVs made a few thousand sakes per quarter around 2023, now dropping towards zero.

Here's medium and heavy-duty trucks versus EVs on the same scale. For a couple of years you could could see a few pixels, but then sales crashed, energy in China, the leading market. There is nothing in the data to support belief in hydrogen FCVs.

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4 days ago
Sales of EVs versus hydrogen fuel cell vehicles globally by quarter since 2015, plotted on the same scale.

If you don't like my reasons for the utter failure of #hydrogen FCVs to sell more than a few thousand units (despite 50 years of being funded and promoted), you can make up your own!

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4 days ago
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Only in London.

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4 days ago
Preview
PV-assisted heat pump prototype with dual condenser reaches 7.59 coefficient of performance Researchers in Spain have developed a dual-condenser air-to-water heat pump that shifts domestic hot water production to daylight hours, maximizing PV self-consumption. The prototype boosted solar energy use from 9.9% to 55.5% and achieved a peak coefficient of performance of 7.59 under PV-assisted operation.

PV-assisted heat pump prototype with dual condenser reaches 7.59 coefficient of performance #energysky -- via pv magazine global:

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5 days ago
QuotesOf.me - Curated Collection of Memorable Quotes QuotesOf.me - curate your own personalised collection of brilliant and inspiring quotations

"Sunlight travels 93 million miles to reach the earth. None of them through the Strait of Hormuz."

Bill McKibben

quotesof.me/edit/0e7684c...

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5 days ago
Preview
Women Leaders of the Net Zero Transition - YouTube To mark International Women's Day 2023, we've created a playlist featuring all of the extraordinary women leaders who've joined Michael on Cleaning Up so far.

Happy #IWD! This week @cleaninguppod.bsky.social released two episodes featuring women leaders: I spoke with Hilde Tonne, chair of Arup, and Bryony Worthington and I discussed Iran. Here is a playlist with over 50 incredible women climate and energy leaders:
www.youtube.com/playlist?lis...

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5 days ago

I can't see the post. It's from someone I blocked, which I only do when people are persistent, aggressive, wrong and above all dull.

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5 days ago
QuotesOf.me - Curated Collection of Memorable Quotes QuotesOf.me - curate your own personalised collection of brilliant and inspiring quotations

"Sunlight travels 93 million miles to reach the earth. None of them through the Strait of Hormuz."

Bill McKibben

quotesof.me/edit/0e7684c...

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1 week ago
Preview
Let's give my mum a big, big sendoff! My mum turns 95 next month. She's been selling antique prints and maps for 50 years, but has decided to call time. She's offering 25% off everything on Kittyprint, let's give her career a big sendoff!

My mum turns 95 next month. She's been selling antique prints and maps for 50 years, but has decided to call time. She's offering 25% off everything on Kittyprint, let's give her career a big sendoff!
mliebreich.substack.com/p/lets-give-...

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1 week ago
YouTube
Iran Will Reshape Oil, Gas & Clean Energy For Years To Come | Bryony Worthington & Michael Liebreich YouTube video by Cleaning Up Podcast

Streaming right now - me and @bryworthington sharing our thoughts on the conflict in Iran and its implications. www.youtube.com/watch?v=5Gh5...

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