What Michael Liebreich thinks about energy
Founder of what became Bloomberg New Energy Finance; writes and speaks on clean energy, hydrogen and the economics of the transition.
Michael Liebreich did not write this page.
We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.
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7 dated positions, 2024 to 2026, in their own words. Our reading of what Michael Liebreich has said — not written or endorsed by them.
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Their wordsWhat the current conflict in the Gulf - in particular the closure of the Strait of Hormuz - is going to do is to provide a further push to global attempts to reduce dependence on fossil fuels.
↗BloombergNEF: The Great Clean Energy Acceleration 2.0liebreich.com 1st of 2 in this piece
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Their wordsWe are about to see the Great Clean Energy Acceleration 2.0 - a discontinuity in energy markets as profound as the oil shocks of the 1970s, and one that could bring forward the peak in fossil fuel use and emissions to this side of 2030.
↗BloombergNEF: The Great Clean Energy Acceleration 2.0liebreich.com 2nd of 2 in this piece
- 12 months earlier
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Their wordsWhile renewables are almost always blamed in the aftermath of major power cuts or grid disruption - and the way they have been integrated into the grid has certainly been found to compound problems - the simple failure of wind or solar power to show up has never yet been found to be the primary cause.
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Their wordsIt's all part of the political culture wars where everything gets weaponised to push an agenda, score points against opponents or curry favour.
- 7 days earlier
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Our readingCarbon capture and storage cannot be economically competitive without a policy that prices carbon.
Their wordsCCS can never be competitive in the sense of working economically in the absence of a policy framework to price in the cost of carbon, unlike clean electricity.
↗Why Tony Blair needs to reset his climate resetliebreich.com 2nd of 3 in this piece
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Their wordsThe inconvenient facts are that SMRs has so far disappointed, and look like being as slow to get through the permitting process as GW-scale reactors, and even more expensive.
↗Why Tony Blair needs to reset his climate resetliebreich.com 3rd of 3 in this piece
- 7 months earlier
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infrastructurebatterieselectric vehicles
Their wordsThe only way you can make H2FC cars look cheaper than BEVs is to underestimate or ignore the cost of hydrogen production and infrastructure, socialise it, and then load the entire cost of grid build-out onto the marginal BEV.