Category: Opinion

February 13 2025

The Energy Transition in 2025: Moving Forward or Falling Behind?

It’s been a big year for the energy transition. On the one hand, record clean power installations, advancements in energy storage technologies and the increased implementation of US Inflation Reduction Act tax credits all suggest the energy transition is gaining steam. Meanwhile, 2024 brought localization challenges, geopolitical conflicts, and, for the first time, a global average temperature exceeding 1.5C above pre-industrial levels.

January 9 2025

Five Energy Transition Lessons for 2025

To work in clean energy and climate is to live in a constant state of cognitive dissonance, stuck between good news and bad. On the good side, every year brings continuous growth in clean-tech industries, record levels of investment, and steady technological advances.

December 24 2024

Liebreich: Generative AI – The Power and the Glory

This year will go down in history as the year the energy sector woke up to AI. This is also the year AI woke up to energy. Is the data center power frenzy just the latest of a long line of energy sector bubbles, or is it the dawning of a new normal?

February 22 2024

Liebreich: Net Zero Will Be Harder Than You Think – And Easier. Part II: Easier

Welcome to the second part of my two-part article exploring the bull and bear cases for the net-zero transition.

December 13 2023

Liebreich: Clean Hydrogen’s Missing Trillions

90 million tons of clean hydrogen by 2030 would be enough to sustain claims that the world is on track to limit warming to 1.5C over pre-industrial levels.

September 6 2023

Liebreich: Net Zero Will Be Harder Than You Think – And Easier. Part I: Harder

When considering the transition to a net-zero carbon economy, it is easy to swing between extremes of optimism and pessimism.

April 26 2023

Liebreich: The Next Half-Trillion-Dollar Market – Electrification of Heat

In January this year, BloombergNEF announced that investment in the clean energy transition had broken through the $1 trillion mark in 2022, for the first time matching the total investment in fossil fuels.

March 2 2023

US Energy Is Changing, and Transforming

The US is the world’s second-biggest electricity system, its second-biggest greenhouse gas emitter, its biggest oil consumer, its largest producer of natural gas and tied for first largest exporter of liquefied natural gas. The US energy system is very big; it is also increasingly dynamic.

December 12 2022

Liebreich: The Unbearable Lightness of Hydrogen

Rhetoric around hydrogen has become ever more overblown.

September 30 2022

After Ukraine – The Great Clean Energy Acceleration

We have known for centuries that coal, oil and gas have driven improvements in standards of living, but have also caused crisis after crisis.