Michael Liebreich - @MLiebreich.bsky.social

Only posting links to my stuff on Cleaning Up, Substack, BloombergNEF, etc. Discussion on 🦋. Won't respond here and provide with free training content.

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

Five years ago I bought an end-of-life house in a 5-acre plot in W Berkshire, just over an hour from W London. It's a magical spot, with views over the Kennet Valley towards Watership Down. Sadly, we can't complete the redevelopment. Is it for you?
https://t.co/e8L2uZL3qp

[Cleaning Up Podcast @CleaningUpPod]

Rooftop solar and big batteries winning, but wind and transmission struggling. After two weeks touring the country, tune in for @MLiebreich's take on Australia's energy transition: "the good, the less good, and the ugly".
https://t.co/zcngiEDjih #Australia

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@JAquaToday @CleaningUpPod Subscribe to @CleaningUpPod and find out!

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@Sitthikorn65827 No, this is simply wrong. Electrolyser capex is a fraction of the cost of green hydrogen plant. It could go to zero and you still can't make green hydrogen cheap enough for all the use cases for which it is relentlessly promoted.

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

Did you know this: when you use renewable electricity to make hydrogen, you can't use it for things that abate 2x to 9x more emissions, namely getting coal off the grid, powering heat pumps and charging EVs. Call me old-fashioned, but I think this should have policy implications.

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@RichardBale13 @this_is_JF @sinclair_geoff @jkenney @TheHubCanada Thanks Richard. However, Secondary Energy is just Primary Energy minus upstream losses. What you really want to know is what delivers most Useful Energy. Primary -> Secondary -> Final -> Useful. Useful Energy is the bit that provides actual services, after all the losses.

[Cleaning Up Podcast @CleaningUpPod]

Australia’s batteries are pushing expensive gas out of the grid. This week @FreeAnna1 talks to @MLiebreich about what he learned from two weeks meeting the people driving Australia’s energy transition, and what the rest of the world can learn. Watch: https://t.co/Nk5skdf8Ut

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@techstockdl @CleaningUpPod @FreeAnna1 Baseload is dead. The system simply does not work by matching big inflexible power stations to big, inflexible loads. What the system needs is flexible generation, to meet peaks and fill in the times when there's no wind and solar. Nuclear is a *terrible* solution for that.

[Gaffa @_Gaffa_]

Part 9 of the series from @MLiebreich in his Australian deep dive. #energy #renewables https://t.co/Kknl3yWyCF

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@Sitthikorn65827 No it really isn't. The maths, takes 10 seconds: electrolysers drive less than 10% of the cost of hydrogen. 90% is electricity and heavy engineering - chemical, civil, electrical. 10% free electricity plus free electrolysers still leaves you with totally uncompetitive hydrogen.

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@BenGoldsmith Notting Hill is definitely not horrible.

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@Sitthikorn65827 Robert, the idea of making hydrogen from surplus power is a non-starter. Even if 30% of wind or solar power were free, that's only enough to run a hydrogen plant 8-15% of the time. The rest of the time you have to pay for power like everyone else - the economics don't work.

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@rorysutherland @dsquareddigest Wait until Helen finds out what fish do!

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@Dineshh_BhD @RogerPielkeJr Er, yes. Or add a note explicitly to the abstract that the extreme scenario in this research is not plausible and should not be regarded as business as usual. What is the point of producing research that says x could happen when it couldn't?

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@JigarShahDC Agreed. Also one is a supplier of electricity and the other is a ravenous user of electricity. Which one will drive prices up?

[Defender of🇪🇺Sir Rant's Alot Res publica of🇪🇺 @e2dot7182818284]

In dem Zusammenhang interessant der Rückblick im Gespräch von @MLiebreich mit Martin Green...

Am Anfang der Fertigung in China haben Firmen dort durchaus ausrangiertes Fertigungs-Equipment aus den USA beschafft ...

Heute: Indien arbeitet an eigener Fertigung (nahe an Selbst-Suffizienz) , in Afrika ditto, in den USA gibts mw auch Initiativen, seh echt keinen Grund warum das in Europa/EU-27 nicht gehen soll ...

[Cleaning Up Podcast @CleaningUpPod]

How did research from an Australian university lab end up in more than 90% of the world’s solar panels? @MLiebreich talks to Professor Martin Green about the breakthroughs that transformed solar and what comes next for the technology: https://t.co/3bQOCCWlAp #CleaningUpPod

[Richard Loyen @Richard_Loyen]

Excellente interview du professeur Martin Green 🇦🇺, l'inventeur du photovoltaïque moderne dans les années 70 et pionnier de l'industrie solaire mondiale, par @MLiebreich 🫶

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@electricfelix Thanks for all your kind comments Felix. #AlwaysBeEncouraging!

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@LTDirk @gerardgovers @JohanBertrands Here, this is for you. Berkeley Earth's initial funding was from the Koch brothers - its goal was to disprove the thesis that humans were causing climate change. It was led by a sceptical physics professor, Richard Muller, who concluded the exact opposite. https://t.co/aSakuLoOSv

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

@mwt2008 @edcporter I don't buy Form Energy. 100 hours each to charge and discharge means a theoretical max 40 cycles per year. Assume in reality 10 full cycles, vs 365 or 730 for Li-ion or Na. Add cycle efficiency of 50%, you are 70-140x more expensive than Li-ion or Na. That's a big hill to climb.

[Cleaning Up Podcast @CleaningUpPod]

Solar was once dismissed as a “flea on an elephant’s back”, now it generates more electricity globally than nuclear. @MLiebreich talks to Professor Martin Green about the research lab behind solar’s remarkable rise: https://t.co/3bQOCCWlAp #CleaningUpPod #AustraliaDeepDive