Intro

In Episode 84, clean‑energy luminary Michael Liebreich joins the show to unpack why oil giants like Shell and BP appear to be throttling back on renewables just as the climate crisis intensifies. Drawing on decades in clean-tech finance and heavy-transport electrification, Liebreich argues that the pivot is less a U-turn than a short-term cash grab—and that the physics and economics of “not burning stuff” will ultimately win.

Expect candid takes on capital markets, policy headwinds, and where the smartest money is flowing now, all delivered with Liebreich’s trademark data-driven bluntness.