

46 - Talking The Clean Energy Transition with Michael Liebreich (Chairman and CEO @ Liebreich Associates)
Feb 16, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32
Introduction
00:00 • 3min
I've Done a Lot of Skiing, Consulting, and Energy Engineering
02:53 • 3min
Bloomberg New Energy Finance
06:16 • 2min
Bloom Like Any F Was the Perfect Acquirer
08:28 • 2min
The Cost of Capital Is What Matters
10:17 • 2min
What's Going on in Renewable Energy?
12:07 • 2min
Is There a Pushback to Wind and Solar?
13:41 • 2min
The Duck Curve Is the New Trendy Word
15:31 • 3min
What's the Risk to Peabody Energy?
18:12 • 4min
The Libreic Confidence and Fear Curve
22:30 • 3min
The Hydrogen Ladder Is Stuff
25:34 • 3min
Why Isn't It a No-Brainer?
28:32 • 4min
Greening the Top Row of the Hydrogen Ladder
32:04 • 2min
Carbon Capture From Natural Gas
34:21 • 2min
Greening the Solar Industry, You Know, It's Not Going to Happen.
36:46 • 2min
Is Blue Hydrogen a Greenhouse Gas?
39:08 • 4min
Don't Trust the Hydrogen Ladder
43:08 • 6min
Librikes Hydrogen Ladder Debunk
48:57 • 2min
Heating Is on the Front Lines Right Now
50:52 • 4min
Is Blending a Good Idea?
54:42 • 3min
Are We Going to Be as Attached to the Pipes?
57:14 • 3min
I Feel Very Confident
01:00:29 • 5min
The Key Word That You Use There Is Time
01:05:51 • 2min
We Should Be Accelerating and Doing Electric, We Should Just Go Electric
01:08:00 • 4min
Cleaning Up Podcast - What's the Vision?
01:12:25 • 2min
The Greek Finance Minister During the Greek Financial Crisis
01:13:57 • 4min
I've Got Nothing but Respect For, You Know, Themselves
01:17:37 • 3min
What's Your Contrarian View on the Energy System?
01:20:59 • 5min
The Science Is Uncertain
01:25:31 • 2min
Is There Going to Be a Black Swan or a White Swan?
01:27:38 • 4min
Is There a Dog More Around?
01:31:59 • 2min
Is There a Limit on the Economic Machine?
01:33:43 • 3min