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Posts by Michael Liebreich

Direct solar production of hydrogen head been around since the 1970s. Wake me up when they can produce pressurised hydrogen at a competitive cost. And even then, hydrogen will be so expensive to transport, store, distribute and use that it won't be used outside industrial settings.

8 hours ago 0 0 0 0

There isn't :-)

1 day ago 2 0 0 0

I'll be in Oz for the last week of May. Will no doubt be a hot topic.

1 day ago 0 0 1 0
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First time back in SF since COVID. Riding around in a Waymo, listening to Chemical Brothers Galvanize with the sound cranked up. Goosebumps.

2 days ago 21 0 1 0

It was a privately-held company, with no evidence of secondary sales (investors selling shares). I highly doubt that anyone got any money out. Nah, some hobbyists just milked cash off of a bunch of fools and bureaucrat pseudo-VCs, so they could pay themselves to eff around with toys for a few years.

3 days ago 1 0 1 0

There are no smart investors in a hydrogen bike company. I bet no one made money from this joke in 22 years except for management, lawyers and PR flacks.

3 days ago 1 0 1 0

I thought Birol was clear about what he expected as long-term responses: renewables, nuclear and EVs. He also - rightly - cautioned that nations with domestic oil and gas would increase production, and that short-term coal would benefit too. And the IEA has published a report on demand reduction.

3 days ago 3 0 1 0
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Pragma rechargait un vélo à hydrogène en une minute pour une autonomie de 100km, l'entreprise a été liquidée Vélo à hydrogène : la société Pragma Industries, pionnière française des vélos à hydrogène, vient d’être placée en liquidation judiciaire par le tribunal de commerce de Bayonne, consacrant l’échec d’u...

Today's #HydrogenSoufflé is from France, where hydrogen motorbike maker Pragma Industries has gone into liquidation after 22 years. No relation to Pragmacharge (which I co-founded) working to open what we think will be Europe's largest eHGV charging hub this summer. www.epochtimes.fr/pragma-recha...

3 days ago 19 6 2 1
Michael Liebreich, recording an episode of Cleaning Up with Fatih Birol, Executive Director of the IEA, at the IEA office in Paris on 19 March 2026.

Michael Liebreich, recording an episode of Cleaning Up with Fatih Birol, Executive Director of the IEA, at the IEA office in Paris on 19 March 2026.

This week on @cleaninguppod.bsky.social, we go behind the scenes with the man coordinating the response to the Gulf crisis. I travelled to Paris to meet Fatih Birol, Exec Director of the IEA, just a week after the release of 400m barrels of oil from its Strategic Reserve. youtu.be/hmHIrtBZIAg?...

6 days ago 10 5 0 0
Michael Liebreich, recording an episode of Cleaning Up with Fatih Birol, Executive Director of the IEA, at the IEA office in Paris on 19 March 2026.

Michael Liebreich, recording an episode of Cleaning Up with Fatih Birol, Executive Director of the IEA, at the IEA office in Paris on 19 March 2026.

This week on @cleaninguppod.bsky.social, we go behind the scenes with the man coordinating the response to the Gulf crisis. I travelled to Paris to meet Fatih Birol, Exec Director of the IEA, just a week after the release of 400m barrels of oil from its Strategic Reserve. youtu.be/hmHIrtBZIAg?...

6 days ago 10 5 0 0
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Michael Liebreich, recording an episode of Cleaning Up with Fatih Birol, Executive Director of the IEA, at the IEA office in Paris on 19 March 2026.

Michael Liebreich, recording an episode of Cleaning Up with Fatih Birol, Executive Director of the IEA, at the IEA office in Paris on 19 March 2026.

This week on @cleaninguppod.bsky.social, we go behind the scenes with the man coordinating the response to the Gulf crisis. I travelled to Paris to meet Fatih Birol, Exec Director of the IEA, just a week after the release of 400m barrels of oil from its Strategic Reserve. youtu.be/hmHIrtBZIAg?...

6 days ago 11 1 0 0

Superbly well-written piece. Thanks.

1 week ago 1 0 0 0

Yes. You can be sure that in the domains I listed, clean solutions will be more expensive than fossil, even in 2050, because of physics. If you disagree you should put your energy into developing the competitive solutions you believe in rather than complaining about those who don't share your faith.

1 week ago 1 0 1 0

Try steel, try concrete, try high-temperature heat, try aviation, try shipping, try long-duration storage. What's the point in pretending all decarbonization is cost competitive when it obviously isn't?

1 week ago 0 0 1 0

But they have to buy the equipment, build the grid, find the finance, do the maintenance, etc. You're making a point about national balances of payments. My point is that all energy cost is mainly capex plus a bit of opex, whether the resource is from the sun, air or underground.

1 week ago 0 0 0 0

Thank you Hungary.

1 week ago 65 3 1 0
The True Cost of Fossil Fuels | Ep252: Pierre Wunsch
The True Cost of Fossil Fuels | Ep252: Pierre Wunsch YouTube video by Cleaning Up Podcast

For this week's episode of @cleaninguppod.bsky.social I sat down with Pierre Wunsch, Governor of the National Bank of Belgium and member of the Governing Council of the European Central Bank. What is the real cost of net zero? Is it inflationary? And much more. www.youtube.com/watch?v=r2xS...

1 week ago 12 2 2 0

#FreeTheModels Indeed!

1 week ago 3 0 0 0

British intellectuals are not known for their grasp of physics.

1 week ago 2 0 0 0
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Last chance to help my mum reach a record in her final month in business!

3 weeks ago 8 0 0 0

Today's #HydrogenSoufflé comes from Westminster. Just three months after Joe Bamford, chairman of UK hydrogen (and electric) bus-maker Wrightbus, was awarded a CBE "for services to innovating the clean hydrogen economy", a transport minister reads hydrogen buses the last rites.

3 weeks ago 41 7 5 1

Thanks Robert. Apparently you don't get a CBE for reminding people that the laws of physics have a say in energy policy! I trust you are well.

3 weeks ago 10 0 0 0

I'm waiting by the phone!

3 weeks ago 1 0 0 0

Today's #HydrogenSoufflé comes from Westminster. Just three months after Joe Bamford, chairman of UK hydrogen (and electric) bus-maker Wrightbus, was awarded a CBE "for services to innovating the clean hydrogen economy", a transport minister reads hydrogen buses the last rites.

3 weeks ago 41 7 5 1
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two men are fighting in a boxing ring with arabic writing on it Alt: two men are fighting in a boxing ring with arabic writing on it
3 weeks ago 1 0 0 0

Go spend €800 billion of your own money on hydrogen. You'll find you end up with clean fertilizer and that's it. You have no idea the scale of hydrogen's cost problem, even though a schoolchild could calculate it for you. Now trot on, I'm done.

4 weeks ago 1 1 0 0
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Some folks want to do something that makes no economic sense and are asking for public money. And that's your rationale. Seriously. 80% of hydrogen plant capex is heavy engineering. There is no cost curve that makes that something you use a fraction of the time. Stop wasting your time and mine.

4 weeks ago 1 0 1 0
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A tale of two women My mum is turning 95 and calling time on her career as an entrepreneur. A premature newborn in Sierra Leone is being given a chance at life thanks to solar power and batteries. Two women, two stories.

My mum is turning 95 and calling time on her career as an entrepreneur. A premature newborn in Sierra Leone is being given a chance at life thanks to solar power and batteries. Two women, two stories.
mliebreich.substack.com/p/a-tale-of-...

4 weeks ago 22 1 1 1

Do the maths. "systematic solar overproduction May to July" = ~4 hours per day x 90 days. 360 hours of free electricity = 8,400 hours of not-free electricity. There is a reason not one (non-toy) hydrogen plant has ever been built to run on surplus solar anywhere in the world.

4 weeks ago 2 0 1 0

This is such nonsense. Denmark uses 0.43 MT of aviation fuel each year. Making 0.43MT of e-jet fuel would require strong 40TWh of electricity - more than Denmark's entire power demand. And the EU's figures show e-jet costs 12x kerosene, with no plan to reduce it to any vaguely affordable cost.

4 weeks ago 5 1 2 0