Episode Details

Michael is solo this week on Cleaning Up, outlining the "5 horsemen" of the net-zero transition which threaten to delay and undermine the transition. The 5 horsemen are: the economics of energy solutions, the electrical grid, the demand for critical mineral, political and social inertia, predatory delay by the powerful incumbents. This audioblog is based on Michael's Bloomberg New Energy Finance opinion piece of the same title.

Links

Read the original essay here: https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder/

Read Michael's 2022 essay, 'The Quest for Resilience – What Could Possibly Go Wrong?' here: https://about.bnef.com/blog/liebreich-the-quest-for-resilience-what-could-possibly-go-wrong/

Read Michael's 2023 essay, 'The Next Half-Trillion-Dollar Market – Electrification of Heat': https://about.bnef.com/blog/liebreich-the-next-half-trillion-dollar-market-electrification-of-heat/

Read Bloomberg NEF's 2022 New Energy Outlook: https://about.bnef.com/new-energy-outlook/

Read the IEA's report on the role of critical minerals in the transition: https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions

Read the IPSOS report study - 'What Worries the World'?: https://www.ipsos.com/sites/default/files/ct/news/documents/2022-06/Global-Summary_What-Worries-the-World.pdf

Read Simon Michaux's report on the required quantity of critical minerals for net zero: https://www.gtk.fi/en/current/gtk-research-the-currently-known-global-mineral-reserves-will-not-be-sufficient-to-supply-enough-metals-to-manufacture-the-planned-non-fossil-fuel-industrial-systems/

Read Part 2 of this two-parter, on the "5 superheroes" of the transition: https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-ii-easier/

Related Episodes

Review Ep141 with Naomi Oreskes - Lifting the Curtain on Climate Change Denial: https://www.cleaningup.live/lifting-the-curtain-on-climate-change-denial-ep-141-prof-naomi-oreskes/