Audioblog 12: The Five Superheroes of the Transition episode artwork

EPISODE · Mar 13, 2024 · 39 MIN

Audioblog 12: The Five Superheroes of the Transition

from Cleaning Up: Leadership in an Age of Climate Change · host Michael Liebreich and Bryony Worthington

This week, Michael presents the second part of his two-parter for Bloomberg New Energy Finance, exploring the bear and bull cases for the net zero transition. This week is the bull case: the "5 superheroes" of the transition, 5 forces/trends even more powerful than last week's "5 horsemen", which can prevail in the challenge of rapidly decarbonising the global economy. The 5 superheroes are: Exponential Growth, Systems Solutions, Great Power Competition, Disappearing Demand, and the Primary Energy Fallacy. And stay tuned until the end for a 6th "bonus" superhero!This audioblog is based on Michael's Bloomberg New Energy Finance opinion piece of the same title.    LinksRead the original BNEF piece on which this audio blog was based: https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-ii-easier/Read the latest IEA Renewables Report 2023: https://www.iea.org/news/massive-expansion-of-renewable-power-opens-door-to-achieving-global-tripling-goal-set-at-cop28Read the 2017 research paper - Limits to Growth in the Renewable Energy Sector: https://www.sciencedirect.com/science/article/pii/S1364032119305143Read Michael's 2018 piece for BNEF - Beyond Three Thirds, The Road to Deep Decarbonisation: https://about.bnef.com/blog/liebreich-beyond-three-thirds-road-deep-decarbonization/Read the research review by Hans Eric Melin on the reuse and recycling rates of lithium-ion batteries: https://www.energimyndigheten.se/globalassets/forskning--innovation/overgripande/state-of-the-art-in-reuse-and-recycling-of-lithium-ion-batteries-2019.pdfRead Michael Barnard's analysis of the proportion of global shipping linked to the fossil fuel industry: https://www.forbes.com/sites/michaelbarnard/2023/12/05/how-will-climate-action-change-the-face-of-global-shipping/?sh=73844bc869d0View the Lawrence Livermore Sankey Diagram showing estimated US energy flows in 2022: https://flowcharts.llnl.govRead the first part of this BNEF piece on the "5 horsemen" of the transition: https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder/    Related EpisodesAudioblog 11: Net Zero Will Be Harder Than You Think - And Easier. Part 1: Harder:  https://www.cleaningup.live/audioblog-11-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder-1/Audioblog  10: The Next Half-Trillion-Dollar Market – Electrification of Heat: https://www.cleaningup.live/cleaning-up-audioblog-episode-10-the-next-half-trillion-dollar-market-electrification-of-heat/         

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This week, Michael presents the second part of his two-parter for Bloomberg New Energy Finance, exploring the bear and bull cases for the net zero transition. This week is the bull case: the "5 superheroes" of the transition, 5 forces/trends even more powerful than last week's "5 horsemen", which can prevail in the challenge of rapidly decarbonising the global economy. The 5 superheroes are: Exponential Growth, Systems Solutions, Great Power Competition, Disappearing Demand, and the Primary Energy Fallacy. And stay tuned until the end for a 6th "bonus" superhero! This audioblog is based on Michael's Bloomberg New Energy Finance opinion piece of the same title.

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