Cleaning Up: Leadership in an Age of Climate Change

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Cleaning Up Redux: The Einstein of Energy Efficiency - Amory Lovins Dec 25, 2024

Show notes

Hello, I’m Michael Liebreich, and this is Cleaning Up.

I hope you are having a good break over the holiday season, and getting to spend some quality time with your family. I’m in Switzerland, where it has just snowed about a meter in 24 hours.

In case you’re missing your regular dose of climate content, we’re starting something new, which we’re calling Cleaning Up Redux. During the break between seasons, we’ll be republishing some gems from our back catalogue, which now covers nearly 200 episodes.

To kick us off, today we’ll be listening back to episode 68, from Season 4, released in December 2021. It’s a conversation with Amory Lovins, whom I dubbed the Einstein of Energy Efficiency. Amory is the co-founder and former chairman and chief scientist of the Rocky Mountain Institute. He is also the author of more than 30 books and 700 papers, and now an Adjunct Lecturer in Atmosphere and Energy at Stanford University.

I first became familiar with Amory’s work even before I founded New Energy Finance journey, as a fierce promoter of the cause of energy efficiency by design, and equally fierce opponent of the idea of any role for nuclear power. Amory and I do not see eye to eye on everything, but we have become good friends and occasional sparring partners.

Amory joined me on Cleaning from his passive house high up in the Rocky Mountains, which is so warm despite not having any active heating that, at the time of recording, he had produced 78 crops of indoor bananas – a fact of which he is rightly proud.

The reason I chose this episode to kick off Cleaning Up Redux is that, in these very turbulent and politicised times, it has a refreshing back-to-basics feel. If you can save energy you save money, and that is always a good thing. If we all focused more on making clean energy cheaper for consumers and businesses, and a bit less on persuading politicians to do things that drive up energy costs, the transition might be moving a lot faster.

I hope you enjoy my December 2021 conversation with Amory Lovins.

Further reading:

IEA Energy Efficiency 2021 report: https://www.iea.org/reports/energy-efficiency-2021 Official bio: https://rmi.org/people/amory-lovins/
How Big Is the Energy Efficiency Resource? (a half-hour summary talk is at https://energy.stanford.edu/events/special-energy-seminar-amory-lovins-holmes-hummel) https://doi.org/10.1088/1748-9326/aad965 Recalibrating Climate Prospects https://doi.org/10.1088/1748-9326/ab55ab
Can a Virus and Viral Ideas Speed the World’s Journey Beyond Fossil Fuels? (with Kingsmill Bond) https://doi.org/10.1088/1748-9326/abc3f2
SAE: Reframing Automotive Fuel Efficiency https://doi.org/10.4271/13-01-01-0004

Have We Lost The Climate Argument? Ep190: Lord Adair Turner Dec 18, 2024

Show notes

Are we losing the argument that climate change requires action and investment? Can we balance the need for affordable energy with the costs of decarbonizing hard-to-abate sectors like steel, cement and aviation? And how can we counter the spread of misinformation and populist narratives that undermine support for clean energy?

This week on Cleaning Up, Michael Liebreich welcomes back Lord Adair Turner for a deep dive into the state of the energy transition at the end of 2024. They discuss the remarkable progress in technologies like solar, batteries and electrification, but also the political and economic challenges of driving rapid decarbonisation. Turner shares his optimism that we have the technologies to reach net zero by 2070-2080, but also his concern that the pace of change may not be fast enough to avoid significant warming. They explore issues like the role of nuclear power, the need for grid investment, and the complexities of climate finance and international cooperation.

This episode grapples with the tension between technological progress and political realities - and how to navigate that divide to accelerate the transition to a sustainable, zero-carbon future as we move into the new year.

Leadership Circle

Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.

Links and more

How Climate Philanthropy Spends Its Billions | Ep189: Greg De Temmerman Dec 11, 2024

Show notes

Climate philanthropies are playing an increasingly important role in funding climate action. In 2023, an estimated $9-16 billion was spent by philanthropies on programs to mitigate climate change. But how do they choose how to spend it? And what role should philanthropy play in catalysing innovation?

Bryony Worthington sits down with Greg de Temmerman, Deputy CEO of the Quadrature Climate Foundation, to explore these critical questions. As a former plasma physicist who worked on the world's largest nuclear fusion project before transitioning into philanthropy, Greg brings a unique perspective to the climate challenge.

Greg shares his insights on the progress and challenges in fusion research, highlighting the importance of material science breakthroughs and the role of AI in advancing the field. He then discusses his transition from research to the think tank world, where he sought to provide a more science-based approach to climate solutions and address the growing anti-tech sentiment in France.

The conversation delves into Quadrature's evidence-based, pragmatic approach to philanthropy, and Greg's views on the foundation's support for geoengineering research and carbon removal technologies. He emphasises the need to grapple with the complexities of the energy transition, including the social and political challenges of managing winners and losers, and explains why he thinks the climate fight is like ultra-running.

Leadership Circle:

Links:

Is The International Order Too Weak To Stop Climate Change? Ep188: James Cameron Dec 04, 2024

Show notes

What was achieved at COP29 in Baku, Azerbaijan? Where will the promised $300 billion come from, and how will it be spent? And what reforms are needed to make the COP process more effective and impactful?

This week, host Michael Liebreich sits down with James Cameron, an international climate lawyer who has been involved with the COP process since before COPs were COPs. James shares his insights into the challenges and dynamics of these high-stakes global talks, from the crucial role of small island states to the difficulties of bridging the divide between developed and developing nations. James and Michael explore the inner workings of the COP process - its successes, failures and the urgent need for reform. James provides a clear-eyed assessment of where the negotiations have fallen short, and outlines concrete ideas for how to make the COP a more effective forum for driving real-world climate action.

Leadership Circle:

Links:

Ya Basta: Stop the UN Climate Charade - https://www.liebreich.com/214-2/
James' previous appearance on Cleaning Up https://www.youtube.com/watch?v=qn7GKiW5E4k
Christiana Figueres on CU: https://www.youtube.com/watch?v=4YSzUJ_nMV0
Catherine McKenna on CU: https://www.youtube.com/watch?v=kEP1SGL-DcA
Amber Rudd on CU: https://www.youtube.com/watch?v=MZOokwqLaRc
Laurence Tubiana on CU: https://www.youtube.com/watch?v=wpVmECce7R8

⁠Can Exponential Growth Save a Finite Planet? — Ep187: Azeem Azhar Nov 27, 2024

Show notes

As we race towards a future powered by AI and data centres, how will the insatiable demand for energy impact the environment? With the richest companies ploughing billions into energy generation, might there be some unexpected upsides for the climate transition? And can exponential technologies address the climate crisis on a finite planet?

This week on Cleaning Up, host Michael Liebreich sits down with Azeem Azhar, founder of Exponential View, to explore the complex relationship between exponential growth, climate change, and the societal implications of transformative technologies. Michael and Azeem delve into the promises and pitfalls of a future shaped by the rapid advancements in renewable energy, battery storage, and artificial intelligence.

Exponential View:

Listeners of Cleaning Up can receive one year of complimentary access to Exponential View Premium, visit: https://www.exponentialview.co/cleaningup. Offer valid for 7 days starting November 27, 2024.

Leadership Circle:

Links:

Is It Ever OK to Promote Fossil Fuels? Ep186: Rory Sutherland Nov 20, 2024

Show notes

How can behavioural science and psychology be leveraged to drive meaningful change around climate action? What unintended consequences might arise from heavy-handed government mandates versus more subtle interventions? And in the face of the climate crisis, is it ethical to actively promote the use of fossil fuels?

This week on Cleaning Up, Michael welcomes Ogilvy UK Vice-chair Rory Sutherland to explore the role of psychology and behavioural science in tackling the climate challenge. Rather than relying solely on policy, regulations, and technological solutions, Sutherland argues that understanding human decision-making and tapping into our innate psychological drivers could be key to catalyzing widespread behaviour change.

From the power of "satisficing" and "psycho-physics" to the importance of signaling and subconscious hacking, Sutherland delves into the hidden forces that shape our environmental choices - both for better and for worse. The conversation also grapples with the ethical quandary of whether actively promoting fossil fuels is justifiable, even as a "messy intermediate phase" in the transition to clean energy. This episode challenges viewers to think beyond the conventional approaches to climate action and consider how a deeper understanding of human psychology could unlock more effective, and even counterintuitive, solutions.

For those interested in data on which advertising groups continue to work with fossil fuel companies, please see: https://cleancreatives.org/f-list. Asked about WPP (Ogilvy’s Parent Company) and Ogilvy’s inclusion on the F-list, WPP commented: "WPP and Ogilvy have not commented publicly on the accuracy or validity of the F-List’s research. However, several of the contracts named on the F-List are wrongly attributed to Ogilvy. They are in fact relationships with an entirely different agency, OGR, formerly known as Ogilvy Government Relations. Other than ownership by WPP, OGR has had no connection to Ogilvy since 2011 and they rebranded last year to avoid historical confusion."

Leadership Circle:

Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live.

Links:

Rory’s book, Alchemy
Ogilvy UK: https://www.ogilvy.com/uk
How Lily Cole Models Climate Solutions | Ep161
How To Win The Climate Argument | Ep172: John Marshall

Is Trump's Victory A Win For China? Ep185: Professor Qi Ye Nov 13, 2024

Show notes

Is China's lead in clean technologies insurmountable? How will the Trump presidency shape relations with China? And when will China's emissions peak?

Fatih Birol, head of the International Energy Agency, has said that 'almost every energy story is essentially a China story. But it's a complicated story that has been powered by vast supplies of coal. China's economy has grown rapidly, with per capita levels of energy consumption now matching Europe's, making it the world's largest emitter of greenhouse gasses.

At the same time, China has increased the share of electricity and total energy to around 28% thanks to a rapid uptake of electric vehicles and increasing use of electricity for heating domestically. If it continues on its current trajectory, it is likely to peak its greenhouse gas emissions from energy in the next few years, if it hasn't done so already. China is also playing an increasing role beyond its borders: In 2023, 20% of the global EV export market belong to China, and it dominates the battery, solar and wind industries.

This week on Cleaning Up, Bryony Worthington sits down with Professor Qi Ye, Director of Public Policy at Hong Kong University of Science and Technology, who's had a ringside seat during China's rapid shift towards a clean energy economy. Together they unpack the complex dynamics shaping the global energy transition in China. Discover the remarkable scale and pace of China's clean energy transformation, the challenges of international collaboration, and Professor Qi's vision for a new era of climate leadership.

Leadership Circle:

Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation and Wärtsilä. For more information on the Leadership Circle, please visit cleaningup.live.

Links:

How Trump & Musk Will Reshape US Climate Action — Michael Liebreich & Bryony Worthington Nov 11, 2024

Show notes

How will the Trump administration's policies impact the clean energy transition in the United States? What will be Elon Musk's role in shaping climate policy? And what are the geopolitical implications of the US withdrawing from the Paris Agreement?

In this special episode of Cleaning Up, hosts Michael Liebreich and Bryony Worthington reflect on the implications of the recent US election results and the potential impact on energy and climate policy. They explore the likely policy changes under a Trump administration, including potential cuts to clean technologies like offshore wind and electric vehicles, as well as the potential for increased fossil fuel production and the relaxation of environmental regulations.

Bryony shares her insights from her recent trip to China, where the expectation was that Trump would win and the general sentiment was that China could do business with him. Michael examines the perceived lack of a coherent strategy in Europe to compete with the US and China in the clean energy and technology sectors.

Leadership Circle

Links and more

The Biggest, Dirtiest Secret of the Energy Industry — Ep184: Jonathan Maxwell Nov 06, 2024

Show notes

Could we save billions by simply reducing energy waste? How can we power the vast, energy-hungry growth of AI without sacrificing climate goals? And is Europe doomed to high energy costs and deindustrialisation?

This week on Cleaning Up, Michael Liebreich sits down with Jonathan Maxwell, CEO and founder of Sustainable Development Capital LLP (SDCL), for the third time on Cleaning Up. Jonathan shares his perspective on the urgent need to address energy efficiency and waste, drawing from the themes explored in his book "The Edge." Jonathan and Michael delve into SDCL's innovative approach to providing on-site energy solutions that deliver cheaper, cleaner, and more reliable power to businesses, industries, and public institutions.

Jonathan explains how their focus on distributed generation and decentralised energy systems is transforming the way organisations think about and manage their energy needs. Finally, policy. Jonathan and Michael discuss the impact of the Inflation Reduction Act in the US (and the potential turmoil from recent election results), the European Union's Green Deal, how these initiatives can be further strengthened by a greater emphasis on energy efficiency and productivity, and what the West needs to catch China.

Leadership Circle

Links

Who Will Be the Tesla of the Waves? Ep183: Ben Sorkin Oct 30, 2024

Show notes

How difficult is it to power a boat just with electricity? Is an electric outboard as reliable as a fossil-fuel one when taken out to sea? And just how much better is an electric engine for reducing pollution and noise?

Around the world there are tens of millions of small boats, from high-performance luxury craft to workhorse fishing vessels, nearly all of which run on fossil-fuel powered engines. But with the rapid advancements in electric vehicles, a small group of companies are now turning their minds to cracking the boating problem, inventing electric engines that are quieter, less polluting, and can deliver just the same performance.

In Europe, perhaps the best known is the German company Torqeedo. Founded in 2004, they've sold a quarter of a million electric motors to date, and this year, were acquired by Yamaha Motors. Norwegian company Evoy have recently joined forces with Vita, a UK-Monaco based company, and Candela, another Scandinavian boat builder, are revolutionising engines and boats with their hydrofoiling concept.

This week on Cleaning Up, Baroness Bryony Worthington speaks with Ben Sorkin, CEO and co-founder of Flux Marine, headquartered in Newport, Rhode Island. Flux Marine are hoping to take on the US market with their customizable electric propulsion systems and have a 40,000 square foot factory in Rhode Island. Bryony asks Ben how his electric engines compete on cost and performance, what Flux Marine’s scale-up plans are, and why it’s so much harder to electrify a boat than a car.

Leadership Circle

Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live

Links

Flux Marine: https://www.fluxmarine.com
Is Shipping the Easiest "Hard-to-Abate" Sector? — https://www.youtube.com/watch?v=umPAonV20cM
Arc Boats: https://arcboats.com
Candela Hydrofoiling Boats: https://candela.com

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