In this special episode of Cleaning Up from San Francisco Climate Week, Michael Liebreich and Bryony Worthington unpack the geopolitical shocks reshaping the global energy transition.
From escalating tensions in the Gulf and their impact on oil and LNG markets, to China’s accelerating electrification revolution, the conversation explores how energy security, industrial strategy and climate ambition are colliding in real time.
Bryony and Michael debate whether the West can realistically compete with China’s manufacturing dominance, why electrification is becoming the defining energy strategy across Europe and Asia, and whether hydrogen has any meaningful role left to play. They also examine California’s energy paradox, the future of AI-driven electricity demand, and whether nuclear power can help meet the coming compute boom.
Along the way, they tackle the politics of trade, the economics of resilience, the rise of clean tech nationalism, and the uncomfortable societal questions posed by artificial intelligence and automation.
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Leadership Circle:
Cleaning Up is proud to be supported by its Leadership Circle. The members are Actis, Alcazar Energy, Arup, Copenhagen Infrastructure Partners, Cygnum Capital, Davidson Kempner, Ecopragma Capital, EDP, Eurelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä. For more information about the Leadership Circle, visit cleaningup.live
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