Uploaded May 2026 | Updated September 2026, 3 weeks ago
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.
This episode covers:
• The energy implications of instability in the Middle East
• Why electrification is accelerating globally
• China’s EV and battery dominance
• The future of LNG, coal and renewables in Asia
• Why Michael thinks hydrogen is dead policy walking
• AI, data centres and the coming electricity crunch
• California’s clean energy transformation
• Whether nuclear power can support the AI revolution
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
Links:
• Absolutely Electrifying - Ep158: Saul Griffith: youtube.com/watch?v=238XVTF4ang
• How Nvidia Made Chips 100,000x More Efficient | Ep215: Josh Parker: youtube.com/watch?v=k0KtA9WKZ3U
• The Future of Clean Tech Under Trump — Ep198: Jigar Shah: youtube.com/watch?v=PCOaF-qQ_TU
Chapters:
00:00 - Coming Up
01:30 - Geopolitics & Energy
08:46 - China & Energy
13:00 - Most of World
16:00 - Hydrogen & Resilience
18:30 - Catching China
22:00 - Trade & Tech Transfer
26:30 - Where To Invest
31:00 - Is China Really All Coal?
34:30 - How to Lower Prices
38:00 - Nuclear & Data Centres
46:45 - How Quickly Can We Build?
50:30 - AI's Societal Impacts
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.
This episode covers:
• The energy implications of instability in the Middle East
• Why electrification is accelerating globally
• China’s EV and battery dominance
• The future of LNG, coal and renewables in Asia
• Why Michael thinks hydrogen is dead policy walking
• AI, data centres and the coming electricity crunch
• California’s clean energy transformation
• Whether nuclear power can support the AI revolution
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
Links:
• Absolutely Electrifying - Ep158: Saul Griffith: youtube.com/watch?v=238XVTF4ang
• How Nvidia Made Chips 100,000x More Efficient | Ep215: Josh Parker: youtube.com/watch?v=k0KtA9WKZ3U
• The Future of Clean Tech Under Trump — Ep198: Jigar Shah: youtube.com/watch?v=PCOaF-qQ_TU
Chapters:
00:00 - Coming Up
01:30 - Geopolitics & Energy
08:46 - China & Energy
13:00 - Most of World
16:00 - Hydrogen & Resilience
18:30 - Catching China
22:00 - Trade & Tech Transfer
26:30 - Where To Invest
31:00 - Is China Really All Coal?
34:30 - How to Lower Prices
38:00 - Nuclear & Data Centres
46:45 - How Quickly Can We Build?
50:30 - AI's Societal Impacts
