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: https://www.youtube.com/watch?v=238XVTF4ang
How Nvidia Made Chips 100,000x More Efficient | Ep215: Josh Parker: https://www.youtube.com/watch?v=k0KtA9WKZ3U
The Future of Clean Tech Under Trump — Ep198: Jigar Shah: https://www.youtube.com/watch?v=PCOaF-qQ_TU