Cleaning Up: Leadership in an Age of Climate Change30 Heinä 2025

The Inflation Induction Act: How the US Lost The Race for Clean Energy | Ep 219: Ethan Zindler

Is the US about to enter a new era of energy inflation? Can technological progress outpace political regression? Are we witnessing the permanent end of America's climate ambitions?

This week on Cleaning Up, Michael Liebreich sits down with Ethan Zindler, former climate counselor to Treasury Secretary Janet Yellen, now head of countries and policy at BloombergNEF, to dissect the dramatic shifts in US energy policy.

Fresh from the passage of the "One Big Beautiful Bill," Zindler reveals how recent legislation in the US could set back clean energy development by years, potentially undermining investments in wind, solar and electric vehicles.

There are a couple of brighter spots too, with costs in some technologies falling so rapidly that they might escape the drag of the current administration, and other technologies — like advanced geothermal and nuclear — seeing an uptick in support.

Zindler brings the latest analysis from BloombergNEF to Cleaning Up to help unpack the One Big Beautiful Bill and what it means for the future of US energy policy.

Leadership Circle:

Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, 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:

Could Trump 2.0 Roll Back The IRA? Ep181: Ethan Zindler – https://www.youtube.com/watch?v=Sf5_r3V3Vs8
The Future of Clean Tech Under Trump — Ep198: Jigar Shah https://www.youtube.com/watch?v=PCOaF-qQ_TU
Elon Musk and Michael’s 2007 testimony to Senate Committee on Energy & Natural Resources: https://www.energy.senate.gov/hearings/2007/3/hearing-ECF571D9-2A3E-444F-A0F0-1C18EE28FFF3

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Deforestation, Oil and Aviation Fuels: A Brazilian Take on the Climate Emergency | Ep213: Thelma Krug

What happens if the Amazon rainforest stops absorbing carbon and starts releasing it? Do we need geoengineering to help us cool an overheating planet? And how can developing countries balance environm...

18 Kesä 20251h

⁠Hydrogen Subsidies, Clean Power & Fixing Spain's Blackouts | Ep212: EU Commissioner Dan Jørgensen

What will it take to finally wean Europe off Russian gas? Can renewables help with grid stability? And is the EU making a mistake subsidising hydrogen? This week on Cleaning Up, Michael Liebreich sits...

11 Kesä 202538min

Renewables Are Here To Stay. Get Over It. | Ep211: Antonio Cammisecra

The world's electricity system is transforming: We're integrating more and more variable renewables. Fossil plants are running fewer hours. Demand is growing everywhere, including in the developed wor...

4 Kesä 20251h 7min

Is The Tide Turning On Hydrogen? Ep210: Andrew Forrest

Billionaire iron magnate Andrew Forrest believes he's on the cusp of a breakthrough to decarbonise shipping and heavy industry using hydrogen. As the Executive Chairman of the Fortescue, one of the wo...

28 Touko 202541min

Bond Vigilantes, Game Theory, And Why The US Shouldn’t Go It Alone - Ep209: Mohamed El-Erian

Have the bond markets become a new form of global governance? Are we witnessing the end of US economic exceptionalism? And how does game theory relate to cooperation on net-zero?This week on Cleaning ...

21 Touko 202543min

Can You Run a Grid Entirely On Renewables? Ep208: Anders Lindberg

Can You Run A Grid Without Fossil Fuels? "Yes," says Anders Lindberg, President of Energy and Executive VP at Wärtsilä, on this week's episode of Cleaning Up. It'll just cost €65 trillion extra by 205...

14 Touko 20251h 2min

Is Geothermal The Future For Oil & Gas? Ep207: Jamie Beard

Geothermal seems to have found new favour under Donald Trump's presidency, but can it ever live up to its potential? Will the oil and gas industry reinvent itself before becoming obsolete? And how mig...

7 Touko 202544min

Uniper Rising: Can Germany's Gas Giant Go Green? Ep206: Michael Lewis

When Russia unleashed its illegal and unprovoked invasion of Ukraine in February 2022, gas prices in Europe spiked by a factor of 10, driving a wave of bankruptcies and restructurings of European ener...

30 Huhti 202558min