Cleaning Up: Leadership in an Age of Climate Change

This week on Cleaning Up, host Michael Liebreich sits down with Varun Sivaram and Steve Smith to explore one of the most urgent, and overlooked, challenges of the AI revolution: how to power it without breaking the grid.

As AI demand explodes, hyperscale data centres are emerging as massive, inflexible loads, rivaling entire cities. But do they have to be a burden on the grid?

This conversation dives into a groundbreaking trial led by Emerald AI in partnership with National Grid and NVIDIA—demonstrating that data centres can dynamically adjust their power consumption in real time using software.

Key insights include:

How AI data centres could reduce grid stress instead of increasing it

The concept of “flexible demand” and why it’s a game changer for AI data centres

Real-world trial results

Why “speed to power” matters more than cheap electricity in the AI race

How software, not infrastructure, could help unlock billions in grid capacity

The hidden flexibility inside AI workloads (and why not all compute is equal)

From kettle spikes during football matches to lightning strikes on the grid, this episode reveals how intelligent systems can respond in seconds, turning a looming energy crisis into a massive opportunity.

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, Euroelectric, the Gilardini Foundation, KKR, Mitsubishi Heavy Industries, National Grid, Octopus Energy, Quadrature Climate Foundation, Schneider Electric, SDCL and Wärtsilä.

Read more: 

The Emerald AI/National Grid white paper: https://www.ngpartners.com/stories/emerald-ai-whitepaper

The $60 Billion Plan For Europe’s Largest AI Data Centre | Ep235: Robert Dunn: https://www.youtube.com/watch?v=juAyLAUmU3w

What happens when millions of electric cars become part of the energy grid? And could the key to cheaper, cleaner power already be sitting in your driveway? And why are so many automakers pushing back against EV targets? 

This week on Cleaning Up, host Bryony Worthington speaks with Fiona Howarth, founder of Octopus Electric Vehicles, about the rapid transformation of the global car industry and the powerful role electric vehicles are beginning to play in the energy system. From her early fascination with clean energy to building one of the UK’s most innovative EV businesses within Octopus Energy, Fiona shares the inside story of how electric mobility moved from niche curiosity to mainstream disruption. She explains why falling battery costs, bold policy like the UK’s ZEV mandate, and fierce competition from Chinese manufacturers such as BYD are accelerating the transition faster than many expected. 

The conversation explores how EVs are evolving beyond transportation. With vehicle-to-grid technology, cars could become distributed batteries: storing renewable power, stabilising the grid, and even providing drivers with free electricity for their journeys. It’s a vision that could reshape both the energy market and the economics of driving. 

But as some companies race ahead, some traditional automakers are pushing back, asking for slower timelines. Fiona argues that the real risk isn’t moving too fast, it’s backing the wrong players in a historic technological shift. 

Leadership Circle: 

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

Links and more: 

Octopus EVs website: https://octopusev.com/ 

Cleaning Up interview with Greg Jackson, CEO of Octopus: https://www.youtube.com/watch?v=Gl-cRh35Hm4 

Earth Set Podcast: https://www.youtube.com/@TheEarthSetPodcast

Bryony Worthington and Michael Liebreich give their analysis of the impact of the conflict in Iran on global energy markets. How will it impact the Middle East, Europe, Asia, the US, and will it force countries back to coal, or accelerate the clean energy transition? 

This episode was recorded Thursday March 5. 

Leadership Circle: 

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

How can we build out clean energy and infrastructure faster? Is Europe engineering its way to resilience, or pricing itself out of competitiveness? And can we redesign the entire system fast enough to keep up with AI, electrification and rising demand? 

This week on Cleaning Up, Michael Liebreich sits down with Hilde Tonne, Chair of Arup and former CEO of Statnett, to explore the hard realities behind the energy transition. From offshore wind and nuclear to grid bottlenecks and data centre demand, Hilde brings a uniquely systems-level perspective shaped by decades leading infrastructure transformation across telecoms, energy and engineering. 

They dive into: 

Why grid investment, not generation, may be Europe’s biggest constraint 

Whether hyperscaler AI companies should foot the bill for massive grid upgrades 

The hidden bottlenecks in regulation, permitting and procurement • How ‘total design’ thinking can cut carbon by 40% before construction even begins 

Whether electrification makes Europe more resilient, or more exposed 

Hilde argues that this transition is no longer just about climate. It’s about security, competitiveness, affordability and economic growth. But achieving it will require rethinking regulation, redesigning infrastructure and the bureaucracy around it, and aligning public and private capital at unprecedented scale. 

Leadership Circle: 

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

Links and more:

 Arup’s website: https://www.arup.com/ 

Inside Europe’s Largest Data Centre: https://youtu.be/juAyLAUmU3w

This week on Cleaning Up, host Bryony Worthington sits down with investor and energy strategist Laurent Segalen, co-host of the Redefining Energy podcast, for a sweeping conversation that spans carbon markets, uranium trading, battery innovation, and Laurent’s bold plan to connect Canada and Europe with a 5,000km subsea electricity cable.

Laurent shares the personal moments that shaped his obsession with energy security, from witnessing Cold War division in Germany to cleaning an oil spill off the beaches of Brittany, and how those experiences led him to the heart of Europe’s carbon trading system and into high-stakes commodity markets.

Along the way, Laurent recounts:

How he became becoming one of the most profitable uranium traders on the market

The financial mechanics behind interconnectors, and why east-west cables make money

Why sodium batteries could reshape grid storage

His experience designing carbon markets, and whether they are working or not.

At the centre of the discussion is NATO-L (North Atlantic Transmission One Link): an audacious proposal to link Canadian hydro and wind to European markets through ultra-high-voltage subsea cables.

Leadership Circle:

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

Links and more:

NATO-L website: https://nato-l.com/

Redefining Energy Podcast: https://www.redefining-energy.com/

Ep92: Simon Morrish "650 Leagues of HVDC Under the Sea": https://youtu.be/m6KIMswZkWA