Chart of the day

From cars to coastal shipping, we can electrify almost everything, according to Electrification Staircase

Published by

Many readers will have heard of the Hydrogen Ladder, the arresting graphic that helped puncture much of the hydrogen hype of a few years ago, and focus the technology on what it might really be able to do in the short term.

Now, some of the same authors of that ladder have produced an electric equivalent, the Electrification Staircase, which takes a deep dive into what can and should be electrified soon, and what remains speculative, even in the 1940s.

One of those authors, former Bloomberg New Energy Finance founder and now analyst and consultant Michael Liebreich, says his big take from the new ladder, finally published this month after being first presented in December, is that we can “electrify almost everything.”

“Once you get reasonably clean power, electrification represents the cheapest way to deliver incremental decarbonization,” Liebreich writes on his substack.

“And electrification is the only real way to insulate yourself from the current oil and gas shock – and the next one, and the one after, ad infinitum. China gets it. Consumers flocking to buy EVs get it.”

Australia is starting on its electrification journey, focused on home appliances, electric vehicles and industry, both as a means to reduce the country’s dependence on expensive fossil gas, and to cut emissions.

Australia leads the world in the take up of rooftop solar and home batteries, but it trails much of the western world in electric vehicles, although adoption is accelerating, thanks to the fossil fuel supply crisis caused by events in the Middle East.

Some state and territory governments have issued new laws to phase out gas and ban new connections for homes. Australia is well placed to electrify, given its vast wind and solar resources, and green iron and green steel is seen as one of the most likely opportunities.

“It will not always be an easy road,” Liebreich writes. “Some things you can electrify right now and save money.”

In this, he includes cars, trains, trams, last mile delivery trucks, and heating for new homes, and commercial buildings. The next tier include regional trucking, vans and light trucks, domestic cooking, retrofit heating in homes, breweries, textiles, and secondary steels.

Commercial now in some places, but not all, are coaches, ferries, long haul trucking, mining equipment, industrial good drying, glass melting and ceramic kilns.

Others are further away.

“For others, the technology exists, journalists and activists make it sound easy, but it’s not ready for prime time,” Leibreich adds.

In this list are river shipping, short haul aviation, chemical process heaters, cement calcination, and steam crackers, while a bit further away is coastal shipping, primary steel production and hydrogen electrolysis. Furthest away, likely in the 2040s, is medium aviation, and blue-water shipping.

“We called it a Staircase to communicate the time dimension,” Liebreich writes. “You don’t have to do everything at once, just start on step one and keep going. A few folks have told us it should be called an escalator – well, maybe we’ll rename it once the world gets to 50% electrification!”

The authors of the Electrification Staircase also include Adrian Hiel, the director of the Electrification Alliance, as well as Dr Silvia Madeddu, Thomas Butler, and William Drake.

If you would like to join more than 29,000 others and get the latest clean energy news delivered straight to your inbox, for free, please click here to subscribe to our free daily newsletter.

If you wish to support independent media, and accurate information, please consider making a one off donation or becoming a regular supporter of Renew Economy. Please click here. Your support is invaluable.

Giles Parkinson is founder and editor-in-chief of Renew Economy, and founder and editor of its EV-focused sister site The Driven. He is the co-host of the weekly Energy Insiders Podcast. Giles has been a journalist for more than 40 years and is a former deputy editor of the Australian Financial Review. You can find him on LinkedIn and on Twitter.

Giles Parkinson

Giles Parkinson is founder and editor-in-chief of Renew Economy, and founder and editor of its EV-focused sister site The Driven. He is the co-host of the weekly Energy Insiders Podcast. Giles has been a journalist for more than 40 years and is a former deputy editor of the Australian Financial Review. You can find him on LinkedIn and on Twitter.

Share
Published by
Tags: Featured

Recent Posts

SwitchedOn podcast: Opening the front door to sustainable homes

Homes across Australia will open their doors next Sunday to show what electrification, retrofitting and…

11 May 2026

“They solve the problem:” Leading storage developer says battery costs have plunged 70 pct in two years

Owner of Australia's most successful big battery developer says storage costs have plunge 65-70 pct…

10 May 2026

Landholder-led 4-hour big battery gets federal environmental all-clear in just over four weeks

A big battery project being proposed for construction by a group of farming landholders and…

8 May 2026

“I thought this was impossible:” Fortescue green grid rides through transmission failure with no fossil fuels

Fortescue's green grid rides through bushfire-caused transmission failure with just solar and batteries and no…

8 May 2026

Fund nears financial close for wind and storage projects, with Victoria Big Battery extension first to go

Listed fund hopes to press go on its first big wind and storage projects soon,…

8 May 2026

“Definitely not good policy:” Experts skewer LNP plan to pause major transmission upgrades

Opposition plan to review state transmission roadmap and pause major network upgrades has been called…

8 May 2026