67 episodes

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Mark Taylor and Dana Perkins sit down with Bloomberg NEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

Switched On Bloomberg

    • Investing
    • 4.7 • 27 Ratings

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Mark Taylor and Dana Perkins sit down with Bloomberg NEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

    U.S. Energy Secretary Granholm on Biden’s Green Dreams

    U.S. Energy Secretary Granholm on Biden’s Green Dreams

    This week, Switched On speaks with U.S. Energy Secretary Jennifer Granholm, who was sworn into office on February 25th. One of Secretary Granholm's objectives at the Department of Energy will be to set the U.S. on a path to achieving President Biden’s goal of net-zero carbon emissions from the power sector by 2035 by advancing cutting-edge clean energy technologies, and creating millions of clean energy jobs.
    Ethan Zindler, head of Americas for BloombergNEF did the interview as part of the BNEF New York Summit on April 13th.
    BNEF users can see this interview and more, including all the BNEF Analyst Talks on bnef.com or BNEF Mobile, or at BNEF on the Bloomberg Terminal.
    Switched On is hosted this week by Dana Perkins.

    • 24 min
    The Energy Transition Fuels Competition in European Utilities

    The Energy Transition Fuels Competition in European Utilities

    European utility strategy continues to evolve as the energy transition moves forward. Today, Switched On speaks with BloombergNEF carbon analyst, Bo Qin, and decentralized energy analyst, Michael Kenefick. They will tell us about how low gas prices, combined with high carbon prices and renewables output, are squeezing coal out of the merit order in Europe, and how retail power continues to be a highly competitive market.
    This episode is based on a report titled European Utility Company Profiles 2020. BNEF clients can access this report on at BNEF on the Bloomberg Terminal, or on bnef.com or BNEF Mobile.
    Switched On is hosted this week by Dana Perkins.

    • 24 min
    VW and GM Revv Up to Challenge Tesla in Electric Vehicles

    VW and GM Revv Up to Challenge Tesla in Electric Vehicles

    On March 15, Volkswagen signaled its ambition to compete in the growing electric vehicle market by building out battery production and charging infrastructure, as well as adding new EV models. And in January, General Motors announced its plan to only sell zero-emission light-duty vehicles by 2035, on its way to becoming carbon-neutral. This week, Switched On speaks with Colin McKerracher, head of transport research for BNEF, about VW, and electric vehicle analysts Alejandro Zamorano Cadavid and Nikolas Soulopoulos about GM's plans. They will tell us about the motivations behind these announcements, the strategies involved, and how clarity of mission could help these companies compete with EV frontrunner Tesla.
    This episode is based on a report titled Volkswagen's Plan to Bridge the Tesla Charging Gap, and another titled GM to Deal With Electrification Transition Risks, BNEF clients can access these reports on at BNEF on the Bloomberg Terminal, or on bnef.com or BNEF Mobile.
    Switched On is hosted this week by Dana Perkins and Mark Taylor.

    • 44 min
    Europe Must Go 'Ludicrous Speed' to Meet Climate Targets

    Europe Must Go 'Ludicrous Speed' to Meet Climate Targets

    The transition to a low-carbon economy has been at the center of policy making in the European Union over the last decade. But Europe is still not on track to meet its 2030 clean energy and climate goals. This week, Switched On speaks with Dario Traum, global head of energy transition research for BloombergNEF, and Andreas Gandolfo, head of European power research. They will tell us about progress on climate targets in Europe, and what might accelerate things. They also say that change could happen a lot faster than we think.
    This episode is based on a report titled European Energy Transition Outlook 2021, BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF on the Bloomberg Terminal.
    Switched On is hosted this week by Dana Perkins.

    • 34 min
    Texas Winter Storm – Lessons for Power, Gas, Oil

    Texas Winter Storm – Lessons for Power, Gas, Oil

    Prolonged frigid temperatures last weekend caused electricity demand in the Texas power grid, or ERCOT, to explode. The extreme cold resulted in more than 30GW of power plant outages, and a situation where demand outstripped supply by 30%. This resulted in millions of Texans being without power, heat, and clean water. This week, Switched On speaks with Anastacia Dialynas, head of US oil research, and Nick Steckler, head of North America power analysis for BNEF. They're going to tell us about how the state’s power, oil and gas sectors went down at once, and what Texas might consider to 'build back better'.
    BNEF users can find ongoing coverage of U.S. power, oil and gas markets on bnef.com, the bnef mobile app, and the Bloomberg terminal.
    Switched On is hosted this week by Mark Taylor.

    • 27 min
    How New EU Sustainability Disclosure Rules Will Affect Companies

    How New EU Sustainability Disclosure Rules Will Affect Companies

    The EU Taxonomy regulation, which defines what the European Union considers an environmentally sustainable economic activity, will require additional disclosures from large listed companies in Europe starting in January 2022. This week, Switched On speaks with Maia Godemer, sustainable finance analyst for BNEF, about what the new rules mean for large European companies and asset managers.
    This episode is based on a report titled EU Taxonomy: How to Prepare Your Reporting for 2022, BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF on the Bloomberg Terminal.
    Switched On is hosted this week by Dana Perkins and Mark Taylor.

    • 29 min

Customer Reviews

4.7 out of 5
27 Ratings

27 Ratings

Grey Brov ,

Spot on!

Fascinating commentary on the energy transition. Great guests and well informed hosts. What’s not to like?

Jt5747 ,

Informative and fun

A top notch industry podcast! Really helpful and informative episodes keep me up to date on trends in the energy markets. Great job guys.

celtsandclogs ,

Insightful analyst commentary

Excellent podcast on the transition of the economy towards a cleaner future. The BNEF analysts follow technological changes closely and are experts in their area so it’s great to listen to their views.

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