Switched On

0,0 (0)
INVESTIMENTOS
QUINZENALMENTE

Conversations about global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Each week, Dana Perkins sits down with different BloombergNEF (BNEF) analysts to discuss their latest research and unique perspective on the future of energy, transport, agriculture, sustainability and more.

-4 DIAS

Investors Bet $2 Trillion on the Energy Transition

Annual investment in the energy transition has surpassed $2 trillion for the first time. Investors placed bets on renewable energy, power grids and energy storage, while buzzy emerging technologies fell out of favor. On this episode, Dana Perkins is joined by Meredith Annex, BNEF’s head of clean power, to discuss the report ‘Energy Transition Investment Trends 2025.’ Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app. Links to research notes from this episode: A publicly available summary report of Energy Transition Investment Trends 2025 can be found at - https://about.bnef.com/energy-transition-investment/ BNEF subscribers can find the whole report at - https://www.bnef.com/flagships/clean-energy-investment See omnystudio.com/listener for privacy information.

24 min
19/02

Weather and Commodities: A Perfect Storm

Little connects the natural world to our lives more tangibly than the weather. Weather impacts everything from food to energy production, and shifting weather patterns have the power to shift the economy. From wind droughts to heatwaves, utilities and commodities traders are seeking a better understanding of how enhanced weather modeling could help them predict the future. On today’s show, Dana Perkins is joined by BNEF weather analysts, Jess Hicks and Willa Tobin, to discuss their recent research notes “Weather and Commodities - Nine Things to Watch in 2025” and “Shifting Weather Patterns: A Black Swan for US Commodities”. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: Weather and Commodities - Nine Things to Watch in 2025 - https://www.bnef.com/insights/35719 Shifting Weather Patterns: A Black Swan for US Commodities - https://www.bnef.com/insights/35305 See omnystudio.com/listener for privacy information.

27 min
12/02

Bank Transition Ratios Plot Route for Decarbonization

Banks are still spending less money on low-carbon solutions than on fossil-fuel projects. At last count, the energy supply ratio for bank financing was just 0.89 cents of low-carbon spend for every $1 spent on fossil fuels. That’s an improvement over previous years, but with a ratio of 4:1 by 2030 required to meet a 1.5C climate scenario, the world is still a long way from hitting that target. On today’s show, Tom Rowlands-Rees is joined by analyst Trina White, a member of BNEF’s sustainable finance team, to discuss the third annual Energy Supply Investment and Banking Ratios”. Together they discuss worldwide and local trends in energy financing, which banks have the highest energy financing ratios, and why the average ratio is still below 1:1 even though global clean energy investment has hit a new record and surpassed fossil-fuel financing for the first time. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: Third Annual Energy Supply Investment and Banking Ratios - https://www.bnef.com/insights/35765 See omnystudio.com/listener for privacy information.

35 min
6/02

Global Wind Market Shifts as Chinese Exports Expand

Chinese wind turbine makers are expanding their global footprint at an impressive rate. Leading manufacturers like Goldwind, Envision, Mingyang and Windey are exporting their turbines at a significant discount to Western incumbents, undercutting their rivals and establishing themselves in developing economies and emerging markets. Yet while the volume of their orders has risen, significant barriers to entry remain, including low brand awareness, a limited track record outside of China and political risks that are raising red flags for buyers, lenders and insurers. So just how large is the threat these Chinese manufacturers pose to established Western companies? On today’s show, Tom Rowlands-Rees is joined by Oliver Metcalfe, BloombergNEF’s Head of Wind, to discuss the note “China Wind Turbine Export Update: Momentum Builds”. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: China Wind Turbine Export Update: Momentum Builds - https://www.bnef.com/insights/35671/view See omnystudio.com/listener for privacy information.

31 min
30/01

Public to Private: The Shift in Clean Energy Ownership

Over the past five years, clean energy company valuations have reached new heights. As the ESG hype cycle ends, inflated public market valuations have given way to industry fundamentals. Increasing energy demand aided by the hype around AI and data centers mean that the world needs more clean power than ever before, and project developers are requiring new sources of capital. In response, a new trend is emerging, in which public investments are shifting into private hands. On today’s show, Dana Perkins is joined by BloombergNEF Solar Specialist Pietro Radoia and Sustainable Finance Analyst Ryan Loughead to dive into the recent research note “Listed Clean Energy Firms: Moving Back Into Private Hands”. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: Listed Clean Energy Firms: Moving Back Into Private Hands - https://www.bnef.com/insights/35367 See omnystudio.com/listener for privacy information.

23 min
22/01

Five Energy Transition Lessons for 2025

Was 2024 a good or a bad year for clean energy and climate progress? Looking through one prism, we saw record global electric vehicle sales, massive clean power capacity additions, and the adoption of new energy storage technologies. Yet, if we compare these record numbers to what is actually required to achieve net zero by 2050, we find ourselves falling short. What lessons can be learned from the year gone by, and how might we apply these lessons to improve future outcomes? On today’s show, BloombergNEF’s Deputy CEO, Albert Cheung, shares his note “Five Energy Transition Lessons for 2025.” Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: Five Energy Transition Lessons for 2025 - https://www.bnef.com/insights/35643 See omnystudio.com/listener for privacy information.

19 min
15/01

Energy Security in Flux: Gas Faces 2025 Stress Test

This could be a challenging year for natural gas. Market dynamics are in flux, and how buyers and sellers react to the changes will make the year ahead a ‘stress test’ for the fuel and how the sector positions itself for the future. On the supply front, a rapidly shifting geopolitical landscape has had a massive bearing on the trade flows of pipeline gas and LNG. In terms of demand, heat waves and extreme weather events have inverted seasonal consumption trends. So what can we expect from 2025? On today’s show, Tom Rowlands-Rees is joined by Fauziah Marzuki, BloombergNEF’s Global Head of Gas Markets, to discuss findings from her recent report “Gas Things to Watch in 2025: Crunch Time Before Comeback”. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: Gas Things to Watch in 2025: Crunch Time Before Comeback - https://www.bnef.com/insights/35571/view See omnystudio.com/listener for privacy information.

25 min
8/01

Drilling for Gold: The Hydrogen Beneath Our Feet

At first glance, gold hydrogen could be a game changer. This naturally occurring molecule, which is found in reservoirs below the Earth’s surface, has the potential to be less carbon intensive and less expensive than man-made hydrogen. But all that glitters is not necessarily gold, and a myriad of factors, from possible synergies with helium extraction to ongoing technical challenges, could still tip the scales either toward or away from gold hydrogen’s economic viability. On today’s show, Dana Perkins is joined by Sami Alisawi from BNEF’s Hydrogen team and Musfika Mishi from BNEF’s Technology and Innovation team to discuss findings from their recent report “Technology Radar: Geologic Hydrogen”. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: Technology Radar: Geologic Hydrogen - https://www.bnef.com/insights/35101 See omnystudio.com/listener for privacy information.

29 min

Ver tudo (217)

Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 2,700 journalists and analysts in 120 countries.

0,0 (0)

NOTÍCIAS DE NEGÓCIOS
Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

4,3 (4)

INVESTIMENTOS
Zero is about the tactics and technologies taking us to a world of zero emissions. Each week Bloomberg’s award-winning reporter Akshat Rathi talks to the people tackling climate change – a venture capitalist hunting for the best cleantech investment, scientists starting companies, politicians who have successfully created climate laws, and CEOs who have completely transformed their businesses. The road to zero emissions has many paths and everyone’s got an opinion about the best route. Listen in.

0,0 (0)

NEGÓCIOS
Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

0,0 (0)

INVESTIMENTOS
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.

0,0 (0)

NOTÍCIAS DE NEGÓCIOS
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.

5,0 (6)

INVESTIMENTOS

Ver perguntas frequentes sobre assinaturas

Conversations about global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Each week, Dana Perkins sits down with different BloombergNEF (BNEF) analysts to discuss their latest research and unique perspective on the future of energy, transport, agriculture, sustainability and more.

Canal

Bloomberg
Autoria

Bloomberg
Anos em atividade

2019 - 2025
Episódios

217
Classificação

Para todos
Copyright

2025 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia
Site do programa

Switched On
Fornecedor

Bloomberg L.P. identificou-se como comerciante deste podcast e confirmou que este produto ou serviço está em conformidade com a legislação da União Europeia. Endereço 731 Lexington Ave New York New York 10022-1331 Estados Unidos Número de telefone +1 9177273274 E-mail dbennett64@bloomberg.net