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The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

-23 Ч

How Climate Risk Flows From Insurance to City Budgets

Climate adaptation is increasingly a matter of financial resilience, not just physical protection. Across the US, climate risk is filtering into rising insurance costs, shifting property values and heavy reliance on property tax revenues, exposing some cities and counties to mounting fiscal strain and potential spillovers into municipal bond markets. With climate exposure, tax dependence and access to federal aid varying sharply by location, risks are emerging unevenly across the country. So how are climate stresses reshaping municipal finances, and what should investors and policymakers be watching? On today’s show, Tom Rowands-Rees is joined by Danya Liu, a BNEF specialist in climate resilience and adaptation, to discuss findings from her note “Climate Risk and US Municipal Finances: Storm Ahead.” 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: Climate Risk and US Municipal Finances: Storm Ahead? - https://www.bnef.com/insights/38257 See omnystudio.com/listener for privacy information.

31 мин.
4 ФЕВР.

Beyond the Chip: Rewiring Data Center Supply Chains

As AI drives a new wave of data center expansion, the focus is shifting from chips to the infrastructure that powers and cools them. Denser AI workloads are accelerating the move toward liquid cooling, higher-capacity electrical equipment and new power architectures, putting pressure on traditional supply chains and forcing rapid innovation across the ecosystem. So how is AI reshaping the hardware behind data centers, and what does it mean for the future of power, cooling and grid infrastructure? At the BloombergNEF Summit San Francisco, Mark Daly, BNEF’s head of technology and innovation, moderated a panel titled “Seeing Beyond the Chips: Innovations in Data Center Supply Chains.” This episode brings listeners that panel, which featured Steven Carlini, chief advocate for data centers and the AI energy management business unit, at Schneider Electric; Haroon Inam, the co-founder and chief executive officer of DG Matrix; Jill Macari, the chief financial officer of VEIR; and Angela Taylor, the chief of staff and head of strategy at LiquidStack. To learn more about BNEF’s Summits taking place around the world and to see recordings of BNEF Talks at previous Summits, head to https://about.bnef.com/events/type/summit/ See omnystudio.com/listener for privacy information.

34 мин.
29 ЯНВ.

How Co-Located Batteries Are Reshaping Solar’s Future

After years of rapid expansion, the buildout of solar power is starting to slow. Capacity additions are set to dip slightly in 2026, the first decline since BloombergNEF began tracking the market. At the same time, the way solar is built is changing, with developers increasingly pairing projects with batteries to manage curtailment, share grid connections and boost revenues. So what does this new phase mean for solar, and how far can co-location carry the industry? On today’s show, Tom Rowands-Rees is joined by BNEF’s head of solar research, Lara Hayim, and analyst Cosmo van Steenis to discuss findings from the notes “4Q 2025 Global PV Market Outlook: First Ever Dip” and “Co-Located Storage Boosts Solar’s Business Case.” 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: 4Q 2025 Global PV Market Outlook - First ever dip - https://www.bnef.com/insights/38279 Co-Located Storage Boosts Solar’s Business Case - https://www.bnef.com/insights/38241 See omnystudio.com/listener for privacy information.

31 мин.
22 ЯНВ.

Power Grid Spending Surges But Capacity Still Lags

Investment in power grids is rising fast. Worldwide, spending on this critical piece of infrastructure rose 17% last year. Yet higher outlays are not necessarily translating into new capacity on the ground. Aging assets, supply-chain constraints and the rollout of new technologies are slowing delivery, while connection queues for both generation and load are getting longer. With grids under pressure from all sides, what’s really holding expansion back, and what will it take to turn rising investment into real-world capacity? On today’s show, Tom Rowlands-Rees is joined by BloombergNEF’s head of grids research, Peter Wall, to discuss findings from his team’s note “Grid Investment Outlook 2025: Double-Digit Growth – Again.” 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: Grid Investment Outlook 2025: Double-Digit Growth - Again - https://www.bnef.com/insights/38127 See omnystudio.com/listener for privacy information.

29 мин.
16 ЯНВ.

AI’s Tilt from Clean Power to Gas: Analyst Reaction

Data centers are expanding at an unprecedented rate, and their need for fast, reliable electricity is reshaping power generation plans across the US. Grid bottlenecks and delivery timelines are tipping the balance between gas and renewables. And while clean energy remains central to long-term strategy, speed to power is becoming a decisive factor in short-term plans. As utilities race to serve AI-driven demand, how will the future mix of gas, renewables, and 24/7 clean energy evolve? On today’s show, Kamala Schelling talks with Atin Jain, a specialist from BNEF’s wind team, to discuss his Analyst Reaction “NextEra’s AI-Led Gas Pivot Leaves Space for Renewables.” 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: NextEra’s AI-Led Gas Pivot Leaves Space for Renewables: React - https://www.bnef.com/analyst-reactions/t70aepkjh6v400 See omnystudio.com/listener for privacy information.

12 мин.
14 ЯНВ.

Oil, Gas and Metals in 2026: What to Watch This Year

Commodity markets are in a period of upheaval. Wars, sanctions and political shifts have already rewired global trade, and a new wave of pressures is coming into focus. A liquefied natural gas glut is looming, China is rapidly expanding its biofuel production, the global copper market is facing a supply crunch, and US military actions in Venezuela have thrown a new wild card into the mix. With so many forces pulling in different directions, which trends are set to define commodity markets in the year ahead? On today’s show, Tom Rowands-Rees is joined by David Doherty, BloombergNEF’s head of natural resources research, and Enrique Gonzalez, head of US gas, to discuss findings from the note “Commodities in 2026: 10 Numbers to Watch From Power to Oil.” 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: Commodities in 2026: 10 Numbers to Watch From Power to Oil - https://www.bnef.com/insights/38261 See omnystudio.com/listener for privacy information.

37 мин.
9 ЯНВ.

Where Venezuela’s Oil Fits in the Global Market: React

What the recent US action in Venezuela means for global oil markets is still an open question. While the prospect of additional oil is drawing interest, high production costs, infrastructure constraints and political risk complicate any near-term jump in Venezuela’s oil output. As markets weigh the scale and speed of a potential comeback, how much could Venezuela really move the needle in a global oil system already facing a glut of crude? On today’s show, Kamala Schelling talks with David Doherty, BNEF’s head of natural resources research, to discuss some of his team’s recent analyst reactions, including “Venezuela’s Oil Market Impact Hinges on Cost Per Barrel” and “Venezuela’s Oil Renaissance Faces Several High Hurdles.” 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: Venezuela’s Oil Market Impact Hinges on Cost Per Barrel: React - https://www.bnef.com/analyst-reactions/t8giodkjh6v600 Venezuela’s Oil Renaissance Faces Several High Hurdles: React - https://www.bnef.com/analyst-reactions Trump’s Venezuela Move Could Shift Crude Flows Back to US: React - https://www.bnef.com/analyst-reactions/t8dsuukk3ny800 US Action in Venezuela and the Commodity Markets - https://www.bnef.com/themes/t8fw2ut96osi00 See omnystudio.com/listener for privacy information.

11 мин.
8 ЯНВ.

Progress Amid Fragmentation: Energy Transition to 2030

The push toward a lower-carbon global economy ran into strong headwinds last year, and 2026 offers little sense of a clean reset. Political uncertainty, uneven policy support and slower progress in some markets continue to complicate the outlook for climate-focused investors and companies. Yet beneath the noise, the energy transition is still advancing, driven by economics, technology and long-term structural change. As global priorities and pathways diverge, what does progress really look like for the energy transition? On today’s show, BNEF’s Deputy CEO Albert Cheung reads his recent note, titled “Progress Despite Fragmentation: Energy Transition to 2030,” in which he explores how the global context has changed, and why the energy transition is set to continue growing through this decade. 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: Progress Despite Fragmentation: Energy Transition to 2030 - https://www.bnef.com/insights/38367 See omnystudio.com/listener for privacy information.

16 мин.

См. все (271)

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

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Bloomberg
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Bloomberg
Годы выхода

2019 - 2026
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271
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Без ненормативной лексики
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2026 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
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Switched On