171 episodes

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.

Switched On Bloomberg

    • Business

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.

    Canada Tops China for Battery Supply Chain Potential

    Canada Tops China for Battery Supply Chain Potential

    As the world races to accelerate the adoption of electric vehicles, countries are ramping up their efforts across the supply chain, from mining raw materials to fostering consumer demand. For the fourth year, BloombergNEF has ranked the potential of 30 markets to build a secure, reliable and sustainable lithium-ion battery supply chain, with Canada leapfrogging China to clinch the top spot this time around. 

    On today’s show, Dana is joined by the head of BNEF’s metals and mining team, Kwasi Ampofo, and metals and mining analyst Ellie Gomes-Callus. Together they discuss the ranking, including which countries are performing best across the five categories assessed, and also unpack the recent volatility in the lithium market and the impact that Indonesian policy has had on nickel prices.

    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:

    Global Lithium-Ion Battery Supply Chain Ranking - https://www.bnef.com/insights/33323

    Harnessing Africa’s Critical Minerals Potential - https://www.bnef.com/insights/33517
    See omnystudio.com/listener for privacy information.

    • 30 min
    United Taps Green Jet Fuel as Net-Zero Plan Takes Off

    United Taps Green Jet Fuel as Net-Zero Plan Takes Off

    The aviation industry’s pathway to net zero is far from certain. Operational improvements and technologies such as sustainable aviation fuel and zero-emission aircraft could offer substantial emissions reductions, but questions remain around timing, scalability and customers’ willingness to pay. So what strategies can airlines apply to reduce their carbon footprint and meet their net-zero commitments?

    On today’s show, Jade Patterson, a BloombergNEF senior associate in sustainable fuels, interviews United Airlines’ Chief Sustainability Officer, Lauren Riley. Together they discuss United’s strategy for achieving its climate goals, the governmental policies that could encourage carriers to adopt greener practices, and the venture fund that United has founded to help clean up aviation writ large.

    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 BNEF Forums and Summits:

    Link to BNEF's Regional Forums page - https://bbgevent.app/bloombergnef-forum-2024/#/

    Link to BNEF's Flagship Summits page - https://about.bnef.com/summit/
    See omnystudio.com/listener for privacy information.

    • 28 min
    Plastics Greenium Boosts Chemical Recycling Outlook

    Plastics Greenium Boosts Chemical Recycling Outlook

    With plastic production set to double by 2050, immediate action is needed to address plastic waste pollution and the inefficiencies of existing recycling systems. Chemical recycling could help process lower-grade feedstocks, significantly upping the amount of plastic that can be given a second life, but is the sector ready to do so?

    On today’s show, Dana is joined by Kirti Vasta, a senior associate from BloombergNEF’s sustainable materials team. Together they discuss the different forms chemical recycling can take, what’s driving investment in the space, and the unexpected places that recycled plastics can go.

    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:

    Chemical Recycling of Plastics (Part 1): Market Update -  https://www.bnef.com/insights/32709

    Chemical Recycling of Plastics (Part 2): Tech and Costs -  https://www.bnef.com/insights/32963
    See omnystudio.com/listener for privacy information.

    • 26 min
    Mind the EV Battery Recycling Gap

    Mind the EV Battery Recycling Gap

    As electric vehicle sales skyrocket, so too will the need for EV batteries and the metals that make them work. That’s where recycling comes in. By 2035, some 3.7 million metric tons of batteries could be nearing the end of their lives. Pull them apart to repurpose their innards, and you could have 10-18% of the key materials needed for battery manufacturing.

    On today’s show, Dana is joined by BloombergNEF energy storage analyst Andy Leach. Together they discuss why production scrap from the manufacturing process is the most important feedstock for near-term recycling, how EV ownership rates across different regions will impact the longer-term availability of key metals, and the policies and incentives that are designed to encourage and enforce battery recycling.

    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:

    Lithium-Ion Battery Recycling Market Outlook 2024 - https://www.bnef.com/insights/33401
    See omnystudio.com/listener for privacy information.

    • 21 min
    Wind and Solar Scale Up as China Builds Megabases

    Wind and Solar Scale Up as China Builds Megabases

    The Chinese government is rolling out one of the world’s most ambitious clean energy plans, targeting 1,200 gigawatts of installed renewable capacity by 2030. Part of their strategy involves building megabases, huge clean-energy developments that will generate more than one-third of the targeted total. Yet bringing a multi-gigawatt megabase to fruition, and doing it on such a tight time scale, is no minor feat.

    On today’s show, Dana is joined by BloombergNEF analysts Tianyi Zhao and Xiangyu Chen. Together they discuss the policies that are driving megabase rollout, how the enormous demand for wind and solar equipment is impacting prices, and the new ultra-high voltage grids that will carry the power generated from remote megabases to major cities.

    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:

    China’s Unprecedented 455GW Energy Megabase Plan - https://www.bnef.com/insights/33031
    See omnystudio.com/listener for privacy information.

    • 22 min
    EVs Race Ahead of Renewables in Transition Investment

    EVs Race Ahead of Renewables in Transition Investment

    At the beginning of each year, BloombergNEF releases the Energy Transition Investment Trends report, its definitive resource on global investment in the low-carbon energy transition. Since the report’s inception a decade ago, investment levels have steadily risen, breaking the $1 trillion mark in 2021 and reaching a record $1.5 trillion in 2022. Was 2023 another record year for energy transition investment, and which sectors saw the most notable growth or decline?

    On today’s show, Dana is joined by BNEF’s Deputy CEO, Albert Cheung, and Head of Technology and Innovation, Mark Daly. They discuss financing global supply chains, which clean energy technologies are on track for meeting net-zero targets, and whether climate tech equity financing has rebounded from recent lows.

    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:

    Energy Transition Investment Trends 2024 - https://www.bnef.com/insights/33273
    See omnystudio.com/listener for privacy information.

    • 30 min

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