174 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
    • 4.7 • 83 Ratings

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.

    China’s Clean-Tech Glut Undercuts US Onshoring Hopes

    China’s Clean-Tech Glut Undercuts US Onshoring Hopes

    China is churning out clean energy technology at a breakneck pace, driving down prices on everything from solar panels to lithium ion batteries. With supply far exceeding demand, the timing couldn’t be worse for the many countries that are looking to onshore clean-tech equipment manufacturing.

    On today’s show, Dana is joined by BloombergNEF’s Head of Trade and Supply Chains, Antoine Vagneur-Jones. They discuss the impetus behind the Chinese government’s drive to dominate the clean-tech export sector, the sheer scale of the global manufacturing overcapacity and whether it’s already sufficient to meet net-zero goals, and the US reaction to Chinese companies potentially offshoring production to countries like Mexico.

    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’s Clean-Tech Overcapacity Threatens Onshoring Dreams - https://www.bnef.com/insights/33543

    Mexico Won’t Be China’s EV Export Hub to US Anytime Soon - https://www.bnef.com/insights/33761
    See omnystudio.com/listener for privacy information.

    • 39 min
    Do or Die: Carbon Offset Markets Face Critical Year

    Do or Die: Carbon Offset Markets Face Critical Year

    Voluntary carbon markets are coming off a tumultuous year, with constant public scrutiny and high-profile scandals undermining investor confidence. Despite the turmoil, the market has grown to a record size, as corporations look to carbon offsets to reach their net zero goals.

    On today’s show, Dana is joined by Layla Khanfar, BNEF corporate sustainability and carbon offsets analyst, alongside Kyle Harrison, BNEF’s head of sustainability research for the Americas, Europe, the Middle East and Africa. They discuss BNEF’s long-term carbon-market scenarios, the different types of offsets that are available for purchase, and how private companies are stepping in to help fill the regulatory void.

    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:

    Long-Term Carbon Offsets Outlook 2024 - https://www.bnef.com/insights/33315/view
    See omnystudio.com/listener for privacy information.

    • 37 min
    Methanol Sets Sail as EU Targets Shipping Emissions

    Methanol Sets Sail as EU Targets Shipping Emissions

    Seaborne freight is the lifeblood of the global economy. It’s also a heavy polluter. Now that shipping companies, retailers and governments are all looking to decarbonize the supply chain, what is the outlook for clean shipping fuels? In a broad field of competing options including ammonia, methane and LNG, which is the most viable?

    On today’s show, Dana is joined by Mohith Velamala, a senior associate on BloombergNEF’s oil team. Together they discuss the maritime sector’s existing decarbonization targets and whether these can realistically be met, the stringent EU policies that are having a global impact, and the long-term outlook for fleet growth and its potential carbon footprint.

    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:

    2024 Marine Fuel Outlook - https://www.bnef.com/insights/33189

     
    See omnystudio.com/listener for privacy information.

    • 30 min
    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

Customer Reviews

4.7 out of 5
83 Ratings

83 Ratings

小刘吃多了 ,

One of the best podcasts

Very informative, nicely curated, well-structured episodes coving a good range of key topics - from EV to plant-based milk - in the climate change field. A great selection of questions and speakers. I’m learning a ton since following Switch On. Strongly recommended!

Gjghjfd ,

Insightful

Great quick takes on everything energy. My new favorite podcast

razrmogle ,

Good content, unreasonably LONG breaks for ads

Enjoying the show, but very irritated by the incredibly long ads. Will look for alternative sources.

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