Switched On

Bloomberg
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Switched On

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.

  1. 2 NGÀY TRƯỚC

    Crude Reality: Oil Demand Growth Falls After Tariffs

    Oil demand growth outlooks have taken a heavy hit in recent weeks. In the wake of the Trump administration’s “Liberation Day” tariff announcements, US business and consumer sentiment tanked and global GDP expectations were trimmed, with knock-on effects for oil demand. On the other side of the globe, China’s demand for gasoline is falling fast, with domestic policy stimulating an already-buoyant electric vehicle sector. Yet these blows to demand come at a time when OPEC+ and other major oil producing nations are looking to raise production levels. So what does this mean for the global oil sector and the price of a barrel of oil? On today’s show, Tom Rowlands-Rees is joined by Wayne Tan, BloombergNEF’s head of oil markets research, to discuss the recent note “Oil Markets Monthly: Tariffs, OPEC+ Hike, Structural Shift”. 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: Oil Markets Monthly: Tariffs, OPEC+ Hike, Structural Shift - https://www.bnef.com/insights/36245 See omnystudio.com/listener for privacy information.

    27 phút

  2. 17 THG 4

    Rainforest to Revenue: Brazil’s Carbon Market Opening

    Brazil, the host nation of this year’s COP30, looks set to be at the center of most major carbon market developments in 2025. The country is working hard to develop its domestic carbon market, and could quickly leapfrog others in terms of scale and impact, with the ramping up of its nature-based carbon supply for international trading. At the 2025 BloombergNEF Forum Sao Paulo, Kyle Harrison, BNEF’s Head of Environmental Markets, moderated a panel titled “Brazil’s Role in the Evolution of Global Carbon Markets.” This episode brings listeners that panel, which featured Thiago Picolo, chief executive officer at re.green; Fabiana Alves, chief executive officer at Rabobank; Fabio Galindo, chief executive officer at Future Climate; and Angela Pinhati, chief sustainability officer at Natura. 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.

    37 phút

  3. 9 THG 4

    Power Play: EU Courts Chinese Battery Manufacturers

    The European Union’s battery manufacturing sector has been struggling to stay competitive. In the face of supply chain concerns, technological barriers and record-low prices fueled by the global oversupply of battery packs, existing policy has proved too light to support local producers. Yet with the introduction of the EU’s new Action Plan, further policy support could be on its way, and Chinese battery giants are announcing production facilities in the bloc. Elsewhere, BYD has introduced a brand-new battery that could revolutionize the sector, with promises of rapid charging speeds and extended range for passenger EVs. On today’s show, Tom Rowlands-Rees is joined by BloombergNEF energy storage analyst Andy Leach and trade and supply analyst Matthew Hales to discuss their recent notes “Plan to Save EU Battery Making Marks Protectionist Shift” and “Chinese Battery Makers Double Down on European Factories”. 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: Plan to Save EU Battery Making Marks Protectionist Shift - https://www.bnef.com/insights/36075 Chinese Battery Makers Double Down on European Factories - https://www.bnef.com/insights/35985 See omnystudio.com/listener for privacy information.

    24 phút

  4. 3 THG 4

    EU Dials Down Green Finance Rules as US Wages ESG War

    The EU has taken an ax to its sustainable reporting regulations. While the bloc is widely considered the global leader for sustainable finance policy, this rollback could limit investors’ access to climate data and their ability to push capital towards the energy transition. With the ramping up of anti-ESG laws in the US, fears over competitiveness lie behind the softening of these EU policies. Yet just as these regions are watering down their requirements, Asia Pacific is stepping up, strengthening its own sustainable finance policies and potentially filling the Western void. On today’s show, Tom Rowlands-Rees is joined by BloombergNEF sustainable finance analysts Maia Mesanger and Jameson McLennan to discuss their recent notes “Sustainable Finance Market Outlook 1H 2025: Back on Track” and “EU Weakens Sustainability Leadership with Rule Rollback: React”. 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: Sustainable Finance Market Outlook 1H 2025: Back on Track - https://www.bnef.com/insights/35863?context=eyJxIjoic3VzdGFpbmFibGUgZmluYW5jZSIsImNvbnRlbnRUeXBlIjoiaW5zaWdodCIsInJlZ2lvbiI6W10sInNlY3RvciI6W10sImF1dGhvciI6W10sImluc2lnaHQtdHlwZSI6W119 EU Weakens Sustainability Leadership with Rule Rollback: React - https://www.bnef.com/analyst-reactions/ssb4jtdwlu6800 See omnystudio.com/listener for privacy information.

    26 phút

  5. 26 THG 3

    Unlocking Southeast Asia’s Clean Energy Potential

    Southeast Asia is an up-and-coming player in the energy transition. As the region’s production capacity has grown, so have its exports of key clean-power technologies. Within Southeast Asia, favorable policy has encouraged the growth of cheap renewable energy and electric vehicle adoption. Yet recent US tariffs and aid cuts have had an impact. Just how damaging have they been, and can better regional cooperation help mitigate the fallout? On today’s show, Dana Perkins is joined by Shantanu Jaiswal, BNEF’s head of India and Southeast Asia research, and analyst Felix Kosasih, to discuss some of BNEF’s recent research including “US Climate Fund Withdrawal Imperils Indonesia’s Transition” and “Southeast Asia in Short: Energy Storage, Net Zero Push”. 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: Southeast Asia in Short: Energy Storage, Net-Zero Push - https://www.bnef.com/insights/35639 US Climate Fund Withdrawal Imperils Indonesia’s Transition - https://www.bnef.com/shorts/ssqqiot0g1kw00?context=eyJxIjoic2luZ2Fwb3JlIiwiY29udGVudFR5cGUiOiJzaG9ydCIsInJlZ2lvbiI6W10sInNlY3RvciI6W10sImF1dGhvciI6W119 Net Zero Transition: Opportunities for Vietnam - https://www.bnef.com/insights/35529?context=eyJxIjoib3Bwb3J0dW5pdGllcyBmb3IgdmlldG5hbSIsImNvbnRlbnRUeXBlIjoiaW5zaWdodCIsInJlZ2lvbiI6W10sInNlY3RvciI6W10sImF1dGhvciI6W10sImluc2lnaHQtdHlwZSI6W119 Southeast Asia and Energy: Things to Watch in 2025 - https://www.bnef.com/insights/35745?context=eyJxIjoic2hhbnRhbnUiLCJjb250ZW50VHlwZSI6Imluc2lnaHQiLCJyZWdpb24iOltdLCJzZWN0b3IiOltdLCJhdXRob3IiOltdLCJpbnNpZ2h0LXR5cGUiOltdfQ== See omnystudio.com/listener for privacy information.

    20 phút

  6. 20 THG 3

    Liquid Demand: Tech Solutions for Water Stress

    We live on an increasingly thirsty planet. Growing populations and rising demand from industry, data centers and farming have led to water stress across the globe. Even under a scenario where global warming is limited to 2C, some three billion people are projected to live in areas where water demand exceeds supply by the middle of the century. Energy-intensive desalination plants offer a solution, but what other opportunities lie in technologies that can not only increase water supply but more efficiently manage it? On today’s show, Dana Perkins is joined by Stephanie Diaz, a BNEF technology and innovation analyst, to discuss her recent research note “Tech Radar: Water Supply, Use and Treatment”. 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: Tech Radar: Water Supply, Use and Treatment - https://www.bnef.com/insights/35987 See omnystudio.com/listener for privacy information.

    30 phút

  7. 12 THG 3

    Hydrogen: Bucking the Low-Cost Clean Power Trend

    The cost of producing clean power has never been lower. Improving financial conditions and oversupply of key equipment drove costs to record lows in 2024. Yet while the levelized cost of electricity (LCOE) declined as a global average, different regions and technologies fell at different rates, and one key technology proved to be an outlier. On this episode, Dana Perkins is joined by Amar Vasdev, a senior associate from BNEF’s energy economics team, and Martin Tengler, BloombergNEF’s head of hydrogen research, to discuss findings from the flagship report “Levelized Cost of Electricity 2025: Record Lows”. 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: Levelized Cost of Electricity 2025: Record Lows - https://www.bnef.com/flagships/lcoe See omnystudio.com/listener for privacy information.

    32 phút

  8. 5 THG 3

    Data Center Dynamics: AI and Energy Demand

    Energy-hungry data centers are on the rise. Power demand driven by artificial intelligence has been met by an increase in power purchase agreements (PPAs) for low-carbon energy. Meanwhile, DeepSeek has reduced demand through more efficient computations. So what is driving decision making at tech companies that work in the AI and data center space? At the 2025 BloombergNEF Summit San Francisco, Mark Daly, BNEF’s head of technology and innovation, moderated a panel titled “Data Center Dynamics.” This episode brings listeners that panel, which featured Steven Carlini, chief advocate of data centers and AI at Schneider Electric; Will Conkling, head of data center energy for the Americas and EMEA at Google; Kleber Costa, chief commercial officer at AES Corporation; and Darwesh Singh, founder and CEO at Bolt Graphics. 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/summit/. See omnystudio.com/listener for privacy information.

    37 phút
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Giới Thiệu

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.

Thông Tin

  • Kênh
    Bloomberg
  • Nhà sáng tạo
    Bloomberg
  • Năm hoạt động
    2019 - 2025
  • Tập
    225
  • Xếp hạng
    Sạch
  • Bản quyền
    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
  • Trang web chương trình
    Switched On
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    Bloomberg L.P.

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