Switched On

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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Jaksot(309)

Private Capital: Turning Mega Funds Into Megawatts

Private Capital: Turning Mega Funds Into Megawatts

Private capital is reshaping the energy transition. Once a niche corner of finance, private markets now manage tens of trillions of dollars globally, with a growing share directed toward clean energy ...

11 Maalis 35min

Biofuels Cash In on US Tax Credits: Analyst Reaction

Biofuels Cash In on US Tax Credits: Analyst Reaction

New guidance on the 45Z Clean Fuel Production Credit has clarified the outlook for US biofuels. The Treasury Department has confirmed that manure-based fuels can earn negative emissions scores, unlock...

6 Maalis 12min

Record Energy Transition Investment, But Slower Pace

Record Energy Transition Investment, But Slower Pace

Investment in the energy transition reached a record $2.3 trillion last year. That’s a huge figure, but it tells only part of the story. Renewables investment dipped year-on-year as China shifted its ...

4 Maalis 36min

What Really Determines Where Data Centers Get Built

What Really Determines Where Data Centers Get Built

The geography of data center development is being redrawn at speed. BloombergNEF is tracking nearly 23 gigawatts of new capacity under construction worldwide, as AI and cloud workloads drive the next ...

25 Helmi 35min

Clean Tech’s US Tariff Whiplash: Analyst Reaction

Clean Tech’s US Tariff Whiplash: Analyst Reaction

A US Supreme Court ruling is shaking up global clean-tech trade. By striking down Donald Trump’s “Liberation Day” tariffs, the justices have created an opening for some solar equipment and stationary ...

23 Helmi 13min

Sustainable Finance Enters Its ‘Messy Middle’

Sustainable Finance Enters Its ‘Messy Middle’

Sustainable finance has entered what might be its “messy middle.” For years, governments leaned into reporting regulations and other policies in support of ESG-aligned financial activities. Then came ...

18 Helmi 36min

How Climate Risk Flows From Insurance to City Budgets

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 he...

11 Helmi 30min

Beyond the Chip: Rewiring Data Center Supply Chains

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...

4 Helmi 34min

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