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.

Episoder(288)

Splitting Atoms, Scaling AI: Big Tech’s Nuclear Gambit

Splitting Atoms, Scaling AI: Big Tech’s Nuclear Gambit

The boom in energy-hungry data centers in the US has led to a revival of interest in nuclear power. Small modular reactors, or SMRs, are often held up as the way forward, but the technology remains in...

19 Des 202428min

Getting Real: Net Zero Isn’t Enough for Fortescue

Getting Real: Net Zero Isn’t Enough for Fortescue

The world is focused on net zero. Yet some companies, like Australian mining giant Fortescue, have set their sights higher, and are now aiming for ‘real zero’. On today’s show, we bring you an intervi...

12 Des 202422min

Under the Hood of Emerging Markets’ Energy Transition

Under the Hood of Emerging Markets’ Energy Transition

Emerging markets have big plans when it comes to the energy transition. Today, 95% of developing economies have a renewable energy target in place, and many of them are seeing massive growth in solar ...

5 Des 202420min

Climate-Tech Finance: India Surges, China Slumps

Climate-Tech Finance: India Surges, China Slumps

Climate-tech funding is falling precipitously. During the third quarter of 2024, worldwide investment in the sector reached just $10.3 billion, a far cry from the $22.6 billion raised in the third qua...

27 Nov 202428min

Burning Issue: Peak Coal Close But Demand Lingers

Burning Issue: Peak Coal Close But Demand Lingers

“It looks like coal weather today,” is an unlikely forecast, but it shouldn’t be. Coal production and consumption are linked to weather, and the return of a La Niña weather cycle has the potential to ...

20 Nov 202437min

Gone With the Wind: Turbine Additions Still Fall Short

Gone With the Wind: Turbine Additions Still Fall Short

Wind is key to tripling global clean energy capacity by 2030, but in recent years both onshore and offshore additions have been blowing cold. The landscape improves as we look ahead to 2030, when Bloo...

13 Nov 202440min

Current Investments: Expanding the World’s Power Grids

Current Investments: Expanding the World’s Power Grids

“The best time to plant a tree was 20 years ago. The second best time is now.” This proverb is just as apt if you swap out “trees” for “grid investment.” Some $326 billion flowed into the world’s powe...

7 Nov 202431min

Catch Me If You Can: EU Trails US On Clean-Tech Policy

Catch Me If You Can: EU Trails US On Clean-Tech Policy

Tariffs and subsidies loom large in the energy transition. The US Inflation Reduction Act, or IRA, has been of global importance, changing trade relationships and causing some governments to rethink t...

30 Okt 202428min

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