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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Episoder(309)

CORSIA’s Flight Plan for Credible Carbon Markets

CORSIA’s Flight Plan for Credible Carbon Markets

A United Nations-led aviation decarbonization scheme could offer some respite for carbon credit markets mired in controversy. With the Carbon Offsetting and Reduction Scheme for International Aviation...

22 Mai 202530min

Silicon States: US Data Center Expansion in the AI Era

Silicon States: US Data Center Expansion in the AI Era

The rise of AI data centers is reshaping the outlook for US power markets. Forecast to account for nearly a 10th of all US electricity demand by 2035, data centers are gobbling up power more quickly t...

14 Mai 202528min

Powering Ahead: The Future of US Renewable Investment

Powering Ahead: The Future of US Renewable Investment

Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sourc...

7 Mai 202536min

Trump’s First 100 Days: Tariffs, Turmoil and Policy

Trump’s First 100 Days: Tariffs, Turmoil and Policy

One hundred days of the second Trump presidency have passed, and the impact has already been significant. While running for president, Donald Trump put the Inflation Reduction Act, ESG investing and c...

30 Apr 202534min

Crude Reality: Oil Demand Growth Falls After Tariffs

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...

23 Apr 202526min

Rainforest to Revenue: Brazil’s Carbon Market Opening

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 cou...

17 Apr 202536min

Power Play: EU Courts Chinese Battery Manufacturers

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 overs...

9 Apr 202523min

EU Dials Down Green Finance Rules as US Wages ESG War

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 cl...

3 Apr 202525min

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