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)

Public to Private: The Shift in Clean Energy Ownership

Public to Private: The Shift in Clean Energy Ownership

Over the past five years, clean energy company valuations have reached new heights. As the ESG hype cycle ends, inflated public market valuations have given way to industry fundamentals. Increasing en...

30 Jan 202522min

Five Energy Transition Lessons for 2025

Five Energy Transition Lessons for 2025

Was 2024 a good or a bad year for clean energy and climate progress? Looking through one prism, we saw record global electric vehicle sales, massive clean power capacity additions, and the adoption of...

22 Jan 202519min

Energy Security in Flux: Gas Faces 2025 Stress Test

Energy Security in Flux: Gas Faces 2025 Stress Test

This could be a challenging year for natural gas. Market dynamics are in flux, and how buyers and sellers react to the changes will make the year ahead a ‘stress test’ for the fuel and how the sector ...

15 Jan 202524min

Drilling for Gold: The Hydrogen Beneath Our Feet

Drilling for Gold: The Hydrogen Beneath Our Feet

At first glance, gold hydrogen could be a game changer. This naturally occurring molecule, which is found in reservoirs below the Earth’s surface, has the potential to be less carbon intensive and les...

8 Jan 202529min

Japan Powers Up: Market Liberalization Sparks Interest

Japan Powers Up: Market Liberalization Sparks Interest

Japan’s power market is creating a stir. Having faced natural disasters, global energy crises and ever more extreme periods of weather, the world’s third-largest liberalized power market has had to co...

2 Jan 202531min

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

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