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)

Guarding the Grid: Hackers Target Smarter Power System

Guarding the Grid: Hackers Target Smarter Power System

As power grids evolve to accommodate new clean energy sources and smart technology, they are becoming more vulnerable to cyberattackers looking to exploit weaknesses in these increasingly connected sy...

14 Des 202326min

US Offshore Wind Blows Cold as Interest Rates Heat Up

US Offshore Wind Blows Cold as Interest Rates Heat Up

With a quarter of offshore wind project deals having been canceled in the US this year, the Biden administration’s target of having 30 gigawatts of installed capacity by 2030 is looking even further o...

6 Des 202331min

Cruising to a Million: US EV Sales Near Key Milestone

Cruising to a Million: US EV Sales Near Key Milestone

The US has historically lagged behind mainland China and Europe for electric vehicle ownership, but is this about to change? If you believe GM and Ford, who cite falling demand for the delaying of the...

30 Nov 202329min

Solar Supply Glut Crushes Margins But Buildout Booming

Solar Supply Glut Crushes Margins But Buildout Booming

It’s a good news, bad news situation for solar right now. On the one hand, annual installations are continuing to break records, with China set to build almost as much solar this year as the entire wo...

23 Nov 202328min

Gridlock: US Struggles to Make Enough Transformers

Gridlock: US Struggles to Make Enough Transformers

Large power transformers, or LPTs for short, are integral for the functioning of the energy grid. But with BloombergNEF forecasting that the US will need to nearly double its units by 2030, will the c...

15 Nov 202329min

CCS Extends Its Reach Beyond Oil and Gas

CCS Extends Its Reach Beyond Oil and Gas

Investment in carbon capture and storage is skyrocketing. Last year, the technology attracted some $6.4 billion globally, more than double the year before. But why are industries now looking to Carbon...

8 Nov 202335min

Retreat or Engage? Green Investors’ Big Oil Dilemma

Retreat or Engage? Green Investors’ Big Oil Dilemma

Oil and gas majors have long stated their intention to diversify away from fossil fuels and move toward clean energy production. However, in the last few years, many have wound back these plans, shoot...

2 Nov 202331min

Climate Risks and Rewards: Rating Companies’ Exposure

Climate Risks and Rewards: Rating Companies’ Exposure

Climate change and the transition to a net-zero economy presents both opportunities and risks to companies and assets. But how might an investor assess this exposure? On today’s show, Dana sits down w...

25 Okt 202330min

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