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)

Clean Power Costs Split After Years of Alignment

Clean Power Costs Split After Years of Alignment

The cost to build and run clean-power projects used to be heading in one direction: down. That story is now getting more complicated. Battery storage costs continued to fall last year, while most othe...

26 Mar 34min

European Power Confronts Gas Shock: Analyst Reaction

European Power Confronts Gas Shock: Analyst Reaction

Oil and gas prices are rising again as the Iran war shakes global energy markets. But so far Europe’s power system is holding up better than in 2022, when Russia invaded Ukraine. More renewables and l...

24 Mar 10min

US Clean Energy Factbook: Generation Hits 20-Year High

US Clean Energy Factbook: Generation Hits 20-Year High

The US energy transition has hit an inflection point. Electricity generation reached a 20-year high last year, as renewables and energy storage accounted for 90% of new capacity additions. Energy-tran...

18 Mar 37min

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 Mar 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 Mar 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 Mar 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 Feb 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 Feb 13min

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