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)

Wind Power Expands as Competition Heats Up

Wind Power Expands as Competition Heats Up

The wind industry is entering a new phase of scale. Offshore installations are set to surge in 2026 as a new generation of massive projects comes online, while onshore markets continue expanding acros...

28 Mai 36min

Japan Nuclear Revival Reaches Tokyo: Analyst Reaction

Japan Nuclear Revival Reaches Tokyo: Analyst Reaction

Japan’s journey back to nuclear power is entering a new phase. Fifteen years after the Fukushima disaster and the shuttering of the country’s nuclear fleet, the return of the Kashiwazaki Kariwa 6 reac...

26 Mai 12min

Hydrogen Moves From Hype Cycle to Hard Economics

Hydrogen Moves From Hype Cycle to Hard Economics

Hydrogen’s place in the energy transition is changing. After years of hype around its role in reaching net zero, many projects have been delayed or canceled as costs remain high, policy support weaken...

20 Mai 38min

BNEF Tier 1 Lists: The Mark of Credibility

BNEF Tier 1 Lists: The Mark of Credibility

BloombergNEF’s Tier 1 lists have become a defining feature of the clean energy industry. Built on real project deployment data, they track which manufacturers’ products are actually being used in larg...

13 Mai 24min

Data Centers and the Future of Energy Storage

Data Centers and the Future of Energy Storage

The AI boom is ushering in a new era for energy storage. As data center buildout accelerates, batteries are evolving from short-duration backup tools into larger, more flexible systems that can help b...

7 Mai 31min

Energy Strategy in an Era of Global Fragmentation

Energy Strategy in an Era of Global Fragmentation

Middle powers are navigating a more fragmented global order. As tensions rise between major economies, the countries caught in between are being forced to rethink how they manage trade, security and e...

30 Apr 24min

Hormuz Delivers an Aluminum Shock: Analyst Reaction

Hormuz Delivers an Aluminum Shock: Analyst Reaction

Severe disruption in the Strait of Hormuz is rippling far beyond oil markets. Around 10% of global aluminum supply is tied to the Middle East, and with exports constrained, prices are surging and supp...

27 Apr 10min

Nuclear Fusion Powers Up for Commercial Breakthrough

Nuclear Fusion Powers Up for Commercial Breakthrough

Fusion energy is entering a new phase. After decades as a scientific pursuit, the sector is attracting billions in private and public capital, with big tech, oil companies and governments all racing t...

22 Apr 32min

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