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)

How Co-Located Batteries Are Reshaping Solar’s Future

How Co-Located Batteries Are Reshaping Solar’s Future

After years of rapid expansion, the buildout of solar power is starting to slow. Capacity additions are set to dip slightly in 2026, the first decline since BloombergNEF began tracking the market. At ...

29 Jan 31min

Power Grid Spending Surges But Capacity Still Lags

Power Grid Spending Surges But Capacity Still Lags

Investment in power grids is rising fast. Worldwide, spending on this critical piece of infrastructure rose 17% last year. Yet higher outlays are not necessarily translating into new capacity on the g...

22 Jan 28min

AI’s Tilt from Clean Power to Gas: Analyst Reaction

AI’s Tilt from Clean Power to Gas: Analyst Reaction

Data centers are expanding at an unprecedented rate, and their need for fast, reliable electricity is reshaping power generation plans across the US. Grid bottlenecks and delivery timelines are tippin...

16 Jan 12min

Oil, Gas and Metals in 2026: What to Watch This Year

Oil, Gas and Metals in 2026: What to Watch This Year

Commodity markets are in a period of upheaval. Wars, sanctions and political shifts have already rewired global trade, and a new wave of pressures is coming into focus. A liquefied natural gas glut is...

14 Jan 36min

Where Venezuela’s Oil Fits in the Global Market: React

Where Venezuela’s Oil Fits in the Global Market: React

What the recent US action in Venezuela means for global oil markets is still an open question. While the prospect of additional oil is drawing interest, high production costs, infrastructure constrain...

9 Jan 11min

Progress Amid Fragmentation: Energy Transition to 2030

Progress Amid Fragmentation: Energy Transition to 2030

The push toward a lower-carbon global economy ran into strong headwinds last year, and 2026 offers little sense of a clean reset. Political uncertainty, uneven policy support and slower progress in so...

8 Jan 15min

LNG, Biofuels and the Future of Maritime Transport

LNG, Biofuels and the Future of Maritime Transport

Maritime shipping is a notoriously tricky sector to decarbonize, yet options for a greener industry are slowly emerging. Bio-LNG is helping clean up fuel tanks. New ship-building and navigational tech...

31 Des 202533min

Pay-Per-Mile Comes to UK EVs: Analyst Reaction

Pay-Per-Mile Comes to UK EVs: Analyst Reaction

The UK’s latest budget sends mixed consequential signals for electric vehicles. A sharp increase in purchase subsidies is paired with plans for a new pay-per-mile charge, reshaping the economics of EV...

23 Des 202511min

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