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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Sustainable Finance Enters Its ‘Messy Middle’

Sustainable Finance Enters Its ‘Messy Middle’

Sustainable finance has entered what might be its “messy middle.” For years, governments leaned into reporting regulations and other policies in support of ESG-aligned financial activities. Then came ...

18 Feb 36min

How Climate Risk Flows From Insurance to City Budgets

How Climate Risk Flows From Insurance to City Budgets

Climate adaptation is increasingly a matter of financial resilience, not just physical protection. Across the US, climate risk is filtering into rising insurance costs, shifting property values and he...

11 Feb 30min

Beyond the Chip: Rewiring Data Center Supply Chains

Beyond the Chip: Rewiring Data Center Supply Chains

As AI drives a new wave of data center expansion, the focus is shifting from chips to the infrastructure that powers and cools them. Denser AI workloads are accelerating the move toward liquid cooling...

4 Feb 34min

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

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