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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Harvest Halted: Why Agriculture Funding Is Withering

Harvest Halted: Why Agriculture Funding Is Withering

Agriculture is responsible for around a third of global emissions. Yet investment in low-carbon means of growing food has stalled. Venture capital and private equity funding has declined by a massive ...

30 Juli 202523min

Inside the Blackout That Froze the Iberian Power Grid

Inside the Blackout That Froze the Iberian Power Grid

When the Iberian electrical grid blacked out earlier this year, there were real-life consequences. Widespread disruption of transportation, communication networks and essential services left Spain and...

23 Juli 202530min

Bonus: Will Trump’s bill trigger a ‘Big, Beautiful’ energy crunch?

Bonus: Will Trump’s bill trigger a ‘Big, Beautiful’ energy crunch?

This week, we explore how the legislation’s attack on renewable energy may push up electricity bills and damage US competitiveness in AI. The tax credits in President Joe Biden’s sprawling Inflation R...

18 Juli 202529min

Capex and Investment in the New Industrial Revolution

Capex and Investment in the New Industrial Revolution

Just how green are the investment portfolios of credit, equity and multi-asset funds? Building on its existing suite of banking and investment ratios, BloombergNEF has introduced the Energy Supply Fun...

17 Juli 202531min

AI Data Centers: Making Waves in the Energy Demand Sea

AI Data Centers: Making Waves in the Energy Demand Sea

Everyone is talking about how much energy data centers and artificial intelligence will gobble up in the coming years. Yet AI is just one part of a vast, complex and constantly evolving energy landsca...

9 Juli 202530min

China Drives Global EV Sales as US Support Fades

China Drives Global EV Sales as US Support Fades

Sales of electric vehicles are set for another record-breaking year. Thanks to falling battery costs and a rise in affordable models, plug-in EVs will represent a quarter of global passenger car sales...

2 Juli 202534min

White House Nuclear Energy Push Meets Uncertain Market

White House Nuclear Energy Push Meets Uncertain Market

The Trump administration has made no bones about its desire to revitalize the US’s nuclear power industry. With four new executive orders hot off the president’s desk, nuclear is being treated as a si...

25 Juni 202536min

Burnt by the Boom: Solar’s Growing Pains

Burnt by the Boom: Solar’s Growing Pains

Solar module prices have been cratering in recent years, dragged down by global oversupply. Yet while this glut of photovoltaics has hammered manufacturer profits, it has also allowed emerging economi...

18 Juni 202531min

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