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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...
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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.
show less
Episodes & Posts
Episodes
Posts
Transcribed
18 JUN 2025 · 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 economies that are hungry for affordable energy to get into the solar game, and demand growth is still strong this year. So what lies ahead for this notoriously tricky market, could energy storage help mitigate electricity price spikes, and what impact could the Trump administration’s tariffs have on domestic US solar manufacturing? On today’s show, Tom Rowlands-Rees is joined by Jenny Chase, a BloombergNEF solar specialist, to discuss findings from her note “2Q 2025 Global PV Market Outlook.” Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on https://www.bnef.com/ Links to research notes from this episode: 2Q 2025 Global PV Market Outlook - https://www.bnef.com/insights/36693See https://omnystudio.com/listener for privacy information.
Transcribed
11 JUN 2025 · The oil and gas sector invested $33.4 billion in the energy transition last year. Yet while this figure suggests that decarbonization is a serious consideration for some fossil-fuel majors, just seven companies accounted for 85% of the sector’s low-carbon spend in 2024, and only 13 of 41 companies assessed raised low-carbon investment as a share of capex. So what are the different strategies oil and gas companies are pursuing when it comes to the energy transition? And why would a fossil-fuel company invest in clean tech in the first place? On today’s show, Tom Rowlands-Rees is joined by Claudio Lubis, an associate from BNEF’s downstream oil and chemicals team, to discuss findings from his note “Oil and Gas Energy Transition 2024: Clean Capex Jumps.” Complementary BNEF research on the trends driving the transitions to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on https://www.bnef.com/ Links to research notes from this episode: Oil and Gas Energy Transition 2024: Clean Capex Jumps - https://www.bnef.com/insights/36589See https://omnystudio.com/listener for privacy information.
Transcribed
4 JUN 2025 · Europe is making quick work of executing large industrial decarbonization infrastructure projects. The continent now boasts large-scale facilities for carbon capture, storage and transit in the UK, Denmark, the Netherlands, Italy and Norway. But how have policymakers managed to incentivize and facilitate the installation of these massive projects, and what’s required to push the sector even further? At the 2025 BloombergNEF Summit Munich, Martin Tengler, BNEF’s head of hydrogen research, moderated a panel titled “Getting Industrial Decarbonization Megaprojects on Their Feet: Evaluating Early Success.” This episode brings listeners that panel, which featured Kristin Myskja, director general and head of climate, industry and technology for the Norwegian Ministry of Energy; Anders Hoffman, deputy permanent secretary for the Danish Ministry for Climate, Energy and Utilities; Dick Benschop, chair of the board at Mission Possible Partnership; and Stefanie Hiesinger, head of unit for low-carbon solutions for Directorate-General for Climate Action (DG CLIMA) at the European Commission. To learn more about BNEF’s Summits taking place around the world and to see recordings of BNEF Talks at previous Summits, head to https://about.bnef.com/summit/.See https://omnystudio.com/listener for privacy information.
Transcribed
29 MAY 2025 · Extreme weather has always meant extreme risks for businesses and investors. Yet climate change has varied the calculus, and many businesses are facing new, potentially existential risks as the world and the energy transition heat up. As such, central banks and financial supervisors have begun conducting climate risk stress tests, to ensure these institutions are capable of mitigating the potential impacts of a changing climate. But what do these tests entail, which markets have been the most proactive in conducting them, and what exactly is “climate risk” anyway? On today’s show, Tom Rowlands-Rees is joined by Tifenn Brandily, BloombergNEF’s head of transition risk and alignment, and special guest Edo Schets, Bloomberg’s head of climate, nature and regulatory financial solutions, to discuss findings from the note “Climate Risk Stress Test Review”. Complementary BNEF research on the trends driving the transitions to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on https://www.bnef.com/ Links to research notes from this episode: Climate Risk Stress Test Review - https://www.bnef.com/insights/35901 TRACT - https://www.bnef.com/insights/34869 Worksheet Sample Library for Physical Risk - WSL PHYSICALRISK<GO> Worksheet Sample Library for Water - WSL WATER<GO>See https://omnystudio.com/listener for privacy information.
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22 MAY 2025 · A United Nations-led aviation decarbonization scheme could offer some respite for carbon credit markets mired in controversy. With the Carbon Offsetting and Reduction Scheme for International Aviation, also known as CORSIA, the UN is looking to offer legitimacy for carbon credits, to help tackle emissions at scale. The scheme has a global footprint, with a roster of 126 markets set to expand to 135 in 2027, but with the US and EU threatening to pull their involvement, just how impactful can CORSIA really be? On today’s show, Tom Rowlands-Rees is joined by Layla Khanfar, an associate on BNEF’s environmental markets team, to discuss her recent note “Aviation Credits Market Outlook: CORSIA Gets Its Wings”. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on https://www.bnef.com/ Links to research notes from this episode: Aviation Credits Market Outlook: CORSIA Gets Its Wings - https://www.bnef.com/insights/36451See https://omnystudio.com/listener for privacy information.
Transcribed
14 MAY 2025 · The rise of AI data centers is reshaping the outlook for US power markets. Forecast to account for nearly a 10th of all US electricity demand by 2035, data centers are gobbling up power more quickly than electric vehicles, hydrogen or any other demand class this decade. A profound concentration of capital has allowed for this rapid expansion, which is now exerting influence over energy infrastructure and planning investment. But what forms do data centers take, and what are the factors and strategies that influence associated decision making? On today’s show, Tom Rowlands-Rees is joined by BloombergNEF’s Head of US Power, Helen Kou, and Senior Associate Nathalie Limandibhratha to discuss their recent note “US Data Center Market Outlook: The Age of AI”. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on https://www.bnef.com/ Links to research notes from this episode: US Data Center Market Outlook: The Age of AI - https://www.bnef.com/insights/36281See https://omnystudio.com/listener for privacy information.
Transcribed
7 MAY 2025 · Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailing: price cannibalization, curtailment risks, tariffs and clean energy policy shifts from the new Trump administration all present challenges for investors. So what business models and strategies are required to keep the momentum going? At the 2025 BloombergNEF Summit New York, Pol Lezcano, a senior associate from BNEF’s solar team, moderated a panel titled “Sustaining Momentum in US Renewable Investments.” This episode brings listeners that panel, which featured Andrew Gongaware, managing director at BMO Capital Markets; Matt Ransweiler, senior vice president for finance and capital markets at Invenergy; Miguel Pena, managing director and head of project finance for the Americas at BBVA; and Corinne Still, partner at Apollo Global Management. To learn more about BNEF’s Summits taking place around the world and to see recordings of BNEF Talks at previous Summits, head to https://about.bnef.com/summit/.See https://omnystudio.com/listener for privacy information.
Transcribed
30 APR 2025 · One hundred days of the second Trump presidency have passed, and the impact has already been significant. While running for president, Donald Trump put the Inflation Reduction Act, ESG investing and clean energy policy in his crosshairs, only to have been held up once in office by courts, members of Congress and some states. The “Liberation Day” tariffs created turmoil on global markets, and his administration has again had to pause and row back some levies, while others are being renegotiated. To guide us through these first 100 days of the second Trump term, Tom is joined on today’s episode by Derrick Flakoll, BloombergNEF senior policy associate for North America, to discuss recent BNEF research notes including “Trump’s Investment Rules Hold Back Made-in-US Clean Tech” and “‘Reciprocal’ Tariffs Spell Chaos for Clean Energy Markets: React”. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on https://www.bnef.com/ Links to research notes from this episode: Trump’s Investment Rules Hold Back Made-in-US Clean Tech - https://www.bnef.com/insights/36067 Reciprocal’ Tariffs Spell Chaos for Clean Energy Markets: React - https://www.bnef.com/analyst-reactions/su5u2hdwx2ps00See https://omnystudio.com/listener for privacy information.
Transcribed
23 APR 2025 · Oil demand growth outlooks have taken a heavy hit in recent weeks. In the wake of the Trump administration’s “Liberation Day” tariff announcements, US business and consumer sentiment tanked and global GDP expectations were trimmed, with knock-on effects for oil demand. On the other side of the globe, China’s demand for gasoline is falling fast, with domestic policy stimulating an already-buoyant electric vehicle sector. Yet these blows to demand come at a time when OPEC+ and other major oil producing nations are looking to raise production levels. So what does this mean for the global oil sector and the price of a barrel of oil? On today’s show, Tom Rowlands-Rees is joined by Wayne Tan, BloombergNEF’s head of oil markets research, to discuss the recent note “Oil Markets Monthly: Tariffs, OPEC+ Hike, Structural Shift”. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on https://www.bnef.com/ Links to research notes from this episode: Oil Markets Monthly: Tariffs, OPEC+ Hike, Structural Shift - https://www.bnef.com/insights/36245See https://omnystudio.com/listener for privacy information.
Transcribed
17 APR 2025 · Brazil, the host nation of this year’s COP30, looks set to be at the center of most major carbon market developments in 2025. The country is working hard to develop its domestic carbon market, and could quickly leapfrog others in terms of scale and impact, with the ramping up of its nature-based carbon supply for international trading. At the 2025 BloombergNEF Forum Sao Paulo, Kyle Harrison, BNEF’s Head of Environmental Markets, moderated a panel titled “Brazil’s Role in the Evolution of Global Carbon Markets.” This episode brings listeners that panel, which featured Thiago Picolo, chief executive officer at re.green; Fabiana Alves, chief executive officer at Rabobank; Fabio Galindo, chief executive officer at Future Climate; and Angela Pinhati, chief sustainability officer at Natura. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on https://www.bnef.com/ Links to BNEF Forums and Summits: Link to BNEF's Regional Forums page - https://bbgevent.app/bloombergnef-forum-2024/#/ Link to BNEF's Flagship Summits page - https://about.bnef.com/summit/See https://omnystudio.com/listener for privacy information.
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...
show more
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.
show less
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