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Conversations about global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Each week, Dana Perkins sits down with different BloombergNEF (BNEF) analysts to discuss their...
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Conversations about global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Each week, Dana Perkins sits down with different BloombergNEF (BNEF) analysts to discuss their latest research and unique perspective on the future of energy, transport, agriculture, sustainability and more.
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Episodes & Posts
Episodes
Posts
Transcribed
20 MAR 2025 · We live on an increasingly thirsty planet. Growing populations and rising demand from industry, data centers and farming have led to water stress across the globe. Even under a scenario where global warming is limited to 2C, some three billion people are projected to live in areas where water demand exceeds supply by the middle of the century. Energy-intensive desalination plants offer a solution, but what other opportunities lie in technologies that can not only increase water supply but more efficiently manage it? On today’s show, Dana Perkins is joined by Stephanie Diaz, a BNEF technology and innovation analyst, to discuss her recent research note “Tech Radar: Water Supply, Use and Treatment”. 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: Tech Radar: Water Supply, Use and Treatment - https://www.bnef.com/insights/35987See https://omnystudio.com/listener for privacy information.
Transcribed
12 MAR 2025 · The cost of producing clean power has never been lower. Improving financial conditions and oversupply of key equipment drove costs to record lows in 2024. Yet while the levelized cost of electricity (LCOE) declined as a global average, different regions and technologies fell at different rates, and one key technology proved to be an outlier. On this episode, Dana Perkins is joined by Amar Vasdev, a senior associate from BNEF’s energy economics team, and Martin Tengler, BloombergNEF’s head of hydrogen research, to discuss findings from the flagship report “Levelized Cost of Electricity 2025: Record Lows”. 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: Levelized Cost of Electricity 2025: Record Lows - https://www.bnef.com/flagships/lcoeSee https://omnystudio.com/listener for privacy information.
Transcribed
5 MAR 2025 · Energy-hungry data centers are on the rise. Power demand driven by artificial intelligence has been met by an increase in power purchase agreements (PPAs) for low-carbon energy. Meanwhile, DeepSeek has reduced demand through more efficient computations. So what is driving decision making at tech companies that work in the AI and data center space? At the 2025 BloombergNEF Summit San Francisco, Mark Daly, BNEF’s head of technology and innovation, moderated a panel titled “Data Center Dynamics.” This episode brings listeners that panel, which featured Steven Carlini, chief advocate of data centers and AI at Schneider Electric; Will Conkling, head of data center energy for the Americas and EMEA at Google; Kleber Costa, chief commercial officer at AES Corporation; and Darwesh Singh, founder and CEO at Bolt Graphics. 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
27 FEB 2025 · Annual investment in the energy transition has surpassed $2 trillion for the first time. Investors placed bets on renewable energy, power grids and energy storage, while buzzy emerging technologies fell out of favor. On this episode, Dana Perkins is joined by Meredith Annex, BNEF’s head of clean power, to discuss the report ‘Energy Transition Investment Trends 2025.’ Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal, on https://www.bnef.com/ or on the BNEF mobile app. Links to research notes from this episode: A publicly available summary report of Energy Transition Investment Trends 2025 can be found at - https://about.bnef.com/energy-transition-investment/ BNEF subscribers can find the whole report at - https://www.bnef.com/flagships/clean-energy-investmentSee https://omnystudio.com/listener for privacy information.
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19 FEB 2025 · Little connects the natural world to our lives more tangibly than the weather. Weather impacts everything from food to energy production, and shifting weather patterns have the power to shift the economy. From wind droughts to heatwaves, utilities and commodities traders are seeking a better understanding of how enhanced weather modeling could help them predict the future. On today’s show, Dana Perkins is joined by BNEF weather analysts, Jess Hicks and Willa Tobin, to discuss their recent research notes “Weather and Commodities - Nine Things to Watch in 2025” and “Shifting Weather Patterns: A Black Swan for US Commodities”. 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: Weather and Commodities - Nine Things to Watch in 2025 - https://www.bnef.com/insights/35719 Shifting Weather Patterns: A Black Swan for US Commodities - https://www.bnef.com/insights/35305See https://omnystudio.com/listener for privacy information.
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12 FEB 2025 · Banks are still spending less money on low-carbon solutions than on fossil-fuel projects. At last count, the energy supply ratio for bank financing was just 0.89 cents of low-carbon spend for every $1 spent on fossil fuels. That’s an improvement over previous years, but with a ratio of 4:1 by 2030 required to meet a 1.5C climate scenario, the world is still a long way from hitting that target. On today’s show, Tom Rowlands-Rees is joined by analyst Trina White, a member of BNEF’s sustainable finance team, to discuss the third annual Energy Supply Investment and Banking Ratios”. Together they discuss worldwide and local trends in energy financing, which banks have the highest energy financing ratios, and why the average ratio is still below 1:1 even though global clean energy investment has hit a new record and surpassed fossil-fuel financing for the first time. 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: Third Annual Energy Supply Investment and Banking Ratios - https://www.bnef.com/insights/35765See https://omnystudio.com/listener for privacy information.
Transcribed
6 FEB 2025 · Chinese wind turbine makers are expanding their global footprint at an impressive rate. Leading manufacturers like Goldwind, Envision, Mingyang and Windey are exporting their turbines at a significant discount to Western incumbents, undercutting their rivals and establishing themselves in developing economies and emerging markets. Yet while the volume of their orders has risen, significant barriers to entry remain, including low brand awareness, a limited track record outside of China and political risks that are raising red flags for buyers, lenders and insurers. So just how large is the threat these Chinese manufacturers pose to established Western companies? On today’s show, Tom Rowlands-Rees is joined by Oliver Metcalfe, BloombergNEF’s Head of Wind, to discuss the note “China Wind Turbine Export Update: Momentum Builds”. 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: China Wind Turbine Export Update: Momentum Builds - https://www.bnef.com/insights/35671/viewSee https://omnystudio.com/listener for privacy information.
Transcribed
30 JAN 2025 · Over the past five years, clean energy company valuations have reached new heights. As the ESG hype cycle ends, inflated public market valuations have given way to industry fundamentals. Increasing energy demand aided by the hype around AI and data centers mean that the world needs more clean power than ever before, and project developers are requiring new sources of capital. In response, a new trend is emerging, in which public investments are shifting into private hands. On today’s show, Dana Perkins is joined by BloombergNEF Solar Specialist Pietro Radoia and Sustainable Finance Analyst Ryan Loughead to dive into the recent research note “Listed Clean Energy Firms: Moving Back Into Private Hands”. 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: Listed Clean Energy Firms: Moving Back Into Private Hands - https://www.bnef.com/insights/35367See https://omnystudio.com/listener for privacy information.
Transcribed
22 JAN 2025 · Was 2024 a good or a bad year for clean energy and climate progress? Looking through one prism, we saw record global electric vehicle sales, massive clean power capacity additions, and the adoption of new energy storage technologies. Yet, if we compare these record numbers to what is actually required to achieve net zero by 2050, we find ourselves falling short. What lessons can be learned from the year gone by, and how might we apply these lessons to improve future outcomes? On today’s show, BloombergNEF’s Deputy CEO, Albert Cheung, shares his note “Five Energy Transition Lessons for 2025.” 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: Five Energy Transition Lessons for 2025 - https://www.bnef.com/insights/35643See https://omnystudio.com/listener for privacy information.
Transcribed
15 JAN 2025 · This could be a challenging year for natural gas. Market dynamics are in flux, and how buyers and sellers react to the changes will make the year ahead a ‘stress test’ for the fuel and how the sector positions itself for the future. On the supply front, a rapidly shifting geopolitical landscape has had a massive bearing on the trade flows of pipeline gas and LNG. In terms of demand, heat waves and extreme weather events have inverted seasonal consumption trends. So what can we expect from 2025? On today’s show, Tom Rowlands-Rees is joined by Fauziah Marzuki, BloombergNEF’s Global Head of Gas Markets, to discuss findings from her recent report “Gas Things to Watch in 2025: Crunch Time Before Comeback”. 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: Gas Things to Watch in 2025: Crunch Time Before Comeback - https://www.bnef.com/insights/35571/viewSee https://omnystudio.com/listener for privacy information.
Conversations about global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Each week, Dana Perkins sits down with different BloombergNEF (BNEF) analysts to discuss their...
show more
Conversations about global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Each week, Dana Perkins sits down with different BloombergNEF (BNEF) analysts to discuss their latest research and unique perspective on the future of energy, transport, agriculture, sustainability and more.
show less
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| Organization | iHeart Podcasts |
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