Podcasts about bloombergnef

Global investment in clean energy hit a record $2 trillion last year, according to BloombergNEF. But developing countries see only a sliver of that funding. Private investors are wary of unfamiliar markets, currency risks and perceived instability. So how do we change that? Avinash Persaud, special adviser on climate risks to the president of the Inter-American Development Bank, joins Zero to explore how we can de-risk investments, unlock private capital, and supercharge the global clean energy transition. From carbon markets to sustainability-linked bonds, where should the focus be to make the biggest impact? Explore other episodes from the Moving Money series: These ‘Beautiful’ Banks Are Being Pitched to Save Climate Finance How the Financial System Can Work for Climate, Not Against It Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to: Mythili Rao, Sommer Saadi, Mohsis Andam, Blake Maples and Siobhan Wagner. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

This week, Peter and Jackie discuss the latest news on the Canadian federal election, including takeaways from the leaders' debate on April 17th and the platform released by the Liberal Party on April 19th. The Conservative Party of Canada (CPC) had not yet released a full platform document at the time of recording.Next, they provide an update on investment in clean energy.  Equity values of publicly traded clean energy companies have fallen for the past four years (as measured by WilderHill Clean Energy ETF). At the same time, based on research by BloombergNEF, the sector registered an increase of 11% in new investment in 2024. The market is becoming bifurcated, with investment in mature and profitable technologies growing, and investment in emerging technologies, which are more dependent on government policy support, declining.  Peter and Jackie also discuss China's dominance in clean energy technology manufacturing and the impact that US tariffs could have on clean energy globally, considering China's strong position and outlook for continuing expansion.  Content referenced in this podcast:Yale Budget Lab's estimate of the US effective tariff rate (April 15)Liberal Platform (released April 19, 2025)BloombergNEF Energy Transition Investment Trends 2025 Edition White House Executive Order “Protecting American Energy from State Overreach” (April 8, 2025)Dan Yergin and Atul Arya “The Troubled Energy Transition: How to Find a Pragmatic Path Forward,” Foreign Affairs (March/April 2025) Nat Bullard Annual Presentation (see slide 135 for China's exports to the US, EU, and Global South)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Nat Bullard of Business Climate and former Chief Content Officer at BloombergNEF, joins Tom Heintzman, Vice Chair, Energy Transition and Sustainability, to discuss the latest global trends driving the energy transition, and the progression and trajectory of electrification.

HPQ Silicon and its France-based affiliate Novacium have taken a critical step toward revolutionizing hydrogen production with the signing of a Memorandum of Understanding (MoU) alongside Malaysian aluminum recycler GLD Alloys. Their collaborative innovation is a solid-state fuel that generates hydrogen without electricity, dangerous pressurized storage, or complex infrastructure—tackling some of the biggest barriers in traditional hydrogen systems.FRENCH MILITARY LOOKING TO FINANCE PILOT PLANT IN 2025 AND REAL WORLD TESTINGIn a powerful vote of confidence, France's Directorate General of Armaments (DGA) has pre-selected the project as a candidate for a €750,000 pilot plant grant, and the French military is set to be the first to test the technology in real-world conditions.STRATEGIC PARTNERSHIP WITH GLOBAL SUPPLY CHAIN IMPACTGLD Alloys is a leading Malaysian producer of recycled aluminum. The MOU collaboration leverages GLD Alloys' 200,000-ton recycled aluminum production capacity, a critical input in METAGENE's low-carbon hydrogen solution. This partnership addresses two converging needs: scalable hydrogen production and decarbonized aluminum use.95% fewer carbon emissions than primary aluminum-based processesHydrogen output of 1.25 m³ per kg of fuel, surpassing conventional methodsTarget production of 500 tonnes of METAGENE™ fuel per year MILITARY-GRADE VALIDATION & MARKET READINESSThe announcement is more than a promising prototype—it's a platform with real commercial traction. A pilot system producing 10kg of hydrogen per day is set to launch this year, with field testing expected in early 2026 and commercial production soon after.“GLD Alloys is the ideal partner to make METAGENE™ a global commercial success. Their production capacity and environmental commitment position us to target the rapidly growing green hydrogen market.” – Bernard Tourillon, CEO, HPQ SiliconA MARKET POISED FOR EXPONENTIAL GROWTHAccording to BloombergNEF, the green hydrogen market is projected to reach US$500 billion by 2030.  HPQ and Novacium's METAGENE™ offers a rare, fully off-grid solution—ideal for defense, industrial, and remote applications where energy independence is critical.CONCLUSION: DISRUPTION IN MOTIONWith French military backing, an industrial-scale partnership, and a disruptive technology that eliminates long-standing hydrogen hurdles, HPQ Silicon is no longer just an early-stage innovator—it's an emerging force in the future of clean energy. Investors looking for the next transformative small cap may find this company difficult to ignore.

Even with all the turmoil of the past few months, the energy transition isn’t taking a break. Last year, global spending on clean-energy technologies was more than $2 trillion, according to BloombergNEF. Yet only a small fraction of that money makes its way to developing countries. This week on Zero, Avinash Persaud, climate advisor to the president of Inter-American Development Bank, joins our Moving Money series, and answers the question: how do we make the financial system work for climate action, not against it? Explore further: COP29 Is All About Money. Get Ready for Fights: Moving Money Unlocking Climate Trillions With a Global Plan From a Sinking Island Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to: Mythili Rao, Sommer Saadi, Mohsis Andam, Blake Maples and Siobhan Wagner. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

Hosted in coordination with the House and Senate Renewable Energy and Energy Efficiency Caucuses and the Sustainable Energy and Environment Coalition. The Environmental and Energy Study Institute (EESI) and the Business Council for Sustainable Energy (BCSE) held a briefing about the 13th edition of the Sustainable Energy in America Factbook. The Factbook provides valuable year-over-year data and insights on the U.S. energy transformation, featuring an in-depth look at the energy efficiency, renewable energy, and natural gas sectors, as well as transmission, digitalization, microgrids, offshore wind, hydrogen, and renewable natural gas. This year, the Factbook dives into the growing energy demand driven by data centers and artificial intelligence. It examines trends in clean energy supply chains, growth in domestic manufacturing, and the ways in which permitting and siting impact the deployment of renewable energy. Panelists spoke to key takeaways from the 2025 Factbook and what they mean for industries working in all facets of the energy transition. The Factbook, published by BloombergNEF and BCSE, launched on February 20, and is available to download for free at www.bcse.org/factbook.

In this episode, I talk with Antoine Vagneur-Jones, head of clean energy, trade, and supply chains for BloombergNEF, about the messy world of global clean energy supply chains. We explore China's manufacturing dominance, the faltering quest to "onshore" production in Western countries, and why blanket tariffs often undermine the very goals they're supposed to achieve. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe

In this episode of In-Between Charges, we welcome back Ryan Fisher, Head of Charging Infrastructure at BloombergNEF, for an insightful discussion on the evolving EV charging landscape. With automakers increasingly stepping into the charging business, we explore how their strategies are shifting—balancing investment in infrastructure with the need for profitability. Ryan shares his take on why major players like IONNA and Ionity are forming joint ventures, how automakers are leveraging charging networks to enhance brand loyalty, and whether the business model can ever be as lucrative as selling vehicles.Beyond industry strategies, we also dive into the growing impact of policy changes on the EV ecosystem. From shifting fuel economy standards in the U.S. to evolving CO₂ regulations in Europe, Ryan explains how government intervention is shaping investment decisions. He also unpacks the recent volatility in EV adoption forecasts, the implications of paused NEVI funding, and why some markets are seeing surging charging costs while others remain competitive. With policy uncertainty looming, is the industry at an inflection point?Finally, we tackle the economic realities of charging infrastructure—where margins remain tight despite growing demand. Ryan sheds light on the challenges facing hardware manufacturers, the potential role of carbon credits in sustaining networks, and whether automakers will remain invested in charging long-term or eventually offload their networks. With insights from BloombergNEF's latest research and real-world case studies, this episode is a must-listen for anyone following the future of EV charging, policy, and electrification.Happy charging!

Critical minerals are essential inputs in modern energy and high-tech applications, including batteries, energy storage and infrastructure, and national security. They also play an important role in the global energy transition, where demand is expected to necessitate significant investment in order to develop new mines, downstream processing capacity, and secure and resilient supply chains. In this BMO podcast, Greg Jones, Battery Materials Analyst with BMO Capital Markets, sits down with Kwasi Ampofo, BloombergNEF's Head of Metals and Mining, to discuss the complexities of the critical minerals industry and the investment outlook.

Leilão de junho é oportunidade para negociar conversão de termelétricas.   Mercado livre de energia vive aumento da liquidez   Repsol reduz metas de investimento em hidrogênio.    Brasil pode reduzir emissões em 55% com eletrificação da frota e de processos industriais, diz BloombergNEF.   Lula participa de assinatura de contratos da Transpetro.

Unser heutiger Podcastgast Michael Liebreich ist Energiewende-Berater, Mitgründer von BloombergNEF und Erfinder der berühmten "Wasserstoff-Leiter". Diese "Leiter" - eine vielbeachtete graphische Darstellung von hierarchisch angeordneten Wasserstoff-Anwendungen - wurde in den letzten Jahren oft diskutiert und zitiert. Anlass genug, um mit Michael Liebreich über die deutsche Wasserstoffwirtschaft, H2-Einsatzorte und über den Transport von grünem Wasserstoff zu sprechen.

Didn't catch last week's episode on Nat Bullard's mega slide deck on energy transition? Start there.  This is the second half of our extended conversation with Nat, the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon.  In this episode, Shayle and Nat dig into topics like: Rising solar installations and stagnating wind Why we're wasting so much renewable power amid skyrocketing load growth The rise of Chinese plug-in hybrids and exports Whether DeepSeek's efficiency will temper or turbocharge load growth The woeful state of transmission buildout, despite demand for it Why one quarter of Virginia's power demand comes from data centers Recommended resources Latitude Media: Does DeepSeek call the data center boom into question? Latitude Media: To get data centers online, one Virginia co-op is proposing a new business model Latitude Media: A dizzying year at the AI energy nexus Catalyst: Demystifying the Chinese EV market Reuters: Exclusive: Global solar capacity hits 2 TW on path to climate goal, data shows Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

Africa is poised to be a powerhouse in the global clean energy transition—but how can the continent turn potential into prosperity? In this episode of Voices of Africa, host Marcus Courage sits down with Ellie Gomez-Callus, Metals and Mining Associate at BloombergNEF, to discuss Africa's crucial role in the green revolution. They delve into the surging demand for critical minerals, the rise of solar energy, and the smart policies needed to unlock Africa's potential. If you're interested in the intersection of energy, economics, and Africa's future, this episode is a must-listen.

Out today: Nat Bullard's 200-page slide deck with data from across the energy transition. Nat is the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon.  In part one of their two-part conversation, Shayle cherry-picked the most interesting slides and sat down with Nat to unpack them. They cover topics like: Accidental solar geoengineering and the state of aerosols The United States' record-setting fossil fuels exports Whether Chinese oil demand is peaking Conflicting indicators for the state of ESG investing Whether you can have too many carbon removal startups Recommended resources Catalyst: Putting a halt to geoengineering — by accident Catalyst: 2024 trends: batteries, transferable tax credits, and the cost of capital  Catalyst: 2023 trends: biomass, ESG, batteries and more Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

With President Donald Trump back in office, the US is leaving the Paris Agreement for the second time. Unlike in 2017, this withdrawal is set to have more lasting consequences, Akshat Rathi tells producer Mythili Rao. Meanwhile, even as the US gives up its climate leadership, China’s focus on clean energy is growing. A new report from BloombergNEF finds that global investment in the energy transition surpassed $2 trillion for the first time in 2024, with China driving two thirds of year-on-year growth. BNEF Deputy CEO Albert Cheung shares the report’s highlights, and reflects on the role international competition will play in this next phase of reaching net zero. Explore further: Bloomberg NEF’s energy transition investment trends 2025 report Reporter Zahra Hirji's roundup of the first slew of President Trump's climate moves Past episode with Yale historian Paul Sabin about what to expect in President Trump’s second term Zero is a production of Bloomberg Green. Our producer is Mythili Rao. Special thanks this week to Sharon Chen, Alfred Cang, Ewa Krukowska, John Ainger, Jen Dlouhy, Zahra Hirji, Lou Del Bello, Simone Iglesias, Amanda Hurley and Jessica Beck. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

En H2 Intereconomía comenzamos el año haciendo balance y analizando los retos que tiene el sector del hidrógeno este 2025. Y para profundizar en la situación actual de este vector energético Marcos Rupérez, ingeniero y colaborador de OBS Business School. Además como cada semana repasamos las principales noticias que nos ha dejado el mundo del hidrógeno. Europa registra más de 600 proyectos de hidrógeno verde en marcha fruto de la ambición del plan REPower EU, que tiene como meta producir 10 millones de toneladas de hidrógeno renovable en la Unión Europea y asegurar la importación de una cantidad equivalente para 2030. En total son más de 180 proyectos de transmisión, 60 de distribución, 80 de almacenamiento y 30 dedicados a terminales y puertos. También se incluyen más de 200 iniciativas enfocadas en la producción de hidrógeno y 20 orientadas a su demanda. El precio del hidrógeno verde se mantendrá caro durante décadas. Actualmente, no existen suficientes proyectos ni una demanda significativa que justifique el alto precio del hidrógeno verde frente al gris, el producido a partir de gas. El último informe de BloombergNEF sobre este vector energético respalda esta perspectiva y pronostica precios elevados durante varias décadas. Según el informe, el hidrógeno verde no alcanzará la paridad de costes con el gris hasta mediados de siglo, ya que los precios previstos han más que triplicado en relación con las estimaciones. Un laboratorio de Corea consigue producir hidrógeno verde a partir de aguas fecales. Un equipo de científicos del Instituto de Investigación de Energía de Corea del Sur ha desarrollado y certificado una tecnología llamada "Zero-Gap" que promete una producción de hidrógeno rentable a gran escala a partir de residuos orgánicos. Con esto logran dar solución a dos escollos: la creciente demanda de hidrógeno verde y la gestión sostenible de los desechos orgánicos.

General Electric Co was officially founded in 1892, when several of inventor Thomas Edison's ventures were consolidated into one company. From then on, it was a behemoth. But now that's changed: A break-up that began last year has concluded with GE splitting off into three separate companies. Scott Strazik is the CEO of GE Vernova, which focuses on wind turbines, nuclear power, and carbon capture, as well as grid solutions such as software and batteries. Strazik joins Zero to talk about how the company is in the "early innings of an investment super cycle," and how it intends to overcome difficulties in offshore wind.  Explore further: Past episode about the grid and the march toward electrification Past episode about how Microsoft is squaring its AI growth with its carbon negative ambitions  Past episode with BloombergNEF's Jenny Chase about the goal of tripling renewables by 2030 Zero is a production of Bloomberg Green. Our producer is Mythili Rao. Special thanks this week to Will Mathis, Siobhan Wagner, Monique Mulima, Ethan Steinberg, Blake Maples, and Jessica Beck. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

It's been a news-filled few weeks — so it's time for a roundup. On this week's episode of Shift Key, Rob and Jesse talk about what Trump's cabinet selections might mean for his climate policy and whether permitting reform could still happen. Then Rob chats with Corey Cantor, senior EV analyst at BloombergNEF, about promising Q3 sales for U.S. automakers, General Motors' turnaround, and how much the Trump administration might dent America's EV uptake. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.Mentioned: Heatmap: Trump's pick for Energy Secretary is a big league fracking executiveChris Wright's 2023 speech to the American Conservation Coalition, a GOP-aligned youth climate groupWhat we know about Trump's “whole of government” approach to energyHeatmap: Trump's OMB Pick Wants to Purge the Government of ‘Climate Fanaticism'California could replace the EV tax credit, but Tesla would be excludedEV sales hit a record high in the U.S. in Q3Jesse's midshift; Rob's upshift.--This episode of Shift Key is sponsored by …Watershed's climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.As a global leader in PV and ESS solutions, Sungrow invests heavily in research and development, constantly pushing the boundaries of solar and battery inverter technology. Discover why Sungrow is the essential component of the clean energy transition by visiting sungrowpower.com.Intersolar & Energy Storage North America is the premier U.S.-based conference and trade show focused on solar, energy storage, and EV charging infrastructure. To learn more, visit intersolar.us.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

Sponsored by EDF RenewablesLearn more about Atlantic Shores WindThe offshore wind industry has been navigating some choppy seas as of late, so Oliver Metcalfe, Head of Wind Research at BloombergNEF, stops by the show to outline what the industry must do to chart a course for sustained growth. Oliver recently returned from an industry conference in China, so he shares his expert insights on that market -- including how Chinese turbine companies are starting to boost their export efforts. When it comes to policy, Oliver details how the early steps in the UK market that put offshore wind on a path for success could be copied in other developing markets. And finally, we turn our attention to the US, where tough economic conditions are beginning to recede, but much work lies ahead for the offshore wind industry to reach its full potential.Sign up for the Renewable Energy SmartBriefFollow the show on Twitter @RenewablesPod

Is the shift to electric vehicles really slowing down? Are people losing interest in EVs, or is there more to the story? How will changes in the global automotive industry impact the net-zero transition? And If no one wants EVs, why do we need tariffs? This week on Cleaning Up, host Michael Liebreich sits down with Colin McKerracher, Head of Clean Transport at BloombergNEF, to unpack the latest trends and dynamics in the electric vehicle market from cars to trucks to two wheelers. They dive deep into the regional differences, the strategies of European automakers, the impact of tariffs, as well as the latest forecasts and predictions in BloombergNEF's Electric Vehicle Outlook.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation and Wärtsilä. For more information on the Leadership Circle, please visit cleaningup.liveLinks:BloombergNEF's Electric Vehicle Outlook: https://about.bnef.com/electric-vehicle-outlook/The Debunker-in-Chief - Ep15: Auke HoekstraThe Solar Revolution - Past, Present and Future - Ep 173: Jenny ChaseSlowdown, what Slowdown? The EV Revolution is Just Getting Started - Ep178: Dr Andy PalmerCould Trump 2.0 Roll Back The IRA? Ep181: Ethan Zindler

Jenny Chase is a solar analyst with BloombergNEF, goose keeper, and author of "Solar Power Finance Without the Jargon." We spend an hour diving deep into the solar industry. We cover: Solar panel adoption rates •Raw material inputs from ⁠#silver⁠ and ⁠#tin⁠ Solar value chains What investors get wrong about solar And more! I learned a ton and I know you will too. Make sure to follow Jenny on X @solar_chase and check out her work at BloombergNEF. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers. I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

For the world to meet its growing need for low-cost clean energy and achieve ambitious decarbonization targets, land-based onshore wind energy must be an increasingly large part of the electricity generation mix—potentially as much as 20-41% by 2050, according to BloombergNEF and the International Energy Agency (IEA). But there is a challenge: the most efficient and cost-effective wind turbines, currently applied only in offshore wind farms, have enormous blades—some longer than a football field. That makes them extremely difficult, if not impossible, to deliver and deploy, as bridges, tunnels, and road curves literally get in the way.To explore how the onshore wind industry can overcome these obstacles and drive further growth for the sector, Gil Jenkins spoke with Mark Lundstrom, Founder and CEO of Radia. Mark is a serial cross-industry entrepreneur and MIT aerospace engineer who has co-founded companies over the course of his career that seek to bring aerospace solutions to new sectors, including biotech, telecommunications, and materials science. With Radia, Mark is focused on applying these technologies to the low-carbon energy transition. Radia is in the process of building the world's largest aircraft, which will enable the deployment of the industry's biggest and best wind turbines to locations they could never reach before—creating more clean power at a lower cost.Links:Radia WebsiteMark Lundstrom on LinkedInRadia on LinkedInPress Release:Radia to Provide Low-Cost Clean Energy with the World's Biggest Wind Turbines Enabled by the World's Largest Aircraft (March 17, 2024)Press Release: Aerospace Leaders Aernnova, Leonardo and AFuzion Will Partner With Radia to Build WindRunner™, World's Largest Aircraft (July 16, 2024)Whitepaper: DeSolve Study: GigaWind has enormous economic and environmental impact (Princeton University researchers Dr. Jesse Jenkins and Dr. Nestor Sepulveda - September 1, 2023)Episode recorded August 22, 2024  Email your feedback to Chad, Gil, and Hilary at climatepositive@hasi.com or tweet them to @ClimatePosiPod.

Uranium prices have skyrocketed as demand surges for nuclear power globally and traders fret about a potential shortage. China is Asia's biggest user of nuclear energy, while countries such as Australia are still debating whether to embrace it. Investors have been piling into mining companies and uranium ETFs, but is this the best way to capitalize on the demand? And what are the risks to the seemingly bright outlook? Asia Centric hosts John Lee and Katia Dmitrieva discuss these issues with Mohsen Crofts, senior metals and mining analyst at Bloomberg Intelligence, and Leonard Quong, head of Australia research at BloombergNEF.See omnystudio.com/listener for privacy information.

The solar industry has experienced a meteoric rise over the past two decades, growing from a small cottage industry to one of the leading technologies in the energy transition. It's not been a smooth ride, and there've been plenty of bankruptcies on the way, from Solyndra to Suntech, but more than half a terawatt of new solar is now being built each year and the industry is still growing rapidly. So how did we get here, and how far do we have to go? Michael Leibreich is joined by BloombergNEF lead solar analyst Jenny Chase to chart the course of the solar industry, do a little mythbusting, and ask what next for this multibillion dollar industry. Is China's dominance of solar a problem? Is solar still too expensive for developing countries? And when will we get free electricity?Links: Jenny's Book - Solar Power Finance Without the JargonThe Usain Bolt of Solar Power - Ep130: Paddy Padmanathan650 Leagues of HVDC Under the Sea - Ep92: Simon MorrishAuke Hoekstra's IEA underestimates chart 

Even before we turn on a light switch or plug an appliance into an electric outlet, the atoms that power our daily life have traveled a long journey across the grid to reach our homes. And to meet the demands of a net zero future, that grid will need an upgrade. BloombergNEF analysis estimates that the world will need to nearly double its grid network to 111 million kilometers– a distance almost three quarters the way to the sun– by 2050. How will we get there?  Former BNEF grid expert Sanjeet Sanghera, who is now working on strategic futures at the National Grid, tells Akshat Rathi about the challenges and opportunities presented by the enormous transformation of the world's biggest machine. Explore further: Past episode with Stacey Abrams on how Americans can switch to electric heating and appliances in their homes Past episode with Jenny Chase of BNEF on how the world can triple renewables by 2030. Past episode with MIT's Priya Donti on how AI's climate change applications may include grid optimization Past episode with Vestas CEO Henrik Andersen on the recovery and growth of the wind industry  Zero is a production of Bloomberg Green. Our producer is Mythili Rao. Special thanks this week to Siobhan Wagner and Matthew Griffin. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Stuart Turley and Michael Tanner discuss various topics, including BlackRock's shift from ESG policies, the slowing growth of electric vehicle sales, and the challenges in renewable energy investments. They highlight Ford's retreat from electric vehicle dealership mandates, the world's first renewable floating LNG terminal in Australia, and the surprising benefits of Biden's green policies for Republican districts. The podcast also touches on Norway's potential to reduce China's dominance in rare earth elements, Biden's plans to release more oil from the strategic reserves, the potential North Korea-Russia energy pipelines, Trump's pledge to restart drilling in Alaska, and the unintended consequences of sulfur shipping regulations on climate change.Highlights of the Podcast00:00 - Intro01:01 - EV Slowdown Steers the World Further Off Course From Net Zero04:22 - World's first renewable-powered floating LNG import terminal closing in on new partners amid ‘strong' interest06:19 - The biggest winners of Biden's green climate policies? Republicans.09:29 - Rare Earth Discovery Could Topple China's Dominance11:07 - Joe Biden Plans to Use Oil Reserves to Artificially Lower Gas Prices Before the November Election12:56 - Putin vows trade, security with North Korea beyond reach of West15:38 - Trump Says He'll Restart Oil Drilling in Alaska Wildlife Refuge17:33 - ‘Inadvertent geoengineering': Researchers say low-sulfur shipping rules made climate change worse20:48 - OutroPlease see the links below or articles that we discuss in the podcast.EV Slowdown Steers the World Further Off Course From Net ZeroJune 16, 2024 Stu TurleyElectric vehicles have swiftly gone from a bright spot in the global climate fight to cause for concern, leading BloombergNEF to slash sales estimates and warn that the auto industry is falling further off the track toward […World's first renewable-powered floating LNG import terminal closing in on new partners amid ‘strong' interestJune 14, 2024 Mariel AlumitAustralia-headquartered integrated energy company Venice Energy is holding formal talks with multiple potential partners with ties to the United States (U.S.) and Asia to secure the future of a proposed LNG import terminal project in […]The biggest winners of Biden's green climate policies? Republicans.June 17, 2024 Mariel AlumitWhen President Joe Biden's massive climate bill passed Congress in 2022, Republican Rep. Richard Hudson of North Carolina complained it was boondoggle. The Inflation Reduction Act, which contained the largest climate investment in US history, […]Rare Earth Discovery Could Topple China's DominanceJune 17, 2024 Mariel AlumitAmining company's discovery of continental Europe's largest deposit of rare earth elements (REEs) could chip away at China's global dominance over the materials, which are used to make a range of critical technological and military […]Joe Biden Plans to Use Oil Reserves to Artificially Lower Gas Prices Before the November ElectionJune 18, 2024 Mariel AlumitJoe Biden plans to deplete the U.S. oil reserves to artificially lower gas prices just months before the presidential election. When Biden took office in January 2021, the nationwide average gas price was $2.39 per […]Putin vows trade, security with North Korea beyond reach of WestJune 18, 2024 Mariel AlumitENB Pub Note: Reading about Puin's visit to North Korea brings up some key points about the geopolitical landscape in the area. The Global Energy Monitor shown below has an excellent look at Japan, Russia, […]‘Inadvertent geoengineering': Researchers say low-sulfur shipping rules made climate change worseJune 19, 2024 Mariel AlumitDescribed at the time as the “biggest change in oil market history,” the International Maritime Organization (IMO) enforced new standards on Jan. 1, 2020, to cut their fuel sulfur content to 0.5%, down from 3.5%. […Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading Desk– Get in Contact With The Show –

Jenny Chase is a solar analyst with BloombergNEF, goose keeper, and author of "Solar Power Finance Without the Jargon." We spend an hour diving deep into the solar industry. We cover: Solar panel adoption rates •Raw material inputs from #silver and #tin Solar value chains What investors get wrong about solar And more! I learned a ton and I know you will too. Make sure to follow Jenny on X @solar_chase and check out her work at BloombergNEF. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers. I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more! TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠. --- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

Our guest speaker, Andy Leach from BloombergNEF, provided an outlook into the sodium-ion battery market in 2023. He discussed the latest trends and developments, including benchmarking cost estimates for sodium-ion batteries compared to other battery technologies. Additionally, he highlighted key milestones and advancements in the sodium battery industry, shedding light on its potential impact on the energy storage landscape. Note: This short podcast was recorded at The Battery Show Europe 2023, Stuttgart, Germany

Airlines are lining up to buy as much sustainable aviation fuel (SAF) as they can, despite it costing two to three times more than conventional jet fuel, according to BloombergNEF. United Airlines has secured 2.9 billion gallons of SAF over, and others like Delta, Air France-KLM, and Southwest have secured around 1 billion gallons each. And yet to meaningfully decarbonize aviation, the SAF market needs to grow thousands of times larger than it is today. BloombergNEF estimates that global production capacity will grow 10-fold by 2030, but by then supply will still only meet 5% of jet fuel demand. So how are airlines thinking about scaling up their procurement of SAF? In this episode, Shayle talks to Amelia DeLuca, chief sustainability officer at Delta. They cover topics like: Who pays the green premium Infrastructure considerations, like SAF hubs and blending Technical pathways, like hydroprocessing, alcohol-to-jet, and power-to-liquids The role of incentives and regulation, like ReFuelEU Why airlines should procure SAF instead of buying carbon removal Recommended Resources: BloombergNEF: United Airlines Is Betting Big on a Pricey Green Aviation Fuel The Verge: Delta Air Lines lays out its plan to leave fossil fuels behind  Canary Media: Can corn ethanol really help decarbonize US air travel? Canary Media: How hydrogen ​‘e-fuels' can power big ships and planes Catalyst: CO2 utilization Catalyst is supported by Origami Solar. Join Latitude Media's Stephen Lacey and Origami's CEO Gregg Patterson for a live Frontier Forum on May 30th at 1 pm Eastern to discuss Origami's new research on how recycled steel can help reinvigorate the U.S. solar industry. Register for free on Latitude's events page.

The first quarter of 2024 has seen a flurry of sustainable finance policy activity and a wave of mandatory reporting rules. Yet on the flip side, anti-ESG policies are gaining traction in the US. On today's show, Dana is joined by Maia Godemer, senior associate for green and sustainable finance at BloombergNEF, to discuss this rapidly changing environment. Together, they consider BNEF's new Sustainable Finance Policy Quarterly, touching on the new EU Corporate Sustainability Reporting Directive (CSRD) and how it differs from the International Sustainability Standards Board (ISSB). Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: Sustainable Finance Policy Quarterly 1Q 2024 - https://www.bnef.com/insights/33831See omnystudio.com/listener for privacy information.

The 5th Hydrogen Energy Ministerial in Tokyo announced that by 2030, the world would produce and use 90 million tonnes of renewable and low-carbon hydrogen. Then, last year, the 6th Hydrogen Energy Ministerial not only reiterated the 90 million tonne target, but went further, promising that the overall market for hydrogen would grow to 150 million tonnes by 2030. All very exciting, and it helped to ensure that hydrogen was one of the hot topics at COP 28 in Dubai a few months later. But these targets are unachievable. The issue is simple: it's money. The biggest challenge facing low emission hydrogen is that it is expensive to produce, expensive to transport, expensive to store, expensive to distribute, and expensive to use. Whether you're switching existing users to clean hydrogen or pushing hydrogen into sectors where it's not currently used, it takes money - and lots of it. In this week's episode of Cleaning Up, we find how much and how much more governments would have to spend for hydrogen to live up to its hype. This audio blog is adapted from a piece Michael wrote at the end of last year for BloombergNEF, entitled "Clean Hydrogen's Missing Trillions", which estimated that hitting the Hydrogen Energy Ministerial target of 90 million tonnes of clean energy by 2030 would require subsidies of at least $2.3 trillion to be on the table right now, while the actual figure at the end of last year was 1/10th of that. Although the figures have changed a bit since then, the message remains the same: the subsidy gap remains in the multiple trillions of dollars. It should not therefore be surprising that the news is full of projects being cancelled and delayed. In fact, that will be one of the main hydrogen stories through to 2030 and beyond. Please like, subscribe and leave a review. Follow us on Twitter, LinkedIn, Facebook or Instagram, and sign up for the Cleaning Up newsletter at https://cleaninguppod.substack.com. Find our archive of over 160 hours of conversations with extraordinary climate leaders at https://cleaningup.live. LinksMichael's December 2023 BloombergNEF piece - "Clean Hydrogen's Missing Trillions", on which this audio blog is based: https://about.bnef.com/blog/liebreich-clean-hydrogens-missing-trillions/Michael's September 2023 BloombergNEF Piece - "The Five Horsemen of the Transition": https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder/Michael's December 2022 BloombergNEF piece - "The Unbearable Lightness of Hydrogen": https://about.bnef.com/blog/liebreich-the-unbearable-lightness-of-hydrogen/The Chair's Summary of the 6th Hydrogen Energy Ministerial: https://hem-2023.nedo.go.jp/wp-content/themes/suiso2023--THEME/files/charis-summary-en.pdfThe US National Petroleum Council Report - "Harnessing Hydrogen": https://harnessinghydrogen.npc.orgThe PwC Report - "Navigating the Global Hydrogen Ecosystem": https://www.strategyand.pwc.com/de/en/industries/energy-utilities/navigating-the-hydrogen-ecosystem.htmlThe IEA's 2023 Net Zero Roadmap: https://iea.blob.core.windows.net/assets/13dab083-08c3-4dfd-a887-42a3ebe533bc/NetZeroRoadmap_AGlobalPathwaytoKeepthe1.5CGoalinReach-2023Update.pdfThe IEA's Global Hydrogen Review: https://iea.blob.core.windows.net/assets/8d434960-a85c-4c02-ad96-77794aaa175d/GlobalHydrogenReview2023.pdf Related EpisodesAudioblog 11 - The Five Horsemen of the Transition: https://www.cleaningup.live/audioblog-11-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder-1/Audioblog 8- The Unbearable Lightness of Hydrogen: https://www.cleaningup.live/cleaning-up-audioblog-episode-8-the-unbearable-lightness-of-hydrogen/

The 5th Hydrogen Energy Ministerial in Tokyo announced that by 2030, the world would produce and use 90 million tonnes of renewable and low-carbon hydrogen. Then, last year, the 6th Hydrogen Energy Ministerial not only reiterated the 90 million tonne target, but went further, promising that the overall market for hydrogen would grow to 150 million tonnes by 2030. All very exciting, and it helped to ensure that hydrogen was one of the hot topics at COP 28 in Dubai a few months later. But these targets are unachievable. The issue is simple: it's money. The biggest challenge facing low emission hydrogen is that it is expensive to produce, expensive to transport, expensive to store, expensive to distribute, and expensive to use. Whether you're switching existing users to clean hydrogen or pushing hydrogen into sectors where it's not currently used, it takes money - and lots of it. In this week's episode of Cleaning Up, we find how much and how much more governments would have to spend for hydrogen to live up to its hype. This audio blog is adapted from a piece Michael wrote at the end of last year for BloombergNEF, entitled "Clean Hydrogen's Missing Trillions", which estimated that hitting the Hydrogen Energy Ministerial target of 90 million tonnes of clean energy by 2030 would require subsidies of at least $2.3 trillion to be on the table right now, while the actual figure at the end of last year was 1/10th of that. Although the figures have changed a bit since then, the message remains the same: the subsidy gap remains in the multiple trillions of dollars. It should not therefore be surprising that the news is full of projects being cancelled and delayed. In fact, that will be one of the main hydrogen stories through to 2030 and beyond. Please like, subscribe and leave a review. Follow us on Twitter, LinkedIn, Facebook or Instagram, and sign up for the Cleaning Up newsletter at https://cleaninguppod.substack.com. Find our archive of over 160 hours of conversations with extraordinary climate leaders at https://cleaningup.live. LinksMichael's December 2023 BloombergNEF piece - "Clean Hydrogen's Missing Trillions", on which this audio blog is based: https://about.bnef.com/blog/liebreich-clean-hydrogens-missing-trillions/Michael's September 2023 BloombergNEF Piece - "The Five Horsemen of the Transition": https://about.bnef.com/blog/liebreich-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder/Michael's December 2022 BloombergNEF piece - "The Unbearable Lightness of Hydrogen": https://about.bnef.com/blog/liebreich-the-unbearable-lightness-of-hydrogen/The Chair's Summary of the 6th Hydrogen Energy Ministerial: https://hem-2023.nedo.go.jp/wp-content/themes/suiso2023--THEME/files/charis-summary-en.pdfThe US National Petroleum Council Report - "Harnessing Hydrogen": https://harnessinghydrogen.npc.orgThe PwC Report - "Navigating the Global Hydrogen Ecosystem": https://www.strategyand.pwc.com/de/en/industries/energy-utilities/navigating-the-hydrogen-ecosystem.htmlThe IEA's 2023 Net Zero Roadmap: https://iea.blob.core.windows.net/assets/13dab083-08c3-4dfd-a887-42a3ebe533bc/NetZeroRoadmap_AGlobalPathwaytoKeepthe1.5CGoalinReach-2023Update.pdfThe IEA's Global Hydrogen Review: https://iea.blob.core.windows.net/assets/8d434960-a85c-4c02-ad96-77794aaa175d/GlobalHydrogenReview2023.pdf Related EpisodesAudioblog 11 - The Five Horsemen of the Transition: https://www.cleaningup.live/audioblog-11-net-zero-will-be-harder-than-you-think-and-easier-part-i-harder-1/Audioblog 8- The Unbearable Lightness of Hydrogen: https://www.cleaningup.live/cleaning-up-audioblog-episode-8-the-unbearable-lightness-of-hydrogen/

As the host of this year's G-20 meetings and next year's COP30 climate conference, Brazil is in the spotlight. Ranked sixth globally for energy transition investment in 2023, and third for both wind and solar capacity additions, Brazil is aiming to use its vast array of natural resources to ensure its future as a clean energy powerhouse. On today's show, Dana is joined by BloombergNEF's head of Latin America research, James Ellis, and analyst, Vinicius Nunes. They discuss Brazil's potential for green hydrogen production, growing electric vehicle (EV) adoption in a market that is already dominated by vehicles powered by biofuels, and the role of the Amazon forest in voluntary carbon markets. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: Latin America Market Outlook 1H 2024: Brazil Drives Growth - https://www.bnef.com/insights/33999See omnystudio.com/listener for privacy information.

Sustainable aviation fuel, or SAF, has the potential to help decarbonize aviation and is the most scalable technology for this hard-to-abate sector in the near term. With offtake agreements for SAF surging over the past two years, the nascent industry has been showing promise. However, hurdles remain due to scarcity of supply, resource competition from renewable diesel, and a lack of technological diversification. On today's show, Dana is joined by Daisy Robinson and Rose Oates, two members of BloombergNEF's renewable fuels team. Together they discuss the regional policies that are driving the uptake of cleaner jet fuels, the different feedstocks used to produce SAF, and the greenium that SAF faces when compared with traditional fuels. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: 2024 Sustainable Aviation Fuel Outlook: Getting Airborne - https://www.bnef.com/insights/33497/view  See omnystudio.com/listener for privacy information.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week's podcast, Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla job cuts. Paul Gulberg, Bloomberg Intelligence Senior Equity Analyst, joins to talk Blackstone earnings. From the BloombergNEF annual energy and climate summit, Paul and Alix speak with David Crane, Under Secretary for Infrastructure at the U.S Department of Energy, Pedro Pizarro, President and CEO OF Edison International, Jeff Gustavson, President of Chevron New Energies, and Kathleen Barron, Executive Vice President and Chief Strategy Officer at Constellation Energy.The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple's iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg's flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers.See omnystudio.com/listener for privacy information.

China is churning out clean energy technology at a breakneck pace, driving down prices on everything from solar panels to lithium ion batteries. With supply far exceeding demand, the timing couldn't be worse for the many countries that are looking to onshore clean-tech equipment manufacturing. On today's show, Dana is joined by BloombergNEF's Head of Trade and Supply Chains, Antoine Vagneur-Jones. They discuss the impetus behind the Chinese government's drive to dominate the clean-tech export sector, the sheer scale of the global manufacturing overcapacity and whether it's already sufficient to meet net-zero goals, and the US reaction to Chinese companies potentially offshoring production to countries like Mexico. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: China's Clean-Tech Overcapacity Threatens Onshoring Dreams - https://www.bnef.com/insights/33543 Mexico Won't Be China's EV Export Hub to US Anytime Soon - https://www.bnef.com/insights/33761See omnystudio.com/listener for privacy information.

Clean energy technologies saw a record influx of investment last year: $1.7 trillion in total. But that still falls short of what's needed to meet climate goals. With venture capital investment now falling, it's increasingly difficult for startups to gain traction.  Claire Curry, global head of technology, industry & innovation at BloombergNEF, follows the journeys of many young companies in the clean-tech space. On this week's Zero, Curry tells Akshat Rathi about the kinds of innovative pathways that have proven successful. LanzaTech, for example, a nine-year-old carbon recycling technology company, works with Chinese steel companies looking for low-emissions solutions. H2 Green Steel also scaled quickly, in part through agreements reached with Mercedes Benz, IKEA and other big brands looking to access low-carbon steel. Curry explains how these approaches could be replicated by other startups. Listen to Zero's episode about green-iron startup Electra. Listen to Switched On's episodes on clean-energy investments and plastic recycling. Zero is a production of Bloomberg Green. Our producers are Mythili Rao, Magnus Henriksson, and Sommer Saadi. Special thanks this week to Kira Bindrim. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

Seaborne freight is the lifeblood of the global economy. It's also a heavy polluter. Now that shipping companies, retailers and governments are all looking to decarbonize the supply chain, what is the outlook for clean shipping fuels? In a broad field of competing options including ammonia, methane and LNG, which is the most viable? On today's show, Dana is joined by Mohith Velamala, a senior associate on BloombergNEF's oil team. Together they discuss the maritime sector's existing decarbonization targets and whether these can realistically be met, the stringent EU policies that are having a global impact, and the long-term outlook for fleet growth and its potential carbon footprint. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: 2024 Marine Fuel Outlook - https://www.bnef.com/insights/33189  See omnystudio.com/listener for privacy information.

Learn why a BloombergNEF analyst is not so worried about the slowdown in global electric vehicle (EV) sales.

As the world races to accelerate the adoption of electric vehicles, countries are ramping up their efforts across the supply chain, from mining raw materials to fostering consumer demand. For the fourth year, BloombergNEF has ranked the potential of 30 markets to build a secure, reliable and sustainable lithium-ion battery supply chain, with Canada leapfrogging China to clinch the top spot this time around.  On today's show, Dana is joined by the head of BNEF's metals and mining team, Kwasi Ampofo, and metals and mining analyst Ellie Gomes-Callus. Together they discuss the ranking, including which countries are performing best across the five categories assessed, and also unpack the recent volatility in the lithium market and the impact that Indonesian policy has had on nickel prices. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: Global Lithium-Ion Battery Supply Chain Ranking - https://www.bnef.com/insights/33323 Harnessing Africa's Critical Minerals Potential - https://www.bnef.com/insights/33517See omnystudio.com/listener for privacy information.

Welcome back to Experts Only for our annual interview about the 2024 Sustainable Energy in America Factbook! Our host Jon Powers welcomes Lisa Jacobson, President of the Business Council for Sustainable Energy (BCSE), back to the show for her 7th appearance! He also welcomed Tara Narayanan, Lead Analyst, US Regional Trends at BloombergNEF, for her inaugural interview! They discuss the Factbook, which is published by the BCSE, in partnership with BloombergNEF. This Factbook is the best compilation of data in our industry in terms of investment, manufacturing, production, mobility, and more. You can download the Factbook at https://bcse.org/market-trends/. Thanks for listening!

The aviation industry's pathway to net zero is far from certain. Operational improvements and technologies such as sustainable aviation fuel and zero-emission aircraft could offer substantial emissions reductions, but questions remain around timing, scalability and customers' willingness to pay. So what strategies can airlines apply to reduce their carbon footprint and meet their net-zero commitments? On today's show, Jade Patterson, a BloombergNEF senior associate in sustainable fuels, interviews United Airlines' Chief Sustainability Officer, Lauren Riley. Together they discuss United's strategy for achieving its climate goals, the governmental policies that could encourage carriers to adopt greener practices, and the venture fund that United has founded to help clean up aviation writ large. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on 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 omnystudio.com/listener for privacy information.

With plastic production set to double by 2050, immediate action is needed to address plastic waste pollution and the inefficiencies of existing recycling systems. Chemical recycling could help process lower-grade feedstocks, significantly upping the amount of plastic that can be given a second life, but is the sector ready to do so? On today's show, Dana is joined by Kirti Vasta, a senior associate from BloombergNEF's sustainable materials team. Together they discuss the different forms chemical recycling can take, what's driving investment in the space, and the unexpected places that recycled plastics can go. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: Chemical Recycling of Plastics (Part 1): Market Update -  https://www.bnef.com/insights/32709 Chemical Recycling of Plastics (Part 2): Tech and Costs -  https://www.bnef.com/insights/32963See omnystudio.com/listener for privacy information.

The Sustainable Energy in America Factbook serves as a key reference for the state of renewables in the United States. To mark the release of the 12th edition, Gil Jenkins and Hilary Langer talked to the people behind the annual report: Lisa Jacobson, President of the Business Council for Sustainable Energy and Tom Rowlands-Rees, Head of Research for North America at BloombergNEF. Despite significant headwinds in 2023, including high interest rates and supply chain challenges, the factbook is full of record-shattering figures that reveal momentum toward a more sustainable energy future. Lisa and Tom discuss the importance of stable federal policies, the optimism they find in reduced emissions, and how America will need to accelerate sustainable energy development to meet carbon reduction targets.Links: The 2024 Sustainable Energy in America Factbook | BloombergNEF (bnef.com)The Business Council for Sustainable Energy (bcse.org)Lisa Jacobson | LinkedInTom Rowlands-Rees | LinkedInBloombergNEF (bnef.com)Episode recorded February 26, 2024 Email your feedback to Chad, Gil, and Hilary at climatepositive@hasi.com or tweet them to @ClimatePosiPod.

As electric vehicle sales skyrocket, so too will the need for EV batteries and the metals that make them work. That's where recycling comes in. By 2035, some 3.7 million metric tons of batteries could be nearing the end of their lives. Pull them apart to repurpose their innards, and you could have 10-18% of the key materials needed for battery manufacturing. On today's show, Dana is joined by BloombergNEF energy storage analyst Andy Leach. Together they discuss why production scrap from the manufacturing process is the most important feedstock for near-term recycling, how EV ownership rates across different regions will impact the longer-term availability of key metals, and the policies and incentives that are designed to encourage and enforce battery recycling. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app. Links to research notes from this episode: Lithium-Ion Battery Recycling Market Outlook 2024 - https://www.bnef.com/insights/33401See omnystudio.com/listener for privacy information.

The Chinese government is rolling out one of the world's most ambitious clean energy plans, targeting 1,200 gigawatts of installed renewable capacity by 2030. Part of their strategy involves building megabases, huge clean-energy developments that will generate more than one-third of the targeted total. Yet bringing a multi-gigawatt megabase to fruition, and doing it on such a tight time scale, is no minor feat. On today's show, Dana is joined by BloombergNEF analysts Tianyi Zhao and Xiangyu Chen. Together they discuss the policies that are driving megabase rollout, how the enormous demand for wind and solar equipment is impacting prices, and the new ultra-high voltage grids that will carry the power generated from remote megabases to major cities. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app. Links to research notes from this episode: China's Unprecedented 455GW Energy Megabase Plan - https://www.bnef.com/insights/33031See omnystudio.com/listener for privacy information.

At the beginning of each year, BloombergNEF releases the Energy Transition Investment Trends report, its definitive resource on global investment in the low-carbon energy transition. Since the report's inception a decade ago, investment levels have steadily risen, breaking the $1 trillion mark in 2021 and reaching a record $1.5 trillion in 2022. Was 2023 another record year for energy transition investment, and which sectors saw the most notable growth or decline? On today's show, Dana is joined by BNEF's Deputy CEO, Albert Cheung, and Head of Technology and Innovation, Mark Daly. They discuss financing global supply chains, which clean energy technologies are on track for meeting net-zero targets, and whether climate tech equity financing has rebounded from recent lows. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app. Links to research notes from this episode: Energy Transition Investment Trends 2024 - https://www.bnef.com/insights/33273See omnystudio.com/listener for privacy information.

There was so much to talk about in Nat Bullard's 200-page slide deck on 2024's biggest decarbonization trends that we broke the conversation into two parts. For the first half of our conversation with Nat, listen here.  Nat has worked as an analyst and writer in climate tech for two decades and was BloombergNEF's chief content officer until 2022. In this second part of the conversation, Shayle and Nat cover topics like: How ESG has become the new third rail of finance, falling out of the spotlight of corporate reports and the annual Larry letter  The vexing problem of what to do with curtailed power and why we need to design around the intermittency Whether you can have too many carbon certification standards How biodiesel is eating up Europe's biofuel supply First Solar's underappreciated success in surviving the decline of U.S. solar manufacturing Plus: Declining hydropower, slowing coal growth, and the rising hype around AI Recommended resources: Nathaniel Bullard: Decarbonization: Stocks and flows, abundance and scarcity, net zero Washington Post: ‘Greenhushing': Why some companies quietly hide their climate pledges World Economic Forum: Hydropower: How droughts are affecting the world's biggest renewable energy source Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more. Catalyst is brought to you by Atmos Financial. Atmos is revolutionizing finance by leveraging your deposits to exclusively fund decarbonization solutions, like residential solar and electrification. FDIC-insured with market-leading savings rates, cash-back checking, and zero fees. Get an account in minutes at joinatmos.com.

We're back for round two, with even more slides than last year. This year's annual slide deck from Nat Bullard has 200 pages on the key trends shaping decarbonization in 2024. Nat has worked as an analyst and writer in climate tech for two decades and was BloombergNEF's chief content officer until 2022. We've split the conversation into two parts. In this first part, Shayle and Nat cover topics like:  The state of batteries, including the rapid growth of LFP chemistries, the concentration of manufacturing capacity, and the wild ride of lithium prices. The rapid growth of transferable tax credits and how that unlocks capital for renewables. How the rising cost of capital has reshaped climate tech. Recommended resources: Nathaniel Bullard: Decarbonization: Stocks and flows, abundance and scarcity, net zero Latitude Media: Clean energy capital is getting pricier WSJ: Companies Are Snapping Up New Clean-Energy Tax Credits Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more. Catalyst is brought to you by Atmos Financial. Atmos is revolutionizing finance by leveraging your deposits to exclusively fund decarbonization solutions, like solar and electrification. Join in under 2 minutes at joinatmos.com/catalyst.

A recent slew negative headlines about U.S. EVs makes it feel like the sky is falling on the market. Yet the data show robust growth. Combined battery electric and plug-in hybrid sales in 2023 were up 50% from 2022. Meanwhile, EV market share reached 9.5% in 2023, up from 7.5% in 2022, according to BloombergNEF.  Still, there have been real signs of changing expectations. GM and Ford have downsized their EV ambitions. Hertz sold off 20,000 Teslas. And Elon Musk tried to temper expectations in last week's disappointing Tesla earnings call.  So why all the conflicting indicators?  In this episode, Shayle talks to BloombergNEF analyst Corey Cantor. They talk about the changing outlook on the speed of EV adoption as the focus shifts from early adopters to the mass market. They talk through the persistent challenges EVs face, like slow charger rollout and lack of affordable price points. They also cover topics like: Whether sales challenges are more of an overall market problem or a legacy automaker problem Tesla's dominant but falling share of the market and what was behind the Hertz sell-off Momentum behind insurgent Korean automakers Kia and Hyundai Whether the Chinese EV giant BYD will enter the U.S. market Recommended Resources: Inside EVs: Hyundai's Electric Vehicle Push Is Absolutely Working Bloomberg: EV-Charging Firms to Struggle With Finances, Investment in 2024 Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more. Catalyst is brought to you by Atmos Financial. Atmos is revolutionizing finance by leveraging your deposits to exclusively fund decarbonization solutions, like solar and electrification. Join in under 2 minutes at joinatmos.com/catalyst.