Castuner

Switched On

Bloomberg

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

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Odcinki

327 odcinków

  1. The Energy Transition Has One Big Metal Problem 29:34
  2. China’s Data Center Boom Goes Where Power Is Cheap 25:48
  3. Lula's Next Test is an Energy Crunch: Analyst Reaction 20:16
  4. Europe’s Energy Strategy Faces the Cost of Dependence 35:37
  5. Oil Shock Puts Heat Pumps in Play: Analyst Reaction 14:38
  6. Gas Turbine Makers Cash In on Global Power Rush 32:34
  7. Europe's Power Markets Face a New Balancing Act 31:17
  8. Where Transition Risk Meets Corporate Opportunity 27:56
  9. Water Stress Brings Risks for Thirsty Power Generators 25:17
  10. Global Gas Tug of War Is Brewing for Winter 27:46
  11. Food and Farming Caught in Geopolitical Crossfire 26:56
  12. US Grid Ban Hits Batteries Hardest: Analyst Reaction 17:00
  13. BNEF Pioneers: Buses, Bioleaching and Better Batteries 44:46
  14. Six Months In, the Iran War Redraws the Energy Map 33:01
  15. Turkey's Renewables Boom Has More Than Climate in Mind 32:33
  16. States Put Data Centers on Pause: Analyst Reaction 14:48
  17. EV Boom Changes Lanes as New Markets Take the Wheel 31:53
  18. EU Electrification Push Lacks Pull: Analyst Reaction 18:53
  19. Offshore Wind Is Outgrowing the Boats That Build It 26:30
  20. Rhine Drought Drives Fuel Costs Up: Analyst Reaction 14:40
  21. Battery Tax Credits Are Rewriting US Solar Economics 28:13
  22. China Builds Nuclear Power While the West Reinvents It 39:39
  23. Gas Is Letting Data Centers Grow Beyond the Grid 28:49
  24. AI’s Edge in Hurricane Forecasting: Analyst Reaction 15:02
  25. Mexico's Energy Future Sits Between Two Superpowers 37:48
  26. How Bitcoin Could Save Texas From an AI Power Crunch 33:46
  27. China Bets Big on Green Hydrogen: Analyst Reaction 26:30
  28. The Hidden Economics of EV Charging Networks 36:06
  29. Battery Boom Is Upending Australian Power Market Rules 38:03
  30. Defending the Power Grid in an Age of Digital Threats 34:38
  31. How Super El Niño Hits Power Markets: Analyst Reaction 18:25
  32. Heat Pumps and the Economics of Clean Heating 38:48
  33. What Explains the Growing Divide Between Oil and Gas 35:21
  34. China Data Signals Clean Tech Shift: Analyst Reaction 21:56
  35. Wind Power Expands as Competition Heats Up 36:19
  36. Japan Nuclear Revival Reaches Tokyo: Analyst Reaction 12:48
  37. Hydrogen Moves From Hype Cycle to Hard Economics 38:07
  38. BNEF Tier 1 Lists: The Mark of Credibility 24:48
  39. Data Centers and the Future of Energy Storage 31:47
  40. Energy Strategy in an Era of Global Fragmentation 24:09
  41. Hormuz Delivers an Aluminum Shock: Analyst Reaction 10:24
  42. Nuclear Fusion Powers Up for Commercial Breakthrough 32:12
  43. PJM Grapples With Data Center Load and Supply Gaps 28:28
  44. Spanish Blackout Lessons One Year On: Analyst Reaction 11:30
  45. How Fuel Price Shocks Are Rewiring Clean Tech Trade 36:32
  46. Beyond Climate: The Rise of Nature Risk 35:43
  47. Finding Opportunity in a Complex Energy Transition 20:23
  48. Clean Power Costs Split After Years of Alignment 34:17
  49. European Power Confronts Gas Shock: Analyst Reaction 10:47
  50. US Clean Energy Factbook: Generation Hits 20-Year High 37:11