Podcast Episodes

Renewables Bruised, Not Broken, by US Policy Shift

The One Big Beautiful Bill Act has reshaped the US clean energy landscape. Designed to scale back major US decarbonization programs while promoting fossil fuels, the OBBBA has severely restricted the…

Published on 2 days, 16 hours ago

Direct Air Capture’s Cost Curve Conundrum

Right now, there are technologies that can pull carbon dioxide directly out of the air. That could be a critical tool in a world where climate change is rampant. Yet to fulfill this carbon removal po…

Published on 1 week, 2 days ago

Reshaping Trade Flows in a Fragmented World

The Trump administration’s ‘Liberation Day’ tariffs are reshaping global trade flows. With the US currently renegotiating its trade positions with traditional partners and rivals alike, the tariffs’ …

Published on 2 weeks, 2 days ago

BNEF Pioneers: Making Light Industry More Sustainable

Cutting industrial emissions has long been one of the most intractable hurdles in the energy transition. That may finally be changing, as a new generation of smart technologies not only paves the way…

Published on 3 weeks, 2 days ago

Fueling Change: Cutting Aviation’s Carbon Footprint

With air travel on the rise, the need for cleaner aviation is growing. Sustainable aviation fuel (SAF) presents the simplest means of decarbonization, but it’s expensive. Aircraft that burn less fuel…

Published on 4 weeks, 2 days ago

Harvest Halted: Why Agriculture Funding Is Withering

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

Published on 1 month, 1 week ago

Inside the Blackout That Froze the Iberian Power Grid

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

Published on 1 month, 2 weeks ago

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

This week, we explore how the legislation’s attack on renewable energy may push up electricity bills and damage US competitiveness in AI.

The tax credits in President Joe Biden’s sprawling Inflation …

Published on 1 month, 2 weeks ago

Capex and Investment in the New Industrial Revolution

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

Published on 1 month, 2 weeks ago

AI Data Centers: Making Waves in the Energy Demand Sea

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

Published on 1 month, 4 weeks ago