Podcast Episodes

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 months, 1 week 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 2 months, 2 weeks 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 2 months, 3 weeks 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 3 months 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 3 months, 1 week 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 3 months, 1 week 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 3 months, 1 week 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 3 months, 3 weeks ago

China Drives Global EV Sales as US Support Fades

Sales of electric vehicles are set for another record-breaking year. Thanks to falling battery costs and a rise in affordable models, plug-in EVs will represent a quarter of global passenger car sale…

Published on 3 months, 4 weeks ago

White House Nuclear Energy Push Meets Uncertain Market

The Trump administration has made no bones about its desire to revitalize the US’s nuclear power industry. With four new executive orders hot off the president’s desk, nuclear is being treated as a s…

Published on 4 months ago