Episodi
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Methane might be the world’s simplest hydrocarbon, but its immense global warming potential makes it a complex problem in the battle to halt climate change. It’s also invisible to the human eye, which has made catching the methane plumes leaking from oil and gas assets a challenge. That’s now changing, as a growing network of satellites offers more accurate evidence of methane leaks around the globe.
On today’s show, Dana Perkins speaks with Maria-Olivia Torcea from BNEF’s Oil Team. They discuss the Oil and Gas Methane Partnership 2.0, new methods of detecting methane, and how data is being used by those responsible for leaks.
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 bnef.com
Links to research notes from this episode:
Oil and Gas Methane Monitor: Super-Emitters in the US - https://www.bnef.com/insights/34535
Oil and Gas Methane Fix More Likely With Growing UN Group - https://www.bnef.com/insights/33675
The Methane Bill Facing US Oil and Gas - https://www.bnef.com/insights/31081
Gas With Low Methane Footprint to Grow to 45% of US Market - https://www.bnef.com/insights/33811
Tracing Methane Emissions From Oil, Gas and US Small Wells - https://www.bnef.com/insights/32979
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Extending energy access to the world’s most populous nation will be a Herculean task. To do it while also achieving its 2030 clean energy goals, India must increase its wind and solar capacity installations fourfold, highlighting just how much of a feat this energy transition will be.
On today’s episode, Rohit Gadre, a BloombergNEF Specialist, moderates a discussion at the BNEF Summit New Delhi on what it will take to realize India’s clean energy revolution. He is joined by panelists Giorgio Fortunato, Head of Clean Energy and Power in Asia Pacific for Google; Kavita Saha, Managing Director, Head of Infrastructure and Sustainable Energies, India for CPP Investments; Amit Singh, Chief Executive Officer, Adani Green Energy; and Gurdeep Singh, Chairman and Managing Director, NTPC Limited. Together they discuss the ongoing issue of underperforming renewable energy assets, the role of nuclear power in India’s future and why AI’s energy demand means there is no time to waste.
Today’s episode was recorded live at BNEF's New Delhi Summit. To learn more about our Summits and to listen to more interviews, please visit https://about.bnef.com/summit/
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International oil companies have been divesting assets at a surprising rate. Between 2015 and 2023, nine of the world’s largest IOCs have sold a total of $290 billion of assets, with upstream oil assets accounting for half of the divestment deals. Yet this trend toward ditching dirty assets may now be changing, as divestment proceeds dropped 15% last year.
On today’s show, co-hosts Dana Perkins and Tom Rowlands-Rees are joined by David Doherty, BloombergNEF’s Head of Oil and Renewable Fuels Research, to discuss the key factors that inform these decisions. As they consider the investment and divestment strategies that major oil and gas companies are now pursuing, they also discuss how public and investor pressure to decarbonize is impacting the sector, how a spike in energy prices in 2022 changed the calculus, and why simply selling dirty assets won’t make for a cleaner world. This episode draws on BNEF research, including the note Oil and Gas Divestment Trends 2023: Divestment Slowed.
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 bnef.com
Links to research notes from this episode:
Oil and Gas Divestment Trends 2023: Divestment Slowed - https://www.bnef.com/insights/34457
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Carbon capture is on a roller coaster these days. Projects in the sector attracted more than $11 billion in 2023, almost double the investment figure from the year before, only to see growth stall in the first half of 2024. Fortunately, carbon removal technology reaches beyond the traditional ‘CCS’ model of carbon capture and storage (or ‘CCUS’ when a utilization component is involved). Coming from a small base, direct air capture, or DAC, is gaining momentum, and new technologies such as direct ocean removal are proving to be hubs of innovation.
On today’s show, Brenna Casey, a member of BloombergNEF’s Sustainable Materials team, joins Dana to discuss new directions in carbon sequestration, how tax credits and other policies are shaping CCS projects around the globe, and what whales have to do with capturing carbon. The episode draws on BNEF research including CCUS Market Outlook 1H 2024: Trough of Disillusionment and Direct Air Capture’s Technology Battle to Heat Up in 2030s.
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 bnef.com
Links to research notes from this episode:
Tech Radar: Direct Ocean Carbon Dioxide Removal - https://www.bnef.com/insights/34401
CCUS Market Outlook 1H 2024: Trough of Disillusionment - https://www.bnef.com/insights/34161
Direct Air Capture’s Technology Battle to Heat Up in 2030s - https://www.bnef.com/insights/33877
Direct Air Capture Technologies: Primer - https://www.bnef.com/insights/33877
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A wave of new liquefied natural gas projects are due to be commissioned by the end of the decade. Yet a sharp increase in supply runs the risk of creating a glut, and with the rise of this transportable commodity, what impacts one market could have a ripple effect around the world.
Today’s show addresses the interplay between global and regional gas markets, with co-hosts Dana Perkins and Tom Rowlands-Rees joined by Fauziah Marzuki, Global Head of Gas Markets at BNEF. Together, they discuss the role of the US and China in how LNG moves around the globe, how shifting policies and net-zero goals are impacting the outlook for natural gas, and the ‘shadow fleet’ that recently departed sanctioned LNG terminals in Russia. The show draws upon BNEF research including Global LNG Market Outlook 2030: Focus on Supply Risks and Global LNG Supply Outlook 2030: Second US Wave Incoming.
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 bnef.com
Links to research notes from this episode:
Global LNG Market Outlook 2030: Focus on Supply Risks - https://www.bnef.com/insights/34357/view
Global LNG Supply Outlook 2030: Second US Wave Incoming - https://www.bnef.com/insights/34307/view
LNG Trade Weekly - https://www.bnef.com/insights/34651
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Using electricity seems so simple: You flip a switch, and the light turns on. Yet behind that simple action is a sprawling and complex system of supply, demand and free-market economics.
Today’s show dives into power markets. What are they and what role do they play in increasing the efficiency of power systems? Tom Rowlands-Rees, BNEF’s Global Head of Power Markets, hosts Helen Kou, Head of US Power, and Ian Berryman, Head of Energy Systems Modeling, to talk about capacity markets, vertically integrated utilities, power purchase agreements, and how changes to market design could help power markets better incorporate renewable energy.
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 bnef.com
Links to research notes from this episode:
US Merit Order Primer: A Supply-Side Power Study - https://www.bnef.com/insights/34361
US Merit Order - LiveSheet (1.0.1) - https://www.bnef.com/insights/34379
US Power Weekly: Cheap Gas Changes Up the PJM Merit Order - https://www.bnef.com/insights/34587
2024 Caiso Market Outlook: Dynamics in Transition - https://www.bnef.com/insights/33467/view
European Carbon Monthly July 2024: Supply Sprints Ahead - https://www.bnef.com/insights/34525
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What do biofuels, renewable power, and the food on your plate have in common? They all need land, and lots of it. While the technologies required to reach a net-zero future are expanding alongside rising energy demand, growing populations and higher living standards could require roughly a fifth more land be cultivated for agriculture by mid-century. Of the available land on Earth, decisions must be made regarding whether to devote it to agriculture, biofuels, bioplastics, power generation, battery metals or nature conservation. The challenge is profound, yet key solutions are emerging, including co-location and innovations to improve energy output and agricultural yields.
On today’s show, Dana is joined by Hugh Bromley, BNEF’s Head of Food, Agriculture and Nature, and Kostas Pegios, who specializes in modeling at BNEF. Together they discuss the vast quantity of land required for the energy transition, which renewable energy technologies can be co-located with existing agriculture, and the competition between food crops and biofuels for suitable land.
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 bnef.com
Links to research notes from this episode:
New Energy Outlook 2024 - https://about.bnef.com/new-energy-outlook/
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With the rise of intermittent renewable energy generation, the need for long-duration energy storage is rising fast. Lithium-ion batteries currently dominate the market, with record-low prices fueled by a global oversupply in battery manufacturing, but a group of new energy storage technologies may be about to challenge this technology’s position.
On today’s show, Dana is joined by Yiyi Zhou, a BNEF clean power specialist, and Evelina Stoikou, a senior associate on its energy storage team, to review findings from their inaugural Long-Duration Energy Storage Cost Survey. Together they discuss the different types of long-duration energy storage studied in the report, whether these technologies can challenge the dominance of cheap lithium-ion batteries, and which countries are adopting these latest advanced storage options and why.
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 bnef.com
Links to research notes from this episode:
2024 Long-Duration Energy Storage Cost Survey: Tough Race - https://www.bnef.com/insights/34105
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This year has been a mixed bag for electric vehicles. After EV sales hit new highs in 2023, some automakers have now revised down their near-term targets, citing falling demand. While this may have generated headlines, the overall market offers a more nuanced image, with different segments outperforming others, and growth in developing economies starting to pick up pace.
On today’s show, Dana is joined by BloombergNEF’s Head of Electric Vehicles, Aleksandra O’Donovan, and Head of Advanced Transport and Energy Storage, Colin McKerracher, to talk about findings from this year’s Long-Term Electric Vehicle Outlook. Together they discuss the slowdown in EV sales seen in some regions, the collapse in Chinese battery prices and its effect on the wider market, and the rise of electric commercial vehicles.
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 bnef.com
Links to research notes from this episode:
Electric Vehicle Outlook 2024 - https://about.bnef.com/electric-vehicle-outlook/
See omnystudio.com/listener for privacy information.
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Driven by supportive policies and a maturing project pipeline, clean hydrogen supply is set to increase 30-fold by 2030. Demand will be aided in part by Europe’s Carbon Border Adjustment Mechanism and other government policies, but fewer than a third of the 1,600 hydrogen projects that have been announced so far actually materialize in our analysis, and they are often subject to delays.
On today’s show, Dana and hydrogen analyst Adithya Bhashyam discuss findings from our recent hydrogen outlooks. Together, they cover the global picture for clean hydrogen production, including how the US is leading the way on gas-fueled blue H2 and the uncertainty around the scale of future Chinese green hydrogen production capacity. They delve into the need for government support for offtake agreements, and the large gap between clean hydrogen supply and demand.
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 bnef.com
Links to research notes from this episode:
1H 2024 Hydrogen Market Outlook: Targets Meet Reality - https://www.bnef.com/insights/34075/view
Hydrogen Supply Outlook 2024: Regional Deep Dives - https://www.bnef.com/insights/34093/view
Hydrogen Supply Outlook 2024: A Reality Check - https://www.bnef.com/insights/33965/view
Hydrogen Supply Outlook 2024: Projects - https://www.bnef.com/insights/33959?context=eyJxIjoiaHlkcm9nZW4gb3V0bG9vayBhZGl0aHlhIiwiY29udGVudFR5cGUiOiJpbnNpZ2h0IiwicmVnaW9uIjpbXSwic2VjdG9yIjpbXSwiYXV0aG9yIjpbXSwiaW5zaWdodC10eXBlIjpbXX0=
Hydrogen Offtake Agreement Database 2.0 - https://www.bnef.com/insights/32697?context=eyJjb250ZW50VHlwZSI6Imluc2lnaHQiLCJyZWdpb24iOltdLCJzZWN0b3IiOlsiMmQ2MzdhYTg0MTJhNGY3MyJdLCJhdXRob3IiOltdLCJpbnNpZ2h0LXR5cGUiOltdfQ==
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Each year, BloombergNEF’s New Energy Outlook develops and evaluates scenarios for the transition to a low-carbon economy. Delving into electricity, industry, buildings and transport, this flagship report outlines sector and country transition scenarios out to 2050. On today’s show, Dana is joined by co-host Tom Rowlands-Rees, BNEF’s head of research for North America, and guest David Hostert, Head of Economics and Modeling at BNEF and lead author of the New Energy Outlook. They discuss nine technological pillars that underpin the energy transition, and consider which of these are gaining traction or stalling. They also debate the value scenario exercises bring to those working in climate and energy when charting the path to a net-zero future.
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 bnef.com
Links to research notes from this episode:
New Energy Outlook 2024 - https://about.bnef.com/new-energy-outlook/
See omnystudio.com/listener for privacy information.
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The persistent oversupply of solar modules has pushed prices to record lows and threatened the competitiveness of manufacturing outside of Asia. Against this backdrop, a group of US companies has petitioned the Biden administration for further tariffs to be applied. While China has historically been the target of the US government, the latest levies are focused on Southeast Asian countries where Chinese manufacturers have set up shop: Vietnam, Malaysia, Thailand and Cambodia.
On today’s show, Dana is joined by co-host Tom Rowlands-Rees, and Pol Lezcano from our solar team. Together they discuss whether these tariffs could do more harm than good, given the push for net zero and the significantly cheaper modules that are already available. They also unpack the range and depth of the proposed duties, and how likely they are to support new and existing solar manufacturing in the US.
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 bnef.com
Links to research notes from this episode:
US Solar Manufacturers Call for More Expensive Modules - https://www.bnef.com/insights/33971
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The European Union could be leaning towards a more protectionist stance when it comes to clean industry manufacturing, with policies such as import tariffs and domestic content targets under consideration. Would such protectionist measures help the domestic clean energy and electric vehicle sectors flourish?
Today’s show brings you a panel from the BloombergNEF Summit Munich, in which Herbert Diess, Chairman of Infineon and The Mobility House; Jacek Truszczynski, Deputy Head of Unit - Net Zero Industries, Sustainable and Circular Products at the European Commission; Yann Vincent, CEO of Automotive Cells Company; and Håkon Volldal, CEO of Nel Hydrogen were led in conversation by Jon Moore, CEO of BNEF. They debated whether the European Union should follow the US in applying tariffs to Chinese imports, the inflationary risks that could arise should trade barriers go up, and the risks and potential benefits of allowing foreign markets to build clean-tech manufacturing plants in Europe.
This episode of Switched On was recorded live at the BNEF Summit Munich. To learn more about BNEF’s Summits and to listen to more interviews, please visit https://about.bnef.com/summit/
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 bnef.com
See omnystudio.com/listener for privacy information.
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The global nuclear industry has been plagued with retirements for over a decade. However, after delegates at the COP28 summit last year voiced aspirations to triple nuclear capacity by 2050, the industry could be poised for growth. The usual regulatory, environmental and economic hurdles remain, but small modular reactors have the potential to ameliorate several of these obstacles if they can get off the ground. Meanwhile, exuberance for nuclear energy has been dampened by fluctuations in the price of enriched uranium.
On today’s show, Dana is joined by BloombergNEF’s lead nuclear analyst, Chris Gadomski. He shares insights from the recent report Nuclear Market Outlook 1H 2024: Big Dreams Despite Hurdles, and provides perspective on the feasibility of a comeback story for the nuclear industry.
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 bnef.com
Links to research notes from this episode:
Nuclear Market Outlook 1H 2024: Big Dreams Despite Hurdles - https://www.bnef.com/insights/33819
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As already-strained power grids grapple with rapidly increasing demand, Europe is pioneering an innovative and powerful new tool to help system operators manage grid constraints. These local flexibility markets help balance electricity supply and demand by enabling distributed energy resources, such as electric vehicles or storage operators, to solve grid bottlenecks.
On today’s show, Dana is joined by BloombergNEF’s Head of Grids and Utilities, Sanjeet Sanghera, along with Felicia Aminoff, lead author of the recent BNEF report, Europe’s Local Flexibility Markets: Aiding a Strained Grid. Together they discuss the mechanisms that can be used to create a flexibility market, the potential scale of future markets and the technology required to grow them, and the existing regulatory models that underpin flexibility in an energy system.
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 bnef.com
Links to research notes from this episode:
Europe’s Local Flexibility Markets: Aiding a Strained Grid - https://www.bnef.com/insights/33289/view
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Rooftop solar is celebrating a runaway success in Australia, which has positioned itself to become a renewable energy superpower. From a target of doubling its renewable energy capacity by 2030 to $1.2 billion in the federal budget dedicated to the clean energy sector, the country has big plans for its energy transition. Yet the country still has a ways to travel before reaching its goals, with substantial legacy coal-fired power stations still contributing to the energy mix.
On today’s show, Dana is joined by Leonard Quong, BloombergNEF’s Head of Australia Research. Together they discuss the state of the energy transition in Australia, including how large volumes of rooftop solar are leading to negative power prices, the country’s ambitions to become a leader in green hydrogen, and how its exports of coal, liquefied natural gas and other commodities continue to shape the region.
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 bnef.com
Links to research notes from this episode:
1H 2024 Australia Market Outlook - https://www.bnef.com/insights/33285?context=eyJjb250ZW50VHlwZSI6Imluc2lnaHQiLCJpbnNpZ2h0LXR5cGUiOls4XSwicmVnaW9uIjpbImF1cyJdLCJzZWN0b3IiOltdLCJhdXRob3IiOltdfQ==
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Autonomous vehicles might be the cars of the future, but following a flurry of venture capital and private equity funding a decade ago, investment in this space has since tapped the brakes. Last year saw VC/PE fundraising fail to reach $4 billion for the first time since 2017. While green shoots have come in the form of Tesla’s upcoming robotaxi launch, in such a capital-intensive industry, which levels of autonomy are the rest of the field still betting on?
On today’s show, Dana is joined by BloombergNEF’s Head of Intelligent Mobility, Andrew Grant. Together they discuss the recent drop in investment, advances in self-driving vehicle development, and Tesla’s continued resistance to following its peers in adopting laser-based sensor technology known as lidar.
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 bnef.com
Links to research notes from this episode:
Automated Vehicles: State of the Industry 2024 - https://www.bnef.com/insights/33597
See omnystudio.com/listener for privacy information.
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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<GO> 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/33831
See omnystudio.com/listener for privacy information.
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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<GO> 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/33999
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As part of the Inflation Reduction Act, draft guidance for the US hydrogen production tax credit was introduced in December 2023, with the aim of promoting decarbonization in hard-to-abate sectors and enhancing energy security in the country. While some applauded the draft guidance for preventing greenwashing and driving real decarbonization, others view these requirements as excessive, and fear they could potentially discourage investment in green hydrogen production.
On today’s show, BNEF’s head of hydrogen research, Martin Tengler, hosts a conversation on hydrogen production in the US, with panelists Kathleen Barron, Executive Vice President and Chief Strategy Officer at Constellation; Claire Behar, Chief Commercial Officer at Hy Stor Energy; Elena Scaltritti, Chief Commercial Officer at Topsoe; and Andy Vesey, President and Chief Executive Officer at Fortescue North America. They discuss whether the tax credit rules are helping or hurting green hydrogen production in the US, the lack of demand incentives compared with the EU, and the role that nuclear could play in the hydrogen sector’s future.
Today’s episode was recorded live at the BNEF Summit New York. To learn more about BNEF’s Summits and to listen to more interviews, please visit https://about.bnef.com/summit/
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