Switched On

Lula's Next Test is an Energy Crunch: Analyst Reaction

Europe’s Energy Strategy Faces the Cost of Dependence

Oil Shock Puts Heat Pumps in Play: Analyst Reaction

Gas Turbine Makers Cash In on Global Power Rush

The global gas turbine industry is experiencing a significant boom, with firm orders reaching 100 gigawatts in 2025 and continuing at a high run rate in 2026. This surge is primarily driven by the rapid expansion of data centers, the replacement of aging coal and gas infrastructure, and the necessity for firm power to ...

Europe's Power Markets Face a New Balancing Act

Where Transition Risk Meets Corporate Opportunity

Water Stress Brings Risks for Thirsty Power Generators

Global Gas Tug of War Is Brewing for Winter

Food and Farming Caught in Geopolitical Crossfire

US Grid Ban Hits Batteries Hardest: Analyst Reaction

BNEF Pioneers: Buses, Bioleaching and Better Batteries

Six Months In, the Iran War Redraws the Energy Map

Turkey's Renewables Boom Has More Than Climate in Mind

States Put Data Centers on Pause: Analyst Reaction

EV Boom Changes Lanes as New Markets Take the Wheel

EU Electrification Push Lacks Pull: Analyst Reaction

The European Union’s target to achieve 46% electrification by 2040 faces significant feasibility challenges under current policy frameworks. Victoria Cuming, Bloomberg NEF’s head of policy, notes that existing economic and net-zero scenarios project electrification rates of only 28% and 39%, respectively. The recently ...

Offshore Wind Is Outgrowing the Boats That Build It

The offshore wind industry faces a critical "vessel crunch" as turbine and foundation sizes outpace the capabilities of the existing installation fleet. Kajsa Jernetz from Bloomberg NEF explains that as turbine hub heights approach 160 meters, the number of vessels capable of handling such massive equipment is rapidly ...

Rhine Drought Drives Fuel Costs Up: Analyst Reaction

Battery Tax Credits Are Rewriting US Solar Economics

The U.S. solar industry is undergoing a rapid transformation as developers increasingly integrate battery storage into utility-scale projects to capitalize on federal tax incentives. Following the Inflation Reduction Act, energy storage remains eligible for tax credits until 2033, creating a powerful economic incentive...

China Builds Nuclear Power While the West Reinvents It

Nuclear power is currently bifurcated into two distinct realities: rapid, cost-effective expansion in China and India versus a struggling, high-cost sector in the West. While Western utilities grapple with project delays and budget overruns for conventional reactors, the industry is pivoting toward small modular reacto...