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Bloomberg · Business

Switched On

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.

Episodes

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Gas Is Letting Data Centers Grow Beyond the Grid

23 Jul 2026
28m
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Data center power demand is rapidly outpacing grid infrastructure, forcing developers to adopt on-site gas generation to bypass multi-year interconnection delays. With 141 gigawatts of projects announced globally, primarily in the United States, this trend prioritizes speed to market over cost-efficiency. While gas tur...

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AI’s Edge in Hurricane Forecasting: Analyst Reaction

20 Jul 2026
15m
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Mexico's Energy Future Sits Between Two Superpowers

16 Jul 2026
37m
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How Bitcoin Could Save Texas From an AI Power Crunch

09 Jul 2026
33m
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China Bets Big on Green Hydrogen: Analyst Reaction

06 Jul 2026
26m
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China’s new energy strategy targets 2 million metric tons of annual green hydrogen production by 2030, representing an eightfold increase from 2025 levels. This initiative serves as a dual-purpose mechanism for decarbonization and energy security, enabling a transition from reliance on imported oil and gas to domestic ...

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The Hidden Economics of EV Charging Networks

01 Jul 2026
36m
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Electric vehicle charging infrastructure sits at the critical intersection of transport and power systems, requiring strategic deployment to ensure grid stability and profitability. Successful network development demands high-speed chargers in concentrated locations, moving beyond simple plug counts to prioritize utili...

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Battery Boom Is Upending Australian Power Market Rules

24 Jun 2026
38m
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Australia’s National Electricity Market serves as a global blueprint for power systems transitioning to high renewable penetration. With renewables frequently supplying over 40% of generation, the grid faces extreme price volatility and the "duck curve" phenomenon. Utility-scale batteries have emerged as the primary in...

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Defending the Power Grid in an Age of Digital Threats

18 Jun 2026
34m
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How Super El Niño Hits Power Markets: Analyst Reaction

15 Jun 2026
18m
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Heat Pumps and the Economics of Clean Heating

11 Jun 2026
38m
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What Explains the Growing Divide Between Oil and Gas

04 Jun 2026
35m
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China Data Signals Clean Tech Shift: Analyst Reaction

01 Jun 2026
21m
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Wind Power Expands as Competition Heats Up

28 May 2026
36m
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Japan Nuclear Revival Reaches Tokyo: Analyst Reaction

26 May 2026
12m
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Hydrogen Moves From Hype Cycle to Hard Economics

20 May 2026
38m
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BNEF Tier 1 Lists: The Mark of Credibility

13 May 2026
24m
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Data Centers and the Future of Energy Storage

07 May 2026
31m
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Energy Strategy in an Era of Global Fragmentation

30 Apr 2026
24m
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Hormuz Delivers an Aluminum Shock: Analyst Reaction

27 Apr 2026
10m
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Nuclear Fusion Powers Up for Commercial Breakthrough

22 Apr 2026
32m
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