Switched On

PJM Grapples With Data Center Load and Supply Gaps

Spanish Blackout Lessons One Year On: Analyst Reaction

Nearly one year after a major blackout paralyzed the Iberian Peninsula, the lack of a single trigger event complicates efforts to prevent future grid failures. Technical reports from the European Network of Transmission System Operators (ENTSO-E) and Spanish regulators reveal that inconsistent voltage rules and a relia...

How Fuel Price Shocks Are Rewiring Clean Tech Trade

Beyond Climate: The Rise of Nature Risk

Finding Opportunity in a Complex Energy Transition

Clean Power Costs Split After Years of Alignment

European Power Confronts Gas Shock: Analyst Reaction

US Clean Energy Factbook: Generation Hits 20-Year High

Private Capital: Turning Mega Funds Into Megawatts

Biofuels Cash In on US Tax Credits: Analyst Reaction

Record Energy Transition Investment, But Slower Pace

What Really Determines Where Data Centers Get Built

The podcast explores the key factors determining the optimal locations for new data centers amid a massive global build-out driven by AI and cloud computing. Lloyd Arnold from Bloomberg NEF, joins the conversation to share findings from their report, emphasizing that energy availability and land permitting are the most...

Clean Tech’s US Tariff Whiplash: Analyst Reaction

Sustainable Finance Enters Its ‘Messy Middle’

How Climate Risk Flows From Insurance to City Budgets

Beyond the Chip: Rewiring Data Center Supply Chains

The discussion centers on innovations and supply chain adaptations within data centers driven by the demands of AI, particularly focusing on cooling and electrical equipment. Liquid cooling is highlighted as a foundational technology for AI data centers, offering potential water and energy savings, with distinctions dr...

How Co-Located Batteries Are Reshaping Solar’s Future

Power Grid Spending Surges But Capacity Still Lags

AI’s Tilt from Clean Power to Gas: Analyst Reaction

The podcast explores the increasing demand for data centers, driven by AI, and its impact on energy production and distribution. Atin Jain from Bloomberg NEF, discusses NextEra's shift towards gas generation to meet the rapid and large-scale energy needs of these data centers. He notes that while renewables are cost-ef...

Oil, Gas and Metals in 2026: What to Watch This Year

Commodity markets in 2026 face a series of pressure points, including a potential LNG glut, slowing US oil growth, and China's expansion in renewable fuels and petrochemicals. David Doherty and Enrique Gonzalez from Bloomberg NEF review findings from the "Commodities in 2026" report, highlighting key numbers to watch i...