Switched On

How Fuel Price Shocks Are Rewiring Clean Tech Trade

08 Apr 2026

Contributed by Lukas

Energy shocks don’t just move prices, they reshape trade. As oil and gas prices rise, countries reliant on energy imports are accelerating the s...

Beyond Climate: The Rise of Nature Risk

02 Apr 2026

Contributed by Lukas

Nature risk is becoming a critical challenge for companies. It’s also incredibly complex. Exposure spans an array of largely local issues, from ...

Finding Opportunity in a Complex Energy Transition

31 Mar 2026

Contributed by Lukas

The energy transition is entering a more complex phase. Geopolitics, trade tensions and rapid technological change are reshaping markets, creating new...

Clean Power Costs Split After Years of Alignment

26 Mar 2026

Contributed by Lukas

The cost to build and run clean-power projects used to be heading in one direction: down. That story is now getting more complicated. Battery storage ...

European Power Confronts Gas Shock: Analyst Reaction

24 Mar 2026

Contributed by Lukas

Oil and gas prices are rising again as the Iran war shakes global energy markets. But so far Europe’s power system is holding up better than in ...

US Clean Energy Factbook: Generation Hits 20-Year High

18 Mar 2026

Contributed by Lukas

The US energy transition has hit an inflection point. Electricity generation reached a 20-year high last year, as renewables and energy storage accoun...

Private Capital: Turning Mega Funds Into Megawatts

11 Mar 2026

Contributed by Lukas

Private capital is reshaping the energy transition. Once a niche corner of finance, private markets now manage tens of trillions of dollars globally, ...

Biofuels Cash In on US Tax Credits: Analyst Reaction

06 Mar 2026

Contributed by Lukas

New guidance on the 45Z Clean Fuel Production Credit has clarified the outlook for US biofuels. The Treasury Department has confirmed that manure-base...

Record Energy Transition Investment, But Slower Pace

04 Mar 2026

Contributed by Lukas

Investment in the energy transition reached a record $2.3 trillion last year. That’s a huge figure, but it tells only part of the story. Renewab...

What Really Determines Where Data Centers Get Built

25 Feb 2026

Contributed by Lukas

The geography of data center development is being redrawn at speed. BloombergNEF is tracking nearly 23 gigawatts of new capacity under construction wo...

Clean Tech’s US Tariff Whiplash: Analyst Reaction

23 Feb 2026

Contributed by Lukas

A US Supreme Court ruling is shaking up global clean-tech trade. By striking down Donald Trump’s “Liberation Day” tariffs, the justi...

Sustainable Finance Enters Its ‘Messy Middle’

18 Feb 2026

Contributed by Lukas

Sustainable finance has entered what might be its “messy middle.” For years, governments leaned into reporting regulations and other polic...

How Climate Risk Flows From Insurance to City Budgets

11 Feb 2026

Contributed by Lukas

Climate adaptation is increasingly a matter of financial resilience, not just physical protection. Across the US, climate risk is filtering into risin...

Beyond the Chip: Rewiring Data Center Supply Chains

04 Feb 2026

Contributed by Lukas

As AI drives a new wave of data center expansion, the focus is shifting from chips to the infrastructure that powers and cools them. Denser AI workloa...

How Co-Located Batteries Are Reshaping Solar’s Future

29 Jan 2026

Contributed by Lukas

After years of rapid expansion, the buildout of solar power is starting to slow. Capacity additions are set to dip slightly in 2026, the first decline...

Power Grid Spending Surges But Capacity Still Lags

22 Jan 2026

Contributed by Lukas

Investment in power grids is rising fast. Worldwide, spending on this critical piece of infrastructure rose 17% last year. Yet higher outlays are not ...

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

16 Jan 2026

Contributed by Lukas

Data centers are expanding at an unprecedented rate, and their need for fast, reliable electricity is reshaping power generation plans across the US. ...

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

14 Jan 2026

Contributed by Lukas

Commodity markets are in a period of upheaval. Wars, sanctions and political shifts have already rewired global trade, and a new wave of pressures is ...

Where Venezuela’s Oil Fits in the Global Market: React

09 Jan 2026

Contributed by Lukas

What the recent US action in Venezuela means for global oil markets is still an open question. While the prospect of additional oil is drawing interes...

Progress Amid Fragmentation: Energy Transition to 2030

08 Jan 2026

Contributed by Lukas

The push toward a lower-carbon global economy ran into strong headwinds last year, and 2026 offers little sense of a clean reset. Political uncertaint...

LNG, Biofuels and the Future of Maritime Transport

31 Dec 2025

Contributed by Lukas

Maritime shipping is a notoriously tricky sector to decarbonize, yet options for a greener industry are slowly emerging. Bio-LNG is helping clean up f...

Pay-Per-Mile Comes to UK EVs: Analyst Reaction

23 Dec 2025

Contributed by Lukas

The UK’s latest budget sends mixed consequential signals for electric vehicles. A sharp increase in purchase subsidies is paired with plans for ...

Surplus for Many, Strain for a Few Transition Metals

18 Dec 2025

Contributed by Lukas

Global metals markets are shifting faster than anyone expected. Once projected to face widespread shortages, most key energy transition metals now sho...

Heavy Industry’s Bumpy Path to a Low-Carbon Future

11 Dec 2025

Contributed by Lukas

Heavy industry faces one of the hardest paths to net zero, yet momentum is starting to build. New decarbonization commitments reached nearly $15 billi...

From Mini EVs to Mega Scale: China’s Cars Go Global

04 Dec 2025

Contributed by Lukas

China’s electric vehicle market is moving at extraordinary speed. Generous incentives, trade-in subsidies, and aggressive pricing have fueled ma...

How Smart Chips Are Rewiring the Car Market

28 Nov 2025

Contributed by Lukas

As vehicles become increasingly intelligent and connected, the chips powering them are transforming the automotive industry. Traditional supply chains...

Adaptation and Resilience: A New Investment Imperative

22 Nov 2025

Contributed by Lukas

How well prepared are we for a warming world? Climate adaptation is quickly moving from theory to strategy, reshaping investment priorities and expos...

Ranking Resilience: Economies Adapting to Climate Risk

20 Nov 2025

Contributed by Lukas

Climate is reshaping the global economy. Losses from major weather events are now estimated at $1.4 trillion each year, and as the damaged assets, dis...

Heavy Duty, Low Carbon: How Trucks Are Going Electric

13 Nov 2025

Contributed by Lukas

The 85 million medium- and heavy-duty trucks on the road last year were responsible for nearly a 10th of global emissions, and an array of technologie...

The Hydrogen Hurdle: Costs, Policy and Progress

05 Nov 2025

Contributed by Lukas

Hydrogen was once the golden child of the energy transition. Yet high costs and limited policy support proved high hurdles for the technology’s ...

COP30 Countdown: Ambition, Politics, Reality

30 Oct 2025

Contributed by Lukas

In a few days’ time, world leaders will gather in Brazil for the COP30 climate conference. It’s been 10 years since the Paris Agreement la...

Capital Clash: Clean Energy vs Fossil Fuel Finance

22 Oct 2025

Contributed by Lukas

Global energy investment is entering a period of realignment. Tariffs, inflation and geopolitical tensions have disrupted financial models, while a ba...

The Business of Breathing Life Into Old Wind Turbines

16 Oct 2025

Contributed by Lukas

The first generation of wind turbines is now approaching retirement. Developers across Europe, the US and China thus find themselves at a crossroads: ...

Deep Freeze Risk Raises Stakes for Europe’s Gas Supply

09 Oct 2025

Contributed by Lukas

Winter is coming, and with it a rise in demand for natural gas. With growing liquified natural gas exports from the US now crossing the Atlantic and f...

Wired for the Future: Reinventing the US Power Grid

01 Oct 2025

Contributed by Lukas

The US power grid is under mounting strain from aging infrastructure, slow interconnections and regional bottlenecks, while demand, complexity and var...

How Data Centers Are Fueling a Global Copper Crunch

24 Sep 2025

Contributed by Lukas

Copper is a cornerstone of the world’s infrastructure. From transportation to the energy transition to massive new data centers, demand for the ...

Global Investment in Clean Energy Outpaces US Slump

18 Sep 2025

Contributed by Lukas

Despite the gloomy headlines in the US, global investment into clean energy technologies is still rising. The first half 2025 saw a record $386 billio...

Data Centers Could Supercharge US Gas Demand

10 Sep 2025

Contributed by Lukas

Artificial intelligence needs power, and lots of it. If all the data centers in the current US pipeline get built, they could suck up the electricity ...

Renewables Bruised, Not Broken, by US Policy Shift

04 Sep 2025

Contributed by Lukas

The One Big Beautiful Bill Act has reshaped the US clean energy landscape. Designed to scale back major US decarbonization programs while promoting fo...

Direct Air Capture’s Cost Curve Conundrum

28 Aug 2025

Contributed by Lukas

Right now, there are technologies that can pull carbon dioxide directly out of the air. That could be a critical tool in a world where climate change ...

Reshaping Trade Flows in a Fragmented World

21 Aug 2025

Contributed by Lukas

The Trump administration’s ‘Liberation Day’ tariffs are reshaping global trade flows. With the US currently renegotiating its trade ...

BNEF Pioneers: Making Light Industry More Sustainable

14 Aug 2025

Contributed by Lukas

Cutting industrial emissions has long been one of the most intractable hurdles in the energy transition. That may finally be changing, as a new genera...

Fueling Change: Cutting Aviation’s Carbon Footprint

07 Aug 2025

Contributed by Lukas

With air travel on the rise, the need for cleaner aviation is growing. Sustainable aviation fuel (SAF) presents the simplest means of decarbonization,...

Harvest Halted: Why Agriculture Funding Is Withering

30 Jul 2025

Contributed by Lukas

Agriculture is responsible for around a third of global emissions. Yet investment in low-carbon means of growing food has stalled. Venture capital and...

Inside the Blackout That Froze the Iberian Power Grid

23 Jul 2025

Contributed by Lukas

When the Iberian electrical grid blacked out earlier this year, there were real-life consequences. Widespread disruption of transportation, communicat...

Bonus: Will Trump’s bill trigger a ‘Big, Beautiful’ energy crunch?

18 Jul 2025

Contributed by Lukas

This week, we explore how the legislation’s attack on renewable energy may push up electricity bills and damage US competitiveness in AI. The ta...

Capex and Investment in the New Industrial Revolution

17 Jul 2025

Contributed by Lukas

Just how green are the investment portfolios of credit, equity and multi-asset funds? Building on its existing suite of banking and investment ratios,...

AI Data Centers: Making Waves in the Energy Demand Sea

09 Jul 2025

Contributed by Lukas

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 va...

China Drives Global EV Sales as US Support Fades

02 Jul 2025

Contributed by Lukas

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...

White House Nuclear Energy Push Meets Uncertain Market

25 Jun 2025

Contributed by Lukas

The Trump administration has made no bones about its desire to revitalize the US’s nuclear power industry. With four new executive orders hot of...

Burnt by the Boom: Solar’s Growing Pains

18 Jun 2025

Contributed by Lukas

Solar module prices have been cratering in recent years, dragged down by global oversupply. Yet while this glut of photovoltaics has hammered manufact...

How Big Oil Is Investing in the Energy Transition

11 Jun 2025

Contributed by Lukas

The oil and gas sector invested $33.4 billion in the energy transition last year. Yet while this figure suggests that decarbonization is a serious con...

Getting Decarbonization Megaprojects Off the Ground

04 Jun 2025

Contributed by Lukas

Europe is making quick work of executing large industrial decarbonization infrastructure projects. The continent now boasts large-scale facilitie...

Weathering the Storm: Climate Risk Stress Tests

29 May 2025

Contributed by Lukas

Extreme weather has always meant extreme risks for businesses and investors. Yet climate change has varied the calculus, and many businesses are facin...

CORSIA’s Flight Plan for Credible Carbon Markets

22 May 2025

Contributed by Lukas

A United Nations-led aviation decarbonization scheme could offer some respite for carbon credit markets mired in controversy. With the Carbon Offsetti...

Silicon States: US Data Center Expansion in the AI Era

14 May 2025

Contributed by Lukas

The rise of AI data centers is reshaping the outlook for US power markets. Forecast to account for nearly a 10th of all US electricity demand by 2035,...

Powering Ahead: The Future of US Renewable Investment

07 May 2025

Contributed by Lukas

Clean energy investment in the US grew $50 billion last year. With interest rates easing and inflation in decline, the market appears to be well posit...

Trump’s First 100 Days: Tariffs, Turmoil and Policy

30 Apr 2025

Contributed by Lukas

One hundred days of the second Trump presidency have passed, and the impact has already been significant. While running for president, Donald Trump pu...

Crude Reality: Oil Demand Growth Falls After Tariffs

23 Apr 2025

Contributed by Lukas

Oil demand growth outlooks have taken a heavy hit in recent weeks. In the wake of the Trump administration’s “Liberation Day” tariff...

Rainforest to Revenue: Brazil’s Carbon Market Opening

17 Apr 2025

Contributed by Lukas

Brazil, the host nation of this year’s COP30, looks set to be at the center of most major carbon market developments in 2025. The country is wor...

Power Play: EU Courts Chinese Battery Manufacturers

09 Apr 2025

Contributed by Lukas

The European Union’s battery manufacturing sector has been struggling to stay competitive. In the face of supply chain concerns, technological b...

EU Dials Down Green Finance Rules as US Wages ESG War

03 Apr 2025

Contributed by Lukas

The EU has taken an ax to its sustainable reporting regulations. While the bloc is widely considered the global leader for sustainable finance policy,...

Unlocking Southeast Asia’s Clean Energy Potential

26 Mar 2025

Contributed by Lukas

Southeast Asia is an up-and-coming player in the energy transition. As the region’s production capacity has grown, so have its exports of key cl...

Liquid Demand: Tech Solutions for Water Stress

20 Mar 2025

Contributed by Lukas

We live on an increasingly thirsty planet. Growing populations and rising demand from industry, data centers and farming have led to water stress acro...

Hydrogen: Bucking the Low-Cost Clean Power Trend

12 Mar 2025

Contributed by Lukas

The cost of producing clean power has never been lower. Improving financial conditions and oversupply of key equipment drove costs to record lows in 2...

Data Center Dynamics: AI and Energy Demand

05 Mar 2025

Contributed by Lukas

Energy-hungry data centers are on the rise. Power demand driven by artificial intelligence has been met by an increase in power purchase agreements (P...

Investors Bet $2 Trillion on the Energy Transition

27 Feb 2025

Contributed by Lukas

Annual investment in the energy transition has surpassed $2 trillion for the first time. Investors placed bets on renewable energy, power grids and en...

Weather and Commodities: A Perfect Storm

19 Feb 2025

Contributed by Lukas

Little connects the natural world to our lives more tangibly than the weather. Weather impacts everything from food to energy production, and shifting...

Bank Transition Ratios Plot Route for Decarbonization

12 Feb 2025

Contributed by Lukas

Banks are still spending less money on low-carbon solutions than on fossil-fuel projects. At last count, the energy supply ratio for bank financing wa...

Global Wind Market Shifts as Chinese Exports Expand

06 Feb 2025

Contributed by Lukas

Chinese wind turbine makers are expanding their global footprint at an impressive rate. Leading manufacturers like Goldwind, Envision, Mingyang and Wi...

Public to Private: The Shift in Clean Energy Ownership

30 Jan 2025

Contributed by Lukas

Over the past five years, clean energy company valuations have reached new heights. As the ESG hype cycle ends, inflated public market valuations have...

Five Energy Transition Lessons for 2025

22 Jan 2025

Contributed by Lukas

Was 2024 a good or a bad year for clean energy and climate progress? Looking through one prism, we saw record global electric vehicle sales, massive c...

Energy Security in Flux: Gas Faces 2025 Stress Test

15 Jan 2025

Contributed by Lukas

This could be a challenging year for natural gas. Market dynamics are in flux, and how buyers and sellers react to the changes will make the year ahea...

Drilling for Gold: The Hydrogen Beneath Our Feet

08 Jan 2025

Contributed by Lukas

At first glance, gold hydrogen could be a game changer. This naturally occurring molecule, which is found in reservoirs below the Earth’s surfac...

Japan Powers Up: Market Liberalization Sparks Interest

02 Jan 2025

Contributed by Lukas

Japan’s power market is creating a stir. Having faced natural disasters, global energy crises and ever more extreme periods of weather, the worl...

Splitting Atoms, Scaling AI: Big Tech’s Nuclear Gambit

19 Dec 2024

Contributed by Lukas

The boom in energy-hungry data centers in the US has led to a revival of interest in nuclear power. Small modular reactors, or SMRs, are often held up...

Getting Real: Net Zero Isn’t Enough for Fortescue

12 Dec 2024

Contributed by Lukas

The world is focused on net zero. Yet some companies, like Australian mining giant Fortescue, have set their sights higher, and are now aiming for &ls...

Under the Hood of Emerging Markets’ Energy Transition

05 Dec 2024

Contributed by Lukas

Emerging markets have big plans when it comes to the energy transition. Today, 95% of developing economies have a renewable energy target in place, an...

Climate-Tech Finance: India Surges, China Slumps

27 Nov 2024

Contributed by Lukas

Climate-tech funding is falling precipitously. During the third quarter of 2024, worldwide investment in the sector reached just $10.3 billion, a far ...

Burning Issue: Peak Coal Close But Demand Lingers

20 Nov 2024

Contributed by Lukas

“It looks like coal weather today,” is an unlikely forecast, but it shouldn’t be. Coal production and consumption are linked to weather, and the...

Gone With the Wind: Turbine Additions Still Fall Short

13 Nov 2024

Contributed by Lukas

Wind is key to tripling global clean energy capacity by 2030, but in recent years both onshore and offshore additions have been blowing cold. The land...

Current Investments: Expanding the World’s Power Grids

07 Nov 2024

Contributed by Lukas

“The best time to plant a tree was 20 years ago. The second best time is now.” This proverb is just as apt if you swap out “trees” for “grid...

Catch Me If You Can: EU Trails US On Clean-Tech Policy

30 Oct 2024

Contributed by Lukas

Tariffs and subsidies loom large in the energy transition. The US Inflation Reduction Act, or IRA, has been of global importance, changing trade relat...

Heavy Transport Maps Out a Low-Carbon Future

24 Oct 2024

Contributed by Lukas

Heavy transport is at a crossroads. There are many possible paths for decarbonizing aviation, maritime shipping and long-haul trucking, including sust...

Who Gives a COP? UN Biodiversity Summit Expectations

16 Oct 2024

Contributed by Lukas

This month, 196 parties are converging in Cali, Colombia for the 16th United Nations Conference on Biological Diversity (COP16). Less famous but no le...

Rocky Markets Undermine Energy Transition Metal Demand

09 Oct 2024

Contributed by Lukas

Lithium-ion batteries, hydrogen electrolyzers and transmission lines all require one fundamental ingredient: metals. In other words, there can be no e...

BNEF Pioneers Award: Net-Zero Fuels and Nature Data

02 Oct 2024

Contributed by Lukas

Innovative climate tech is a key weapon in the battle to halt global warming, but finding the most effective new technologies isn’t always easy. Ent...

Growing Problems: Food Companies’ Environmental Impact

25 Sep 2024

Contributed by Lukas

Agriculture is responsible for almost a third of global emissions. It’s also a leading driver of deforestation, water stress and plastic waste gener...

Satellites Zero In on Elusive Methane Emissions

18 Sep 2024

Contributed by Lukas

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...

Scaling Clean Energy to Power India’s Growing Demand

11 Sep 2024

Contributed by Lukas

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, Ind...

Big Oil Pumps the Brakes on Its Dirty Asset Divestment

05 Sep 2024

Contributed by Lukas

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 tot...

Carbon Capture: Innovation Rises as Investment Stalls

29 Aug 2024

Contributed by Lukas

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 ...

Fuel for Thought: Rising Tide of LNG May Become a Glut

21 Aug 2024

Contributed by Lukas

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 crea...

With Great Power Markets Comes Great Responsibility

14 Aug 2024

Contributed by Lukas

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 suppl...

Food or Fuel: The Energy Transition’s Battle for Land

07 Aug 2024

Contributed by Lukas

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 r...

New Energy Storage Solutions Test Lithium-Ion’s Reign

31 Jul 2024

Contributed by Lukas

With the rise of intermittent renewable energy generation, the need for long-duration energy storage is rising fast. Lithium-ion batteries currently d...

EV Sales Growth Cools But Some Markets Still Run Hot

24 Jul 2024

Contributed by Lukas

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 targ...

US Leads Clean Hydrogen Charge But Who Will Buy It?

17 Jul 2024

Contributed by Lukas

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 ...

Net-Zero Window Closing But Still Time to Get On Track

03 Jul 2024

Contributed by Lukas

Each year, BloombergNEF’s New Energy Outlook develops and evaluates scenarios for the transition to a low-carbon economy. Delving into electricity, ...

US Tariff Threat Risks Own Goal in Solar Trade War

26 Jun 2024

Contributed by Lukas

The persistent oversupply of solar modules has pushed prices to record lows and threatened the competitiveness of manufacturing outside of Asia. Again...