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Switched On

Switched On

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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.

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Episodios
  • Silicon States: US Data Center Expansion in the AI Era
    May 14 2025

    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, data centers are gobbling up power more quickly than electric vehicles, hydrogen or any other demand class this decade. A profound concentration of capital has allowed for this rapid expansion, which is now exerting influence over energy infrastructure and planning investment. But what forms do data centers take, and what are the factors and strategies that influence associated decision making? On today’s show, Tom Rowlands-Rees is joined by BloombergNEF’s Head of US Power, Helen Kou, and Senior Associate Nathalie Limandibhratha to discuss their recent note “US Data Center Market Outlook: The Age of AI”.

    Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com

    Links to research notes from this episode:

    US Data Center Market Outlook: The Age of AI - https://www.bnef.com/insights/36281

    See omnystudio.com/listener for privacy information.

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    29 m
  • Powering Ahead: The Future of US Renewable Investment
    May 7 2025

    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 positioned to meet skyrocketing power demand from sources like artificial intelligence and data centers. Yet it’s not all smooth sailing: price cannibalization, curtailment risks, tariffs and clean energy policy shifts from the new Trump administration all present challenges for investors. So what business models and strategies are required to keep the momentum going? At the 2025 BloombergNEF Summit New York, Pol Lezcano, a senior associate from BNEF’s solar team, moderated a panel titled “Sustaining Momentum in US Renewable Investments.” This episode brings listeners that panel, which featured Andrew Gongaware, managing director at BMO Capital Markets; Matt Ransweiler, senior vice president for finance and capital markets at Invenergy; Miguel Pena, managing director and head of project finance for the Americas at BBVA; and Corinne Still, partner at Apollo Global Management.

    To learn more about BNEF’s Summits taking place around the world and to see recordings of BNEF Talks at previous Summits, head to https://about.bnef.com/summit/.

    See omnystudio.com/listener for privacy information.

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    37 m
  • Trump’s First 100 Days: Tariffs, Turmoil and Policy
    Apr 30 2025

    One hundred days of the second Trump presidency have passed, and the impact has already been significant. While running for president, Donald Trump put the Inflation Reduction Act, ESG investing and clean energy policy in his crosshairs, only to have been held up once in office by courts, members of Congress and some states. The “Liberation Day” tariffs created turmoil on global markets, and his administration has again had to pause and row back some levies, while others are being renegotiated. To guide us through these first 100 days of the second Trump term, Tom is joined on today’s episode by Derrick Flakoll, BloombergNEF senior policy associate for North America, to discuss recent BNEF research notes including “Trump’s Investment Rules Hold Back Made-in-US Clean Tech” and “‘Reciprocal’ Tariffs Spell Chaos for Clean Energy Markets: React”.

    Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com

    Links to research notes from this episode:

    Trump’s Investment Rules Hold Back Made-in-US Clean Tech - https://www.bnef.com/insights/36067

    Reciprocal’ Tariffs Spell Chaos for Clean Energy Markets: React - https://www.bnef.com/analyst-reactions/su5u2hdwx2ps00

    See omnystudio.com/listener for privacy information.

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    35 m
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