As the host of this year’s G-20 meetings and next year’s COP30 climate conference, Brazil is in the spotlight. Ranked sixth globally for energy transition investment in 2023, and third for both wind and solar capacity additions, Brazil is aiming to use its vast array of natural resources to ensure its future as a clean energy powerhouse.

On today’s show, Dana is joined by BloombergNEF’s head of Latin America research, James Ellis, and analyst, Vinicius Nunes. They discuss Brazil’s potential for green hydrogen production, growing electric vehicle (EV) adoption in a market that is already dominated by vehicles powered by biofuels, and the role of the Amazon forest in voluntary carbon markets.

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:

Latin America Market Outlook 1H 2024: Brazil Drives Growth - https://www.bnef.com/insights/33999

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As part of the Inflation Reduction Act, draft guidance for the US hydrogen production tax credit was introduced in December 2023, with the aim of promoting decarbonization in hard-to-abate sectors and enhancing energy security in the country. While some applauded the draft guidance for preventing greenwashing and driving real decarbonization, others view these requirements as excessive, and fear they could potentially discourage investment in green hydrogen production.

On today’s show, BNEF’s head of hydrogen research, Martin Tengler, hosts a conversation on hydrogen production in the US, with panelists Kathleen Barron, Executive Vice President and Chief Strategy Officer at Constellation; Claire Behar, Chief Commercial Officer at Hy Stor Energy; Elena Scaltritti, Chief Commercial Officer at Topsoe; and Andy Vesey, President and Chief Executive Officer at Fortescue North America. They discuss whether the tax credit rules are helping or hurting green hydrogen production in the US, the lack of demand incentives compared with the EU, and the role that nuclear could play in the hydrogen sector’s future.

Today’s episode was recorded live at the BNEF Summit New York. To learn more about BNEF’s Summits and to listen to more interviews, please visit https://about.bnef.com/summit/

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Sustainable aviation fuel, or SAF, has the potential to help decarbonize aviation and is the most scalable technology for this hard-to-abate sector in the near term. With offtake agreements for SAF surging over the past two years, the nascent industry has been showing promise. However, hurdles remain due to scarcity of supply, resource competition from renewable diesel, and a lack of technological diversification.

On today’s show, Dana is joined by Daisy Robinson and Rose Oates, two members of BloombergNEF’s renewable fuels team. Together they discuss the regional policies that are driving the uptake of cleaner jet fuels, the different feedstocks used to produce SAF, and the greenium that SAF faces when compared with traditional fuels.

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:

2024 Sustainable Aviation Fuel Outlook: Getting Airborne - https://www.bnef.com/insights/33497/view

See omnystudio.com/listener for privacy information.