How well prepared are we for a warming world? Climate adaptation is quickly moving from theory to strategy, reshaping investment priorities and exposing new risks and opportunities. On this bonus episode, Kobad Bhavnagri reads his note “Adaptation and Resilience: The New Investment Imperative” to explore how businesses, policymakers and financiers are adapting to a changing climate, and where the biggest gaps in knowledge and action remain.

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

Links to research notes from this episode:

Adaptation and Resilience: The New Investment Imperative - https://www.bnef.com/insights/37701

<hr>
How well prepared are we for a warming world? Climate adaptation is quickly moving from theory to strategy, reshaping investment priorities and exposing new risks and opportunities. On this bonus episode, Kobad Bhavnagri reads his note &ldquo;Adaptation and Resilience: The New Investment Imperative&rdquo; to explore how businesses, policymakers and financiers are adapting to a changing climate, and where the biggest gaps in knowledge and action remain.
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal or on <a href="https://www.bnef.com/">bnef.com</a>
Links to research notes from this episode:
Adaptation and Resilience: The New Investment&nbsp;Imperative - <a href="https://www.bnef.com/insights/37701">https://www.bnef.com/insights/37701</a>

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.

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.

The future of energy, transport, sustainability and more from Bloomberg analysts

Switched On

Adaptation and Resilience: A New Investment Imperative

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e4c09c1e-b034-499f-9bce-b39c0103a934/transcript

The geography of data center development is being redrawn at speed. BloombergNEF is tracking nearly 23 gigawatts of new capacity under construction worldwide, as AI and cloud workloads drive the next phase of digital infrastructure growth. But siting decisions are becoming more complex. Energy availability and land permitting now dominate, while taxes, fiber connectivity and existing ecosystems still shape competitiveness. As AI demand scales and ambitions grow, regions from the Nordics and Iberia to the Middle East and Latin America are positioning for the next wave. So which markets are best placed to win, and what really determines where the next gigawatt gets built? On today’s show, Tom Rowlands-Rees is joined by Lloyd Arnold, an analyst from BNEF’s technology and innovations team, to review findings from their note “Data Center Development: Regional Drivers and Hurdles.”

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

Links to research notes from this episode:

Data Center Development: Regional Drivers and Hurdles - https://www.bnef.com/insights/38579

The geography of data center development is being redrawn at speed. BloombergNEF is tracking nearly 23 gigawatts of new capacity under construction worldwide, as AI and cloud workloads drive the next phase of digital infrastructure growth. But siting decisions are becoming more complex. Energy availability and land permitting now dominate, while taxes, fiber connectivity and existing ecosystems still shape competitiveness. As AI demand scales and ambitions grow, regions from the Nordics and Iberia to the Middle East and Latin America are positioning for the next wave. So which markets are best placed to win, and what really determines where the next gigawatt gets built? On today&rsquo;s show, Tom Rowlands-Rees is joined by Lloyd Arnold, an analyst from BNEF&rsquo;s technology and innovations team, to review findings from their note &ldquo;Data Center Development: Regional Drivers and Hurdles.&rdquo;
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal or on <a href="https://www.bnef.com/">bnef.com</a>
Links to research notes from this episode:
Data Center Development: Regional Drivers and Hurdles - <a href="https://www.bnef.com/insights/38579">https://www.bnef.com/insights/38579</a>

What Really Determines Where Data Centers Get Built

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/624b598b-c447-4fc2-90a4-b3fc0085cbb8/transcript

A US Supreme Court ruling is shaking up global clean-tech trade. By striking down Donald Trump’s “Liberation Day” tariffs, the justices have created an opening for some solar equipment and stationary storage batteries. Yet not everyone will benefit equally, and with the administration moving to put new tariffs in place, just how durable is this reprieve? On today’s show, Kamala Schelling is joined by Derrick Flakoll, a senior policy associate for North America, and Matthew Hales, an associate on BNEF’s trade and supply chains team, to discuss their analyst reaction “Trump’s Tariff Loss Opens Window for Clean Tech Imports.”

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

Links to research notes from this episode:

Trump’s Tariff Loss Opens Window for Clean Tech Imports: React - https://www.bnef.com/analyst-reactions/tarz9pt96osl00

A US Supreme Court ruling is shaking up global clean-tech trade. By striking down Donald Trump&rsquo;s &ldquo;Liberation Day&rdquo; tariffs, the justices have created an opening for some solar equipment and stationary storage batteries. Yet not everyone will benefit equally, and with the administration moving to put new tariffs in place, just how durable is this reprieve? On today&rsquo;s show, Kamala Schelling is joined by Derrick Flakoll, a senior policy associate for North America, and Matthew Hales, an associate on BNEF&rsquo;s trade and supply chains team, to discuss their analyst reaction &ldquo;Trump&rsquo;s Tariff Loss Opens Window for Clean Tech Imports.&rdquo;
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal or on <a href="https://www.bnef.com/">bnef.com</a>
Links to research notes from this episode:
Trump&rsquo;s Tariff Loss Opens Window for Clean Tech Imports: React - <a href="https://www.bnef.com/analyst-reactions/tarz9pt96osl00">https://www.bnef.com/analyst-reactions/tarz9pt96osl00</a>

Clean Tech’s US Tariff Whiplash: Analyst Reaction

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3d151930-7621-4c1e-be84-b3fa01414730/transcript

Sustainable finance has entered what might be its “messy middle.” For years, governments leaned into reporting regulations and other policies in support of ESG-aligned financial activities. Then came 2025, with the European Union weakening flagship rules, the US rolling back federal guidance, and other markets pausing or delaying new standards. Yet investors still demand standardized data on how companies are spending their money. So is this retreat a sign that the era of sustainable finance is coming to an end, or simply part of the shift to its next phase? On today’s show, Tom Rowlands-Rees is joined by Maia Mesanger, a BNEF specialist in finance policy and transition risk, to review findings from her note “Sustainable Finance Policy Quarterly: 4Q 2025.”

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

Links to research notes from this episode:

Sustainable Finance Policy Quarterly: 4Q 2025 - https://www.bnef.com/insights/38471

Sustainable finance has entered what might be its &ldquo;messy middle.&rdquo; For years, governments leaned into reporting regulations and other policies in support of ESG-aligned financial activities. Then came 2025, with the European Union weakening flagship rules, the US rolling back federal guidance, and other markets pausing or delaying new standards. Yet investors still demand standardized data on how companies are spending their money. So is this retreat a sign that the era of sustainable finance is coming to an end, or simply part of the shift to its next phase? On today&rsquo;s show, Tom Rowlands-Rees is joined by Maia Mesanger, a BNEF specialist in finance policy and transition risk, to review findings from her note &ldquo;Sustainable Finance Policy Quarterly: 4Q 2025.&rdquo;
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal or on <a href="https://www.bnef.com/">bnef.com</a>
Links to research notes from this episode:
Sustainable Finance Policy Quarterly: 4Q 2025 - <a href="https://www.bnef.com/insights/38471">https://www.bnef.com/insights/38471</a>
&nbsp;

Sustainable Finance Enters Its ‘Messy Middle’

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/87a85415-fa81-407d-9740-b3f500a7fdd3/transcript

Adaptation and Resilience: A New Investment Imperative

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