Data centers are expanding at an unprecedented rate, and their need for fast, reliable electricity is reshaping power generation plans across the US. Grid bottlenecks and delivery timelines are tipping the balance between gas and renewables. And while clean energy remains central to long-term strategy, speed to power is becoming a decisive factor in short-term plans. As utilities race to serve AI-driven demand, how will the future mix of gas, renewables, and 24/7 clean energy evolve? On today’s show, Kamala Schelling talks with Atin Jain, a specialist from BNEF’s wind team, to discuss his Analyst Reaction “NextEra’s AI-Led Gas Pivot Leaves Space for Renewables.”

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:

NextEra’s AI-Led Gas Pivot Leaves Space for Renewables: React - https://www.bnef.com/analyst-reactions/t70aepkjh6v400

Data centers are expanding at an unprecedented rate, and their need for fast, reliable electricity is reshaping power generation plans across the US. Grid bottlenecks and delivery timelines are tipping the balance between gas and renewables. And while clean energy remains central to long-term strategy, speed to power is becoming a decisive factor in short-term plans. As utilities race to serve AI-driven demand, how will the future mix of gas, renewables, and 24/7 clean energy evolve? On today&rsquo;s show, Kamala Schelling talks with Atin Jain, a specialist from BNEF&rsquo;s wind team, to discuss his Analyst Reaction &ldquo;NextEra&rsquo;s AI-Led Gas Pivot Leaves Space for Renewables.&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:
NextEra&rsquo;s AI-Led Gas Pivot Leaves Space for Renewables: React - <a href="https://www.bnef.com/analyst-reactions/t70aepkjh6v400">https://www.bnef.com/analyst-reactions/t70aepkjh6v400</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

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

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d0cdd5c3-9dcd-46b9-8b56-b3d400c54a5c/transcript

Hydrogen’s place in the energy transition is changing. After years of hype around its role in reaching net zero, many projects have been delayed or canceled as costs remain high, policy support weakens and demand proves slow to materialize. Yet hydrogen is far from disappearing. Industries already consume vast amounts of the molecule today, and sectors such as fertilizers, refining and potentially steelmaking still have few viable alternatives for deep decarbonization. At the same time, countries like China and India continue to push ahead with deployment and industrial policy support. So after the hype cycle, where does hydrogen actually make economic sense in the energy transition? On today’s show, Tom Rowlands-Rees is joined by Martin Tengler, BloombergNEF’s head of hydrogen research, to discuss some of his department’s recent work, including “No, Iran War Won’t Boost Clean Hydrogen – Except in China” and “Hydrogen Supplier Market Shares 2026: US Blue in the Lead.”

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:

Hydrogen Lifted by AccelerateEU, But Expect No Miracles - https://www.bnef.com/analyst-reactions/tdxp93kk3ny800

Clean Hydrogen Production Assets Update - https://www.bnef.com/insights/39161

No, Iran War Won’t Boost Clean Hydrogen - Except in China - https://www.bnef.com/insights/39077

Hydrogen Supplier Market Shares 2026: US Blue in the Lead - https://www.bnef.com/insights/38839

Hydrogen&rsquo;s place in the energy transition is changing. After years of hype around its role in reaching net zero, many projects have been delayed or canceled as costs remain high, policy support weakens and demand proves slow to materialize. Yet hydrogen is far from disappearing. Industries already consume vast amounts of the molecule today, and sectors such as fertilizers, refining and potentially steelmaking still have few viable alternatives for deep decarbonization. At the same time, countries like China and India continue to push ahead with deployment and industrial policy support. So after the hype cycle, where does hydrogen actually make economic sense in the energy transition? On today&rsquo;s show, Tom Rowlands-Rees is joined by Martin Tengler, BloombergNEF&rsquo;s head of hydrogen research, to discuss some of his department&rsquo;s recent work, including &ldquo;No, Iran War Won&rsquo;t Boost Clean Hydrogen &ndash; Except in China&rdquo; and &ldquo;Hydrogen Supplier Market Shares 2026: US Blue in the Lead.&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:
Hydrogen Lifted by AccelerateEU, But Expect No Miracles - <a href="https://www.bnef.com/analyst-reactions/tdxp93kk3ny800">https://www.bnef.com/analyst-reactions/tdxp93kk3ny800</a>
Clean Hydrogen Production Assets Update - <a href="https://www.bnef.com/insights/39161">https://www.bnef.com/insights/39161</a>
No, Iran War Won&rsquo;t Boost Clean Hydrogen - Except in China - <a href="https://www.bnef.com/insights/39077">https://www.bnef.com/insights/39077</a>
Hydrogen Supplier Market Shares 2026: US Blue in the Lead - <a href="https://www.bnef.com/insights/38839">https://www.bnef.com/insights/38839</a>

Hydrogen Moves From Hype Cycle to Hard Economics

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5e266b4e-e64f-4f15-bbf7-b44f013ee275/transcript

BloombergNEF’s Tier 1 lists have become a defining feature of the clean energy industry. Built on real project deployment data, they track which manufacturers’ products are actually being used in large, recently financed projects, offering a transparent way to navigate markets crowded with hundreds of suppliers. That simplicity has made the lists highly influential, but being on (or off) the list doesn’t tell the full story about product quality or risk. So what do these lists really reveal about the industry, and how should they be used in practice? On today’s show, Tom Rowlands-Rees is joined by Jenny Chase, lead solar analyst at BNEF, to discuss the Tier 1 lists’ genesis, their application, and why they help us understand the “Wild West” of the energy transition.

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:

BNEF Energy Storage Tier 1 List 2Q 2026 - https://www.bnef.com/insights/33123

Company Ranking: Tier 1 PV Module Makers - https://www.bnef.com/insights/10610

Company Ranking: Tier 1 Power Inverter Makers - https://www.bnef.com/insights/32073

BloombergNEF&rsquo;s Tier 1 lists have become a defining feature of the clean energy industry. Built on real project deployment data, they track which manufacturers&rsquo; products are actually being used in large, recently financed projects, offering a transparent way to navigate markets crowded with hundreds of suppliers. That simplicity has made the lists highly influential, but being on (or off) the list doesn&rsquo;t tell the full story about product quality or risk. So what do these lists really reveal about the industry, and how should they be used in practice? On today&rsquo;s show, Tom Rowlands-Rees is joined by Jenny Chase, lead solar analyst at BNEF, to discuss the Tier 1 lists&rsquo; genesis, their application, and why they help us understand the &ldquo;Wild West&rdquo; of the energy transition.
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:
BNEF Energy Storage Tier 1 List 2Q 2026 - <a href="https://www.bnef.com/insights/33123">https://www.bnef.com/insights/33123</a>
Company Ranking: Tier 1 PV Module Makers -&nbsp;<a href="https://www.bnef.com/insights/10610">https://www.bnef.com/insights/10610</a>
Company Ranking: Tier 1 Power Inverter Makers - <a href="https://www.bnef.com/insights/32073">https://www.bnef.com/insights/32073</a>

BNEF Tier 1 Lists: The Mark of Credibility

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/598d76c6-9f80-45a7-9593-b449008abb0d/transcript

The AI boom is ushering in a new era for energy storage. As data center buildout accelerates, batteries are evolving from short-duration backup tools into larger, more flexible systems that can help bring facilities online faster and manage complex power needs. In the US in particular, a growing pipeline of projects is emerging, with batteries increasingly paired with on-site generation or used to smooth demand and unlock faster connections to the grid. So how are data centers changing the energy storage market, and what role could these systems play in the power grid of the future? On today’s show, Tom Rowlands-Rees is joined by, Caitilín McManus, a technology and innovation associate at BloombergNEF, to discuss her recently released note “Data Centers’ Energy Storage Ramp Up: Project List Grows.”

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 Centers’ Energy Storage Ramp Up: Project List Grows - https://www.bnef.com/insights/39221

The AI boom is ushering in a new era for energy storage. As data center buildout accelerates, batteries are evolving from short-duration backup tools into larger, more flexible systems that can help bring facilities online faster and manage complex power needs. In the US in particular, a growing pipeline of projects is emerging, with batteries increasingly paired with on-site generation or used to smooth demand and unlock faster connections to the grid. So how are data centers changing the energy storage market, and what role could these systems play in the power grid of the future? On today&rsquo;s show, Tom Rowlands-Rees is joined by, Caitil&iacute;n McManus, a technology and innovation associate at BloombergNEF, to discuss her recently released note &ldquo;Data Centers&rsquo; Energy Storage Ramp Up: Project List Grows.&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 Centers&rsquo; Energy Storage Ramp Up: Project List Grows - <a href="https://www.bnef.com/insights/39221">https://www.bnef.com/insights/39221</a>
&nbsp;

Data Centers and the Future of Energy Storage

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/aa68d6d6-21a5-463f-a7d7-b443006c10a1/transcript

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

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