In this episode, Switched On speaks with Ali Izadi-Najafabadi, head of Asia Pacific research for BloombergNEF. He'll tell us about China starting to get back to work -- how it seems ready to go, but is waiting on the rest of the world to catch up.

BNEF users can follow ongoing Covid coverage at bnef.com/series.

This episode of Switched On is hosted by Mark Taylor.

In this episode, Switched On speaks with Ali Izadi-Najafabadi, head of Asia Pacific research for BloombergNEF. He'll tell us about China starting to get back to work -- how it seems ready to go, but is waiting on the rest of the world to catch up.BNEF users can follow ongoing Covid coverage at <a href="https://cms.megaphone.fm/organizations/0bbaaaa6-027b-11e7-b684-3717adf9e9b8/podcasts/17d0d27e-92a8-11e9-9d5e-43538e740cb6/episodes/1eae108c-78c3-11ea-aeee-ab9a01d4cf47/www.bnef.com/series">bnef.com/series</a>.This episode of Switched On is hosted by Mark Taylor.

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

China Wants to Sell, the World's Not Ready to Buy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/074bf195-3f2e-4835-aaaa-ae3c000f5654/transcript

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>

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

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 coming into focus. A liquefied natural gas glut is looming, China is rapidly expanding its biofuel production, the global copper market is facing a supply crunch, and US military actions in Venezuela have thrown a new wild card into the mix. With so many forces pulling in different directions, which trends are set to define commodity markets in the year ahead? On today’s show, Tom Rowands-Rees is joined by David Doherty, BloombergNEF’s head of natural resources research, and Enrique Gonzalez, head of US gas, to discuss findings from the note “Commodities in 2026: 10 Numbers to Watch From Power to Oil.”

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:

Commodities in 2026: 10 Numbers to Watch From Power to Oil - https://www.bnef.com/insights/38261

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 coming into focus. A liquefied natural gas glut is looming, China is rapidly expanding its biofuel production, the global copper market is facing a supply crunch, and US military actions in Venezuela have thrown a new wild card into the mix. With so many forces pulling in different directions, which trends are set to define commodity markets in the year ahead? On today&rsquo;s show, Tom Rowands-Rees is joined by David Doherty, BloombergNEF&rsquo;s head of natural resources research, and Enrique Gonzalez, head of US gas, to discuss findings from the note &ldquo;Commodities in 2026: 10 Numbers to Watch From Power to Oil.&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:
Commodities in 2026: 10 Numbers to Watch From Power to Oil - <a href="https://www.bnef.com/insights/38261">https://www.bnef.com/insights/38261</a>

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

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5efbf9de-926e-4778-8967-b3d20080d1d2/transcript

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 interest, high production costs, infrastructure constraints and political risk complicate any near-term jump in Venezuela’s oil output. As markets weigh the scale and speed of a potential comeback, how much could Venezuela really move the needle in a global oil system already facing a glut of crude? On today’s show, Kamala Schelling talks with David Doherty, BNEF’s head of natural resources research, to discuss some of his team’s recent analyst reactions, including “Venezuela’s Oil Market Impact Hinges on Cost Per Barrel” and “Venezuela’s Oil Renaissance Faces Several High 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:

Venezuela’s Oil Market Impact Hinges on Cost Per Barrel: React - https://www.bnef.com/analyst-reactions/t8giodkjh6v600

Venezuela’s Oil Renaissance Faces Several High Hurdles: React - https://www.bnef.com/analyst-reactions

Trump’s Venezuela Move Could Shift Crude Flows Back to US: React - https://www.bnef.com/analyst-reactions/t8dsuukk3ny800

US Action in Venezuela and the Commodity Markets - https://www.bnef.com/themes/t8fw2ut96osi00

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 interest, high production costs, infrastructure constraints and political risk complicate any near-term jump in Venezuela&rsquo;s oil output. As markets weigh the scale and speed of a potential comeback, how much could Venezuela really move the needle in a global oil system already facing a glut of crude? On today&rsquo;s show, Kamala Schelling talks with David Doherty, BNEF&rsquo;s head of natural resources research, to discuss some of his team&rsquo;s recent analyst reactions, including &ldquo;Venezuela&rsquo;s Oil Market Impact Hinges on Cost Per Barrel&rdquo; and &ldquo;Venezuela&rsquo;s Oil Renaissance Faces Several High 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:
Venezuela&rsquo;s Oil Market Impact Hinges on Cost Per Barrel: React - <a href="https://www.bnef.com/analyst-reactions/t8giodkjh6v600">https://www.bnef.com/analyst-reactions/t8giodkjh6v600</a>
Venezuela&rsquo;s Oil Renaissance Faces Several High Hurdles: React - <a href="https://www.bnef.com/analyst-reactions">https://www.bnef.com/analyst-reactions</a>
Trump&rsquo;s Venezuela Move Could Shift Crude Flows Back to US: React - <a href="https://www.bnef.com/analyst-reactions/t8dsuukk3ny800">https://www.bnef.com/analyst-reactions/t8dsuukk3ny800</a>
US Action in Venezuela and the Commodity Markets - <a href="https://www.bnef.com/themes/t8fw2ut96osi00">https://www.bnef.com/themes/t8fw2ut96osi00</a>

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

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/62d6a8bf-ccba-4a36-a98f-b3cd00b5ec97/transcript

China Wants to Sell, the World's Not Ready to Buy

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