Energy shocks don’t just move prices, they reshape trade. As oil and gas prices rise, countries reliant on energy imports are accelerating the shift toward clean technologies, from solar and batteries to electric vehicles. In many cases, that change is being driven by businesses and consumers responding directly to higher costs. Yet it also relies on trade dynamics and government priorities, at both the local and regional level. On today’s show, Tom Rowands-Rees is joined by Antoine Vagneur-Jones, BloombergNEF’s head of trade and supply chains, to discuss findings from some of his team’s notes, including “Trade Transition Scenarios: Outlook to 2050” and “Clean-Tech Tariffs Are Lower Than You Think.”

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:

Clean-Tech Tariffs Are Lower Than You Think - https://www.bnef.com/insights/39069

Trade Transition Scenarios: Outlook to 2050 - https://www.bnef.com/insights/38709

EVs Could Dominate Global Auto Trade in Just Five Years - https://www.bnef.com/shorts/tbfrcjt96oso00

What EU Guardrails Could Mean for Chinese Battery Firms - https://www.bnef.com/analyst-reactions/tbfdc1t9njlv00

Clean Energy Trade and Emerging Markets - https://www.bnef.com/insights/37867

Energy shocks don&rsquo;t just move prices, they reshape trade. As oil and gas prices rise, countries reliant on energy imports are accelerating the shift toward clean technologies, from solar and batteries to electric vehicles. In many cases, that change is being driven by businesses and consumers responding directly to higher costs. Yet it also relies on trade dynamics and government priorities, at both the local and regional level. On today&rsquo;s show, Tom Rowands-Rees is joined by Antoine Vagneur-Jones, BloombergNEF&rsquo;s head of trade and supply chains, to discuss findings from some of his team&rsquo;s notes, including &ldquo;Trade Transition Scenarios: Outlook to 2050&rdquo; and &ldquo;Clean-Tech Tariffs Are Lower Than You Think.&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:
Clean-Tech Tariffs Are Lower Than You Think - <a href="https://www.bnef.com/insights/39069">https://www.bnef.com/insights/39069</a>
Trade Transition Scenarios: Outlook to 2050 - <a href="https://www.bnef.com/insights/38709">https://www.bnef.com/insights/38709</a>
EVs Could Dominate Global Auto Trade in Just Five Years -&nbsp;<a href="https://www.bnef.com/shorts/tbfrcjt96oso00">https://www.bnef.com/shorts/tbfrcjt96oso00</a>
What EU Guardrails Could Mean for Chinese Battery Firms - <a href="https://www.bnef.com/analyst-reactions/tbfdc1t9njlv00">https://www.bnef.com/analyst-reactions/tbfdc1t9njlv00</a>
Clean Energy Trade and Emerging Markets - <a href="https://www.bnef.com/insights/37867">https://www.bnef.com/insights/37867</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

How Fuel Price Shocks Are Rewiring Clean Tech Trade

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c4cfc7bf-5be9-4af0-ae14-b42600929f4b/transcript