In this episode, Switched On speaks with BloombergNEF head of clean energy research, Logan Goldie-Scot, and head of transport, Colin McKerracher. Logan and Colin give the bird's-eye view of how Covid-19 will shape the year in clean energy and transport. Supply and demand balances are definitely disrupted, but order backlogs, existing stockpiles and construction queues, could provide significant buffers to short-term shocks.

BNEF users can follow ongoing Covid coverage at bnef.com/series or at BNEF<GO>.

Switched On is hosted this week by Dana Perkins.

In this episode, Switched On speaks with BloombergNEF head of clean energy research, Logan Goldie-Scot, and head of transport, Colin McKerracher. Logan and Colin give the bird's-eye view of how Covid-19 will shape the year in clean energy and transport. Supply and demand balances are definitely disrupted, but order backlogs, existing stockpiles and construction queues, could provide significant buffers to short-term shocks.BNEF users can follow ongoing Covid coverage at <a href="www.bnef.com/series">bnef.com/series</a> or at BNEF&lt;GO&gt;.Switched On is hosted this week by Dana Perkins.

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

In Stockpiles and Order Backlogs We Trust

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/55cc47b3-5fff-4117-841f-ae3c000ee3e1/transcript

Private capital is reshaping the energy transition. Once a niche corner of finance, private markets now manage tens of trillions of dollars globally, with a growing share directed toward clean energy strategies What sets this capital apart is not just scale, but structure: real assets such as wind, solar, grids and storage dominate, reflecting a preference for infrastructure-style returns and contracted cash flows. Dedicated transition funds have surged over the past decade, yet billions still sit as “dry powder,” committed but not yet deployed. So how does private capital influence where megawatts get built, and what does its rapid growth signal about the next phase of energy transition investment? On today’s show, Tom Rowlands-Rees is joined by Ryan Loughead, a senior associate from BNEF’s finance and investment team, to review findings from the note “Private Markets Primer: Mega Funds to Megawatts.”

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:

Private Markets Primer: Mega Funds to Megawatts - https://www.bnef.com/insights/38547

Private capital is reshaping the energy transition. Once a niche corner of finance, private markets now manage tens of trillions of dollars globally, with a growing share directed toward clean energy strategies What sets this capital apart is not just scale, but structure: real assets such as wind, solar, grids and storage dominate, reflecting a preference for infrastructure-style returns and contracted cash flows. Dedicated transition funds have surged over the past decade, yet billions still sit as &ldquo;dry powder,&rdquo; committed but not yet deployed. So how does private capital influence where megawatts get built, and what does its rapid growth signal about the next phase of energy transition investment? On today&rsquo;s show, Tom Rowlands-Rees is joined by Ryan Loughead, a senior associate from BNEF&rsquo;s finance and investment team, to review findings from the note &ldquo;Private Markets Primer: Mega Funds to Megawatts.&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&nbsp;<a href="https://www.bnef.com/">bnef.com</a>
Links to research notes from this episode:
Private Markets Primer: Mega Funds to Megawatts - <a href="https://www.bnef.com/insights/38547">https://www.bnef.com/insights/38547</a>

Private Capital: Turning Mega Funds Into Megawatts

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c16b3f9c-f797-4b8c-aef0-b409011f9fd5/transcript

New guidance on the 45Z Clean Fuel Production Credit has clarified the outlook for US biofuels. The Treasury Department has confirmed that manure-based fuels can earn negative emissions scores, unlocking potential credits of around $7 per gallon for some renewable natural gas projects. The decision gives manure-based RNG a clear advantage, likely displacing other sources in the already saturated road fuel market. But beyond transport, where stacked subsidies make RNG viable, new demand remains uncertain. So how far can 45Z reshape the broader US biofuels market before the credit expires in 2029?  On today’s show, Kamala Schelling is joined by Jade Patterson, a BNEF specialist in renewable fuels, to discuss his analyst reaction “Dairy and Swine Win Big in New US Biofuel Guidance.”

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:

Dairy and Swine Win Big in New US Biofuel Guidance: React - https://www.bnef.com/analyst-reactions/t9wrgjkk3o1c00

New guidance on the 45Z Clean Fuel Production Credit has clarified the outlook for US biofuels. The Treasury Department has confirmed that manure-based fuels can earn negative emissions scores, unlocking potential credits of around $7 per gallon for some renewable natural gas projects. The decision gives manure-based RNG a clear advantage, likely displacing other sources in the already saturated road fuel market. But beyond transport, where stacked subsidies make RNG viable, new demand remains uncertain. So how far can 45Z reshape the broader US biofuels market before the credit expires in 2029?&nbsp; On today&rsquo;s show, Kamala Schelling is joined by Jade Patterson, a BNEF specialist in renewable fuels, to discuss his analyst reaction &ldquo;Dairy and Swine Win Big in New US Biofuel Guidance.&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:
Dairy and Swine Win Big in New US Biofuel Guidance: React - <a href="https://www.bnef.com/analyst-reactions/t9wrgjkk3o1c00">https://www.bnef.com/analyst-reactions/t9wrgjkk3o1c00</a>

Biofuels Cash In on US Tax Credits: Analyst Reaction

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2d2f8211-9ad9-4428-a738-b40500ad0a7c/transcript

Investment in the energy transition reached a record $2.3 trillion last year. That’s a huge figure, but it tells only part of the story. Renewables investment dipped year-on-year as China shifted its power market policy, clean industry and carbon capture gained ground, and growth shifted toward Europe, the Middle East and Africa. Behind the total lies a careful process to define what counts, decide when capital is truly committed, and reconcile everything from electric-vehicle sales to nuclear construction and green debt issuance. So what does this year’s record really reveal about the trajectory of the energy transition? On today’s show, Tom Rowlands-Rees is joined by BNEF’s deputy CEO, Albert Cheung, to review findings from the “Energy Transition Investment Trends 2026.”

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:

Energy Transition Investment Trends 2026 - https://www.bnef.com/flagships/clean-energy-investment

Publicly Available Summary - https://about.bnef.com/insights/finance/energy-transition-investment-trends/

Investment in the energy transition reached a record $2.3 trillion last year. That&rsquo;s a huge figure, but it tells only part of the story. Renewables investment dipped year-on-year as China shifted its power market policy, clean industry and carbon capture gained ground, and growth shifted toward Europe, the Middle East and Africa. Behind the total lies a careful process to define what counts, decide when capital is truly committed, and reconcile everything from electric-vehicle sales to nuclear construction and green debt issuance. So what does this year&rsquo;s record really reveal about the trajectory of the energy transition? On today&rsquo;s show, Tom Rowlands-Rees is joined by BNEF&rsquo;s deputy CEO, Albert Cheung, to review findings from the &ldquo;Energy Transition Investment Trends 2026.&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:
Energy Transition Investment Trends 2026 - <a href="https://www.bnef.com/flagships/clean-energy-investment">https://www.bnef.com/flagships/clean-energy-investment</a>
Publicly Available Summary -&nbsp;<a href="https://about.bnef.com/insights/finance/energy-transition-investment-trends/">https://about.bnef.com/insights/finance/energy-transition-investment-trends/</a>

Record Energy Transition Investment, But Slower Pace

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7fff0ca1-1e92-4760-bd8d-b403008990d0/transcript

In Stockpiles and Order Backlogs We Trust

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