This year is looking like a major year for dialogue on - and commitments to - climate action. This week, Switched On speaks with two BloombergNEF colleagues to put this Summit into context and discuss some early indicators of how countries plan to meet their net-zero targets: Victoria Cumming, global policy lead, and Ali Izadi-Najafabadi, Head of Asia Pacific Research.

This episode is based on our ongoing research on national climate commitments and the run-up to COP26 later this year. BNEF clients can access this research at BNEF<GO> on the Bloomberg Terminal, or on bnef.com or BNEF Mobile.

Switched On is hosted this week by Dana Perkins.

This year is looking like a major year for dialogue on - and commitments to - climate action. This week, Switched On speaks with two BloombergNEF colleagues to put this Summit into context and discuss some early indicators of how countries plan to meet their net-zero targets: Victoria Cumming, global policy lead, and Ali Izadi-Najafabadi, Head of Asia Pacific Research.This episode is based on our ongoing research on national climate commitments and the run-up to COP26 later this year. BNEF clients can access this research at BNEF&lt;GO&gt; on the Bloomberg Terminal, or on bnef.com or BNEF Mobile.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

It's Biden Time for Global Climate

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/990acd2a-73d9-4ad5-b2e1-ae3c000728bb/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

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

It's Biden Time for Global Climate

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