Gas Turbine Makers Cash In on Global Power Rush

Gas turbines are a hot topic. Orders for this critical piece of infrastructure are surging alongside rising power demand and the need to refurbish aging power plants. Data centers are adding urgency, particularly in the US, and scarce delivery slots are pushing prices higher. Manufacturers are expa…

Europe's Power Markets Face a New Balancing Act

Europe’s power mix is changing fast. Ample output from wind, solar and nuclear means that northwest Europe could require significantly less power from fossil fuels this winter than last. At the same time, rising electricity demand from EVs and data centers is shifting market dynamics across Europe,…

Where Transition Risk Meets Corporate Opportunity

The energy transition is reshaping how companies make money. BNEF’s new Transition Risk and Opportunities Outlook models revenues for more than 70,000 companies as demand shifts across energy, transport and commodities. Businesses exposed to renewables, grids, EVs and transition metals could benefi…

Water Stress Brings Risks for Thirsty Power Generators

Power plants have a water problem that’s getting harder to ignore. Coal, gas and nuclear facilities rely heavily on water for cooling, leaving some exposed as drought and heat intensify pressure on freshwater supplies. Wind and solar generation have a dramatically lower dependence on water, but the…

Global Gas Tug of War Is Brewing for Winter

Europe’s gas market is heading into winter with little room for error. Lower storage levels and disruption in the Middle East have left the region more exposed to weather and competition for LNG. BNEF’s base case sees European storage falling to 21% by the end of March, but a prolonged Strait of Ho…

Food and Farming Caught in Geopolitical Crossfire

No country can feed itself entirely on its own. The global food system depends on a complex web of trade, not just for food but for fertilizer, animal feed, pesticides and labor. Even major agricultural exporters rely on imports somewhere in their supply chains, leaving markets exposed when extreme…

US Grid Ban Hits Batteries Hardest: Analyst Reaction

US efforts to secure its power grid could come at a cost. A new executive order could restrict grid and power equipment supplied by companies tied to China, with batteries particularly exposed. Around 60% of US lithium-ion battery imports came from mainland China and Hong Kong in 2025. The rules co…

BNEF Pioneers: Buses, Bioleaching and Better Batteries

Some of the most interesting climate technologies don’t fit neatly into a category. That is the idea behind the Wildcard entries in BloombergNEF’s annual Pioneers competition, which recognizes promising innovations from across the energy transition. This year’s Wildcard winners span three very diff…

Six Months In, the Iran War Redraws the Energy Map

The Iran war is redrawing the global energy landscape. Six months of high oil prices and disrupted trade have strengthened the case for technologies that reduce reliance on imported fossil fuels. Chinese exports of solar, batteries and electric vehicles have risen, while markets across Africa, Asia…

Turkey's Renewables Boom Has More Than Climate in Mind

Turkey is quietly becoming a renewables heavyweight. Rapid wind and solar deployment is helping the country meet rising electricity demand while reducing exposure to imported fossil fuels. Turkey ranked among the world’s top 10 markets for new wind and solar capacity in 2025, and it is targeting 12…