Copper could become the defining materials bottleneck of the energy transition. Demand is set to rise 60% by 2050, while declining ore quality and a lack of new mines threaten a significant supply gap. Can innovation and substitution ease the crunch, or will copper constrain the transition? On today’s show, Tom Rowlands-Rees is joined by Martin Tengler, BloombergNEF’s head of metals mining, to discuss this year’s edition of the flagship “Transition Metals Outlook” report.

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:

Transition Metals Outlook 2026 - https://www.bnef.com/flagships/transition-metals-outlook

Publicly available executive summary - https://about.bnef.com/insights/commodities/transition-metal-outlook/

Copper could become the defining materials bottleneck of the energy transition. Demand is set to rise 60% by 2050, while declining ore quality and a lack of new mines threaten a significant supply gap. Can innovation and substitution ease the crunch, or will copper constrain the transition? On today&rsquo;s show, Tom Rowlands-Rees is joined by Martin Tengler, BloombergNEF&rsquo;s head of metals mining, to discuss this year&rsquo;s edition of the flagship &ldquo;Transition Metals Outlook&rdquo; report.
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:
Transition Metals Outlook 2026 - <a href="https://www.bnef.com/flagships/transition-metals-outlook">https://www.bnef.com/flagships/transition-metals-outlook</a>
Publicly available executive summary - <a href="https://about.bnef.com/insights/commodities/transition-metal-outlook/">https://about.bnef.com/insights/commodities/transition-metal-outlook/</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

The Energy Transition Has One Big Metal Problem

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China is steering its data center boom toward where power is plentiful and cheaper. National computing hubs are concentrating large projects in areas where land, electricity and fiber can be planned together. As capacity more than doubles through 2030, power-intensive computing is increasingly shifting toward North and Northwest China, where electricity is cheaper and renewable supply is abundant. That differs from the more market-led development seen in places such as the US. Established Chinese markets including Shanghai and Beijing remain important for workloads that need to stay close to users. So how is access to power reshaping where China builds its next generation of data centers? On today’s show, Kamala Schelling is joined by BloombergNEF’s head of Asia research, Fauziah Marzuki, to discuss the note “China Data Center Market Prospects.”

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:

China Data Center Market Prospects - https://www.bnef.com/insights/40341

China is steering its data center boom toward where power is plentiful and cheaper. National computing hubs are concentrating large projects in areas where land, electricity and fiber can be planned together. As capacity more than doubles through 2030, power-intensive computing is increasingly shifting toward North and Northwest China, where electricity is cheaper and renewable supply is abundant. That differs from the more market-led development seen in places such as the US. Established Chinese markets including Shanghai and Beijing remain important for workloads that need to stay close to users. So how is access to power reshaping where China builds its next generation of data centers? On today&rsquo;s show, Kamala Schelling is joined by BloombergNEF&rsquo;s head of Asia research, Fauziah Marzuki, to discuss the note &ldquo;China Data Center Market Prospects.&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:
China Data Center Market Prospects - <a href="https://www.bnef.com/insights/40341">https://www.bnef.com/insights/40341</a>

China’s Data Center Boom Goes Where Power Is Cheap

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e12ed2b9-3fb6-479d-b66b-b4f900c3befc/transcript

Brazilian President Luiz Inácio Lula da Silva will enter his fourth term with an energy system transformed by electrification. The country’s rapid wind and solar growth has created a curtailment crisis, weighing on investment and increasing the need for greater grid flexibility and power-market reform. Meanwhile, surging EV sales are boosting local auto manufacturing while threatening future demand for Brazil’s huge biofuels industry. Policy continuity may not be enough to manage these pressures, particularly as the country’s clean-energy transition enters a more complicated phase. So, can Lula develop a new playbook for Brazil’s next wave of electrification? On today’s show, Kamala Schelling is joined by a senior associate from BloombergNEF’s Latin America team, Vinicius Nunes, to review findings from the analyst reaction “Brazil’s Clean-Energy Surge to Test Lula’s Next Term.”

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:

Brazil’s Clean-Energy Surge to Test Lula’s Next Term - https://www.bnef.com/analyst-reactions/tnj4zpt96osh00

Brazilian President Luiz In&aacute;cio Lula da Silva will enter his fourth term with an energy system transformed by electrification. The country&rsquo;s rapid wind and solar growth has created a curtailment crisis, weighing on investment and increasing the need for greater grid flexibility and power-market reform. Meanwhile, surging EV sales are boosting local auto manufacturing while threatening future demand for Brazil&rsquo;s huge biofuels industry. Policy continuity may not be enough to manage these pressures, particularly as the country&rsquo;s clean-energy transition enters a more complicated phase. So, can Lula develop a new playbook for Brazil&rsquo;s next wave of electrification? On today&rsquo;s show, Kamala Schelling is joined by a senior associate from BloombergNEF&rsquo;s Latin America team, Vinicius Nunes, to review findings from the analyst reaction &ldquo;Brazil&rsquo;s Clean-Energy Surge to Test Lula&rsquo;s Next Term.&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:
Brazil&rsquo;s Clean-Energy Surge to Test Lula&rsquo;s Next Term - <a href="https://www.bnef.com/analyst-reactions/tnj4zpt96osh00">https://www.bnef.com/analyst-reactions/tnj4zpt96osh00</a>

Lula's Next Test is an Energy Crunch: Analyst Reaction

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c9508a4a-086f-44cd-ae13-b4f6008cc2bc/transcript

Europe’s energy shocks have exposed the cost of energy dependence. The loss of Russian gas accelerated investment in renewables and liquefied natural gas, but high prices, infrastructure bottlenecks and new import dependencies remain. Greater electrification could improve resilience by making better use of domestic power and flexible technologies. But high costs still weigh on industry. So can Europe turn energy resilience into a competitive advantage?

At the BloombergNEF Summit London, Oliver Metcalfe, BNEF’s head of European research, moderated a panel titled “Reshaping Europe’s Strategic Future.” This episode brings listeners that panel, which featured BASF’s Matthias Dohrn, Octopus Energy Group’s Greg Jackson, JP Morgan’s Hannes Kofler, and SSE’s Deepa Venkateswaran.

Today’s episode was recorded live at the BNEF Summit London. To learn more about our Summits and to listen to more interviews, please visit https://about.bnef.com/summit/

Europe&rsquo;s energy shocks have exposed the cost of energy dependence. The loss of Russian gas accelerated investment in renewables and liquefied natural gas, but high prices, infrastructure bottlenecks and new import dependencies remain. Greater electrification could improve resilience by making better use of domestic power and flexible technologies. But high costs still weigh on industry. So can Europe turn energy resilience into a competitive advantage?
At the BloombergNEF Summit London, Oliver Metcalfe, BNEF&rsquo;s head of European research, moderated a panel titled &ldquo;Reshaping Europe&rsquo;s Strategic Future.&rdquo; This episode brings listeners that panel, which featured BASF&rsquo;s Matthias Dohrn, Octopus Energy Group&rsquo;s Greg Jackson, JP Morgan&rsquo;s Hannes Kofler, and SSE&rsquo;s Deepa Venkateswaran.
Today&rsquo;s episode was recorded live at the BNEF Summit London. To learn more about our Summits and to listen to more interviews, please visit <a href="https://www.bnef.com/events">https://about.bnef.com/summit/</a>

Europe’s Energy Strategy Faces the Cost of Dependence

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/35d296eb-9981-44e1-b566-b4f1015ac298/transcript

The Energy Transition Has One Big Metal Problem

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