On today’s bonus episode of the podcast, Dana is joined by BloombergNEF metals analyst Yuchen Huo, to discuss the things to watch in industrial metals markets in 2024.

Together they talk about what a continued slump in China’s property sector could mean for steel demand, how the expansion of electricity grids will drive the need for copper, and the impact of the ongoing surge in solar power capacity on aluminum.

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app.

Links to research notes from this episode:

Industrial Metals Monthly: Things to Watch in 2024 - https://www.bnef.com/insights/33089/view

On today’s bonus episode of the podcast, Dana is joined by BloombergNEF metals analyst Yuchen Huo, to discuss the things to watch in industrial metals markets in 2024.
Together they talk about what a continued slump in China’s property sector could mean for steel demand, how the expansion of electricity grids will drive the need for copper, and the impact of the ongoing surge in solar power capacity on aluminum.
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, on <a href="https://www.bnef.com/">bnef.com</a> or on the BNEF mobile app.
Links to research notes from this episode:
Industrial Metals Monthly: Things to Watch in 2024 - <a href="https://www.bnef.com/insights/33089/view">https://www.bnef.com/insights/33089/view</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

Things to Watch: Aluminum, Copper and Steel

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/77270620-0b5b-4209-ad0b-b106005c2108/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

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

Things to Watch: Aluminum, Copper and Steel

In 1 playlist(s)

Switched On

Social links

Follow podcast

Recent clips