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 could boost demand for non-Chinese suppliers, but also increase costs and delay battery projects as developers await further guidance. So why could batteries feel the biggest impact from the latest US move to restrict Chinese power equipment? On today’s show, Kamala Schelling is joined by Zoe Zakrzewska, a member of BNEF’s trade and supply chain team, to discuss findings from her Analyst Reaction, “US Grid and Power Equipment Ban Hits Batteries Hardest.”

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:

US Grid and Power Equipment Ban Hits Batteries Hardest - https://www.bnef.com/analyst-reactions/tkfzv6t9njly00

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 could boost demand for non-Chinese suppliers, but also increase costs and delay battery projects as developers await further guidance. So why could batteries feel the biggest impact from the latest US move to restrict Chinese power equipment? On today&rsquo;s show, Kamala Schelling is joined by Zoe Zakrzewska, a member of BNEF&rsquo;s trade and supply chain team, to discuss findings from her Analyst Reaction, &ldquo;US Grid and Power Equipment Ban Hits Batteries Hardest.&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:
US Grid and Power Equipment Ban Hits Batteries Hardest - <a href="https://www.bnef.com/analyst-reactions/tkfzv6t9njly00">https://www.bnef.com/analyst-reactions/tkfzv6t9njly00</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

US Grid Ban Hits Batteries Hardest: Analyst Reaction

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/facc3c7c-498c-4128-a1cb-b4c500989e08/transcript

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 different fields: BasiGo is electrifying bus fleets in Africa, Endolith is using microbes and machine learning to recover more copper from low-grade ores, and GRST is developing a water-based battery binder designed to make lithium-ion cells less toxic and easier to recycle. On today’s show, Tom Rowlands-Rees and BNEF Pioneers co-chair Benjamin Kafri speak with all three companies about the technologies they’re building, the markets they’re targeting and the challenges of scaling up. More information regarding the upcoming 2027 BNEF Pioneers program can be found at about.bnef.com/about/pioneers/

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:

Climate-Tech Companies to Watch in 2026: BNEF Pioneers - https://www.bnef.com/insights/39231

Some of the most interesting climate technologies don&rsquo;t fit neatly into a category. That is the idea behind the Wildcard entries in BloombergNEF&rsquo;s annual Pioneers competition, which recognizes promising innovations from across the energy transition. This year&rsquo;s Wildcard winners span three very different fields: BasiGo is electrifying bus fleets in Africa, Endolith is using microbes and machine learning to recover more copper from low-grade ores, and GRST is developing a water-based battery binder designed to make lithium-ion cells less toxic and easier to recycle. On today&rsquo;s show, Tom Rowlands-Rees and BNEF Pioneers co-chair Benjamin Kafri speak with all three companies about the technologies they&rsquo;re building, the markets they&rsquo;re targeting and the challenges of scaling up. More information regarding the upcoming 2027 BNEF Pioneers program can be found at <a href="https://about.bnef.com/about/pioneers/">about.bnef.com/about/pioneers/</a>
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:
Climate-Tech Companies to Watch in 2026: BNEF Pioneers - <a href="https://www.bnef.com/insights/39231">https://www.bnef.com/insights/39231</a>

BNEF Pioneers: Buses, Bioleaching and Better Batteries

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c7991a9b-4047-4395-b155-b4c00062f1c2/transcript

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 and Latin America are seeing growing demand for clean technologies. But the response varies widely. Some governments are shielding consumers from higher fuel costs, while others are leaning more heavily on domestic fossil fuels as a source of energy security. So has the Iran war changed the direction of the energy transition, or simply its pace? On today’s show, Kamala Schelling is joined by, Ethan Zindler who leads BNEF's countries and policy research. Together they discuss the note “Six Months In: The Iran War’s Global Impact.”

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:

Six Months In: The Iran War’s Global Impact - https://www.bnef.com/insights/40249

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 and Latin America are seeing growing demand for clean technologies. But the response varies widely. Some governments are shielding consumers from higher fuel costs, while others are leaning more heavily on domestic fossil fuels as a source of energy security. So has the Iran war changed the direction of the energy transition, or simply its pace? On today&rsquo;s show, Kamala Schelling is joined by, Ethan Zindler who leads BNEF's countries and policy research. Together they discuss the note &ldquo;Six Months In: The Iran War&rsquo;s Global Impact.&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:
Six Months In: The Iran War&rsquo;s Global Impact - <a href="https://www.bnef.com/insights/40249">https://www.bnef.com/insights/40249</a>

Six Months In, the Iran War Redraws the Energy Map

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/27e2de27-07ab-4c55-90a8-b4b8015a5d5b/transcript

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 120 gigawatts of combined capacity by 2035. But sustaining that growth will require much greater investment in the grid, and meeting government transmission targets would require annual investment to rise roughly fivefold from 2025 levels. So can Turkey turn its renewable energy boom into a broader transformation of its power system and strengthen its energy security along the way? On today’s show, Tom Rowlands-Rees is joined by Abdullah Alkattan, BNEF’s Middle East energy transition analyst, to discuss findings from the “Turkey Transition Factbook 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:

Turkey Transition Factbook 2026 - https://www.bnef.com/insights/39689

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&rsquo;s top 10 markets for new wind and solar capacity in 2025, and it is targeting 120 gigawatts of combined capacity by 2035. But sustaining that growth will require much greater investment in the grid, and meeting government transmission targets would require annual investment to rise roughly fivefold from 2025 levels. So can Turkey turn its renewable energy boom into a broader transformation of its power system and strengthen its energy security along the way? On today&rsquo;s show, Tom Rowlands-Rees is joined by Abdullah Alkattan, BNEF&rsquo;s Middle East energy transition analyst, to discuss findings from the &ldquo;Turkey Transition Factbook 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:
Turkey Transition Factbook 2026 - <a href="https://www.bnef.com/insights/39689">https://www.bnef.com/insights/39689</a>

Turkey's Renewables Boom Has More Than Climate in Mind

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/555b53c4-222b-4604-9bb9-b4b300718ac1/transcript

US Grid Ban Hits Batteries Hardest: Analyst Reaction

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