Progress Amid Fragmentation: Energy Transition to 2030

Progress Amid Fragmentation: Energy Transition to 2030

The push toward a lower-carbon global economy ran into strong headwinds last year, and 2026 offers little sense of a clean reset. Political uncertainty, uneven policy support and slower progress in some markets continue to complicate the outlook for climate-focused investors and companies. Yet beneath the noise, the energy transition is still advancing, driven by economics, technology and long-term structural change. As global priorities and pathways diverge, what does progress really look like for the energy transition? On today’s show, BNEF’s Deputy CEO Albert Cheung reads his recent note, titled “Progress Despite Fragmentation: Energy Transition to 2030,” in which he explores how the global context has changed, and why the energy transition is set to continue growing through this decade.

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:

Progress Despite Fragmentation: Energy Transition to 2030 - https://www.bnef.com/insights/38367

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(318)

Global Gas Tug of War Is Brewing for Winter

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...

23 Sep 27min

Food and Farming Caught in Geopolitical Crossfire

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 agricultur...

18 Sep 26min

US Grid Ban Hits Batteries Hardest: Analyst Reaction

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...

14 Sep 17min

BNEF Pioneers: Buses, Bioleaching and Better Batteries

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 promisi...

9 Sep 44min

Six Months In, the Iran War Redraws the Energy Map

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. Chin...

2 Sep 33min

Turkey's Renewables Boom Has More Than Climate in Mind

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 rank...

27 Aug 32min

States Put Data Centers on Pause: Analyst Reaction

States Put Data Centers on Pause: Analyst Reaction

America’s data center boom is running into political resistance. Texas, New York and Pennsylvania are moving to slow or pause new projects amid concerns over electricity costs, infrastructure and loca...

24 Aug 14min

EV Boom Changes Lanes as New Markets Take the Wheel

EV Boom Changes Lanes as New Markets Take the Wheel

The electric vehicle boom is entering a new phase. As China’s market matures and the US steps back from EVs, emerging markets are becoming the new hotspot for electrified transport. At the same time, ...

20 Aug 31min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-pa-konto
rss-skravla-gar
pengepodden-2
lederpodden
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
pengesnakk
rss-orjasater
morgenkaffen-med-finansavisen
liberal-halvtime
utbytte
okonomiamatorene
rss-markedspuls-2