Bonus: Will Trump’s bill trigger a ‘Big, Beautiful’ energy crunch?
This week, we explore how the legislation’s attack on renewable energy may push up electricity bills and damage US competitiveness in AI. The tax credits in President Joe Biden’s sprawling Inflation R...
18 Jul 202529min
Capex and Investment in the New Industrial Revolution
Just how green are the investment portfolios of credit, equity and multi-asset funds? Building on its existing suite of banking and investment ratios, BloombergNEF has introduced the Energy Supply Fun...
17 Jul 202531min
AI Data Centers: Making Waves in the Energy Demand Sea
Everyone is talking about how much energy data centers and artificial intelligence will gobble up in the coming years. Yet AI is just one part of a vast, complex and constantly evolving energy landsca...
9 Jul 202530min
China Drives Global EV Sales as US Support Fades
Sales of electric vehicles are set for another record-breaking year. Thanks to falling battery costs and a rise in affordable models, plug-in EVs will represent a quarter of global passenger car sales...
2 Jul 202534min
White House Nuclear Energy Push Meets Uncertain Market
The Trump administration has made no bones about its desire to revitalize the US’s nuclear power industry. With four new executive orders hot off the president’s desk, nuclear is being treated as a si...
25 Jun 202536min
Burnt by the Boom: Solar’s Growing Pains
Solar module prices have been cratering in recent years, dragged down by global oversupply. Yet while this glut of photovoltaics has hammered manufacturer profits, it has also allowed emerging economi...
18 Jun 202531min
How Big Oil Is Investing in the Energy Transition
The oil and gas sector invested $33.4 billion in the energy transition last year. Yet while this figure suggests that decarbonization is a serious consideration for some fossil-fuel majors, just seven...
11 Jun 202529min
Getting Decarbonization Megaprojects Off the Ground
Europe is making quick work of executing large industrial decarbonization infrastructure projects. The continent now boasts large-scale facilities for carbon capture, storage and transit in the UK, De...
4 Jun 202537min
