Antoine Vagneur-Jones

In this engaging discussion, Antoine Vagneur-Jones, head of clean energy, trade, and supply chains at BloombergNEF, dives into the complexities of global clean energy supply chains. He highlights China’s manufacturing dominance and the hurdles Western countries face in onshoring production. The conversation also tackles the unintended consequences of tariffs, the struggles of the solar and battery industries, and the pressing need for investment to reach net-zero goals amid geopolitical tensions. Vagneur-Jones provides a thought-provoking look at the future of clean energy technology.

In this insightful discussion, Antoine Vagneur-Jones, the head of trade and supply chains at BloombergNEF, and Jennifer Welch, chief analyst of Bloomberg's geoeconomics team, tackle the dramatic shifts caused by 'Liberation Day' tariffs. They dissect how these tariffs are reshaping global supply chains and impacting renewable energy industries. The conversation highlights the challenges of navigating new trade agreements and the strategic moves countries are making to adapt to evolving geopolitical landscapes.

Antoine Vagneur-Jones and Matthew Hales from BNEF's Trade and Supply Chains team unpack the global clean technology race. They delve into the U.S. Inflation Reduction Act's transformative impact on trade relations and how Europe is responding with its Net-Zero Industry Act. The duo discusses the effectiveness of tariffs and the challenges of competing with Chinese manufacturers. They also explore the implications of impending U.S. elections on clean technology policies and the competitive landscape for both sides of the Atlantic.