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.

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.