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, Head of Trade and Supply Chains at Bloomberg BNEF, dives into the clean energy transition influenced by the Trump administration. He discusses the significant uncertainties affecting manufacturers due to new trade policies and federal support. The conversation touches on the challenges of onshore manufacturing and ventures in clean energy funding amidst a changing regulatory landscape. With insights on how these factors shape the future of energy, Vagneur-Jones provides a critical perspective on the industry’s evolution.