Switched On

Ethan Zindler, head of country and policy research at BloombergNEF, leads an insightful discussion with Paige Crahan from Google X, Michael Skelly of Grid United, and Frank Kreikebaum from Smart Wires. They delve into the urgent challenges facing the US power grid, exploring innovative solutions like systems thinking and machine learning for optimization. Michael highlights the need for interregional connections, while Frank showcases technology to enhance existing infrastructure. The conversation underscores the balance between future demands and current capabilities in energy transmission.

Join Rosemary Katz, a senior associate at BNEF focusing on copper supply dynamics, as she dives into the urgent global copper crunch driven by skyrocketing demand from data centers. She reveals that by 2035, copper demand could exceed supply by 6 million metric tons. Rosemary explains how traditional industries compete for copper, and discusses the implications of mine closures despite rising demand. With insights on future pricing trends and the critical role copper plays in data centers, she offers a fascinating glimpse into the future of this essential metal.

In this engaging discussion, Meredith Annex, Head of Clean Power at BloombergNEF, reveals that global investment in clean energy hit a record $386 billion in the first half of 2025. Despite a downturn in U.S. investments, particularly in utility-scale projects, small-scale solar is thriving. Meredith also highlights emerging markets like geothermal and wind, and analyzes how geopolitical factors are reshaping capital flows. Tune in for insights on the fragmented investment landscape and the resilience of solar amidst challenges.

Henry Eaton, a gas market analyst at BloombergNEF, discusses the staggering energy demands of AI data centers in the U.S. He reveals that if all planned data centers are built, their electricity needs could equal that of 100 nuclear power plants. Eaton emphasizes natural gas as a solution, supported by the Trump administration, despite challenges like turbine shortages. He also uncovers the intricate dynamics between data centers and gas demand, showcasing their significant influence on the energy market and future infrastructure.

Ethan Zindler, head of country and policy research at BloombergNEF and former climate counselor, joins Derrick Flakoll, senior policy associate, to dissect the consequences of the One Big Beautiful Bill Act on the U.S. clean energy landscape. They delve into how this legislation stifles solar and wind projects while also affecting electric vehicle growth. The duo discusses the political whiplash impacting future investments and whether the situation could have been even worse for the renewable sector. Engaging insights illuminate the intersection of policy and energy innovation.

Brenna Casey, an associate on BNEF’s sustainable materials team, dives into the pressing world of Direct Air Capture (DAC) technology. She discusses the staggering costs of carbon removal, currently around $900 per metric ton, posing a major hurdle for broader adoption. The conversation explores the potential for DAC amidst skepticism about net-zero goals and highlights the different technology pathways aiming to lower costs. Brenna also details the advancements in solid sorbent processes and the economic implications of emerging solutions.

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.

Addison Stark, CEO of Atmos Zero, discusses electrified steam solutions transforming industrial heating. Peter Madurinowski, CEO of Cirque, shares insights into recycling polyester and cotton blends for sustainable fashion. Mark Meldrum from Rondo reveals innovations in thermal energy storage to improve industrial efficiency. Lastly, Philippe Berlan of Everdye highlights breakthroughs in eco-friendly textile dyeing processes that slash energy use and harmful chemicals. Together, they paint a hopeful picture of a greener industrial landscape.

Nikolas Soulopoulos, Head of Commercial Transport at BloombergNEF, and Takehiro Kawahara, Aviation Specialist, dive into the urgent need for sustainable aviation practices. They discuss the high costs of sustainable aviation fuel (SAF) and explore various decarbonization methods, including hydrogen-powered engines and electric aircraft. The pair address consumer willingness to pay for greener options and the role of policy changes. With air travel demand soaring, they emphasize collaboration across the industry to navigate a sustainable future.

In this engaging conversation with Alexander Liddington, a food and agriculture analyst at BloombergNEF, the decline in agricultural funding takes center stage. Liddington discusses the shocking 76% drop in investments since 2021 and the impact on sustainable farming practices. He explores the intricate dance between agriculture and climate change, as well as consumer shifts towards lower-impact meats. The challenges of vertical farming and the innovation journey of a Thai company provide a glimmer of hope amid the ongoing funding crisis.