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Switched On

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9 snips
Aug 7, 2024 • 30min

Food or Fuel: The Energy Transition’s Battle for Land

Land use is at the heart of our fight for a sustainable future. The demand for food, biofuels, and renewable energy is squeezing available land. Experts discuss how agriculture competes with energy projects and the innovative strategies needed for a balanced approach. Co-location of renewable energy sources with farming is explored as a potential solution. The urgency of policies to harmonize food production and decarbonization efforts is emphasized, highlighting the profound implications for ecological health and resource management.
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5 snips
Jul 31, 2024 • 31min

New Energy Storage Solutions Test Lithium-Ion’s Reign

Yiyi Zhou, a clean power specialist at BNEF, and Evelina Stoikou, a senior associate on BNEF's energy storage team, dive into the future of energy storage technologies. They examine the competitive landscape for long-duration storage solutions that could rival lithium-ion batteries. The discussion includes insights from their Long-Duration Energy Storage Cost Survey, highlighting innovations like sodium-sulfur and molten salt batteries. They also explore how government policies are shaping the adoption of these technologies globally, particularly in China.
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Jul 24, 2024 • 40min

EV Sales Growth Cools But Some Markets Still Run Hot

Head of Electric Vehicles at BloombergNEF, Aleksandra O’Donovan, explores the EV sales slowdown in some regions, the impact of Chinese battery prices on the market, and the rise of electric commercial vehicles. The podcast delves into trends driving the transition to a lower-carbon economy.
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Jul 17, 2024 • 30min

US Leads Clean Hydrogen Charge But Who Will Buy It?

Hydrogen analyst Adithya Bhashyam and Dana discuss the global clean hydrogen production outlook, US leadership in blue H2, challenges in project materialization, government support for offtake agreements, and the gap between supply and demand. They also cover the uncertainty around future Chinese green hydrogen production capacity and the need for supportive policies to drive the transition to a lower-carbon economy.
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Jul 3, 2024 • 32min

Net-Zero Window Closing But Still Time to Get On Track

David Hostert, BNEF's expert, discusses the energy transition pillars needed for net-zero future. They assess scenarios for a low-carbon economy and the value of scenario exercises in climate work. They highlight the technological trends driving the transition and the importance of investing in clean energy technologies.
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Jun 26, 2024 • 38min

US Tariff Threat Risks Own Goal in Solar Trade War

Solar module oversupply leads to record low prices, US companies seek tariffs on Asian manufacturers, impact on US solar manufacturing and global markets discussed, potential drawbacks of tariffs for US solar projects and economy highlighted
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Jun 19, 2024 • 35min

Does Europe Need to Become More Protectionist?

Guests Herbert Diess and Jacek Truszczynski debate if protectionist policies can boost EU clean energy and EV sectors, discussing trade barriers, inflation risks, foreign market investments, and US-China trade dynamics at the BNEF Summit Munich.
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Jun 12, 2024 • 36min

Nuclear Harbors Big Dreams Despite Hurdles

Global nuclear industry aims to triple capacity by 2050 despite hurdles. Small modular reactors offer solutions. Fluctuations in enriched uranium prices affect enthusiasm. Analyst Chris Gadomski discusses feasibility of industry comeback. Focus on challenges and opportunities of nuclear energy, including SMRs, advanced technology, hydrogen production, and fusion advancements.
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Jun 5, 2024 • 32min

Strained Power Grids Test Flexible Market Solution

Sanjeet Sanghera, BloombergNEF’s Head of Grids and Utilities, and Felicia Aminoff discuss Europe's innovative local flexibility markets to manage grid constraints. They cover mechanisms to create flexibility markets, potential scale, required technology, and regulatory models. The podcast explores the challenges of aging infrastructure, the rise of local flexibility markets, tenders in the energy sector, achieving net zero targets, and the impact of electric vehicles on grid flexibility.
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May 30, 2024 • 42min

Rooftop Solar Boom Turns Australian Power Prices Red

Australia is making strides in renewable energy with rooftop solar leading to negative power prices. The country aims to be a leader in green hydrogen while still relying on coal and natural gas exports. The podcast explores the challenges and opportunities in Australia's energy transition.

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