Switched On

The EU Taxonomy regulation, which defines what the European Union considers an environmentally sustainable economic activity, will require additional disclosures from large listed companies in Europe starting in January 2022. This week, Switched On speaks with Maia Godemer, sustainable finance analyst for BNEF, about what the new rules mean for large European companies and asset managers.This episode is based on a report titled EU Taxonomy: How to Prepare Your Reporting for 2022, BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins and Mark Taylor.See omnystudio.com/listener for privacy information.

The engine behind the analysis in BloombergNEF's New Energy Outlook (NEO) is the New Energy Forecast Model, or NEFM. This week, Switched On speaks with Ian Berryman, modeling analyst for BNEF. He'll tell us how the model works, the process he and team went through in building it, and how he took cues from ants and birds in building a lot of the software that powers it.This episode is based on the model powering the New Energy Outlook 2020, BNEF's flagship report. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor.See omnystudio.com/listener for privacy information.

Vietnam had a boom in rooftop solar installations in December 2020 as installers raced to capture a generous feed-in tariff that expired at the end of the year. This week, Switched On speaks with Caroline Chua, BloombergNEF analyst focused on Southeast Asia, and Jenny Chase, head of solar for BloombergNEF. They talk about how this massive buildout occurred, how it beat BNEF forecasts, and what other market players and policy makers can learn from Vietnam's big year in solar.This episode is based on a report titled Vietnam Was Likely the Third-Largest Solar Market in 2020. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins.See omnystudio.com/listener for privacy information.

This week, Switched On speaks with Dr. John Murton, COP26 envoy for the U.K. government. During a conversation which was part of the BNEF Shanghai Summit on December 2, he and Veronika Henze, head of communications for BloombergNEF look at the upcoming global climate conference in November 2021, carbon neutrality, and the race to net zero emissions.BNEF users can see this interview and more, including all the BNEF Analyst Talks on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins.See omnystudio.com/listener for privacy information.

Electric vehicles, plastic alternatives, electrification of industrial processes – and more – are set to cut into demand for oil. In fact, we may have already reached a peak for the amount of oil produced in a single year, an idea known as ‘peak oil’. This week, Switched On speaks with oil demand analyst David Doherty. He will tell us about what peak oil means, how it is more than an academic concept, and how oil producers are managing this change – pivoting their business models, or going all-in on black gold.This episode is based on BloombergNEF's flagship report, New Energy Outlook 2020. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins and Mark Taylor.See omnystudio.com/listener for privacy information.

Startups and food industry giants alike are working to improve the taste, texture, and appearance of alternative proteins, or fake meat. If they can get it good enough there is a huge market out there. This week, Switched On speaks with Hugh Bromley, consumer insights analyst for BloombergNEF. He talks about the various options out there for alternative proteins, along with go-to-market strategies and potential barriers for producers.This episode is based on a report titled Alternative Proteins: Fake It Till You Make It. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

The renewable diesel market is set to triple in the next four years. Increasingly stringent environmental standards, and imperatives to reduce transport emissions, make this like-for-like replacement for conventional diesel an attractive option. This week on the show, Switched On speaks with BNEF oil demand analyst Daisy Maugouber about market players, growth, and just where all the fry grease it needs will come from.This episode is based on a report titled Renewable Diesel: A Green Light for Refiners. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

A net-zero target is achieved when a country or company balances out its greenhouse gas emissions with other activities that store, reduce or offset those emissions. So in the end, what you’re putting up into the air is effectively, well, nothing. This week on the show, Switched On speaks with BNEF corporate sustainability analyst Kyle Harrison about what is driving the many corporate net zero announcements of late, what net zero actually means in practice, and the bumpy ride ahead for those going down this road.This episode is based on a report titled Corporate Net-Zero Targets Primer: Jump on the Bandwagon. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

Airbus aims to have an electric airliner in service by 2035. As part of this, the company announced three electric concept planes in September that are targeted for demonstration by 2025. Today Switched On speaks with Glenn Llewellyn, vice-president of zero emission aircraft at Airbus. He speaks with BloombergNEF Sustainability Editor Bryony Collins about this effort, the tradeoffs between batteries and hydrogen, and other challenges to be overcome for no-emissions planes to become a reality.BNEF users can read a transcript of this interview, and see all BNEF analyst content on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins.See omnystudio.com/listener for privacy information.

Minister Rachel Maclean says that for the United Kingdom to meet its 2050 net zero-emissions target, the country will need to expand the electric vehicle charging network, and offer enough EVs at the right price. During a conversation as part of the BNEF London Summit on October 20, she and Dana Perkins look at the future of transport in the UK as a whole. They discuss hydrogen, trains, planes, emissions standards, bikes, scooters and how each can contribute to the 2050 net-zero target.BNEF users can see this interview and more, including all the BNEF Analyst Talks on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

Reducing methane emissions and carbon intensity of upstream operations are two main objectives of the Oil & Gas Climate Initiative, or OGCI, a coalition of 12 of the world's largest oil companies brought together to drive the industry toward meeting the goals of the Paris Climate Agreement. This week, Switched On speaks with its chairman, Bob Dudley, about the organization, its mission, and learnings so far. Dana Perkins, head of Europe, Middle East & Africa for BNEF did the interview as part of the BNEF London Summit on October 19th.BNEF users can see this interview and more, including all the BNEF Analyst Talks on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

To keep up with regulations around products -- on sourcing, greenhouse gas emissions, safety -- and to answer questions from consumers, companies need a lot more visibility on their supply chains. This week, Switched On speaks with Kirti Vasta, Digital Industry Analyst for BloombergNEF. She will tell us about new developments in track and trace, and how implementing advanced technologies and systems to more deeply understand their supply chain can make a company's operations safer, more efficient and competitive.This episode is based on a report titled Track and Trace: Digitalizing Supply Chains. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

Green bond issuance has hit the trillion-dollar mark, but this year appears to be the year of social bonds, up 376% in the first half of 2020 to $41.9 billion. This week Switched On speaks with BloombergNEF analysts Maia Godemer and Mallory Rutigliano about the state of sustainable finance. They will tell us about the many types of available financial products, who's using what, and trends in this fast-growing area.This episode is based on a report titled 2H 2020 Sustainable Finance Market Outlook. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor.See omnystudio.com/listener for privacy information.

Grid operators in California face increasingly frequent decisions to abandon their operational commitment to 24/7 availability and cut service to retail customers in regions threatened by wildfires. This week Switched On speaks with Logan Goldie-Scot, head of clean energy research at BloombergNEF, and Yayoi Sekine, who leads decentralized energy coverage, about the challenges of maintaining the utility mission in the face of climate change.This episode is based on a report titled Pandemics and Power Networks, and another titled Policy Responses to California's Wildfires. BNEF clients can access these reports on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins.See omnystudio.com/listener for privacy information.

Many issues are at stake in the November U.S. election, including energy and climate. This week Switched On speaks with Head of Americas Ethan Zindler, and Stephen Munro, senior policy analyst for BloombergNEF, about what wins on the Republican or Democratic side could mean for these issues. Their wide-ranging conversation speculates on the Paris Climate Agreement, the Green New Deal, coal, electric vehicles, and the two trillion dollars former Vice President Joe Biden has pledged for climate initiatives should he win.BNEF clients can access ongoing U.S. and energy transition coverage on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins.See omnystudio.com/listener for privacy information.

Generous policy support in in a handful of markets has led to a rush to deploy energy storage projects. But the eagerness to deploy quickly resulted in shortcuts with alarming outcomes. There have been 29 fires at battery storage facilities in South Korea since 2017. Whether or not this should raise red flags for players is a bit more complicated. This week Switched On speaks with decentralized energy analyst Yayoi Sekine and energy storage analyst James Frith.This episode is based on a report titled Ensuring Safe Use of Lithium-Ion Batteries. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins.See omnystudio.com/listener for privacy information.

Food delivery services have an impact on vehicle miles traveled, at least right now. But will food delivery services be around long enough to make a dent in this metric in the long term? This week Switched On speaks with intelligent mobility analyst Andrew Grant about food delivery and the market dynamics in that sector. He'll also tell us more about why food delivery is important for BNEF to understand, how he's thinking about it, and what it could mean for our long-term transport forecast.This episode is based on a report titled Can Food Delivery Services Deliver Profits? BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

For universal electrification to become reality by 2030, some 238 million households will need to gain electricity access in sub-Saharan Africa, Asia and island nations. Mini-grids can serve almost half of this total – an estimated 111 million households. This week, Switched On speaks with Takehiro Kawahara, head of Frontier Power for BloombergNEF, and senior modeling analyst Ulimmeh Ezekiel, about a report they did in collaboration with the Sustainable Energy for All initiative on the global mini-grid market -- the challenges, drivers, opportunities, and potential impact on electrification.This episode is based on a report titled State of the Global Mini-Grids Market 2020. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal. Listeners can also find this report at seforall.org.Switched On is hosted this week by Dana Perkins and Mark Taylor.See omnystudio.com/listener for privacy information.

We all know wind and solar are intermittent -- at some point the sun stops shining and the wind stops blowing. But is wind and solar power reliable? The answer seems to be that at least with a battery, yes, it is. This week Switched On speaks with Nat Bullard, chief content officer for BloombergNEF, about the future of renewables on the grid. We discuss renewables reliability, competitiveness of gas peakers in a renewables-plus-storage world, and what to do with old wind and solar farms.This episode is based on the weekly Sparklines series from Bloomberg Green, by Nat Bullard.Users can access this series on bloomberg.com, or on Bloomberg Anywhere at NI BULLARD<GO>. Switched On is hosted this week by Mark Taylor.See omnystudio.com/listener for privacy information.

Mexico became one of the hottest markets for clean energy development. Newly open Mexico attracted billions in investment driven by three highly successful auctions that are tied to more than 8GW of new wind and solar capacity. But policy under president Andres Manuel Lopez Obrador, or AMLO, has taken a U-turn. Since taking office in late 2018, AMLO has cancelled Mexico’s renewable energy auctions and sidelined national clean energy targets. And recent regulation goes further, asserting that renewables threaten Mexico’s power grid, placing at risk over 4.5 gigawatts of wind and solar currently under development. This episode is based on a report titled No Winners in AMLO's Clean Energy Feud. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor.See omnystudio.com/listener for privacy information.

Lower manufacturing costs, innovative launch vehicles, miniaturized sub-systems and new sensor technologies have resulted in a surge in the number of satellites orbiting earth. The more than 1,300 small satellites orbiting earth means we can now scan any given location on the planet multiple times per day -- and not just with cameras, but with sensors that measure atmospheric pressure, temperature, and more. This week, Switched On speaks with technology analyst Sarrah Raza about the rapid growth in the industries that make these small satellites, send them to space, and analyze the data they send back.This episode is based on a report titled Tiny Satellites – Space’s Next Frontier. BNEF clients can access this series on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor.See omnystudio.com/listener for privacy information.

The European Commission on 27 May proposed 1.85 trillion euros in stimulus spending over the next seven years, 25% of which must go to things classified as ‘green’. Notable parts of the proposed spending include building renovations to improve efficiency, a massive roll-out in electric vehicle charging infrastructure, and enough spending on hydrogen to make it competitive a lot sooner than it would be otherwise. This week, Switched On speaks with energy transition analyst Dario Traum about the proposed spending, what it means to be 'green', and the questions that need to get answered before the money can be spent.This episode is based on a report titled How Green is the EU's Trillion-Euro Recovery Plan? BNEF clients can access this series on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins and Mark Taylor.See omnystudio.com/listener for privacy information.

A higher carbon price and cheaper gas have made coal-fired power less competitive in Europe. Reduced demand from the pandemic have made it almost impossible for coal to keep up. This week, Switched On speaks with energy transition analyst Katherine Poseidon, and power analyst Andreas Gandolfo about how several countries have gotten away from coal entirely since the pandemic started -- a trend that is likely to continue even after things get back to normal.This episode is based on a series of reports titled the EU Power Weekly. BNEF clients can access this series on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins and Mark Taylor.See omnystudio.com/listener for privacy information.

We hear a lot about growth in the electric car market, but what about electric two- and three-wheelers? In 2040 about half of the 1.25 billion mopeds, scooters, and motorcycles out on the road will be electric, and most of these will be in Asia. This week, Switched On speaks with BloombergNEF mobility analysts Nick Albanese and Allen Abraham about the future of two- and three-wheeled transport.This episode is based on a report titled How Fast Will Two-Wheelers Electrify? BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins and Mark Taylor.See omnystudio.com/listener for privacy information.

Lithium is used the world over for electronics and, increasingly, electric cars. There is a supply and security risk in that most of this lithium comes from just a few countries, and those are not where the phones and cars get made. This week, Switched On speaks with BloombergNEF metals analyst Sharon Mustri about growing demand for unconventional lithium. Alternative lithium resources that put the source of the mineral closer to the factory.This episode is based on a report titled Unconventional Lithium: The Road to Supply Security. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor.See omnystudio.com/listener for privacy information.

Companies can do everything they can to reduce their carbon footprint, and most often it is still not enough to cover all their emissions. After everything they can do themselves, they can buy carbon offsets -- investments in projects that reduce CO2, like tree-planting or cook stoves. This week, Switched On speaks with BloombergNEF sustainability analyst Kyle Harrison. about growing demand for these offsets as more companies set plans to reach net-zero emissions, and challenges as this market grows.This episode is based on a report titled Voluntary Carbon Offsets: a Shortcut for Heavy Emitters. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins and Mark Taylor.See omnystudio.com/listener for privacy information.

Carbon capture, utilization and storage -- taking CO2 out of the air and putting it underground or into products. The sector has had a few false starts, but appears it could be having a revival. In this episode, Switched On speaks with Julia Attwood, head of advanced materials research for BloombergNEF, and advanced materials analyst Ryan Anderson about the current state of play in CCUS. They will also introduce promising new applications that could give a boost to the sector and make a dent in global emissions.This episode is based on a report titled CCUS: Applications in Oil & Gas, Power and Industry. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor.See omnystudio.com/listener for privacy information.

Solar on cars has been around for a long time. But until recently, it has either been pure gimmick or used to power small auxiliaries -- not the drive train. In this episode, Switched On speaks with Hugh Bromley, head of consumer research at BloombergNEF, about solar cars. He will tell us about how they are starting to power the wheels, even if just a bit.This episode is based on a report titled Solar-Powered Cars: Trickle or Charged? BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor.See omnystudio.com/listener for privacy information.

In this episode, Switched On speaks with BloombergNEF head of digital industry research, Claire Curry, and digital industry analyst Kirti Vasta. Claire and Kirti tell us about digital strategies in the time of Covid-19. Some companies are all-in on their digital strategies. Others have pedaled back, and are retrenched in what they know best. A few are even giving away software, on the hopes that new users they hook today, will pay up once economic conditions improve.This episode is based on a report titled Technology Radar April 2020: Covid-19 Impact. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal. Users can also subscribe to this report and ongoing Covid coverage at bnef.com/series.Switched On is hosted this week by Mark Taylor.See omnystudio.com/listener for privacy information.

In this episode, Switched On speaks with BloombergNEF head of clean energy research, Logan Goldie-Scot, and head of transport, Colin McKerracher. Logan and Colin give the bird's-eye view of how Covid-19 will shape the year in clean energy and transport. Supply and demand balances are definitely disrupted, but order backlogs, existing stockpiles and construction queues, could provide significant buffers to short-term shocks.BNEF users can follow ongoing Covid coverage at bnef.com/series or at BNEF<GO>.Switched On is hosted this week by Dana Perkins.See omnystudio.com/listener for privacy information.

In this episode, Switched On speaks with BloombergNEF head of research, Albert Cheung, and head of policy, Vicky Cuming. Albert and Vicky tell us about how electrifying more sectors of an economy can enable countries to make substantial progress toward carbon neutrality. BNEF calls it "sector coupling", and it brings both new industrial opportunities and a significant increase in total power generation.See omnystudio.com/listener for privacy information.

In this episode, Switched On speaks with Ali Izadi-Najafabadi, head of Asia Pacific research for BloombergNEF. He'll tell us about China starting to get back to work -- how it seems ready to go, but is waiting on the rest of the world to catch up.BNEF users can follow ongoing Covid coverage at bnef.com/series.This episode of Switched On is hosted by Mark Taylor.See omnystudio.com/listener for privacy information.

What do you do when a pandemic upends every one of your forecasts and expectations for the future? This week, Switched On speaks with BNEF Head of Research, Albert Cheung, about making sense of things during Covid-19. He’ll walk us through how we started to get our heads around the problem, and the frameworks BNEF analysts developed to explain what’s happening and accommodate the ever-changing impacts the virus is having on the global economy.BNEF users can follow ongoing Covid coverage at bnef.com/series.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

To stay competitive in a world where commodity prices fluctuate and environmental pressures grow, for miners, going digital is no longer a question of if or should, but a question of when, or how. This week Switched On speaks with BloombergNEF Digital Industry analyst Danya Liu about recent advances in mining digitalization. She’ll walk us through the ways miners are incorporating sensors, robots, drones, and more to improve operational efficiency, conserve resources, and raise their bottom line.This episode is based on a report titled Digitalization Strategies in Mining. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor.See omnystudio.com/listener for privacy information.

Generation oversupply, not enough transmission, and offtaker risk are just a few challenges facing clean energy developers in Sub-Saharan Africa. Despite these obstacles, projects continue to get built a faster rate than almost anywhere in the world. This week, Switched On speaks with energy analyst Antoine Vagneur-Jones, from BloombergNEF's EMEA team, about clean energy proliferation in this region, what's driving it, and what developers should pay attention to when exploring opportunities there.This episode is based on a report titled Sub-Saharan Africa Market Outlook 2020.BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

The growth of renewables and the fracking revolution has made for a lot of cheap energy in the U.S. and an energy landscape nearly unrecognizable from what it was a decade ago. This week, Switched On speaks with BloombergNEF's head of Americas, Ethan Zindler, about the changes we've seen in U.S. energy over the past decade, who is best positioned in the current market, and what to expect going forward.This episode is based on a report titled Sustainable Energy in America Factbook 2020 done by BloombergNEF in collaboration with the Business Council for Sustainable Energy.BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal. This report is also available publicly at www.bcse.org.Switched On is hosted this week by Mark Taylor.See omnystudio.com/listener for privacy information.

Batteries are getting cheaper. This means more affordable electric cars, and wind and solar as a more viable option for round-the-clock power. This week, Switched On speaks with BloombergNEF's energy storage analyst James Frith about trends in battery pricing. We discuss results from the latest BNEF battery price survey, the future of battery pricing and technologies, and who is best positioned to win in this market.This episode is based on a report titled 2019 Lithium-Ion Battery Price Survey.BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

Do you fly more than you used to, or less? For most of the world, the answer is more, and it’s likely to be more for the foreseeable future. This week, Switched On speaks with BloombergNEF oil demand analyst David Doherty about aviation’s current and future demand paths. Expanding aviation means more demand for aviation fuel, but it also means additional airports, runways, and aircraft. There is increasing pressure to reduce aviation emissions, in a sector that for many reasons is extremely difficult to decarbonize.This episode is based on a report titled Jet Fuel: Turbulence Ahead for Demand Growth.BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

Have you noticed more electric vehicles on the road recently? How about charging stations? Well, you’ll probably see a lot more in 2020. This week on Switched On we talk with Colin McKerracher, who leads transport analysis at BloombergNEF, about his 10 predictions for EVs and mobility in 2020. The market will speed forward in 2020, but there are some twists and turns in the road ahead. The wide-ranging conversation touches on everything from EV sales projections, to charge-point proliferation and charging speeds, to advances in electric marine and air travel.This episode is based on a report titled EVs and New Mobility: Trends to Watch in 2020.BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

Today less than 20% of plastic waste is recycled. This week on Switched On we talk with Ilhan Savut and Julia Attwood about chemical recycling, a new way to recycle. Instead of simply washing and melting down plastic, chemical recycling breaks plastics down into their most basic materials. Doing this opens up the options for using recycled plastic and has the potential to save a lot more waste from the landfill or the incinerator.This episode is based on a report titled Chemical Recycling: Technologies, Costs and Capacity.BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Dana Perkins.See omnystudio.com/listener for privacy information.

Remember acid rain and worries about sulfur emissions from your car? Maybe. Maybe not. It was a long time ago that sulfur was regulated out of the gas you put in your car. Well those concerns are front-of-mind for the global shipping industry, which still relies heavily on high-sulfur fuel to move goods across the seas. On January 1, new regulations come into play that drastically reduce the amount of sulfur oxide ships can emit. This week on Switched On we talk with Richard Chatterton, who leads oil market analysis for BloombergNEF, about how shippers will meet the new standards, what the regulations could do for refiners, and what it all means for the rest of us.This episode is based on a report series titled IMO 2020 Monthly. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

In solar’s early days, getting electrons from solar panel to power grid was as much a financial as a technical challenge. Photovoltaic power cost more than conventional grid power, and so deploying it required government subsidy of some kind. Those subsidies could create a booming market, and gloom thereafter when subsidies expired. However, with more than a decade of decreasing costs and increasing efficiency, solar is now not just cheap enough to be viable - it is often cheaper than any other source of power in a given market. This competitive position is driving a boom in Spain, Portugal, and Italy. This week on Switched On we talk with Pietro Radoia about this coming-of-age for solar, and the challenges this boom brings.This episode is based on a report titled Europe’s Subsidy-Free PV Market Takes Off.BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

We use cobalt every day. It's in the lithium-ion batteries in our phones, and in the growing fleet of electric vehicles out on the road. But chances are more than good that at least some of the cobalt in your phone or EV is not ethically sourced. This week on Switched On, we talk with Kwasi Ampofo, a BloombergNEF analyst focused on metals and mining, about his recent travels in the Democratic Republic of the Congo. We'll hear about what he observed in the cobalt mines there, and what companies are doing to ensure ethical sourcing of this critical metal.This episode is based on a report titled Solving the ‘Blood Cobalt’ Challenge for EVs.BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

Asia has the biggest share of everything -- area, population, economic growth, and now, carbon dioxide emissions. Can Asia keep its pace of development while reducing CO2, or does it have to go dirty to get rich? This week on Switched On, we talk with Justin Wu, head of Asia Pacific for BloombergNEF, about Asia's three largest economies, China, Japan, and India, and BNEF's outlook for how they are approaching the energy and transport transition.This episode is based on three reports: 2H 2019 China Market Outlook Japan to Take on Plastics But It’s Not Quite in the Bag New Energy Outlook 2019, section on India BNEF clients can access these reports on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

Solar thermal power plants can provide electricity when demand is most high, during the evening, or even all night long. This ability could become more valuable in certain locations as the amount of less consistent wind and photovoltaic solar power on the grid expands. This week on Switched On, we talk with Jenny Chase, head of solar analysis for BloombergNEF, about where this lesser-known renewable works, and doesn't, and how it fits into the energy mix of the future.This episode is based on a report titled Solar Thermal Market Outlook 2019. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

The Obama-era Clean Power Plan is being cut out by the Trump administration. It probably doesn't matter so much because the U.S. power fleet is decarbonizing anyway. And cars are getting more fuel efficient, despite efforts by the federal government to roll-back regulations there as well. This week on Switched On, we talk with Ethan Zindler, Head of Americas for BloombergNEF, to make sense of what is going on in the U.S. in power, transport and climate.This episode is based on reports titled Time Running Short for Trump’s Anti-Climate Agenda, and Democrats Go to Town on Climate.BNEF clients can access these reports on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

Oil has always carried with it the possibility of adventure and big wins to be had, and thereby a growth story for investors. Utilities, not so much. But we could be seeing the tables turn as there seems to be no shortage of oil, and the world is increasingly going electric. Could there be a swap of sectors in the dull club? This week on Switched On, we delve into that with Nathaniel Bullard, BNEF's Head of Executive Insights and author of a weekly opinion piece called Sparklines.This episode is based on the weekly Sparklines series from Bloomberg Opinion, by Nat Bullard.Or on Bloomberg Anywhere at NI BULLARD<GO>. Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

Governments play a role, but the private sector may hold the real keys to decarbonization. This week on Switched On, we talk with Kyle Harrison, a BloombergNEF analyst focused on corporate energy strategy, about companies increasing use of renewable electricity and the targets they're setting to cut down on carbon. This episode is based on a report titled 2H 2019 Corporate Energy Market Outlook. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

Ride-hailing, e-commerce, micro-mobility, robotaxis – each of these is or will chip away at the need to own a car. Will the day come when the car becomes obsolete? This week on Switched On we talk with Ali Izadi, BNEF’s head of intelligent mobility, about this and whether car sales will peak, or if they already have.This episode is based on a report titled Peak Car? BNEF Light Duty Vehicle Outlook.BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.

As demand for lithium-ion batteries for electric vehicles and stationary energy storage increases, a lot more lithium, cobalt, and nickel will be needed. This week on Switched On we talk with Sophie Lu about BNEF's battery metals forecast to 2030 and some of the political, environmental, and economic challenges of getting these critical metals out of the ground and into the factory.This episode is based on a report titled 2H 2019 Battery Metals Outlook: Demand Realities. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.If you want to read more about the Wedderburn meteorite mentioned at the top of the show, have a look here, or here. Switched On is hosted this week by Mark Taylor and Dana Perkins.See omnystudio.com/listener for privacy information.