Kobad Bhavnagri
Head of strategy at BloombergNEF, presenting and reading the BNEF briefing note on the energy transition at Davos and explaining market trends and opportunities.
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Mar 31, 2026 • 20min
Finding Opportunity in a Complex Energy Transition
Kobad Bhavnagri, BloombergNEF head of strategy, reads BNEF’s Davos briefing and outlines market shifts. He covers geopolitics and tech disruption, tariffs versus cheap Chinese clean tech, India’s solar and battery push, AI data-center power demands, EV charging investment, storage and metals risks, and new models for decarbonizing hard-to-abate sectors.
