Switched On

Amar Vasdev, a senior associate at BNEF who leads the Levelized Cost of Electricity work, explains shifting clean-power economics. He discusses why LCOE matters and its limits. He breaks down 2025 trends: falling battery costs, rising solar and gas costs, regional competitiveness, and how solar plus storage stacks up against gas across markets.

Kesavarthiniy Savarimuthu, Head of European Power at BloombergNEF, offers expert analysis of Europe's energy landscape. She discusses current power price dynamics and why gas still matters more than oil. She explores how renewables and falling demand have bolstered resilience. She outlines coal's temporary role as Europe shifts toward lower-carbon grids.

Trina White, a BloombergNEF analyst covering power, grids, EVs and data center demand. Ethan Zindler, BloombergNEF head of country and policy research on U.S. energy policy. They highlight record electricity generation, massive clean capacity additions and $378B in energy-transition investment. They also discuss booming data center power needs, EV sales shifts tied to policy changes, and rising coal use amid growing demand.

Ryan Loughead, a BNEF senior associate focused on private markets and the energy transition, explains how huge private funds are shaping clean power. He breaks down fund types, why real assets like wind and solar dominate, the rise of transition-focused funds, and the puzzle of billions in undeployed capital. Short takes on geographic concentration, top managers, and which technologies attract big money.

Jade Patterson, a BNEF renewable fuels analyst, explains how new 45Z guidance boosts manure-based renewable natural gas with negative emissions scoring. He describes why dairy and swine projects gain big credits, how RNG is produced and valued, and where that fuel is likely to be sold. The conversation also covers alternative markets for displaced RNG and the uncertainty after the credit expires in 2029.

Albert Cheung, deputy CEO of BloombergNEF and energy transition analyst, explains the record $2.3 trillion investment and what it actually measures. He discusses why growth slowed despite the headline number. Conversations cover China’s policy shift, shifting regional winners, and rising interest in clean industry, CCS, hydrogen, storage and nuclear.

Lloyd Arnold, a BNEF analyst who studies data center markets and infrastructure, discusses where large-scale data centers go and why. He breaks down five siting factors like energy, land and fiber. He compares incumbent hubs in Virginia and Texas with emerging regions such as the Nordics, Iberia, Brazil and the Middle East. He also covers powered land, AI-scale builds and trade-offs between speed and renewables.

Matthew Hales, BloombergNEF trade analyst on supply-chain impacts; Derrick Flakoll, BloombergNEF policy associate specializing in North America trade. They unpack the Supreme Court tariff ruling, who benefits in solar and battery supply chains, potential blanket tariffs from the administration, which countries stand to gain, and the legal and timing limits shaping clean-tech trade shifts.

Maia Mesanger, BloombergNEF specialist in finance policy and transition risk, outlines the current “messy middle” of sustainable finance. She discusses 2025’s policy backtracking, why reporting standards matter, and how EU shifts ripple globally. Short takes on taxonomies, lobbying, scope cuts, and the evolving path to common sustainability rules.

Danya Liu, a BloombergNEF specialist in climate resilience and adaptation, explains how rising insurance costs and climate exposure are squeezing property values and city tax bases. She discusses county-level maps linking climate to fiscal risk, evidence that buyers favor low-risk markets, and how weakened property wealth can ripple into local banks and muni finances.