About this episode

The episode discusses the trust in Bloomberg New Energy Finance's forecasting and its impact on the energy market with guest Albert Cheung.

The International Energy Agency (IEA) and the International Renewable Energy Agency (IRENA) have made significant progress in recent years. Yet they remain largely top-down institutions shaped by policy priorities. When trillions of dollars in investment decisions are at stake, investors and operators increasingly turn to Bloomberg New Energy Finance (BNEF) and its team of more than 400 specialists. Why does BNEF command such trust? BNEF combines Bloomberg’s unparalleled market data capabilities with deep expertise in batteries, solar, electric vehicles, and electrification. Unlike many international agencies, BNEF operates without a political mandate or advocacy agenda. Its bottom-up analysis provides investors with a more practical view of market realities than traditional top-down forecasts. In this episode, Gerard and Laurent welcome Albert Cheung, CEO of BNEF, to discuss the findings of the New Energy Outlook 2026 . The discussion begins with a review of NEO 2020 . BNEF was notably accurate in forecasting the "electrons" side of the transition—solar, batteries, and EVs—while overestimating the pace of hydrogen and carbon capture deployment. Even so, its forecasting record…

People in this episode

Hosts: Laurent Segalen, Gerard Reid

Guest: Albert Cheung

Topics covered

• energy forecasting
• renewable energy
• electric vehicles
• market analysis
• investment trends

Keywords

• BNEF
• energy transition
• solar power
• batteries
• hydrogen
• carbon capture
• electric vehicles
• investment
• market data

Mentioned in this episode

Organizations: International Energy Agency, International Renewable Energy Agency, Bloomberg New Energy Finance, BNEF

Books & works: New Energy Outlook 2026, NEO 2020

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