About this episode

The episode discusses the significance and implications of BloombergNEF's Tier 1 lists in the clean energy industry.

BloombergNEF’s Tier 1 lists have become a defining feature of the clean energy industry. Built on real project deployment data, they track which manufacturers’ products are actually being used in large, recently financed projects, offering a transparent way to navigate markets crowded with hundreds of suppliers. That simplicity has made the lists highly influential, but being on (or off) the list doesn’t tell the full story about product quality or risk. So what do these lists really reveal about the industry, and how should they be used in practice? On today’s show, Tom Rowlands-Rees is joined by Jenny Chase, lead solar analyst at BNEF, to discuss the Tier 1 lists’ genesis, their application, and why they help us understand the “Wild West” of the energy transition. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com Links to research notes from this episode: BNEF Energy Storage Tier 1 List 2Q 2026 - https://www.bnef.com/insights/33123 Company Ranking: Tier 1 PV Module Makers -  https://www.bnef.com/insights/10610 Company…

People in this episode

Host: Tom Rowlands-Rees

Guest: Jenny Chase

Topics covered

• clean energy
• Tier 1 lists
• manufacturers
• energy transition
• product quality
• market navigation

Keywords

• clean energy
• Tier 1 lists
• manufacturers
• energy transition
• product quality
• BNEF

Mentioned in this episode

Organizations: BloombergNEF, BNEF, Bloomberg

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