Finding Opportunity in a Complex Energy Transition
About this episode
The episode discusses the complexities and opportunities in the current energy transition landscape.
The energy transition is entering a more complex phase. Geopolitics, trade tensions and rapid technological change are reshaping markets, creating new risks as well as new opportunities. Demand is rising across clean power, electric vehicles and data centers, even as supply chains tighten and policy becomes more fragmented. At the same time, falling costs and new business models are opening fresh pathways for investment. So how can global markets navigate this complexity – and where are the opportunities emerging in the next phase of the transition? On today’s show, Kobad Bhavnagri, BloombergNEF’s head of strategy, reads a briefing note that was presented by BNEF CEO Jon Moore at this year’s Davos summit, titled “The Energy Transition: Finding Opportunity in Complexity.” 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 See omnystudio.com/listener for privacy information.
People in this episode
Guest: Kobad Bhavnagri
Topics covered
- energy transition
- geopolitics
- clean power
- electric vehicles
- investment opportunities
- supply chains
- lower-carbon economy
Keywords
- energy transition
- geopolitics
- clean power
- electric vehicles
- investment
- supply chains
- policy
- business models
Mentioned in this episode
Organizations: BloombergNEF, BNEF, Bloomberg
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