About this episode

The episode discusses how rising fuel prices are accelerating the shift towards clean technologies and reshaping trade dynamics.

Energy shocks don’t just move prices, they reshape trade. As oil and gas prices rise, countries reliant on energy imports are accelerating the shift toward clean technologies, from solar and batteries to electric vehicles. In many cases, that change is being driven by businesses and consumers responding directly to higher costs. Yet it also relies on trade dynamics and government priorities, at both the local and regional level. On today’s show, Tom Rowands-Rees is joined by Antoine Vagneur-Jones, BloombergNEF’s head of trade and supply chains, to discuss findings from some of his team’s notes, including “Trade Transition Scenarios: Outlook to 2050” and “Clean-Tech Tariffs Are Lower Than You Think.” 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: Clean-Tech Tariffs Are Lower Than You Think - https://www.bnef.com/insights/39069 Trade Transition Scenarios: Outlook to 2050 - https://www.bnef.com/insights/38709 EVs Could Dominate Global Auto Trade in Just Five Years -&nbsp…

People in this episode

Host: Tom Rowands-Rees

Guest: Antoine Vagneur-Jones

Topics covered

• clean technology
• energy trade
• oil prices
• electric vehicles
• solar energy
• batteries

Keywords

• fuel price shocks
• clean tech
• trade dynamics
• energy imports
• lower-carbon economy

Mentioned in this episode

Organizations: BloombergNEF, BNEF, Bloomberg

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