Carbon credit schemes in Europe and North America are making the roll-out of electric vehicle charging infrastructure increasingly profitable. In this episode of Switched On, we hear from BloombergNEF’s Ryan Fisher, electric vehicle charging specialist and Jade Patterson, renewable fuels specialist. They discuss what the proliferation of carbon credit schemes means for the future of biofuels and electric vehicles. Will the impacts differ in the near and longer term? What should we keep in mind when considering the role that carbon credit schemes play in decarbonization? This podcast draws upon research found in the BNEF research notes titled EV Chargers, Biofuels Square Off in Billion-Dollar Tussle and Carbon Credits Could Be the Key to EV Charging Conundrum. Complementary research includes 2023 US Biofuels Outlook: Ethanol and Batteries and Biofuels Will Share Europe’s Roads. BNEF subscribers can find research at BNEF on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app.

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Renewable energy power purchase agreements have been integral to many companies’ sustainability strategies. Google was early to enter this space and is now thinking about how to take its targets a step further with around-the-clock carbon-free energy.

But what differentiates Google's new strategy from others that are predominantly based on power purchase agreements, and how does this impact the broader decarbonization of electricity grids? In today’s show, Caroline Golin, global head of energy market development and policy at Google, shares her views. She is interviewed by Kyle Harrison, head of sustainability research at BloombergNEF.Complementary research from BNEF on corporate sustainability strategies and power purchase agreements can be found at BNEF on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app.

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Although the end of winter is approaching, the energy crisis will not end when flowers bloom in the spring. Policymakers around the world are hard at work and considering the actions that will ensure energy security at an affordable price for their country. In this episode of Switched On, Germany’s Dr. Patrick Graichen, State Secretary at the Federal Ministry for Economic Affairs and Climate Action, sits down in conversation with Emma Champion, Head of Regional Energy Transitions at BloombergNEF. They discuss Germany’s approach to the energy crisis and the things we need to watch in the months, seasons and years ahead.Subscribers can read related research on the energy transition at BNEF on the Bloomberg Terminal, at bnef.com, or on our mobile app.

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Hydrogen's role in the energy transition is hotly debated. Technology costs, the practicalities of distribution and storage, and potential applications in hard-to-abate industries are just a few of the discussion topics surrounding this little molecule. In today’s show, we consider the future of hydrogen by zooming in on the electrolyzer market. Cumulative electrolyzer installations are expected to grow from 2 gigawatts in 2022 to roughly 240 gigawatts by 2030. Europe and China are already major electrolyzer markets, and with the advent of the US Inflation Reduction Act (IRA), the hydrogen market in the United States is likely to grow. Today’s show features BNEF hydrogen analysts Adithya Bashyam and Matthew Bravante, who draw upon insights found in BNEF's Global Electrolyzer Outlook 2030 as they lead us through this fascinating field. Subscribers can read this BNEF research note at BNEF on the Bloomberg Terminal, at bnef.com, or on our mobile app.

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Electric vehicles (EVs) are gaining market share and reducing transportation-related emissions around the world. Facilitating this roll-out are the critical charging networks. When supplied with clean energy, these networks can further decarbonize vehicles, and their expansion can combat range anxiety and facilitate user adoption. On today’s episode of Switched On, Colin McKerracher, Head of Advanced Transport at BloombergNEF, speaks with Melanie Lane, CEO of Shell Recharge Solutions Europe, about the role of charging networks in the broader EV landscape, challenges the industry is currently facing and how EV networks may shape our future. Related research on Advanced Transportation can be found at BNEF on the Bloomberg Terminal, at bnef.com or on our mobile app. 

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When Covid-19 disrupted global supply chains, many people realized for the first time how vulnerable these complex systems really are. Some Western governments have responded by looking to expand manufacturing on their own soil. In today’s episode, we are joined by Antoine Vagneur-Jones, BNEF’s Head of Trade and Supply Chains, to discuss what a turn toward domestic clean-energy manufacturing may mean for battery and solar value chains. As Antoine explains, any such shift would bring benefits – but also come at a cost. This podcast is based on the BNEF Research Note titled Localizing Clean Energy Supply Chains Comes at a Cost. This can be read at BNEF < GO> on the Bloomberg Terminal, at bnef.com or via our mobile app. This episode was produced by Mariko O'Neil. 

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The 27th Conference of the Parties has concluded in Egypt, with the annual UN climate summit finally reaching a deal after two days of overtime. In today’s show, we take a closer look at the Sharm el-Sheikh Implementation Plan. 

Headed into COP27, many referred to the event as the “implementation COP,” given the need to deliver on previous commitments. To tell us how this year’s COP performed against stated objectives, we speak with Victoria Cuming, global head of policy at BNEF. From loss and damage, to carbon trading, to funding the $100 billion of climate finance promised to developing nations, Vicky shares her scorecard on how this COP measured up against expectations.

This podcast is based off the BNEF research note “Implementation COP Fails to Implement Much Climate Action.” It can be read at BNEF< GO> on the Bloomberg Terminal, at bnef.com or via our mobile app.    

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Europe is constructing a more flexible electricity grid to prepare for what is shaping up to be a volatile transition to net zero. There is a range of projects ranging from the mega, such as the proposal to build artificial islands in the North Sea, to the micro, for example, deploying distributed resources to make residential and industrial customers more flexible. In this episode, Sanjeet Sanghera speaks with Chris Peeters, CEO of Elia Group. They explore what Elia is doing in both of these domains of grid flexibility and how Europe is preparing for this winter.Research on electricity grids by BloombergNEF can be found at BNEF on the Bloomberg Terminal, at bnef.com, or on BNEF's mobile app.

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Natural gas prices remain elevated and security of supply is uncertain. In Europe, the reduced flows of natural gas coming from Russia have impacted everything from home heating to manufacturing. As we head into winter in the Northern Hemisphere, what is likely to happen in natural gas markets and what factors are important to consider when we think about implications beyond this year? In today’s episode, we hear from Stefan Ulrich and Arun Toora, who are both European gas specialists at BNEF. They address outstanding questions like whether Europe has enough gas in storage to make it through this winter and how big of a role demand destruction could play.

Complimentary research from BNEF includes the ‘European Gas Winter Outlook 2022: Demand Swings Too Far?’ and ‘Global LNG Winter Outlook 2022-2023.’  These can be found at BNEF on the Bloomberg Terminal, at bnef.com and on our mobile app. 

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The voluntary carbon offsets market is growing as companies and countries look to meet their climate goals. Offsets from agriculture have been getting attention recently. While they comprise only 1% of total offsets today, their potential to spur innovation and change in agricultural practices means there is scope for a much bigger impact. From soil management to livestock-related activities, farmers are at the heart of the agriculture offsets market.

Today, we speak about what agriculture carbon offsets are, what one needs to think about when considering whether the emissions reductions are additional, and who is keeping an eye on them. To provide us with those details, Kyle Harrison, Head of Sustainability Research at BNEF, joins us on the show. For further reading on this topic, BNEF subscribers can read, Agriculture Carbon Offsets Outlook: Barren to Bountiful, at BNEF on the Bloomberg Terminal, and bnef.com or via our mobile app.

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