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Switched On

Bloomberg
Electric Vehicles
Renewable Energy
China
Energy Transition
Climate Change
Data Centers
Solar Energy
Hydrogen
Wind Energy
Inflation Reduction Act
Bloombergnef
Tariffs
Europe
United States
European Union
BNEF
Clean Technology
India
Climate Adaptation
Solar Power

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

PublishesTwice weeklyEpisodes313Founded7 years ago
Number of ListenersCategories
InvestingBusinessScience

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Artwork for Switched On

Latest Episodes

Turkey is quietly becoming a renewables heavyweight. Rapid wind and solar deployment is helping the country meet rising electricity demand while reducing exposure to imported fossil fuels. Turkey ranked among the world’s top 10 markets for new wind a... more

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America’s data center boom is running into political resistance. Texas, New York and Pennsylvania are moving to slow or pause new projects amid concerns over electricity costs, infrastructure and local impacts. Texas alone accounts for around 20% of ... more

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The electric vehicle boom is entering a new phase. As China’s market matures and the US steps back from EVs, emerging markets are becoming the new hotspot for electrified transport. At the same time, autonomous and shared vehicles are changing how ca... more

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Europe’s electrification ambitions are running ahead of its policies. The EU wants electricity to account for 46% of final energy consumption by 2040, but BNEF’s modeling suggests even a maximum-effort net-zero pathway would fall short. Getting close... more

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Recent Guests

Victoria Cuming
BloombergNEF's Head of Policy
BloombergNEF
Episode: EU Electrification Push Lacks Pull: Analyst Reaction
Kajsa Jernetz
Offshore wind analyst at BloombergNEF
BloombergNEF
Episode: Offshore Wind Is Outgrowing the Boats That Build It
Claudio Lubis
Associate in oil
BloombergNEF
Episode: Rhine Drought Drives Fuel Costs Up: Analyst Reaction
Stephanie Diaz
Senior associate from BNEF's technology and innovation team
BloombergNEF
Episode: China Builds Nuclear Power While the West Reinvents It
Musfika Mishi
Analyst from BNEF's Technology and Innovations team
BloombergNEF
Episode: Gas Is Letting Data Centers Grow Beyond the Grid
Stephan Mothe
Associate, BloombergNEF Latin America team
BloombergNEF
Episode: Mexico's Energy Future Sits Between Two Superpowers
Nathalie Limandibhratha
Senior Associate, US Power Team, BNEF
BloombergNEF
Episode: How Bitcoin Could Save Texas From an AI Power Crunch
Xiaoting Wang
Hydrogen specialist at BloombergNEF
BloombergNEF
Episode: China Bets Big on Green Hydrogen: Analyst Reaction
Ash Wang
EV charging analyst
BloombergNEF
Episode: The Hidden Economics of EV Charging Networks

Hosts

Dana Perkins
Host of Switched On (BloombergNEF)
Kamala Schelling
Host of Switched On
Tom Rowlands-Rees
Host of Switched On

Reviews

4.7 out of 5 stars from 303 ratings
  • What year is this?

    Surprisingly antiquated thinking. Described the subsidies for renewables as being socialized to consumers via extra costs. No discussion of all the subsidies for oil and gas socialized through our taxes though! Not to mention the negative externalities all of which are socialized to the globe. I’m surprised we haven’t heard a hot take on trickle down economics. Bit surprising but BNEF even feels very conservative now. Not a fan - would like less bias.

    Apple Podcasts
    2
    B. Gladstone
    United Statesa year ago
  • This is the best Bloomberg podcast

    And in general one of the best podcasts out there on the energy transition. Well researched, lots of compelling information, intelligent Q&A between host and guests. I love it.

    Apple Podcasts
    5
    qelmnl
    Switzerlanda year ago
  • One of the best podcasts

    Very informative, nicely curated, well-structured episodes coving a good range of key topics - from EV to plant-based milk - in the climate change field. A great selection of questions and speakers. I’m learning a ton since following Switch On. Strongly recommended!

    Apple Podcasts
    5
    小刘吃多了
    United States3 years ago
  • Mazda advertising?

    Strange that a podcast re energy transition episode about lithium is sponsored by Mazda petrol fueled cars (listening from australia)

    Apple Podcasts
    2
    cccccc hhhhh
    Australia3 years ago
  • Good content, unreasonably LONG breaks for ads

    Enjoying the show, but very irritated by the incredibly long ads. Will look for alternative sources.

    Apple Podcasts
    4
    razrmogle
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some listeners wish for shorter episodes or fewer ad breaks; overall feedback is highly positive about insights and analysis.
Listeners praise the depth and clarity of research, with strong Q&A and credible guests.
Audience appreciates broad coverage of the energy transition, from policy to technology and markets.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

EU Electrification Push Lacks Pull: Analyst Reaction
Q: Is the 46% target by 2040 feasible given current policy support?
Based on BloombergNEF's scenarios, the 46% target is unlikely to be reached under current policy momentum and market trends, with the more ambitious net-zero pathway remaining expensive and uncertain without stronger policy and investment signals.
EU Electrification Push Lacks Pull: Analyst Reaction
Q: So what exactly does electrification mean in this context?
Electrification means shifting end-use sectors—from transport to heating and industry—from fossil fuels to electricity, as a central pathway to reducing emissions, while balancing affordability and the need for a clean power system.
Offshore Wind Is Outgrowing the Boats That Build It
Q: Why aren't developers building more boats faster, given this looming need?
Building multihundred-million-dollar boats takes years; if a new design exists, it still requires roughly three to four years to deliver, which means a 2029 or later availability in many cases, creating a systemic lag between demand and supply.
Offshore Wind Is Outgrowing the Boats That Build It
Q: What are the two scenarios you modeled, and what do they imply for vessel availability?
One scenario assumes continued turbine growth leading to a heavy-lift and foundation lifting bottleneck that could leave over 30 gigawatts of installations without suitable vessels by 2035; the other scenario assumes stagnation at 15 megawatts, dramatically reducing the risk to 750 megawatts, illustrating how sensitive deployment is to turbine growth.
Offshore Wind Is Outgrowing the Boats That Build It
Q: So a few years ago, what is this problem you're investigating in this note, and how does it differ from what was seen before?
The offshore wind segment is reaching a moment where you need massive lift vessels and the fleet is actually shrinking as turbines grow, creating a foundational bottleneck that could fundamentally constrain near-term deployment unless new vessel designs or strategies are adopted.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Switched On

What is Switched On about and what kind of topics does it cover?

A fast-paced, analytical dive into the global energy transition, with BloombergNEF analysts unpacking recent research on wind, solar, storage, nuclear, and policy-driven market dynamics. Episodes frequently center on how supply chains, geopolitics, and technology costs shape investment decisions, grid resilience, and the pace of decarbonization across regions such as Europe, the United States, and Asia. Notable throughlines include the economics of hydrogen, the role of data centers in driving storage demand, and the interplay between policy incentives, subsidies, and market structure. A standout feature is the consistent bringing togetherprolific researchers and practitioners to translate complex datasets into actionable insights for decis... more

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Which podcasts are similar to Switched On?

These podcasts share a similar audience with Switched On:

1. Redefining Energy
2. Catalyst with Shayle Kann
3. Energy Gang
4. Interchange Recharged
5. Zero: The Climate Race

How many episodes of Switched On are there?

Switched On launched 7 years ago and published 313 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Switched On?

Recent guests on Switched On include:

1. Victoria Cuming
2. Kajsa Jernetz
3. Claudio Lubis
4. Stephanie Diaz
5. Musfika Mishi
6. Stephan Mothe
7. Nathalie Limandibhratha
8. Xiaoting Wang

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