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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
BNEF
Clean Technology
India
Climate Adaptation
Solar Power
Carbon Capture and Storage

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 weeklyEpisodes307Founded7 years ago
Number of ListenersCategories
InvestingBusinessScience

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Artwork for Switched On

Latest Episodes

US solar developers are building projects around batteries, not panels. Federal tax credits for energy storage are reshaping the economics of new solar projects, encouraging developers to install larger batteries and allocate more capex to the storag... more

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Nuclear power is gaining momentum around the globe, but the industry’s path has diverged. China and India are rapidly expanding conventional reactor fleets, while the US and Europe are betting on smaller and more advanced designs to overcome decades ... more

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Artificial intelligence is heating up the race to build data centers, and with BloombergNEF projecting 194 gigawatts of demand by 2035, the biggest challenge isn't computing power…. It's electricity. Faced with years-long grid connection delays, deve... more

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Artificial intelligence is beginning to transform weather forecasting. New AI models are proving remarkably accurate at predicting hurricane tracks, in some cases matching or outperforming traditional forecasting models while delivering faster result... more

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Recent Guests

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
Ryan Ward
BNEF weather associate
BloombergNEF
Episode: AI’s Edge in Hurricane Forecasting: Analyst Reaction
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
Madeleine Brolly
EV charging analyst
BloombergNEF
Episode: The Hidden Economics of EV Charging Networks
Sahaj Sood
Associate from the Australian research team
BloombergNEF
Episode: Battery Boom Is Upending Australian Power Market Rules

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.

Battery Tax Credits Are Rewriting US Solar Economics
Q: What are some of the risks or downsides of this approach, such as over-sizing storage to chase credits?
There is a risk of perverse incentives where oversized storage could be deployed at the expense of optimal project design, potentially increasing capital costs or misaligning with local grid needs, but careful cost allocation and materiality decisions can mitigate these risks.
Battery Tax Credits Are Rewriting US Solar Economics
Q: In this context, how would you define maxing for listeners who aren't familiar with the term?
Maxing means maximizing the amount of project costs allocated to the battery side to maximize the share of capex eligible for the tax credit, essentially shifting more cost basis onto storage to improve overall economics.
China Builds Nuclear Power While the West Reinvents It
Q: What is the fundamental difference between the two nuclear worlds discussed?
One world (the West) struggles with cost overruns and delays on conventional large reactors, while the East (China) builds faster and cheaper, leveraging domestic supply chains and scale to lower costs, signaling a shift in approach to reactor deployment.
Mexico's Energy Future Sits Between Two Superpowers
Q: How do US-Mexico relations and the USMCA renegotiation influence Mexico's energy choices?
US policy leverage, including tariffs on Chinese goods used to influence Mexico, affects procurement and investment decisions, while the border location and supply chains push Mexico toward diversifying energy sources and accelerating domestic capabilities in renewables, storage, and grid upgrades within a broader North American energy strategy.
Mexico's Energy Future Sits Between Two Superpowers
Q: Why is Mexico a critical part of the energy transition right now?
Because it combines a large, integrated market with ongoing reforms that invite private investment, a strategic location adjacent to the United States, and a regulatory framework that is gradually opening in favor of renewable energy and storage, which could unlock massive capacity and investment through 2035.

Audience Metrics

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

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Gender Skew
Location
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Professions
Age Range
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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. Energy Gang
3. Interchange Recharged
4. Catalyst with Shayle Kann
5. Zero: The Climate Race

How many episodes of Switched On are there?

Switched On launched 7 years ago and published 307 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. Stephanie Diaz
2. Musfika Mishi
3. Ryan Ward
4. Stephan Mothe
5. Nathalie Limandibhratha
6. Xiaoting Wang
7. Ash Wang
8. Madeleine Brolly

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