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Switched On

Bloomberg
Electric Vehicles
Renewable Energy
China
Energy Transition
Climate Change
Solar Energy
Data Centers
Hydrogen
Wind Energy
Inflation Reduction Act
Bloombergnef
Tariffs
Europe
BNEF
India
Climate Adaptation
Clean Technology
United States
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 weeklyEpisodes287Founded7 years ago
Number of ListenersCategories
BusinessScienceInvesting

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Artwork for Switched On

Latest Episodes

Severe disruption in the Strait of Hormuz is rippling far beyond oil markets. Around 10% of global aluminum supply is tied to the Middle East, and with exports constrained, prices are surging and supply chains are tightening. The impact will extend a... more

Fusion energy is entering a new phase. After decades as a scientific pursuit, the sector is attracting billions in private and public capital, with big tech, oil companies and governments all racing to bring the first commercial plants online. Advanc... more

PJM Interconnection is entering an era of explosive power demand. Home to a significant share of the world’s data centers, the largest US electricity market could soon be facing sky-high prices and scant supply. Yet stakeholders are divided on how be... more

It’s been nearly a year since Spain’s catastrophic blackout and key questions remain. Post-mortem reports point to a complex chain reaction in the grid, with no single trigger and gaps in coordination between operators, regulators and generators. The... more

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Recent Guests

Lara Kammen
BloombergNEF analyst
BloombergNEF
Episode: PJM Grapples With Data Center Load and Supply Gaps
David Mohammadi
BloombergNEF senior associate
BloombergNEF
Episode: PJM Grapples With Data Center Load and Supply Gaps
Eva Gonzalez Isla
Analyst, BloombergNEF PowerGrids team
BloombergNEF
Episode: Spanish Blackout Lessons One Year On: Analyst Reaction
(no additional guests)
Episode: Spanish Blackout Lessons One Year On: Analyst Reaction
Alistair Purdie
Senior associate from the nature and biodiversity team
BloombergNEF
Episode: Beyond Climate: The Rise of Nature Risk
Kobad Bhavnagri
Head of strategy, BloombergNEF
BloombergNEF
Episode: Finding Opportunity in a Complex Energy Transition
Amar Vasdev
Lead author of the LCOE report, senior associate in energy economics
BloombergNEF
Episode: Clean Power Costs Split After Years of Alignment
Kesavarthiniy Savarimuthu
BNEF's head of European Power
BloombergNEF
Episode: European Power Confronts Gas Shock: Analyst Reaction
Ethan Zindler
BloombergNEF's head of country and policy research
BloombergNEF
Episode: US Clean Energy Factbook: Generation Hits 20-Year High

Hosts

Tom Rowlands-Rees
Host with BloombergNEF; co-hosts and leads discussions on energy markets and investment trends.
Kamala Schelling
Producer and host focusing on energy transition topics and policy implications.

Reviews

4.7 out of 5 stars from 297 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 States9 months 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
    Switzerland10 months 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 States3 years ago

Listeners Say

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

Readers value rigorous, well-researched macro views on energy and finance.
Some listeners note long ad breaks impacting pacing.
Guests are typically credible BNEF analysts giving depth on technical topics.

Chart Rankings

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

Apple Podcasts
#199
United States/Business/Investing
Apple Podcasts
#127
United Kingdom/Business/Investing
Apple Podcasts
#63
Italy/Business/Investing
Apple Podcasts
#155
Germany/Business/Investing
Apple Podcasts
#215
Italy/Business
Apple Podcasts
#231
France/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Nuclear Fusion Powers Up for Commercial Breakthrough
Q: What are the key milestones a fusion technology must hit to enable commercial kilowatt-hours on the grid?
The primary milestone is achieving Q greater than 1, meaning more electricity output than input, followed by developing a commercially deployable plant and scalable manufacturing for replication. Some pathways may aim to use novel electricity generation methods that avoid conventional boiler/turbine systems, while others focus on constructing a prototype that can be produced at scale and deliver competitive electricity.
Beyond Climate: The Rise of Nature Risk
Q: Why are the scores out of 10, and why didn't any company score higher than six in the study?
The score is designed so that even the best performers still have revenue exposure in their sectors; a perfect 10 would require zero exposure and perfect mitigation, which is practically unattainable in most large, integrated industries. Iberdrola stands out with a 6 or higher due to strong performance across main issues and transparent reporting.
Beyond Climate: The Rise of Nature Risk
Q: So, let's start right at the beginning, what sits inside and outside nature risk, and is climate risk a subset of it?
Alistair explains that nature risk encompasses living and non-living natural assets and their dependencies, and that climate risk is a subset of nature risk, but the two are linked through physical and transition risks. He emphasizes the broader, more localized nature of risk versus the universal metric used for CO2e in climate.
How Fuel Price Shocks Are Rewiring Clean Tech Trade
Q: What evidence is there that the needle is moving on diversification away from fossil fuels?
Antoine explains several signposts across Southeast and South Asia, including rising solar, EV, and battery imports, and notes that both policy and consumer choices are driving this shift, with power demand growth and energy-security concerns accelerating adoption.
European Power Confronts Gas Shock: Analyst Reaction
Q: Is gas actually far more important for power prices than oil in Europe?
Yes, Europe relies more on gas for power generation and heating, though the share of gas has declined since five years ago as renewables have expanded; gas still dominates power pricing dynamics today.

Audience Metrics

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

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Frequently Asked Questions About Switched On

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

This show consistently centers on the economics and policy of the energy transition, blending deep-dive research from BloombergNEF analysts with practical implications for investors, policymakers, and industry leaders. Episodes typically explore funding structures, regulatory design, market dynamics, and technology deployment (from private capital to biofuels, storage, and grids), often featuring data-driven methodology and global regional nuance. A standout pattern is the frequent involvement of BNEF researchers who translate complex research into actionable insights for decision-makers, with occasional focus on policy levers, incentives, and risk management. The format tends to balance macro investment trends with on-the-ground implicatio... 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. Zero: The Climate Race
3. Catalyst with Shayle Kann
4. Energy Gang
5. Interchange Recharged

How many episodes of Switched On are there?

Switched On launched 7 years ago and published 287 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. Lara Kammen
2. David Mohammadi
3. Eva Gonzalez Isla
4. (no additional guests)
5. Alistair Purdie
6. Kobad Bhavnagri
7. Amar Vasdev
8. Kesavarthiniy Savarimuthu

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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