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Switched On

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

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 weeklyEpisodes324Founded7 years ago
Number of ListenersCategories
InvestingBusinessScience

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Artwork for Switched On

Latest Episodes

Europe’s energy shocks have exposed the cost of energy dependence. The loss of Russian gas accelerated investment in renewables and liquefied natural gas, but high prices, infrastructure bottlenecks and new import dependencies remain. Greater electri... more

The economics of heating your home are shifting. Whether a heat pump saves money increasingly depends on what heats your home, where you live and when you use electricity. Heating oil prices have surged to a two-decade high in the US, EU and UK, dram... more

YouTube

Gas turbines are a hot topic. Orders for this critical piece of infrastructure are surging alongside rising power demand and the need to refurbish aging power plants. Data centers are adding urgency, particularly in the US, and scarce delivery slots ... more

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Europe’s power mix is changing fast. Ample output from wind, solar and nuclear means that northwest Europe could require significantly less power from fossil fuels this winter than last. At the same time, rising electricity demand from EVs and data c... more

YouTube

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Recent Guests

Atin Jain
BloombergNEF global gas specialist researching gas turbine orders and manufacturing
BloombergNEF
Episode: Gas Turbine Makers Cash In on Global Power Rush
Arhnue Tan
Senior associate on BloombergNEF's European power team
BloombergNEF
Episode: Europe's Power Markets Face a New Balancing Act
Estella Agyepong
BNEF Climate Finance Team analyst
BloombergNEF
Episode: Where Transition Risk Meets Corporate Opportunity
Maia Mesanger
BNEF Climate Finance Team analyst
BloombergNEF
Episode: Where Transition Risk Meets Corporate Opportunity
Alistair Purdie
Climate research analyst
BloombergNEF
Episode: Water Stress Brings Risks for Thirsty Power Generators
Arham Muhammad
European Gas Market Analyst
BloombergNEF
Episode: Global Gas Tug of War Is Brewing for Winter
Jess Hicks
Weather Team Associate
BloombergNEF
Episode: Global Gas Tug of War Is Brewing for Winter
Helen Ramsbottom
Analyst, agriculture
BloombergNEF
Episode: Food and Farming Caught in Geopolitical Crossfire
Zoe Zakrzewska
Trade and Supply Chain Analyst at BloombergNEF
BloombergNEF
Episode: US Grid Ban Hits Batteries Hardest: Analyst Reaction

Hosts

Kamala Schelling
Host of Switched On
Tom Rowlands-Rees
Host of Switched On

Reviews

4.7 out of 5 stars from 304 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.

Ads can feel lengthy; room for tighter breaks.
Engaging, data-driven, and accessible; great guests and insightful Q&A.
High-quality macro views with strong expert context across energy topics.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Europe's Power Markets Face a New Balancing Act
Q: So what's going on there?
Tan explains that renewable expansion can push prices down initially, but growth in demand from data centers and electric vehicles, along with the limits of wind and solar and the cost of backup gas plants, can raise prices over time.
Europe's Power Markets Face a New Balancing Act
Q: So, how bumpy do you think the road is looking for Europe as we go into this winter? For the power markets of Europe?
Tan says the outlook is favorable because more nuclear, wind and solar generation should reduce the need for fossil-fuel power, though gas supply, nuclear outages and prolonged low wind could increase reliance on gas.
Gas Turbine Makers Cash In on Global Power Rush
Q: Does that mean that despite the expansion in capacity, we should still be expecting higher prices for gas turbines, longer lead times?
Yes. Manufacturing the largest turbines takes 18 to 24 months, and reserved delivery slots can add another 12 to 18 months. Scarce production capacity gives manufacturers pricing power, and Jain cites recent price increases of 10% to 20% for GE Vernova orders.
Gas Turbine Makers Cash In on Global Power Rush
Q: So what's driving this surge? Why does everyone want a gas turbine right now?
Jain identifies three main drivers: new electricity demand, including data centers; replacement of aging coal, oil and gas power assets; and the need for gas turbines to firm up renewable generation.
Water Stress Brings Risks for Thirsty Power Generators
Q: How do renewables change this dynamic, and what does the future look like for water stress in the power system?
Renewables bring much lower water use per unit of generation, potentially decoupling new generation from freshwater stress; however, the current fleet's exposure remains significant, and regional differences will shape how vulnerabilities evolve through 2050 and beyond.

Audience Metrics

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Frequently Asked Questions About Switched On

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

The show centers on energy, technology, and policy trends, frequently featuring BloombergNEF analysts who unpack recent research with clear, data-driven context. Episodes often dissect policy shifts, grid reliability, renewable deployments, and market dynamics, with practical implications for investors, utilities, developers, and policymakers. A standout pattern is the mix of macro outlooks (regional and global) and near-term operational detail (project economics, technology economics, and regulatory design), delivered through accessible explanations and concrete case studies. The format tends to be interview-heavy, prioritizing expert insight from within BNEF and related energy-tech domains, and it often surfaces timely topics like electri... 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. Columbia Energy Exchange

How many episodes of Switched On are there?

Switched On launched 7 years ago and published 324 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. Atin Jain
2. Arhnue Tan
3. Estella Agyepong
4. Maia Mesanger
5. Alistair Purdie
6. Arham Muhammad
7. Jess Hicks
8. Helen Ramsbottom

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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