Recent volatility and high prices in natural gas commodities markets have created a knock-on effect for utilities and consumers. This week, Switched On speaks with BloombergNEF's global head of LNG analysis, Fauziah Marzuki, about the once regional but now global natural gas market. She discusses the future of natural gas including when and under what conditions natural gas prices and trade flows might stabilize. This episode is based on a report titled Four Ways to Think About the Future of Natural Gas. BNEF clients can access this analysis at BNEF on the Bloomberg Terminal, on bnef.com or BNEF Mobile. Switched On is hosted by Dana Perkins. See omnystudio.com/listener for privacy information.

Natural Gas Is Wishing for a Warm Winter

Conversations about global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Each week, Dana Perkins sits down with different BloombergNEF (BNEF) analysts to discuss their latest research and unique perspective on the future of energy, transport, agriculture, sustainability and more.

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The first quarter of 2024 has seen a flurry of sustainable finance policy activity and a wave of mandatory reporting rules. Yet on the flip side, anti-ESG policies are gaining traction in the US. On today’s show, Dana is joined by Maia Godemer, senior associate for green and sustainable finance at BloombergNEF, to discuss this rapidly changing environment. Together, they consider BNEF’s new Sustainable Finance Policy Quarterly, touching on the new EU Corporate Sustainability Reporting Directive (CSRD) and how it differs from the International Sustainability Standards Board (ISSB).
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com
Links to research notes from this episode:
Sustainable Finance Policy Quarterly 1Q 2024 - https://www.bnef.com/insights/33831 See omnystudio.com/listener for privacy information.

US ESG Backlash Steps Up as EU Strengthens Standards

As the host of this year’s G-20 meetings and next year’s COP30 climate conference, Brazil is in the spotlight. Ranked sixth globally for energy transition investment in 2023, and third for both wind and solar capacity additions, Brazil is aiming to use its vast array of natural resources to ensure its future as a clean energy powerhouse.
On today’s show, Dana is joined by BloombergNEF’s head of Latin America research, James Ellis, and analyst, Vinicius Nunes. They discuss Brazil’s potential for green hydrogen production, growing electric vehicle (EV) adoption in a market that is already dominated by vehicles powered by biofuels, and the role of the Amazon forest in voluntary carbon markets.
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com
Links to research notes from this episode:
Latin America Market Outlook 1H 2024: Brazil Drives Growth - https://www.bnef.com/insights/33999 See omnystudio.com/listener for privacy information.

Brazil Harnesses Natural Capital to Fuel Green Future

As part of the Inflation Reduction Act, draft guidance for the US hydrogen production tax credit was introduced in December 2023, with the aim of promoting decarbonization in hard-to-abate sectors and enhancing energy security in the country. While some applauded the draft guidance for preventing greenwashing and driving real decarbonization, others view these requirements as excessive, and fear they could potentially discourage investment in green hydrogen production.
On today’s show, BNEF’s head of hydrogen research, Martin Tengler, hosts a conversation on hydrogen production in the US, with panelists Kathleen Barron, Executive Vice President and Chief Strategy Officer at Constellation; Claire Behar, Chief Commercial Officer at Hy Stor Energy; Elena Scaltritti, Chief Commercial Officer at Topsoe; and Andy Vesey, President and Chief Executive Officer at Fortescue North America. They discuss whether the tax credit rules are helping or hurting green hydrogen production in the US, the lack of demand incentives compared with the EU, and the role that nuclear could play in the hydrogen sector’s future.
Today’s episode was recorded live at the BNEF Summit New York. To learn more about BNEF’s Summits and to listen to more interviews, please visit https://about.bnef.com/summit/ See omnystudio.com/listener for privacy information.

US Hydrogen Industry at Odds Over Tax Credit Rules

Sustainable aviation fuel, or SAF, has the potential to help decarbonize aviation and is the most scalable technology for this hard-to-abate sector in the near term. With offtake agreements for SAF surging over the past two years, the nascent industry has been showing promise. However, hurdles remain due to scarcity of supply, resource competition from renewable diesel, and a lack of technological diversification.
On today’s show, Dana is joined by Daisy Robinson and Rose Oates, two members of BloombergNEF’s renewable fuels team. Together they discuss the regional policies that are driving the uptake of cleaner jet fuels, the different feedstocks used to produce SAF, and the greenium that SAF faces when compared with traditional fuels.
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com
Links to research notes from this episode:
2024 Sustainable Aviation Fuel Outlook: Getting Airborne - https://www.bnef.com/insights/33497/view
  See omnystudio.com/listener for privacy information.

Green Jet Fuel Mandates Lift Demand for Scarce Supply

China is churning out clean energy technology at a breakneck pace, driving down prices on everything from solar panels to lithium ion batteries. With supply far exceeding demand, the timing couldn’t be worse for the many countries that are looking to onshore clean-tech equipment manufacturing.
On today’s show, Dana is joined by BloombergNEF’s Head of Trade and Supply Chains, Antoine Vagneur-Jones. They discuss the impetus behind the Chinese government’s drive to dominate the clean-tech export sector, the sheer scale of the global manufacturing overcapacity and whether it’s already sufficient to meet net-zero goals, and the US reaction to Chinese companies potentially offshoring production to countries like Mexico.
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com
Links to research notes from this episode:
China’s Clean-Tech Overcapacity Threatens Onshoring Dreams - https://www.bnef.com/insights/33543
Mexico Won’t Be China’s EV Export Hub to US Anytime Soon - https://www.bnef.com/insights/33761 See omnystudio.com/listener for privacy information.

Natural Gas Is Wishing for a Warm Winter

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