Switched On

We hear a lot about growth in the electric car market, but what about electric two- and three-wheelers? In 2040 about half of the 1.25 billion mopeds, scooters, and motorcycles out on the road will be electric, and most of these will be in Asia. This week, Switched On speaks with BloombergNEF mobility analysts Nick Albanese and Allen Abraham about the future of two- and three-wheeled transport.

This episode is based on a report titled How Fast Will Two-Wheelers Electrify? BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF on the Bloomberg Terminal.

Switched On is hosted this week by Dana Perkins and Mark Taylor.

See omnystudio.com/listener for privacy information.

Lithium is used the world over for electronics and, increasingly, electric cars. There is a supply and security risk in that most of this lithium comes from just a few countries, and those are not where the phones and cars get made. This week, Switched On speaks with BloombergNEF metals analyst Sharon Mustri about growing demand for unconventional lithium. Alternative lithium resources that put the source of the mineral closer to the factory.

This episode is based on a report titled Unconventional Lithium: The Road to Supply Security. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF on the Bloomberg Terminal.

Switched On is hosted this week by Mark Taylor.

See omnystudio.com/listener for privacy information.

Companies can do everything they can to reduce their carbon footprint, and most often it is still not enough to cover all their emissions. After everything they can do themselves, they can buy carbon offsets -- investments in projects that reduce CO2, like tree-planting or cook stoves. This week, Switched On speaks with BloombergNEF sustainability analyst Kyle Harrison. about growing demand for these offsets as more companies set plans to reach net-zero emissions, and challenges as this market grows.

This episode is based on a report titled Voluntary Carbon Offsets: a Shortcut for Heavy Emitters. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF on the Bloomberg Terminal.

Switched On is hosted this week by Dana Perkins and Mark Taylor.

See omnystudio.com/listener for privacy information.

Carbon capture, utilization and storage -- taking CO2 out of the air and putting it underground or into products. The sector has had a few false starts, but appears it could be having a revival. In this episode, Switched On speaks with Julia Attwood, head of advanced materials research for BloombergNEF, and advanced materials analyst Ryan Anderson about the current state of play in CCUS. They will also introduce promising new applications that could give a boost to the sector and make a dent in global emissions.

This episode is based on a report titled CCUS: Applications in Oil & Gas, Power and Industry. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF on the Bloomberg Terminal.

Switched On is hosted this week by Mark Taylor.

See omnystudio.com/listener for privacy information.

Solar on cars has been around for a long time. But until recently, it has either been pure gimmick or used to power small auxiliaries -- not the drive train. In this episode, Switched On speaks with Hugh Bromley, head of consumer research at BloombergNEF, about solar cars. He will tell us about how they are starting to power the wheels, even if just a bit.

This episode is based on a report titled Solar-Powered Cars: Trickle or Charged? BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF on the Bloomberg Terminal.

Switched On is hosted this week by Mark Taylor.

See omnystudio.com/listener for privacy information.

In this episode, Switched On speaks with BloombergNEF head of digital industry research, Claire Curry, and digital industry analyst Kirti Vasta. Claire and Kirti tell us about digital strategies in the time of Covid-19. Some companies are all-in on their digital strategies. Others have pedaled back, and are retrenched in what they know best. A few are even giving away software, on the hopes that new users they hook today, will pay up once economic conditions improve.

This episode is based on a report titled Technology Radar April 2020: Covid-19 Impact. BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF on the Bloomberg Terminal. Users can also subscribe to this report and ongoing Covid coverage at bnef.com/series.

Switched On is hosted this week by Mark Taylor.

See omnystudio.com/listener for privacy information.

In this episode, Switched On speaks with BloombergNEF head of clean energy research, Logan Goldie-Scot, and head of transport, Colin McKerracher. Logan and Colin give the bird's-eye view of how Covid-19 will shape the year in clean energy and transport. Supply and demand balances are definitely disrupted, but order backlogs, existing stockpiles and construction queues, could provide significant buffers to short-term shocks.

BNEF users can follow ongoing Covid coverage at bnef.com/series or at BNEF.

Switched On is hosted this week by Dana Perkins.

See omnystudio.com/listener for privacy information.

In this episode, Switched On speaks with BloombergNEF head of research, Albert Cheung, and head of policy, Vicky Cuming. Albert and Vicky tell us about how electrifying more sectors of an economy can enable countries to make substantial progress toward carbon neutrality. BNEF calls it "sector coupling", and it brings both new industrial opportunities and a significant increase in total power generation.

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In this episode, Switched On speaks with Ali Izadi-Najafabadi, head of Asia Pacific research for BloombergNEF. He'll tell us about China starting to get back to work -- how it seems ready to go, but is waiting on the rest of the world to catch up.

BNEF users can follow ongoing Covid coverage at bnef.com/series.

This episode of Switched On is hosted by Mark Taylor.

See omnystudio.com/listener for privacy information.

What do you do when a pandemic upends every one of your forecasts and expectations for the future? This week, Switched On speaks with BNEF Head of Research, Albert Cheung, about making sense of things during Covid-19. He’ll walk us through how we started to get our heads around the problem, and the frameworks BNEF analysts developed to explain what’s happening and accommodate the ever-changing impacts the virus is having on the global economy.

BNEF users can follow ongoing Covid coverage at bnef.com/series.

Switched On is hosted this week by Mark Taylor and Dana Perkins.

See omnystudio.com/listener for privacy information.