Energy shocks don’t just move prices, they reshape trade. As oil and gas prices rise, countries reliant on energy imports are accelerating the shift toward clean technologies, from solar and batteries to electric vehicles. In many cases, that change is being driven by businesses and consumers responding directly to higher costs. Yet it also relies on trade dynamics and government priorities, at both the local and regional level. On today’s show, Tom Rowands-Rees is joined by Antoine Vagneur-Jones, BloombergNEF’s head of trade and supply chains, to discuss findings from some of his team’s notes, including “Trade Transition Scenarios: Outlook to 2050” and “Clean-Tech Tariffs Are Lower Than You Think.”

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:

Clean-Tech Tariffs Are Lower Than You Think - https://www.bnef.com/insights/39069

Trade Transition Scenarios: Outlook to 2050 - https://www.bnef.com/insights/38709

EVs Could Dominate Global Auto Trade in Just Five Years - https://www.bnef.com/shorts/tbfrcjt96oso00

What EU Guardrails Could Mean for Chinese Battery Firms - https://www.bnef.com/analyst-reactions/tbfdc1t9njlv00

Clean Energy Trade and Emerging Markets - https://www.bnef.com/insights/37867

See omnystudio.com/listener for privacy information.

Nature risk is becoming a critical challenge for companies. It’s also incredibly complex. Exposure spans an array of largely local issues, from water and biodiversity to waste and pollution, making it harder to measure and compare across sectors and geographies than its better-known sibling climate risk. BloombergNEF’s new Nature Risk Management Scores aim to bring structure to that complexity, analyzing not only company exposure but also how effectively risks are managed. The results highlight a clear gap: firms with the greatest exposure are not always those taking the most action, and progress varies widely across different risk areas.So how do you measure something as diffuse as nature risk, and what do these scores reveal about which companies are best prepared? On today’s show, Tom Rowlands-Rees is joined by Alistair Purdie, a senior associate from BNEF’s nature and biodiversity team, to review findings from the note “Managing Nature Risk: Company League Tables.”

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:

Managing Nature Risk: Company League Tables - https://www.bnef.com/insights/38829

See omnystudio.com/listener for privacy information.

The energy transition is entering a more complex phase. Geopolitics, trade tensions and rapid technological change are reshaping markets, creating new risks as well as new opportunities. Demand is rising across clean power, electric vehicles and data centers, even as supply chains tighten and policy becomes more fragmented. At the same time, falling costs and new business models are opening fresh pathways for investment. So how can global markets navigate this complexity – and where are the opportunities emerging in the next phase of the transition? On today’s show, Kobad Bhavnagri, BloombergNEF’s head of strategy, reads a briefing note that was presented by BNEF CEO Jon Moore at this year’s Davos summit, titled “The Energy Transition: Finding Opportunity in Complexity.”

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

See omnystudio.com/listener for privacy information.