The Transition Metals Outlook is BNEF’s annual long-term outlook for the role of metals in the energy transition.

BloombergNEF’s (BNEF) Transition Metals Outlook 2026 finds that nine of the 10 materials studied are on track to have sufficient supply capacity through 2050, a significant improvement on previous forecasts.

How is surging solar and battery investment reshaping Central and Southeast Europe’s power markets? Explore how grid constraints, widening power-price spreads and coal closures are shifting value toward flexibility across the region.

Many consumers pay more for power today than before the Covid-19 pandemic. Explore how prices have shifted around the globe.

Many consumers pay more for power today than before the Covid-19 pandemic. Explore how prices have shifted around the globe.

Could a new wave of refining capacity reshape global oil markets? Explore how 4.2 million barrels per day of projected capacity growth through 2030 could intensify competition, shift trade flows and put pressure on refinery margins.

BloombergNEF published its latest US data center capacity forecast, packed with insights about developers, timelines, regional market dynamics and on-site power considerations. Here are our key takeaways.

Europe’s gas market is heading into winter with little room for error. Lower storage levels and disruption in the Middle East have left the region more exposed to weather and competition for LNG. BNEF’s base case sees European storage falling to 21% by the end of March, but a prolonged Strait of Hormuz disruption or a particularly cold winter could push it toward 10%.

BloombergNEF published its latest US data center capacity forecast, packed with insights about developers, timelines, regional market dynamics and on-site power considerations. Here are our key takeaways.

BNEF’s Energy Supply Fund Ratio (ESFR) 2026 report highlights that asset managers are unlocking an increasing amount of capital for clean energy build out. Explore more.

The US energy landscape is changing quickly. Demand for artificial intelligence is driving up power demand while electric vehicle (EV) adoption slows down and enters a more complex phase. Together, these trends are reshaping how utilities, policymakers, financiers and automakers respond to emerging challenges in the energy sector.

PRESS RELEASE Download Report KEY TAKEAWAYS BloombergNEF’s New Energy Outlook 2026: Japan finds that despite Japan’s declining population, electricity demand begins to recover, driven by the rise of data centers and electrification of the transport sector. An accelerated energy transition boosts Japan’s energy security, while increased electrification reduces exposure to imported fossil fuels and global…

Can gas turbine manufacturing keep pace with surging global demand? Explore how capacity is projected to rise more than 50% to 102GW by 2030 and what could turn today’s scarcity into tomorrow’s oversupply.

South Africa’s energy system is undergoing a major transition as the nation has moved beyond the worst of its power crisis, according to BloombergNEF's (BNEF) South Africa Transition Factbook 2026. Persistent load shedding has ended after coal power plants returned to service and private-sector participation increased.

America’s data center boom is running into political resistance. Texas, New York and Pennsylvania are moving to slow or pause new projects amid concerns over electricity costs, infrastructure and local impacts. Texas alone accounts for around 20% of the US pipeline, meaning even short delays could cost developers billions. The pushback is increasingly bipartisan, as politicians respond to growing opposition from local communities and overloaded power grids. The result is new uncertainty for developers racing to secure electricity and bring projects online. So has America’s data center boom finally hit the brakes? And what happens next? On today’s show, Kamala Schelling is joined by BloombergNEF’s senior associate for North American policy, Derrick Flakoll, to discuss his recent notes “Texas’ Data Center Pause Could Cost Projects Billions” and “Pennsylvania’s Data Center Pushback Raises Pipeline Risk.”

How is the MENA region’s clean power market evolving amid growing energy security concerns? Learn how record solar, wind and storage additions are reshaping the region’s energy mix and driving investment.

ARTICLE On Feb. 28, the US and Israel launched missile strikes on Iran. Within days, Iran responded militarily, then economically by dramatically clogging the flow of oil, gas and other goods through the Strait of Hormuz. Given the interconnectedness of the global economy, the Iran war’s impacts have been felt in most corners of the…

Renewable energy investment held steady in early 2026, as record spending on co-located solar and storage offset declines in standalone projects.

Bank of America says AI infrastructure financing remains robust as demand grows across data centers, power and compute.

Artificial intelligence is heating up the race to build data centers, and with BloombergNEF projecting 194 gigawatts of demand by 2035, the biggest challenge isn't computing power…. It's electricity. Faced with years-long grid connection delays, developers are turning to on-site gas generation to bring projects online faster, creating a rapidly expanding market for turbines, engines, fuel cells and battery storage. Choosing the right technology is a trade-off between speed, cost, efficiency and emissions. And while on-site generation is often seen as a temporary bridge, developers are also weighing what role those assets could play once permanent grid connections become available.