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.

Shares of Chinese robotics‑component suppliers climbed after a local report said Tesla Inc. teams had arrived in the country to audit suppliers and place additional orders to boost production of its Optimus humanoid model.

Chinese-founded AI startup Manus is set to double its valuation to $4 billion in its first fundraising since Beijing ordered it to split from Meta Platforms Inc., charting a path to a fresh start after getting caught up in a geopolitical tussle.

Huawei Technologies Co. is accelerating the debut of its next-generation AI chip in 2027 by several months as it aims to replace Nvidia Corp. in China and compete on the global stage.

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…

Moonshot AI is targeting a manifold jump in annualized revenue to $2 billion by the end of the year, using the breakout success of its Kimi K3 model to dial up the heat on rivals from Anthropic PBC to Z.AI Co.

Shanghai Enflame Technology Co.’s shares surged in their Shanghai debut after the chipmaker backed by Tencent Holdings Ltd. raised about 6.12 billion yuan ($911m) in an initial public offering.

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.