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.

The highly anticipated initial public offering of Unitree Robotics drew huge demand from retail investors as China’s leading humanoid robot maker opened books for an offering that’s set to give it a market valuation of $9 billion.

Artificial intelligence chipmaker Moore Threads Technology Co. said it plans to list in Hong Kong at an “appropriate time” after its shares have surged more than 420% since their Shanghai debut last year.

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.

BloombergNEF published its new US data center capacity forecast on July 21, 2026, packed full of new analysis and insights about developers, timelines, regional market dynamics and on-site power considerations. Here are our key takeaways.

Chinese regulators fined Trip.com Group Ltd. 5.18 billion yuan ($765 million), concluding that the country’s largest travel booking platform abused its market dominance after a monthslong investigation.

Prices of sustainable aviation fuel, or SAF, are rising as the closure of the Strait of Hormuz disrupts global fuel markets. Higher oil-product prices are increasing demand for biofuels, particularly for road transport, as governments seek to soften the impact of elevated fuel costs. Prices in Northwest Europe, the largest SAF consumption hub, are set to remain elevated over the next year according to BloombergNEF analysis, averaging $2,746 per metric ton.

The marquee listing of CXMT Corp. ignited a rush among retail investors as China’s homegrown memory giant opened books for an initial public offering to raise $9.8 billion, the second-largest in the nation’s history.

In an industrial park on the outskirts of Beijing, a humanoid arm picks up a bag of Lay’s potato chips and places it neatly along a row of snacks on a shelf. Nearby, a worker films himself grabbing cushions off a sofa and folding sheets on a bed, recording videos that will be used to develop brains for robots.

Solar is set to oust coal as the leading generator of electricity within six years, BloombergNEF finds in its latest energy transition outlook, despite a first ever slight dip in installations in 2026. “Solar is the cheapest source of power in many countries, and is proving the easiest and fastest to deploy,” said Jenny Chase, BNEF’s clean power specialist. “Its role in the global energy mix will be substantial, ushering in a new age where power is cheap whenever the sun shines.”

The global economy has reached the “messy middle” of the energy transition where renewable energy and electric vehicles are prevalent enough to affect the demand for fossil fuels without entirely displacing them. This introduces new tensions and volatilities to established industries from energy to transport and countries from Canada to Indonesia.

Global clean power purchase agreement (PPA) volumes fell for the first time last year in nearly a decade, as power prices and policy risks redefined market activity.

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.

The Electric Vehicle Outlook is our annual long-term publication looking at how electrification, shared mobility, autonomous driving and other factors will impact road transport in the coming decades.