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.

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.