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.

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.

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.

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.

BloombergNEF’s (BNEF) annual Electric Vehicle Outlook (EVO) expects over a quarter (27%) of cars sold globally in 2026 to be electric – up from 9% five years ago – and over half (52%) of all passenger vehicles to be electric by 2035.

The AI boom is ushering in a new era for energy storage. As data center buildout accelerates, batteries are evolving from short-duration backup tools into larger, more flexible systems that can help bring facilities online faster and manage complex power needs. In the US in particular, a growing pipeline of projects is emerging, with batteries increasingly paired with on-site generation or used to smooth demand and unlock faster connections to the grid. So how are data centers changing the energy storage market, and what role could these systems play in the power grid of the future? On today’s show, Tom Rowlands-Rees is joined by, Caitilín McManus, a technology and innovation associate at BloombergNEF, to discuss her recently released note “Data Centers’ Energy Storage Ramp Up: Project List Grows.”

Mexico is entering a pivotal moment for its energy system and economy more broadly. Power-sector reforms, shifting oil and gas trade flows, US-Mexico-Canada Agreement negotiations and industrial competitiveness are converging to reshape the country’s investment landscape.