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BloombergNEF’s South Africa Transition Factbook: Power-Market Reform and Private Investments Drive Energy Transition

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.
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States Put Data Centers on Pause: Analyst Reaction

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 β€œTexas’ Data Center Pause Could Cost Projects Billions” and β€œPennsylvania’s Data Center Pushback Raises Pipeline Risk.”
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Six Months In: The Iran War’s Global Impact

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…
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