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.