🌍 The global energy transition continues to evolve, with impacts varying widely across regions. From 37% growth in Africa’s imports of Chinese solar equipment to shifting EV adoption trends, BloombergNEF experts examine the developments shaping energy markets worldwide. ⚡ Explore the latest insights: bloom.bg/3V6UfG1

🌍 What does the energy transition really mean for the global economy? BloombergNEF and @economics find that a technology-led transition leaves global GDP just 0.1% lower by 2050 than in a world without a transition — before accounting for avoided climate damages. 📊 Explore how the costs and benefits of different transition pathways could play out across economies, countries and sectors: bloom.bg/3V7CS82

🚛 The global market for zero-emission trucks is accelerating. China and Europe are leading the way, while improving technology, infrastructure investment and increasingly competitive economics are helping electric truck adoption gain traction in new markets. ⚡ Explore BloombergNEF’s latest Zero-Emission Truck Factbook for the trends shaping electric trucking worldwide: bloom.bg/3SVlliQ

💰 What could the energy transition mean for corporate costs and revenues? BloombergNEF’s new Transition Risk and Opportunity Outlook models how technology disruption, shifting demand and carbon pricing could impact corporate cashflows over the next decade. 📊 Explore the risks and opportunities shaping businesses across the transition: bloom.bg/4dQn001

💰$2.3 trillion of energy supply financing globally is slowly tilting cleaner. BloombergNEF's Energy Supply Banking Ratios report found that for every $1 of fossil fuel financing in 2025, banks facilitated $0.97 in low carbon activity. This is an increase from the year prior, but remains well below levels needed to reach climate goals. Read all the insights here: bloom.bg/4Ap16KX

🌍 How does the energy transition evolve amid system-wide growth? Ahead of New York Climate Week 2026, BloombergNEF explores how rising energy demand and major shifts across the global energy system are creating new opportunities and challenges for decarbonization. 📊 Transition Amid System-Wide Growth, a BNEF briefing note for Climate Week, brings together high-level BNEF research, insights and perspectives — available for free to help inform the conversations shaping Climate Week. Read it here: bloom.bg/3Tg0E16

🌍 $412 billion was invested in new utility-scale renewable projects across low- and middle-income economies from 2016-2025. But where is that capital coming from? In 2025, 68% of investment came from domestic sources, signaling the growing role of local capital in financing the energy transition. ⚡ Explore BloombergNEF’s latest insights. bloom.bg/4h90a4K

⚡ Today's gas turbine crunch could become tomorrow's glut. A surge in power demand is stretching global gas turbine manufacturing to its limits, lengthening delivery times and pushing order books deep into the next decade. But the industry has been here before – and history warns that today's scarcity could give way to overcapacity. BloombergNEF's Global Gas Turbine Manufacturing Outlook maps who is racing to expand, where the new capacity is landing, and the supply chain bottlenecks that could hold it all back. Read the latest for the full picture: bloom.bg/4yBwN23

☀️🔋 Renewable energy investors are focusing on revenue more than ever. Investments in renewable energy plateaued in the first half of 2026, as investors placed extra scrutiny on expected project returns. Explore the latest trends in renewable energy investment BloombergNEF’s latest analysis ➡️ bloom.bg/3UtyFLA

That's a wrap on #BNEFSummit New Delhi 2026! ✅ Big thanks to our speakers, attendees and Sponsors.🤝 ⬇️ ⬇️ ⬇️ Partners: 🔷 @HSBC, HSBC Corporate and Institutional Banking 🔷 @Google ✨ Relive the Highlights of the BNEF Summit New Delhi!✨ 🎥 bloom.bg/4wWqS6I 📸 bloom.bg/4xhUZGz

The #BNEFSummit New Delhi 2026 is right around the corner! 📢 We are delighted to announce the participation of the following distinguished speakers: 🔸Santosh Kumar Sarangi, IAS, Secretary, Ministry of New & Renewable Energy, Government of India 🔸Yashodhara Chaudhary, Managing Director & Country Manager, Equinor India 🔸Girish Tanti, Co-founder, Suzlon Group 🔸Rahul Munjal, Founder & Chairman, Hero Future Energies 🔸Amit Jain, Chief Executive Officer, Aditya Birla Renewables Ltd 🔸Praveer Sinha, Chief Executive Officer & Managing Director, Tata Power Company 🔸Manish Pant, Executive Vice President, Schneider Electric We're looking forward to welcoming our Partners 🤝 🔷 HSBC, HSBC Institutional Banking 🔷 Google 📍 New Delhi 📅 August 21, 2026 🔗 Learn more: bloom.bg/45yAARn

The $14 Billion Data-Center Financing Led by Bank of America: Q&A 💡 @BankofAmerica - the second-largest US bank by total assets - recently helped raise $14 billion of debt for a large gigawatt-scale center being built for Oracle in Michigan. Karen Fang, the Global Head of Infrastructure and Sustainable Finance, spoke about how the deal evolved over the nine months it took to finalize and the bank's positioning as a one-stop shop for “integrated financing solutions across sustainable, digital and core infrastructure sectors.” In an interview with BNEF's senior editor, Vandana Gombar, Fang, who is also a member of the bank’s Management Committee, said the bank's pipeline of deals is “robust” across the three key pillars of data center development: buildings, power supply and compute equipment. Read the full interview 👉 bloom.bg/4xFuBpZ

🚘 Global EV sales are set for another record year, but not every market is moving at the same speed. BloombergNEF’s Electric Vehicle Outlook 2026 expects over 23 million passenger electric vehicles to be sold globally this year, a jump of 11% from 2025. The continued rise in sales comes as lithium-ion battery prices fall, more affordable EV models are introduced and EV adoption in emerging markets surges. At the same time, BNEF has reduced its passenger EV adoption outlook for the second year in a row, largely due to a slowdown in sales in China and the US. Other key findings include: • Over a quarter of cars sold globally in 2026 are projected to be electric, up from 9% five years ago • China accounted for 63% of electric cars sold globally in 2025 • Road transport oil demand is set to peak in 2029 • Electric passenger vehicles are projected to outnumber internal combustion engine vehicles on the road in 2047 • The grid will require over $800 billion of investment globally to incorporate electric vehicles by 2040 Download the BloombergNEF Electric Vehicle Outlook 2026 Executive Summary 👉 bloom.bg/4uB5EK7

At the first #BNEFSummit Amsterdam, the message was clear: Europe’s energy transition now hinges on consistency, coordination and credible demand signals. From CBAM and carbon markets to hydrogen, clean fuels and industrial policy, the debate focused on how Europe can increase competitiveness while accelerating decarbonization. 300 leaders across policy, finance, industry and technology debated how Europe can turn policy ambition into scalable, investable low-carbon industrial leadership. Key themes: ⚡ Consistency is more than ever a climate strategy: companies can hedge prices, but not policy uncertainty. 🏭 Europe’s industrial reset is about demand, not just supply. 🌍 Strategic autonomy will require smarter cooperation across global supply chains. 💶 CBAM and carbon markets need credibility to drive investment. 🚢 Clean fuels, hydrogen and shipping will depend on policy clarity, infrastructure and offtake. Watch the highlights: bloom.bg/43suP6L Photos: bloom.bg/4uqnoYB

Even though the Strait of Hormuz is largely closed and inventories are being drawn down sharply, a sustained oil price rally has failed to materialize. The oil market is dealing with a temporary supply disruption on top of a structurally bearish backdrop. The BloombergNEF modelling reflects the possibility that oil prices may have already peaked, or are close to peaking. Here are the three factors that support the bearish view: ⚡ Demand: Oil demand is increasingly fragile, and the slowdown appears more structural than cyclical. Efficiency gains continue to reduce fuel intensity. Electric vehicles are taking a bigger bite out of gasoline demand. 📊 China inventories: China has sharply trimmed its crude imports, reflecting both softening domestic demand and opportunistic stockpiling over the past several years, when sentiment and prices were low. Today, those stockpiles work in the other direction, limiting the scope of the price rally beyond $120 per barrel. 🛢️ Production: While demand softens, supply keeps expanding. Supply growth outside OPEC+ remains robust, especially in the Americas. As Middle East barrels come back on top of rapidly growing supply elsewhere, the market could swing from a deficit this year into a sizable surplus next year. Read more here: bloom.bg/4vM0Dj3

That's a wrap on #BNEFSummit Amsterdam 2026! ✅ Big thanks to our speakers, attendees and Sponsors.🤝 ⬇️ ⬇️ ⬇️ 🔷 Partner: @SolaXPower 🔷 Sponsor: @MHI_Group ✨ Relive the Highlights of the BNEF Summit New York!✨ 🎥 bloom.bg/4urCSf9 📸 bloom.bg/4ak5waF

🚨 BloombergNEF’s annual flagship report, New Energy Outlook 2026, is now live. Energy security is top of the global agenda after successive energy market shocks. This year’s outlook finds that countries continuing to deploy economically competitive clean technologies can reduce their reliance on imported fossil fuels and strengthen energy security. 📈 This chart shows how energy commodity import dependence evolves across major markets through 2050 under BNEF’s Economic Transition Scenario, which maps how the energy system is most likely to evolve over the next decade and through 2050. Asian economies with high import liabilities, including Vietnam, Japan, Indonesia and India, have some of the most to gain. Download the Executive Summary and Public Benchmark Dataset: bloom.bg/3PBYnLR

🚨 BloombergNEF’s annual flagship report, New Energy Outlook 2026, is now live. Energy security is top of the global agenda after successive energy market shocks. This year’s outlook finds that countries continuing to deploy economically competitive clean technologies can reduce their reliance on imported fossil fuels and strengthen energy security. 📈 This chart shows how energy commodity import dependence evolves across major markets through 2050 under BNEF’s Economic Transition Scenario, which maps how the energy system is most likely to evolve over the next decade and through 2050. Asian economies with high import liabilities, including Vietnam, Japan, Indonesia and India, have some of the most to gain. Download the Executive Summary and Public Benchmark Dataset: bloom.bg/4wKBxCC

Energy storage has crossed a major threshold: annual additions exceeded 100GW for the first time in 2025. 🔋 In BloombergNEF’s latest Energy Storage Market Outlook, global deployment reached 112GW in 2025, excluding pumped hydro, up 48% from 2024, with 307GWh of batteries added worldwide. Here are three things to know from the research: • Energy storage surge far outpaces wind and solar growth: Annual additions of energy storage, excluding pumped hydro, reached 112GW in 2025 – up 48% from 2024. It only took four years for energy storage to increase annual additions to more than 100GW from 10GW, compared with roughly eight years for solar and 15 years for wind. • The Iran war has yet to reach energy storage: The direct impact on energy storage markets has been limited to date, primarily due to China’s dominance in battery supply chains. Soaring fossil fuel prices could influence revenues, retail electricity prices and project costs, with impacts likely to be highly regional. • Non-lithium chemistries gain traction: Lithium-ion batteries, especially lithium iron phosphate, accounted for more than 90% of annual additions in 2025. In 2026, long-duration energy storage is set to quadruple to 2GW, with most capacity coming from non-lithium-ion technologies. BloombergNEF also expects sodium-ion batteries to start gaining share in the stationary storage space. Read more: bloom.bg/3P6PoCc

Day 1 of the #BNEFsummit in New York focused on how energy security, AI-driven demand and infrastructure bottlenecks are reshaping the next phase of the energy system. ⚡ Energy Transition & Investment Global energy transition investment rose 8% last year to $2.3 trillion, while US investment increased 3% to $378 billion. Even amid policy disruption, the US still deployed about 70GW of wind, solar and storage last year — a record. 🤖 AI, Data Centers & “Speed-to-Power” US data center power demand is projected to rise from about 40GW today to above 100GW by 2035. The challenge is no longer whether load growth is coming — it is how quickly grids, generation and interconnection can keep up. 🔋 Storage, Gas & Grid Buildout A recurring theme across discussions was that flexibility helps, but it is not enough on its own. Solar, storage and gas are all being pulled into the race to meet large-load demand, while global grid investment needs to reach $600 billion per year by 2027. 🚗 Electrification & Competitive Pressure The US continues to set EV sales records, but has fallen behind China and several Asian markets on adoption. At the same time, the economics of clean power remain broadly competitive even as subsidies are removed. 🏗 The Real Constraint: Execution Across panels, capital availability was not the main concern. The bigger barriers were permitting, transmission, large-load interconnection, equipment lead times and skilled labor — all now central to whether new infrastructure can be delivered at speed. 🎥 Watch the Live Stream 👉 bloom.bg/4u2xYoP