BNEF Outlook for Data Center Power Use Rises 36%
December 1, 2025 at 12:38 PM
BNEF Outlook for Data Center Power Use Rises 36%
The future is increasingly solar.
Updated projections by Jenny Chase and the team at BNEF:
Updated projections by Jenny Chase and the team at BNEF:
February 19, 2024 at 4:45 PM
The future is increasingly solar.
Updated projections by Jenny Chase and the team at BNEF:
Updated projections by Jenny Chase and the team at BNEF:
Just a reminder as it is clear most of the population doesn't understand this.
BNEF: Renewables Are Becoming Cheaper than Natural Gas in Southeast Asia
Despite the large number of benefits, many countries in Southeast Asia are planning to expand their use of natural gas.
energytracker.asia
October 10, 2025 at 12:39 PM
Just a reminder as it is clear most of the population doesn't understand this.
The hydrogen hype cycle and where different countries and technologies are positioned. Nice visualisation by BNEF.
January 17, 2025 at 7:24 AM
The hydrogen hype cycle and where different countries and technologies are positioned. Nice visualisation by BNEF.
Adventure at BNEF (2019-2025) complete. Catch ya later @bloomberg.com.
January 10, 2025 at 4:59 PM
Adventure at BNEF (2019-2025) complete. Catch ya later @bloomberg.com.
A starter pack of my colleagues who are analysts at BloombergNEF. Batteries, electric vehicles, modelling, policy, energy economics, solar! Get your BNEF analysts on Bluesky here.
go.bsky.app/SRQaZno
go.bsky.app/SRQaZno
December 3, 2024 at 2:00 PM
A starter pack of my colleagues who are analysts at BloombergNEF. Batteries, electric vehicles, modelling, policy, energy economics, solar! Get your BNEF analysts on Bluesky here.
go.bsky.app/SRQaZno
go.bsky.app/SRQaZno
April 26, 2025 at 2:22 PM
Cleantech exports are equivalent to about 1% of China's GDP (and over 2% of Vietnam's), according to BNEF research.
#BNEFSummit
#BNEFSummit
May 20, 2025 at 7:24 AM
Cleantech exports are equivalent to about 1% of China's GDP (and over 2% of Vietnam's), according to BNEF research.
#BNEFSummit
#BNEFSummit
30. Decarbonizing aviation is really hard. The CEO of Lufthansa said in 2023 that running its fleet on sustainable aviation fuel made from electricity would take half Germany’s current electricity demand. BNEF thinks this an underestimate.
October 20, 2025 at 7:54 AM
30. Decarbonizing aviation is really hard. The CEO of Lufthansa said in 2023 that running its fleet on sustainable aviation fuel made from electricity would take half Germany’s current electricity demand. BNEF thinks this an underestimate.
Can someone get this to the reactionary centrist "gas is cheap" crew?
Cost to Build a Natural Gas-Fired Power Plant Surges 66%, BNEF Says
Costs to build natural gas-fired power plants in the US increased 66% between 2023 and 2025 as developers propose building more projects nationwide to meet rising electricity demand, adding to custome...
www.bloomberg.com
April 24, 2026 at 5:46 PM
Can someone get this to the reactionary centrist "gas is cheap" crew?
Record High Global RE Investment!
"Global renewable energy investment reached a record $386 billion in the first half of 2025, a 10% increase driven by offshore wind and small-scale PV, according to BNEF."
Petrostate politicos do their worse, but global RE investment grows! #energysky
"Global renewable energy investment reached a record $386 billion in the first half of 2025, a 10% increase driven by offshore wind and small-scale PV, according to BNEF."
Petrostate politicos do their worse, but global RE investment grows! #energysky
Renewables investments shifting from US to EU, says BloombergNEF
Utility-scale solar investment fell 19% globally, led by mainland China, Spain, Greece, and Brazil, while EU spending rose 63%, says BloombergNEF (BNEF).
pv-magazine-usa.com
September 10, 2025 at 5:14 PM
Record High Global RE Investment!
"Global renewable energy investment reached a record $386 billion in the first half of 2025, a 10% increase driven by offshore wind and small-scale PV, according to BNEF."
Petrostate politicos do their worse, but global RE investment grows! #energysky
"Global renewable energy investment reached a record $386 billion in the first half of 2025, a 10% increase driven by offshore wind and small-scale PV, according to BNEF."
Petrostate politicos do their worse, but global RE investment grows! #energysky
"This increase in renewable energy is supported by the deployment of batteries, which will be needed to store clean electricity for times when the sun doesn’t shine & the wind doesn’t blow.
BNEF increased its projection for global energy storage from 220 gigawatts in 2025 to 2,000 gigawatts by 2035"
BNEF increased its projection for global energy storage from 220 gigawatts in 2025 to 2,000 gigawatts by 2035"
May 19, 2026 at 12:31 PM
"This increase in renewable energy is supported by the deployment of batteries, which will be needed to store clean electricity for times when the sun doesn’t shine & the wind doesn’t blow.
BNEF increased its projection for global energy storage from 220 gigawatts in 2025 to 2,000 gigawatts by 2035"
BNEF increased its projection for global energy storage from 220 gigawatts in 2025 to 2,000 gigawatts by 2035"
BNEF reports that AI will prop up fossil fuels and slow emissions decline in coming years, from @shokooda.bsky.social, @mchediak.bsky.social and Josh Saul.
AI to Prop Up Fossil Fuels and Slow Emissions Decline, BNEF Says
The world’s efforts to cut emissions over the next decade will be slowed by the rise of AI.
www.bloomberg.com
April 15, 2025 at 2:06 PM
BNEF reports that AI will prop up fossil fuels and slow emissions decline in coming years, from @shokooda.bsky.social, @mchediak.bsky.social and Josh Saul.
Renewables are expected to become cheaper in 2025 and beyond.
BNEF analysis shows new wind and solar farms are already undercutting new coal and gas plants on production cost in almost every market globally.
BNEF analysis shows new wind and solar farms are already undercutting new coal and gas plants on production cost in almost every market globally.
February 7, 2025 at 12:00 PM
Renewables are expected to become cheaper in 2025 and beyond.
BNEF analysis shows new wind and solar farms are already undercutting new coal and gas plants on production cost in almost every market globally.
BNEF analysis shows new wind and solar farms are already undercutting new coal and gas plants on production cost in almost every market globally.
*taps mic*
Each year, I hear about all the reasons that EVs will fail, and each year sales keep going up.
On track for just under 17 million in 2024, in line with BNEF forecast's from the start of the year
about.bnef.com/blog/are-glo...
Each year, I hear about all the reasons that EVs will fail, and each year sales keep going up.
On track for just under 17 million in 2024, in line with BNEF forecast's from the start of the year
about.bnef.com/blog/are-glo...
November 19, 2024 at 8:38 AM
*taps mic*
Each year, I hear about all the reasons that EVs will fail, and each year sales keep going up.
On track for just under 17 million in 2024, in line with BNEF forecast's from the start of the year
about.bnef.com/blog/are-glo...
Each year, I hear about all the reasons that EVs will fail, and each year sales keep going up.
On track for just under 17 million in 2024, in line with BNEF forecast's from the start of the year
about.bnef.com/blog/are-glo...
Unthinkable just a few years ago:
Almost 20% of all cars sold in 2024 are predicted to be electric vehicles.
BNEF expects global EV sales to reach 16.6 million in 2024.
Almost 20% of all cars sold in 2024 are predicted to be electric vehicles.
BNEF expects global EV sales to reach 16.6 million in 2024.
June 30, 2024 at 10:36 AM
Unthinkable just a few years ago:
Almost 20% of all cars sold in 2024 are predicted to be electric vehicles.
BNEF expects global EV sales to reach 16.6 million in 2024.
Almost 20% of all cars sold in 2024 are predicted to be electric vehicles.
BNEF expects global EV sales to reach 16.6 million in 2024.
Electric car sales reached 50% in China last October, says Tifenn Brandily at the BNEF Summit.
Peak oil use within the next decade.
🤯
Peak oil use within the next decade.
🤯
April 30, 2025 at 1:06 PM
Electric car sales reached 50% in China last October, says Tifenn Brandily at the BNEF Summit.
Peak oil use within the next decade.
🤯
Peak oil use within the next decade.
🤯
"EV sales are slowing"
*Checks notes*
"Wait, no, I meant internal combustion vehicle sales are slowing." 🤨
Data and slide from BNEF 2023 ZEV Factbook: about.bnef.com/blog/zero-em...
🔌💡 🔌🚗
*Checks notes*
"Wait, no, I meant internal combustion vehicle sales are slowing." 🤨
Data and slide from BNEF 2023 ZEV Factbook: about.bnef.com/blog/zero-em...
🔌💡 🔌🚗
December 5, 2023 at 7:28 PM
"EV sales are slowing"
*Checks notes*
"Wait, no, I meant internal combustion vehicle sales are slowing." 🤨
Data and slide from BNEF 2023 ZEV Factbook: about.bnef.com/blog/zero-em...
🔌💡 🔌🚗
*Checks notes*
"Wait, no, I meant internal combustion vehicle sales are slowing." 🤨
Data and slide from BNEF 2023 ZEV Factbook: about.bnef.com/blog/zero-em...
🔌💡 🔌🚗
#BNEF says Australia is on the cusp of a big battery boom that could deliver an eight-fold increase in capacity
Big battery boom could deliver 18 GW of grid-scale energy storage by 2035
BNEF says Australia is on the cusp of a big battery boom that could deliver an eight-fold increase in capacity.
reneweconomy.com.au
March 30, 2025 at 10:58 PM
#BNEF says Australia is on the cusp of a big battery boom that could deliver an eight-fold increase in capacity
BNEF New Energy Outlook 2025!
David Hostert, Matthias Kimmel sharing their latest
David Hostert, Matthias Kimmel sharing their latest
May 13, 2025 at 3:12 PM
BNEF New Energy Outlook 2025!
David Hostert, Matthias Kimmel sharing their latest
David Hostert, Matthias Kimmel sharing their latest
at the same time, the costs to build a gas plant is shooting up 66% www.bloomberg.com/news/article...
Cost to Build a Natural Gas-Fired Power Plant Surges 66%, BNEF Says
Costs to build natural gas-fired power plants in the US increased 66% between 2023 and 2025 as developers propose building more projects nationwide to meet rising electricity demand, adding to custome...
www.bloomberg.com
April 23, 2026 at 8:27 PM
at the same time, the costs to build a gas plant is shooting up 66% www.bloomberg.com/news/article...
📈 The phenomenal growth story of solar:
In 2023 the world installed 800x more solar capacity than in 2003.
Data from BNEF & Ember.
Inspired by @solarchase.bsky.social's book.
In 2023 the world installed 800x more solar capacity than in 2003.
Data from BNEF & Ember.
Inspired by @solarchase.bsky.social's book.
January 9, 2024 at 7:49 AM
📈 The phenomenal growth story of solar:
In 2023 the world installed 800x more solar capacity than in 2003.
Data from BNEF & Ember.
Inspired by @solarchase.bsky.social's book.
In 2023 the world installed 800x more solar capacity than in 2003.
Data from BNEF & Ember.
Inspired by @solarchase.bsky.social's book.
I think it was 800MW/week or 41.6GW per year... but yes BNEF estimates even the US built about 51GW of solar in 2025, so....
Isn’t 400 MW times 52 weeks, 20.8 GW? And are t we doing at least double that already?
January 7, 2026 at 11:23 AM
I think it was 800MW/week or 41.6GW per year... but yes BNEF estimates even the US built about 51GW of solar in 2025, so....
We're fast approaching a tipping point where accelerating global solar growth – on its own – starts outstripping the world's rising electricity demand
That means falling coal & gas power (& CO2) – particularly once you factor in nuclear, wind, etc
Chart based on BNEF/IEA STEPS
That means falling coal & gas power (& CO2) – particularly once you factor in nuclear, wind, etc
Chart based on BNEF/IEA STEPS
February 20, 2024 at 1:58 PM
We're fast approaching a tipping point where accelerating global solar growth – on its own – starts outstripping the world's rising electricity demand
That means falling coal & gas power (& CO2) – particularly once you factor in nuclear, wind, etc
Chart based on BNEF/IEA STEPS
That means falling coal & gas power (& CO2) – particularly once you factor in nuclear, wind, etc
Chart based on BNEF/IEA STEPS
BNEF and Ember are holding their oil demand destruction forecasts where they have been for a while.
BNEF says that there was 2.3 million bpd of demand destruction in 2025 and expect that to be around 5 million bpd by 2030. Ember is lower
I expect it to be higher. And that was before this war.
BNEF says that there was 2.3 million bpd of demand destruction in 2025 and expect that to be around 5 million bpd by 2030. Ember is lower
I expect it to be higher. And that was before this war.
EVs Avoided the Use of 2.3 Million Barrels of Oil Per Day in 2025
With gas prices climbing due to the Iran War, interest in electrified transportation is on the rise.
www.bloomberg.com
May 4, 2026 at 11:13 AM
BNEF and Ember are holding their oil demand destruction forecasts where they have been for a while.
BNEF says that there was 2.3 million bpd of demand destruction in 2025 and expect that to be around 5 million bpd by 2030. Ember is lower
I expect it to be higher. And that was before this war.
BNEF says that there was 2.3 million bpd of demand destruction in 2025 and expect that to be around 5 million bpd by 2030. Ember is lower
I expect it to be higher. And that was before this war.