#BNEF
As someone who has never cared about golf, turning golf courses into solar farms is a no-brainer. BNEF reported that about 9% of Japan's utility-scale solar already sits on ex-golf courses. ⛳️☀️

www.japantimes.co.jp/business/202...
Japan has no space for solar farms apart from old golf courses
Solar farms need good sunlight, access to the power grid and to be fairly close to residential areas. Many golf courses tick those boxes.
www.japantimes.co.jp
September 29, 2026 at 1:12 PM
Data centers "will likely comprise more than 5 percent of global electricity demand by 2035, tripling their needs now. ...A separate BNEF analysis of 99 proposed on-site gas power plants found that they could increase US power sector emissions by 20 to 33 percent if they’re all built."
September 28, 2026 at 5:22 PM
This is the single most informative article I've read about 2 and 3 wheelers EVs since I learned a few years back that they made up the majority of EVs via the BNEF reporting.

climatemoney.substack.com/p/this-singl...
This single technology is killing oil demand
No war required
climatemoney.substack.com
September 28, 2026 at 6:34 AM
This EV chart screams dashed hopes & future oil demand.

Two years ago, BNEF thought EVs and hybrids could make up 47% of US car sales by 2030. Last year, BNEF trimmed to 27%. This year it revised down again to 17.3%. via @insideevs.com @bloomberglp.bsky.social
September 23, 2026 at 10:35 PM
"Global biofuel investment rose 62% to $7.7 billion in the first half of 2026, the highest half-year level since 2008, according to BNEF."
Amid a biofuels boom in Brazil, presidential candidate Flávio Bolsonaro spurred controversy by saying that adding more ethanol to gas was unfair to consumers.
Higher-Ethanol Gas Becomes Flashpoint in Brazil Election
Presidential candidate Flávio Bolsonaro criticized a recent increase in gasoline’s biofuel content as unfair to consumers.
bloom.bg
September 20, 2026 at 1:48 PM
@solarchase.bsky.social are there BTM ESS OEMs on the BNEF T1 supplier list, or is it just utility scale?
September 18, 2026 at 4:47 PM
Here is an apples to apples comparison for how much it costs to drive a mile. Gasoline is red, supercharger orange, hybrid purple, EV at home blue, and EV on solar green.
landartgenerator.org/blagi/archiv...
September 18, 2026 at 2:06 PM
India’s energy challenge is too large for simplistic either-or thinking. The BNEF Summit discussions show why the country is simultaneously expanding oil security, renewable generation, storage, nuclear capacity, gas infrastructure and transmission. ironaadmi.com/news/shivend...
BNEF Summit: 6 Big Priorities For India’s Energy Security
India Energy Security is entering a new phase. Six major shifts from BNEF Summit New Delhi 2026 show what India needs to build next.
ironaadmi.com
September 16, 2026 at 11:21 AM
BNEF via TechCrunch: U.S. data centers could consume ~18 Bcf/d of natural gas by 2035 — more than Germany and Japan combined — nearly double the forecast from nine months

https://thecircuitry.to/article/us-data-centers-projected-to-consume-more-natural-gas-than-germany-and-japan-com-mu38wkzd
September 15, 2026 at 11:22 PM
Los data centers de EE.UU. podrían sumar 15 Bcf/d de demanda de gas natural para 2035, más del doble de lo que proyectaba BNEF. El gas cubriría el 69% de la energía nueva para data centers conectados a la red, y las exportaciones de GNL meten más presión. Los productores necesitarían 11 Bcf/d[...]
September 14, 2026 at 3:51 PM
China baut schon seit Jahren ein gigantisches Data Center für KI in der mongolischen Steppe.
finance.yahoo.com/technology/a...
China Is Building an AI Future Far From Its Biggest Cities
More than half of the country’s data center pipeline is already in the north and northwest, according to new BNEF data.
finance.yahoo.com
September 14, 2026 at 8:30 AM
Switched On | BNEF Pioneers: Buses, Bioleaching and Better Batteries
omny.fm/shows/switch...

This year’s Wildcard winners in BloombergNEF’s annual Pioneers competition, BasiGo, Endolith and GRST, talk about their innovations.
BNEF Pioneers: Buses, Bioleaching and Better Batteries - Switched On
Some of the most interesting climate technologies don’t fit neatly into a category. That is the idea behind the Wildcard entries in BloombergNEF’s annual Pioneers competition, which recognizes promisi...
omny.fm
September 12, 2026 at 10:54 AM
Research by my colleague Alistair Purdie, under paywall below. Used WRI’s Aqueduct 4.0 model to assess the water-stress exposure of 118,500 operational plants maintained in BNEF power assets database, combined with
BNEF’s energy transition pathways.

www.bnef.com/insights/40317
www.bnef.com
September 11, 2026 at 9:13 AM
Y mientras él hablaba de molinos en todo el mundo se instalaban baterías

BloombergNEF: 158 GW nuevos en 2026, un 41% más.

www.energy-storage.news/bloombergnef...
BloombergNEF forecasts 158GW of global energy storage deployments in 2026
After reporting a record 112GW of global non-pumped hydro energy storage installations in 2025, BNEF expects to see a 41% increase this year.
www.energy-storage.news
September 11, 2026 at 9:11 AM
A slight wrinkle in this analysis is that "freshwater withdrawal from existing fleet" isn't a comprehensive view, eg future nuclear plants are likely to be on the coast and use saltwater for cooling. Here's the same figure based on gross water withdrawal.
September 11, 2026 at 9:10 AM
More than half of China's AI data-center pipeline is shifting north and northwest towards abundant green energy, with Inner Mongolia's Ulanqab poised to become a top hub by 2028
China Is Building an AI Future Far From Its Biggest Cities
More than half of the country’s data center pipeline is already in the north and northwest, according to new BNEF data.
finance.yahoo.com
September 8, 2026 at 12:51 PM
Corporate Buyers to Support 73% of 2.3 GW New Renewables in South Africa: Study
South Africa’s energy system is undergoing a major transition, with persistent load shedding coming to an end as coal-fired power plants return to service and private-sector participation in the electricity market increases. As the nation moves beyond the worst of its power crisis, private clean-power procurement is becoming a defining feature of South Africa’s electricity market, according to BloombergNEF’s (BNEF) South Africa Transition Factbook 2026. Commenting on this shift, Nelson Nsitem, Africa Research Lead at BloombergNEF, said that private companies previously played a central role in bringing new clean power into the system, but the next phase will depend on whether infrastructure can keep pace with investment. Nsitem added that expanding the grid and bringing down electricity costs will be critical to deploying more renewable energy and strengthening South Africa’s competitiveness in industries such as critical minerals and manufacturing. Sofia Maia, Head of Middle East and Africa Research at BloombergNEF, said, for many South African businesses, investing in clean energy is no longer primarily a climate decision — it is increasingly about securing reliable power, managing costs and having greater control over their energy supply. Growing Role of Corporate Buyers Based on the growth seen in 2026, BloombergNEF noted that,...
www.saurenergy.com
September 8, 2026 at 2:18 AM
1/4 A Case of the Mondays

Zoe Zakrzewska BNEF supply chains analyst:
“Battery energy storage systems and inverters are the 2 technologies that are clearly subject to both of these sets of rules … [but] the new EO has the potential to be far more punishing”

www.utilitydive.com/news/trump-g... 🔌💡
Trump grid order likely to cause energy storage delays, cancellations: BloombergNEF
The Aug. 26 executive order, previous executive actions and the Treasury Department’s foreign entity of concern guidance are likely to hit battery and inverter supply chains particularly hard, an indu...
www.utilitydive.com
September 7, 2026 at 5:00 PM
VodafoneThree just announced a four-year procurement deal with Abatable, buying carbon removals from UK projects.

While eyes are on 5G rollout speed, they're making a bold move underground.
telecom: Why it matters: regulatory risk is now financial risk — boar
This silence is deafening. While BNEF warns that thousands of firms could face $1.4 trillion in carbon price exposure ov... Read more
www.businessgreen.com
September 7, 2026 at 6:30 AM
Index, fair value, or forecast — which number belongs in which decision: how LevelTen, Pexapark, Aurora, BNEF, WoodMac, and Enverus actually differ, how deal teams stack them, and the capture-rate question that exposes weak methodology.
LevelTen vs Pexapark vs BNEF vs Wood Mackenzie: PPA Price Benchmarks and Market Intelligence Compared
Index, fair value, or forecast — which number belongs in which decision: how LevelTen, Pexapark, Aurora, BNEF, WoodMac, and Enverus actually differ, how deal teams stack them, and the capture-rate question that exposes weak methodology.
kurums.com
September 6, 2026 at 3:05 PM