BloombergNEF
also referred to as: bloomberg nef
12 statements across 6 episodes · 4 bullish · 2 bearish · 6 people on the record · first statement Dec 1, 2022 by Jenny Chase · said 32 times in 14 episodes since 2022 · across every show →
Mentions by year
brought up most by Shayle Kann (16), Corey Cantor (5), Nat Bullard (3), Jesse Jenkins (2), James Frith (2), Shanu Matthew (1), Sarah Golden (1), Gnevamir Fleece (1)
tap a year for its mentions
2025 3 mentions in 3 episodes 1 per episode
2024 14 mentions in 4 episodes 4 per episode
2023 7 mentions in 3 episodes 2 per episode
Everything said about BloombergNEF, oldest first
Dec 1, 2022
Dec 1, 2022 bullish
Dec 1, 2022 bullish
Feb 23, 2023 negative
Bullard: Lithium-ion battery pack prices rose 7% in 2022
“The weighted average pack price for lithium ion batteries went up year on year last year. So 20, 21 actually came very, very close to going up. If you hadn't used full year data, it would have been close. But last year, the weighted average pack price was up a…”
Jun 22, 2023 neutral
BNEF: Economic build models overestimate U.S. solar by 10-20 GW annually
“If in a world in which you just dispatch whatever's cheapest, you know, the solar numbers would be, you know, 10 to 20 gigabyte 10 to 20 gigawatts higher per year of stuff that the, that our model sort of spits out. And that's where human beings have to get in…”
Jun 22, 2023 neutral
Zindler: Chinese Solar Module Prices Have Dropped to Around 20 Cents
“In our latest you know, our latest market outlook, we're saying we're seeing module prices now down to somewhere around 20 cents on a, You know, Chinese module, and that's down from, I think it was 28, 29 cents, sort of a year or two ago”
Jun 22, 2023 neutral
Feb 1, 2024 neutral
Feb 1, 2024 bullish
Cantor: US EV sales grew nearly 50% in 2023 to 1.45M
“By the end of twenty-twenty-three, according to our data, EV sales were up almost 50% year on year from 2022 to about 1.45 million in total, up from about 971,000. Now we're counting both BEV and PHEV in our kind of EV metrics, but impressive nonetheless.”
Feb 1, 2024 positive
Cantor: December was highest US EV sales month in 2023
“But when you're looking at the actual monthly sales data, it was really only October and November that we saw in our preliminary data where there was any type of dip. In fact, December was the highest month we had for all of 2023, again, based on preliminary d…”
Oct 10, 2024
Frith: Normalized US LFP cell production is 8% costlier than China
“For a LFP cell produced in China, 35 gigawatt hour facility you're looking at around kind of 68 dollars per kilowatt hour. So this isn't kind of optimized for these super low prices that we we're seeing today, but Assumes a kind of LFP material costs of about …”
Oct 16, 2025 bearish
Rathi: Sodium-ion batteries are overhyped due to massive lithium-ion cost declines
“Given the pace at which lithium ion chemistries have fallen in price, and the amount of manufacturing capacity that's been built around the world, if I look at Bloomberg NEF projections, sodium ion will make an impact, but such a sliver, even after 2030 years,…”