BloombergNEF, every mention

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Verbatim, from the transcripts: the passages where BloombergNEF comes up

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▶ 32:26 Akshat Rathi But 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…

▶ 48:09 Shayle Kann Nat Bullard is a co-founder at Halcyon and the former chief content officer at Bloomberg New Energy Finance.

▶ 33:55 Shayle Kann Nat Bullard is a co-founder at Halcyon and the former chief content officer at Bloomberg New Energy Finance.

▶ 2:29 Shayle Kann Bloomberg NEF put out a stat that I've heard cited, like, many times since then, a couple months ago, 2 times in the scene
▶ 4:46 James Frith To kind of put it into context, back when I was at Bloomberg NEF, um, I used to run the battery price surveys.
▶ 25:49 James Frith And, and I plugged some numbers earlier into the model from Bloomberg NEF.
▶ 40:14 Shayle Kann And I guess relatedly, because, you know, you, you were at Bloomberg NEF, now you're on the technology investment side with me.

▶ 21:32 Shanu Matthew 33% growth in this last year, and if we look at market forecasts, whether you look at like BNAF, RoMotion, uh, S&P Global Mobility, you're looking at closer to 20% growth in the overall market.

▶ 21:12 Nat Bullard Yeah, my, my, uh, my former colleagues at BNEF gapped their, their, their projection up by, like, almost, you know, like, 30 or 40%, I think, if I look at the numbers, uh, a really substantial leg up on, uh,

▶ 3:27 Shayle Kann So to hit us with the data, I brought on Corey Cantor, who's a senior associate at Bloomberg New Energy Finance and the resident EV data guy for the United States.
▶ 4:46 Corey Cantor Um, but we at BNEF have a lot of data, so we, we can dive into that.
▶ 15:41 Corey Cantor Even for us at BNEF, we have a data provider that will break out, you know, by region what the Model Y, you know, is based on their estimates, um, 2 times in the scene
▶ 31:58 Corey Cantor You know, we have price volume maps at BNEF, and I can't reiterate enough the fact that when you get those EVs below 35,000 dollars or in the 36,000 dollar or less range, you're unlocking about half of the U.S. new passenger car sales…
▶ 34:50 Corey Cantor And so when I'm speaking to people, both BNEF clients or, you know, in the kind of EV thought leadership space, there's a lot of people who feel like automakers are going to get there on pricing, but on charging, there's still the same…
▶ 35:57 Shayle Kann Corey Cantor is an analyst at Bloomberg NEF focused on EVs.

▶ 11:41 Sarah Golden So our next question comes from Andrew Kriegler from Toronto, Canada, and in his question he references the Bloomberg New Energy Finance Outlook from September on solar photovoltaics, and in that report it says that

▶ 3:51 Shayle Kann Ethan is the head of Americas for Bloomberg New Energy Finance, where he's been since the U.S. was installing less than 100 megawatts per year. 2 times in the scene
▶ 41:08 Shayle Kann So I guess finally, maybe looking into Bloomberg's crystal ball here, for, there's some people who care about solar standalone.
▶ 43:49 Shayle Kann Ethan Zindler is the head of Americas at Bloomberg NEF.

▶ 32:21 Nat Bullard So for the first time, at least since, uh, my, my dear friends at Bloomberg and EF have been tracking the data, the, uh, weighted average pack price for lithium ion batteries went up year on year last year. 2 times in the scene

▶ 4:09 Shayle Kann Back when solar was my game, apart from my own rockstar team at GTM, the person whose views I respected most was Jenny Chase, who led the solar practice at Bloomberg New Energy Finance.
▶ 40:55 Shayle Kann Is only 4.2 terawatts cumulative by 2030, which is rather below the 5.3 terawatts that BNF models we need to be on to get to a net zero by 20 50 high renewables path.
▶ 43:58 Shayle Kann Jenny Chase is the head of solar analysis at Bloomberg New Energy Finance.

▶ 35:35 Gnevamir Fleece And then, you know, two years ago when Bloomberg and EF came out with their, came out saying Chinese electrolyzers are super cheap, nobody, nobody believed it.

▶ 37:59 Jesse Jenkins So we just assumed the trajectory in our modeling follows Bloomberg's, uh, Bloomberg New Energy Finance's trajectory for the next three years. 2 times in the scene

▶ 5:46 Shayle Kann Many of you know Nat, but Nat is the Chief Content Officer at Bloomberg New Energy Finance, and he writes a killer weekly column for Bloomberg that I really love, one recent edition of which was on this very topic.
▶ 52:34 Shayle Kann Matt Bullard is the Chief Content Officer at Bloomberg New Energy Finance.

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