BloombergNEF, every mention
12 scenes (2024) · ← back to BloombergNEF
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every year 2024 anyone Shayle Kann 16Corey Cantor 5Nat Bullard 3Jesse Jenkins 2James Frith 2Shanu Matthew 1Sarah Golden 1Gnevamir Fleece 1Akshat Rathi 1
Verbatim, from the transcripts: the passages where BloombergNEF comes up
Unpacking China’s cheap battery costs
- ▶ 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.
Climate tech’s tough year in the public markets
- ▶ 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.
2024 trends: batteries, transferable tax credits, and the cost of capital
- ▶ 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,
What’s really happening in the U.S. EV market?
- ▶ 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.