BloombergNEF

also referred to as: bloomberg nef

8 statements across 6 episodes · 3 bullish · 2 bearish · 7 people on the record · first statement Aug 31, 2022 by Julia Atwood · said 28 times in 12 episodes since 2022 · across every show →

Mentions by year

brought up most by Stephen Lacey (17), Yayoi Sekine (3), Maria Gallucci (3), Lisa Martine Jenkins (2), Dr. Melissa Lott (2), Jeff St. John (1)

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2024 14 mentions in 4 episodes 4 per episode
2023 12 mentions in 7 episodes 2 per episode
2022 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about BloombergNEF, oldest first

Aug 31, 2022 negative
Opinion
Atwood: Material efficiency in steel will only yield a 10-20% improvement
“I don't think we're actually going to make a lot of things better, not enough to make a real difference. I think there you're thinking about like a 10 or 20% improvement.”
Julia Atwood Aug 31, 2022 ▶ 5:19 The Big Switch: The Race to Green Steel
Aug 3, 2023
Assertion Supported
BNEF estimates over $120 billion in subsidies for announced hydrogen projects
“We estimated, I think, over a hundred twenty billion dollars in subsidies that could go to all the announced clean hydrogen projects.”
Adi Basham Aug 3, 2023 ▶ 2:53 The high stakes debate over green hydrogen
Sep 29, 2023
Assertion Supported
Gallucci: BNEF estimates a 25% steel price hike raises car production costs 1%
“And an interesting point I saw from Bloomberg NEF, BNEF said that they estimated that a 25% increase in the price of steel would only raise vehicle production costs by one percent because it's a, it's an important but not massive part, I guess, of the overall …”
Maria Gallucci Sep 29, 2023 ▶ 26:13 Why electric cars are driving the auto strikes
Feb 8, 2024 neutral
Prediction Open · timeframe Dec 2030
BNEF: Mass commercialization of solid-state batteries expected post-2030
“Our view is in terms of mass commercialization, that's probably, like, around, like, post- twenty-thirty, with a lot of investment actually going into that now.”
Yayoi Sekine Feb 8, 2024 ▶ 28:27 Pricing and tech trends shaping the global battery storage market
Feb 8, 2024 bullish
Prediction Open · timeframe Dec 2030
Sekine: Gigawatt-hour scale battery projects will likely become standard by 2030
“I think the fully formed ones are probably around gigawatt hour scale projects. We see a couple of examples of those today, but I think expecting them to be the norm of how company, like a lot of large scale projects might go forward. I imagine that's going to…”
Yayoi Sekine Feb 8, 2024 ▶ 29:31 Pricing and tech trends shaping the global battery storage market
Feb 22, 2024 positive
Assertion Supported
Hamilton: Global offshore wind investment surged nearly 80% to $76.7B
“He was struck by the global offshore wind investment, reaching a record 76.7 billion dollars, which was an almost 80% increase in offshore wind.”
Katherine Hamilton Feb 22, 2024 ▶ 11:15 A view of the $1.8 trillion clean energy economy
Feb 22, 2024 bullish
Assertion Supported
Lacey: Electrified transport investment surpassed renewables for first time
“Electrified transport surpassed renewables for the first time.”
Stephen Lacey Feb 22, 2024 ▶ 3:59 A view of the $1.8 trillion clean energy economy
Mar 22, 2024 bearish
Assertion Supported
BNEF: Only 9% of 2030 Planned Clean Hydrogen Has Offtake Agreements
“According to data from Bloomberg NEF, only around nine percent of low-carbon hydrogen expected to be online by twenty-thirty has an off-take agreement. Of those agreements, only 23% are binding.”
Lisa Martine Jenkins Mar 22, 2024 ▶ 5:21 The Latitude: Could government rules hinder green hydrogen?
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