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Switched On

Tom Rowlands-Reece

Summary

Switched On is hosted by Tom Rowlands-Reece covering Energy Transition, Geopolitics, China, and Lithium-ion Batteries. Notable guests include Yara Vöningen (Associate, Building Decarbonization team, Bloomberg NEF), Ian Berryman (Head of Energy Systems Modeling, BNEF), Antoine Wagner-Jones (Head of Trade and Supply Chains, BloombergNEF), and Marika O'Neill (BNEF's Head of Asia-Pacific Power Research). Episodes span from Apr 2026 to Jun 2026.

14episodes
320total claims
12topics covered
14 episodes
Heat Pumps and the Economics of Clean Heating
Jun 11, 2026 · WITH Switched On

Global heat pump sales experienced their first decline in a decade in 2025, driven by market slowdowns in China and the US, though the long-term outlook remains positive. Market dynamics vary signi...

Energy TransitionHeat PumpsBuilding DecarbonizationElectrification+11 more
What Explains the Growing Divide Between Oil and Gas
Jun 4, 2026 · WITH Switched On

In BloombergNEF's base case, global oil demand is projected to peak around 2029 due to transport electrification, while natural gas demand is expected to grow by 29% by 2050, driven by the expandin...

Energy TransitionPower MarketsGrid InfrastructureAI Data Centers+11 more
China Data Signals Clean Tech Shift: Analyst Reaction
Jun 2, 2026 · WITH Switched On

High fossil fuel prices, exacerbated by the Iran War, are accelerating the adoption of clean technologies, as evidenced by a surge in China's cleantech exports. China's battery electric vehicle exp...

ChinaCleantechExportsSupply Chains+13 more
China Data Signals Clean Tech Shift: Analyst Reaction
Jun 2, 2026
China Data Signals Clean Tech Shift: Analyst Reaction
Jun 2, 2026
Japan Nuclear Revival Reaches Tokyo: Analyst Reaction
May 26, 2026
Hydrogen Moves From Hype Cycle to Hard Economics
May 20, 2026
BNEF Tier 1 Lists: The Mark of Credibility
May 13, 2026
Data Centers and the Future of Energy Storage
May 7, 2026
Energy Strategy in an Era of Global Fragmentation
Apr 30, 2026
Hormuz Delivers an Aluminum Shock: Analyst Reaction
Apr 27, 2026
Nuclear Fusion Powers Up for Commercial Breakthrough
Apr 22, 2026
PJM Grapples With Data Center Load and Supply Gaps
Apr 15, 2026
Spanish Blackout Lessons One Year On: Analyst Reaction
Apr 13, 2026

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