The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.
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Bloomberg Environment Podcasts
Parts Per Billion is Bloomberg Law's environmental policy podcast. We cover everything from air pollution, to toxic chemicals, to corporate sustainability, and climate change. The reporters from our environment desk offer an inside look at what's happening at Congress, in the courts, and at the federal agencies, and help explain the scientific and policy debates shaping environmental laws and regulations. Host: David Schultz
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Zero is about the tactics and technologies taking us to a world of zero emissions. Each week Bloomberg’s award-winning reporter Akshat Rathi talks to the people tackling climate change – a venture capitalist hunting for the best cleantech investment, scientists starting companies, politicians who have successfully created climate laws, and CEOs who have completely transformed their businesses. The road to zero emissions has many paths and everyone’s got an opinion about the best route. Liste ...
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This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic ...
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LNG, Biofuels and the Future of Maritime Transport
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33:09Maritime shipping is a notoriously tricky sector to decarbonize, yet options for a greener industry are slowly emerging. Bio-LNG is helping clean up fuel tanks. New ship-building and navigational techniques, from advanced hull coatings to smarter routing, are making a dent in emissions. And new European rules are pushing ship owners toward cleaner …
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Update: Have China's emissions finally peaked?
36:28
36:28
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36:28This episode was originally recorded in July 2025, and updated in December 2025. Happy Holidays from the Zero team. When exactly China’s emissions peak will make a big difference to the fate of the planet. That moment has come, according to Lauri Myllyvirta, co-founder of the Centre for Research on Energy and Clean Air. A combination of factors – i…
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Pay-Per-Mile Comes to UK EVs: Analyst Reaction
11:47
11:47
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11:47The UK’s latest budget sends mixed consequential signals for electric vehicles. A sharp increase in purchase subsidies is paired with plans for a new pay-per-mile charge, reshaping the economics of EV ownership as adoption accelerates. The changes could affect drivers very differently, depending on mileage, charging access and whether vehicles are …
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Matt Peterson on His Investment Approach and Proprietary AI Research Platform
1:01:03
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1:01:03In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Matthew Peterson, Managing Partner of Peterson Capital Management, to discuss his investment philosophy and an internally developed, proprietary AI research platform. Matt's investment approach combines a value-oriented, research-intensive process with sophisticated o…
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Surplus for Many, Strain for a Few Transition Metals
29:08
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29:08Global metals markets are shifting faster than anyone expected. Once projected to face widespread shortages, most key energy transition metals now show far more balanced outlooks. Surpluses are pushing battery metal prices down and accelerating the adoption of new chemistries, while demand for steel, copper and aluminum strengthens across clean ene…
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How cash-strapped Argentina became a bright spot for renewables
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34:46Despite endless financial difficulties, Argentina has seen a remarkable increase in clean energy over the past decade. It has gone from practically zero to almost 18% of its electricity sourced from renewables. In doing so, Argentina has overcome a challenge faced by many countries that are considered uninvestable by major financial institutions. S…
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Bill Chen on Trends and Opportunities in Publicly Traded Real Estate
1:10:03
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1:10:03In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill shares his thoughts on key trends and opportunities he sees in the sector. Enjoy the conversation! The primary purpose of this podcast is to educa…
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Heavy Industry’s Bumpy Path to a Low-Carbon Future
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37:35Heavy industry faces one of the hardest paths to net zero, yet momentum is starting to build. New decarbonization commitments reached nearly $15 billion by mid-2025. The largest chunk of investment is concentrated in the steel industry, where electric arc furnaces and hydrogen-ready technologies are already pushing down emissions. Other sectors, li…
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Is this the end of Canada's climate ambitions?
41:48
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41:48When Canada elected Mark Carney as prime minister, there was hope that the country would pursue climate policies. That hope was crushed after Carney signed a deal with the oil-producing province of Alberta that will roll back or dilute green regulations. As a result, Steven Guilbeault, Carney’s culture minister has resigned from cabinet. He was the…
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From Mini EVs to Mega Scale: China’s Cars Go Global
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29:30China’s electric vehicle market is moving at extraordinary speed. Generous incentives, trade-in subsidies, and aggressive pricing have fueled mass-market growth, and roughly half of the cars sold in the country today come with a plug. Now, this EV success story is moving beyond its domestic borders. Chinese brands already account for nearly one in …
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How China’s engineering mindset won the clean-tech race
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26:37In his new book Breakneck, tech analyst Dan Wang argues China’s engineering mindset has given it an edge in all sorts of domains, including climate technologies, while America’s lawyerly mindset is holding it back. This week on Zero, Wang tells Akshat Rathi what the world can learn from China and how the US could start to compete on green tech in t…
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How Smart Chips Are Rewiring the Car Market
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25:28As vehicles become increasingly intelligent and connected, the chips powering them are transforming the automotive industry. Traditional supply chains are giving way to new partnerships, and advanced processors are reshaping everything from vehicle costs to the balance of power between automakers and chipmakers. With automation advancing and chipma…
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Bloomberg Australia: How Australia’s climate fight was rekindled
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20:15Australia has suffered a major climate setback, losing its bid to host next year’s COP summit in Adelaide. At the same time, the Coalition has reignited Australia’s climate wars by abandoning its commitment to net zero emissions by 2050 – a reversal that resets the political debate just as the world pushes for faster decarbonisation. In this episod…
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Climate summits are working as they were designed: poorly
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27:33Over the last two weeks, tens of thousands of people took to the city of Belem, at the mouth of the Amazon river, for the annual United Nations climate summit: COP30. Alongside tense negotiations, there were indigenous protests, daily rainstorms and even a fire at the COP venue. But at the end of it all, what did COP30 achieve? Bloomberg Green’s Je…
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Adaptation and Resilience: A New Investment Imperative
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19:33
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19:33How well prepared are we for a warming world? Climate adaptation is quickly moving from theory to strategy, reshaping investment priorities and exposing new risks and opportunities. On this bonus episode, Kobad Bhavnagri reads his note “Adaptation and Resilience: The New Investment Imperative” to explore how businesses, policymakers and financiers …
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Ranking Resilience: Economies Adapting to Climate Risk
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33:14
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33:14Climate is reshaping the global economy. Losses from major weather events are now estimated at $1.4 trillion each year, and as the damaged assets, disrupted supply chains and declines in productivity pile up, climate risk is turning from an environmental issue into a financial one. BloombergNEF has thus developed an Adaptation Preparedness Framewor…
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Bloomberg Opinion Columnist Justin Fox on the AI Spending Boom
1:14:25
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1:14:25In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Justin Fox, Bloomberg Opinion columnist covering business, economics, and other topics. He is also the author of The Myth of the Rational Market: A History of Risk, Reward, and Delusion on Wall Street. Justin discusses the AI spending boom and how he sees it playing out based on hi…
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Al Gore: Fossil fuel companies are destabilizing democracy and environment
36:38
36:38
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36:38Climate solutions are here, they’re just not evenly distributed. So says former US Vice President Al Gore, who remains staunchly optimistic that we can move faster to tackle climate change, even at a time of increasing political resistance in some parts of the world. This week on Zero, Gore joins Akshat Rathi to discuss what it means to be a climat…
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Al Gore says 'We may have passed peak Trump'
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32:42Former US Vice President Al Gore is one of the grandees of the climate world and knows just how much power America can wield on the international stage. So with President Trump on the warpath against climate action, how should other nations deal with an increasingly rogue US? Gore joins Akshat Rathi on Zero to talk geopolitics, polarization, and en…
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Samir Patel on Using AI Intelligently Within the Investment Process
1:03:29
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1:03:29In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Samir Patel, the founder and portfolio manager of Askeladden Capital, a long-only small/micro-cap value investing firm based in the Dallas–Fort Worth area. Samir discusses the use of AI in the investment process. Samir explains how and why he uses certain AI tools and approaches th…
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Heavy Duty, Low Carbon: How Trucks Are Going Electric
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33:12
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33:12The 85 million medium- and heavy-duty trucks on the road last year were responsible for nearly a 10th of global emissions, and an array of technologies and business models are in trial as a way to cut these vehicles’ carbon footprint. A lack of charging infrastructure and high upfront prices remain high hurdles to clear. Yet China boasts record e-t…
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Most oil company CEOs have turned their back on COP30, but not ExxonMobil CEO Darren Woods, who this year attended his third COP conference in a row. This week on Zero, Akshat Rathi asks Woods why Exxon is backing a new carbon accounting idea, what his plan is now that the Inflation Reduction Act has been gutted, and why Exxon wanted the US to stay…
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Searching for climate solutions in the Amazon
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36:28COP30 negotiations have officially started, and began with a fight about what to put on the agenda. While not completely unexpected for these enormous multilateral gatherings, it’s a rockier start than the Brazilian hosts in Belem would have wanted. This week on Zero, Akshat Rathi is joined by Rachel Kyte, the UK’s Special Representative for Climat…
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Phil Ordway on the Market Environment, Red Flags, Opportunities, and More
51:07
51:07
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51:07In this episode, co-hosts Elliot Turner and John Mihaljevic are delighted to welcome back former co-host Phil Ordway for a lively discussion of the current market environment, the craziness we've seen in some pockets of the equity landscape, and what may lie ahead for investors. Enjoy the conversation! The primary purpose of this podcast is to educ…
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At COP30, the economic logic of climate action is up for debate
28:32
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28:32World leaders are gathering in Belem, Brazil, for the COP30 climate negotiations, but what will be achieved? Brazil hasn’t given much indication of what it hopes will emerge from the negotiations, other than implementing the many promises of previous COPs. This week on Zero, Akshat Rathi sits down with COP30 President, André Corrêa do Lago, to try …
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The Hydrogen Hurdle: Costs, Policy and Progress
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32:16Hydrogen was once the golden child of the energy transition. Yet high costs and limited policy support proved high hurdles for the technology’s progress, global deployment has fallen well short of expectations. Forecasts now project around 5.5 million tons of production by 2030 – half of what was expected just a few years ago and far below industry…
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What did 10 years of the Paris Agreement actually achieve?
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30:44The Paris Agreement was a huge deal when it was signed in 2015 at COP21. But after 10 years and $10 trillion dollars invested into decarbonizing our economies, what has it accomplished? As we approach COP30 in Belem, Bloomberg Green’s Laura Millan and Akshat Rathi look back at a decade of the Paris Agreement, and speak to Christiana Figueres and La…
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COP30 Countdown: Ambition, Politics, Reality
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31:33In a few days’ time, world leaders will gather in Brazil for the COP30 climate conference. It’s been 10 years since the Paris Agreement laid out ambitions for a net-zero future, yet momentum is waning. Fewer than a third of nations have submitted their 2035 climate pledges, and current trajectories suggest that the global warming threshold agreed i…
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The world’s biggest consumers of electricity are hidden in plain sight
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38:02Just three companies control the lion’s share of the $120 billion global market for industrial gases: Linde, Air Liquide & Air Products. And because the production of these gases is so energy intensive, each company consumes as much electricity as some small to medium-sized European countries. This week on Zero, Sanjiv Lamba, CEO of Linde, tells Ak…
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The ‘science’ behind economics explains the big problems we face
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42:56
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42:56From trade wars to skyrocketing tech valuations, governments and investors seem to be making economically irrational moves. As the world heads into another global climate summit, there is a need for fresh thinking to bring countries back to work on the urgent challenge of climate change. This week on Zero, political economist Abby Innes tells Aksha…
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Capital Clash: Clean Energy vs Fossil Fuel Finance
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38:58
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38:58Global energy investment is entering a period of realignment. Tariffs, inflation and geopolitical tensions have disrupted financial models, while a backlash against ESG along with renewed fossil fuel demand, driven partly by AI’s power needs, are redirecting capital flows. At the same time, electricity demand continues to rise, intensifying competi…
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The Business of Breathing Life Into Old Wind Turbines
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37:14
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37:14The first generation of wind turbines is now approaching retirement. Developers across Europe, the US and China thus find themselves at a crossroads: should they refurbish and extend the life of existing wind fleets, or dismantle them and build new projects from scratch? Wind technology has evolved considerably over the last 20 years, maintenance c…
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What climate tech is overhyped and what's not
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38:18There's always big ideas in the climate technology space, but it can be hard to get your head around all the different types of technologies making waves. What’s real and what’s low-carbon smoke and mirrors? This week on Zero, Akshat Rathi teams up with venture capitalist and Catalyst podcast host Shayle Kann to talk about which climate technologie…
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Yaron Naymark on His Investment Philosophy, Highest-Conviction Ideas
1:09:59
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1:09:59In this episode, host Elliot Turner welcomes Yaron Naymark, founder and Portfolio Manager of 1 Main Capital. Yaron shares his origin story as a hedge fund manager, discusses his investment philosophy, assesses the current market environment, and dives into his highest-conviction and newest ideas. Enjoy the conversation! The primary purpose of this …
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US fossil fuels vs. Chinese clean tech, who’s winning on exports?
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10:49
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10:49There’s a battle underway to win the energy export market between the world’s two largest economies: The US wants the world to buy its fossil fuels, while China wants to sell the world its clean energy technologies. For now, there is a clear winner: China. How did that happen? Akshat Rathi and Oscar Boyd discuss. More: Read Akshat’s newsletter Read…
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