Climate 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 Framework to assess how major economies are preparing for this new reality. Which countries are best equipped to withstand what’s coming, and how are they getting there? On today’s show, Kobad Bhavnagri is joined by Danya Liu, a senior associate on BloombergNEF’s climate risk team, and Natasha Mawdsley, a strategy analyst, to discuss their note, “Ranking Resilience: Assessing Country Climate Adaptation.”

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

Ranking Resilience: Assessing Country Climate Adaptation - https://www.bnef.com/insights/37695

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The 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-truck and e-tractor sales, Europe offers them considerable policy support, and even in the US (where sales are slow) the charging market is evolving quickly. From ports in Shanghai to freight corridors in California, could cleaner trucking prove the real test of how fast heavy industry can decarbonize? On today’s show, Dana Perkins is joined by BloombergNEF’s head of commercial transport, Nikolas Soulopoulos, and associate Maynie Yang to discuss their team’s recent notes, “Zero Emission Commercial Vehicles: Accelerating the Transition” and “Commercial Vehicle Decarbonization Monthly: E-Tractors.”

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

Commercial Vehicle Decarbonization Monthly: E-Tractors - https://www.bnef.com/insights/37859

Zero Emission Commercial Vehicles: Accelerating the Transition - https://www.bnef.com/insights/37519

See omnystudio.com/listener for privacy information.

Hydrogen 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 and government ambitions. Of course, as with all things energy transition, the story gets more complicated the closer you look. The US is betting on blue hydrogen even as it turns away from many clean technologies, China is driving ahead with green, and India is emerging as a low-cost producer. And around the world, hydrogen is gradually gaining a foothold in hard-to-abate sectors like shipping and aviation, where the fuel could play a transformative role. On today’s show, Kobad Bhavnagri is joined by BloombergNEF’s head of hydrogen research, Martin Tengler, to discuss some of his team’s recent work, including “Hydrogen Supply Outlook 2025: Blue Takes the Lead” and “Ammonia Supply Outlook 2025: Tenders Shape Demand.”

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

Hydrogen Supply Outlook 2025: Blue Takes the Lead - https://www.bnef.com/insights/37489?context=eyJ0eXBlIjoiaW5zaWdodCIsInNvcnQiOiJkYXRlIiwicmVnaW9uIjpbXSwic2VjdG9yIjpbXSwiYXV0aG9yIjpbIjQwMjc3Il0sImluc2lnaHQtdHlwZSI6W119

Ammonia Supply Outlook 2025: Tenders Shape Demand - https://www.bnef.com/insights/37457?context=eyJ0eXBlIjoiaW5zaWdodCIsInNvcnQiOiJkYXRlIiwicmVnaW9uIjpbXSwic2VjdG9yIjpbXSwiYXV0aG9yIjpbIjQwMjc3Il0sImluc2lnaHQtdHlwZSI6W119

See omnystudio.com/listener for privacy information.