The US power grid is under mounting strain from aging infrastructure, slow interconnections and regional bottlenecks, while demand, complexity and variability are on the rise. Building a future-ready grid will require major investment, smarter infrastructure and policy reform. So just what can be done to expand transmission capabilities to meet oncoming energy challenges in the US?

At the BloombergNEF Summit Houston, Ethan Zindler, BloombergNEF’s head of country and policy research, moderated a panel “Revolutionizing the Grid.” This episode brings listeners that panel, which featured Page Crahan, general manager of Tapestry at X, Alphabet; Michael Skelly, co-founder and chief executive officer of Grid United; Frank Kreikebaum, senior vice president and chief of engineering at Smart Wires; and Rina Harris, vice president of strategic business growth and engagement at CenterPoint Energy.

To learn more about BNEF’s Summits taking place around the world and to see recordings of BNEF Talks at previous Summits, head to https://about.bnef.com/summit/.

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Copper is a cornerstone of the world’s infrastructure. From transportation to the energy transition to massive new data centers, demand for the metal is everywhere, and supply is feeling the crunch. Copper demand is forecast to outstrip supply by 6 million metric tons a year come 2035, but at the same time, market economics are limiting exploration and some mines are even closing up shop. So who is going to win, and who may lose out, in the global battle for a limited critical resource? On today’s show, Tom Rowlands-Rees talks with Rosemary Katz, a senior associate from BNEF’s metals and mining team, about her note “Tracking Copper in Data Centers 2025-2035: Supply Crunch.”

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:

Tracking Copper in Data Centers 2025-2035: Supply Crunch - https://www.bnef.com/insights/37209

See omnystudio.com/listener for privacy information.

Despite the gloomy headlines in the US, global investment into clean energy technologies is still rising. The first half 2025 saw a record $386 billion flowing towards clean tech, a 10% rise from the same period last year. Yet despite the continuing rise in investment numbers, the devil lies in the details. For instance, solar was propelled by small-scale installations, while utility-scale investment waned. And the regional investment picture is fragmented, with declines in investment figures in the US possibly indicating capital reallocation to other markets. On today’s show, Dana Perkins talks with the BloombergNEF’s Head of Clean Energy, Meredith Annex, about her team’s note “2H 2025 Renewable Energy Investment Tracker: Record High.”

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:

2H 2025 Renewable Energy Investment Tracker: Record High - https://www.bnef.com/insights/37317

See omnystudio.com/listener for privacy information.