Autonomous vehicles might be the cars of the future, but following a flurry of venture capital and private equity funding a decade ago, investment in this space has since tapped the brakes. Last year saw VC/PE fundraising fail to reach $4 billion for the first time since 2017. While green shoots have come in the form of Tesla’s upcoming robotaxi launch, in such a capital-intensive industry, which levels of autonomy are the rest of the field still betting on?

On today’s show, Dana is joined by BloombergNEF’s Head of Intelligent Mobility, Andrew Grant. Together they discuss the recent drop in investment, advances in self-driving vehicle development, and Tesla’s continued resistance to following its peers in adopting laser-based sensor technology known as lidar.

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:

Automated Vehicles: State of the Industry 2024 - https://www.bnef.com/insights/33597

See omnystudio.com/listener for privacy information.

The first quarter of 2024 has seen a flurry of sustainable finance policy activity and a wave of mandatory reporting rules. Yet on the flip side, anti-ESG policies are gaining traction in the US. On today’s show, Dana is joined by Maia Godemer, senior associate for green and sustainable finance at BloombergNEF, to discuss this rapidly changing environment. Together, they consider BNEF’s new Sustainable Finance Policy Quarterly, touching on the new EU Corporate Sustainability Reporting Directive (CSRD) and how it differs from the International Sustainability Standards Board (ISSB).

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:

Sustainable Finance Policy Quarterly 1Q 2024 - https://www.bnef.com/insights/33831

See omnystudio.com/listener for privacy information.

As the host of this year’s G-20 meetings and next year’s COP30 climate conference, Brazil is in the spotlight. Ranked sixth globally for energy transition investment in 2023, and third for both wind and solar capacity additions, Brazil is aiming to use its vast array of natural resources to ensure its future as a clean energy powerhouse.

On today’s show, Dana is joined by BloombergNEF’s head of Latin America research, James Ellis, and analyst, Vinicius Nunes. They discuss Brazil’s potential for green hydrogen production, growing electric vehicle (EV) adoption in a market that is already dominated by vehicles powered by biofuels, and the role of the Amazon forest in voluntary carbon markets.

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:

Latin America Market Outlook 1H 2024: Brazil Drives Growth - https://www.bnef.com/insights/33999

See omnystudio.com/listener for privacy information.