Gas turbines are a hot topic. Orders for this critical piece of infrastructure are surging alongside rising power demand and the need to refurbish aging power plants. Data centers are adding urgency, particularly in the US, and scarce delivery slots are pushing prices higher. Manufacturers are expanding production, but past overcapacity is keeping them cautious about chasing today’s demand too aggressively. So how long can the boom last? And can manufacturers capitalize on the gas turbine boom without overplaying their hand? On today’s show, Tom Rowlands-Rees is joined by BNEF global gas specialist Atin Jain to discuss findings from some of his research, including “Global Gas Turbine Order Trends 1H 2026: Records Shattered” and “Global Gas Turbine Manufacturing Outlook: Crunch, for Now.”

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:

Global Gas Turbine Order Trends 1H 2026: Records Shattered - https://www.bnef.com/insights/40519

US Data Center Gas Demand Outlook 2026-2035 - https://www.bnef.com/insights/40383

Global Gas Turbine Manufacturing Outlook: Crunch, for Now - https://www.bnef.com/insights/40247

See omnystudio.com/listener for privacy information.

Europe’s power mix is changing fast. Ample output from wind, solar and nuclear means that northwest Europe could require significantly less power from fossil fuels this winter than last. At the same time, rising electricity demand from EVs and data centers is shifting market dynamics across Europe, creating new opportunities for technologies like solar and batteries. So how are Europe’s power markets evolving, and what does that mean for prices and investment? On today’s show, Tom Rowlands-Rees is joined by Arhnue Tan from BNEF’s European power team to discuss findings from some of her team’s notes, including “European Power Monthly October 2026: Renewables Retreat,” “European Power Winter Outlook: Cleaner Mix,” and a series of outlooks covering individual power markets across Europe, which we’ve hyperlinked below.

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:

European Power Monthly October 2026: Renewables Retreat - https://www.bnef.com/insights/40545

European Power Winter Outlook: Cleaner Mix - https://www.bnef.com/insights/40431

Germany Power Market Outlook 2026: Batteries Versus Gas - https://www.bnef.com/insights/40407

Italy Power Market Outlook 2026: Renewables Edge Out Gas - https://www.bnef.com/insights/40373

Nordic Power Markets: Demand Outlook - https://www.bnef.com/insights/39425

France Power Market Outlook 2026: Price High, Supply Ample - https://www.bnef.com/insights/39197

See omnystudio.com/listener for privacy information.

The energy transition is reshaping how companies make money. BNEF’s new Transition Risk and Opportunities Outlook models revenues for more than 70,000 companies as demand shifts across energy, transport and commodities. Businesses exposed to renewables, grids, EVs and transition metals could benefit, while others may face shrinking markets and rising carbon costs. So which companies are positioned to capture new opportunities, and which are most exposed to the transition? On today’s show, Kamala Schelling is joined by BloombergNEF finance policy and transition risk specialist Maia Mesanger and transition risk and alignment analyst Estella Agyepong to discuss their note “Transition Risk and Opportunity Outlook 2026.”

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:

Transition Risk and Opportunity Outlook 2026 - https://www.bnef.com/insights/40403

See omnystudio.com/listener for privacy information.