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Record Energy Transition Investment, But Slower Pace | Switched On
Posted
March 4, 2026
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599
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March 4, 2026
599
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36:53Now PlayingInvestment in the energy transition reached a record $2.3 trillion last year. That’s a huge figure, but it tells only part of the story. Renewables investment dipped year-on-year as China shifted its power market policy, clean industry and carbon capture gained ground, and growth shifted toward Europe, the Middle East and Africa. Behind the total lies a careful process to define what counts, decide when capital is truly committed, and reconcile everything from electric-vehicle sales to nuclear construction and green debt issuance. So what does this year’s record really reveal about the trajectory of the energy transition? On today’s show, Tom Rowlands-Rees is joined by BNEF’s deputy CEO, Albert Cheung, to review findings from the “Energy Transition Investment Trends 2026.”
Complementary BNEF research on the trends driving the transition to a lowercarbon economy can be found at BNEFGO on the Bloomberg Terminal or on bnef.com ()
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Energy Transition Investment Trends 2026 ()
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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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