How Fuel Price Shocks Are Rewiring Clean Tech Trade | Switched On

Energy shocks don’t just move prices, they reshape trade. As oil and gas prices rise, countries reliant on energy imports are accelerating the shift toward clean technologies, from solar and batteries to electric vehicles. In many cases, that change is being driven by businesses and consumers responding directly to higher costs. Yet it also relies on trade dynamics and government priorities, at both the local and regional level. On today’s show, Tom Rowands-Rees is joined by Antoine Vagneur-Jones, BloombergNEF’s head of trade and supply chains, to discuss findings from some of his team’s notes, including “Trade Transition Scenarios: Outlook to 2050” and “Clean-Tech Tariffs Are Lower Than You Think.”

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 ()

Links to research notes from this episode:

CleanTech Tariffs Are Lower Than You Think ()

Trade Transition ScenariosOutlook to 2050 ()

EVs Could Dominate Global Auto Trade in Just Five Years ()

What EU Guardrails Could Mean for Chinese Battery Firms ()

Clean Energy Trade and Emerging Markets ()

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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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