Uploaded September 2026 | Updated September 2026, 2 weeks ago
The Iran war is redrawing the global energy landscape. Six months of high oil prices and disrupted trade have strengthened the case for technologies that reduce reliance on imported fossil fuels. Chinese exports of solar, batteries and electric vehicles have risen, while markets across Africa, Asia and Latin America are seeing growing demand for clean technologies. But the response varies widely. Some governments are shielding consumers from higher fuel costs, while others are leaning more heavily on domestic fossil fuels as a source of energy security. So has the Iran war changed the direction of the energy transition, or simply its pace? On today’s show, Kamala Schelling is joined by, Ethan Zindler who leads BNEF's countries and policy research. Together they discuss the note “Six Months In: The Iran War’s Global Impact.”
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEFGO on the Bloomberg Terminal or on bnef.com (bnef.com/)
Links to research notes from this episode:
Six Months In: The Iran War’s Global Impact - bnef.com/insights/40249 (bnef.com/insights/40249)
See omnystudio.com/listener (omnystudio.com/listener) for privacy information.
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.
Check out more episodes: youtube.com/playlist?list=PLe4PRejZgr0O1zx-dJnH-YQw7APqnHLcm
Watch video podcasts: youtube.com/playlist?list=PLe4PRejZgr0MS0Tqk_zQl1LVVTdWuH2Di
Visit us: bloomberg.com/podcasts
#energy #sustainability #podcast
The Iran war is redrawing the global energy landscape. Six months of high oil prices and disrupted trade have strengthened the case for technologies that reduce reliance on imported fossil fuels. Chinese exports of solar, batteries and electric vehicles have risen, while markets across Africa, Asia and Latin America are seeing growing demand for clean technologies. But the response varies widely. Some governments are shielding consumers from higher fuel costs, while others are leaning more heavily on domestic fossil fuels as a source of energy security. So has the Iran war changed the direction of the energy transition, or simply its pace? On today’s show, Kamala Schelling is joined by, Ethan Zindler who leads BNEF's countries and policy research. Together they discuss the note “Six Months In: The Iran War’s Global Impact.”
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEFGO on the Bloomberg Terminal or on bnef.com (bnef.com/)
Links to research notes from this episode:
Six Months In: The Iran War’s Global Impact - bnef.com/insights/40249 (bnef.com/insights/40249)
See omnystudio.com/listener (omnystudio.com/listener) for privacy information.
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.
Check out more episodes: youtube.com/playlist?list=PLe4PRejZgr0O1zx-dJnH-YQw7APqnHLcm
Watch video podcasts: youtube.com/playlist?list=PLe4PRejZgr0MS0Tqk_zQl1LVVTdWuH2Di
Visit us: bloomberg.com/podcasts
#energy #sustainability #podcast
