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Low-Carbon Bank Financing Tops $1 Trillion, Nears Fossil Fuels | BloombergNEF Energy Supply Ratios 2026 | BloombergNEF Renewables Go Local in Developing Markets | BloombergNEF Six Ways India Is Redefining Energy Risk: Dispatch From the BNEF Summit New Delhi 2026 | BloombergNEF Japan's Energy Transition Enters New Phase Shaped by Rising Electricity Demand and Energy Security Needs, Per BloombergNEF's New Energy Outlook 2026: Japan | BloombergNEF Global Gas Turbine Manufacturing Outlook: Crunch, for Now | BloombergNEF Global Gas Turbine Manufacturing Outlook: Crunch, for Now | BloombergNEF BloombergNEF’s South Africa Transition Factbook: Power-Market Reform and Private Investments Drive Energy Transition | BloombergNEF MENA Clean Energy Market Outlook 2026 | BloombergNEF Six Months In: The Iran War’s Global Impact | BloombergNEF Renewable Energy Investments Show One Booming Sector | BloombergNEF Bank of America’s ‘Robust’ AI Data Center Deal Pipeline: Q and A | BloombergNEF test social Six Things to Know About BNEF’s New US Data Center Capacity Outlook | BloombergNEF Sustainable Aviation Fuel Price Outlook: Leveling Off | BloombergNEF Solar Set to Rule World’s Power Supply: Three Things to Know | BloombergNEF Energy Transition Impacts: Sector and Country Impacts from a Demand-Driven Model | BloombergNEF BloombergNEF Turkey Transition Factbook 2026: Clean Power Growth Positions Turkey for the Next Phase of Its Energy Transition | BloombergNEF Competitiveness, Cost and Climate: Five Themes From the BNEF Summit Amsterdam | BloombergNEF Electric Vehicle Outlook | BloombergNEF BloombergNEF’s Electric Vehicle Outlook 2026: Global EV Sales Set For Another Record-Breaking Year, But Growth in Some Major Markets Slows | BloombergNEF Mexico Transition Factbook 2026 Have Oil Prices Already Peaked? Three Things to Know Liebreich: The Great Clean Energy Acceleration 2.0 Global Clean-Energy Trade Rebounds to $479 Billion in 2025 Despite Tariffs and Geopolitical Turmoil: BloombergNEF New Energy Outlook 2026 New Energy Outlook 2026 BloombergNEF’s New Energy Outlook 2026: Transition to Newer Technologies, Expanded Electrification to Strengthen Nations’ Energy Security Energy Transition Bank Financing Struggles to Pull Ahead of Fossil Fuels in Asia Data Centers and the Future of Energy Storage
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iterhorst · 2026-09-04 · via BloombergNEF

Switched On episode description

America’s data center boom is running into political resistance. Texas, New York and Pennsylvania are moving to slow or pause new projects amid concerns over electricity costs, infrastructure and local impacts. Texas alone accounts for around 20% of the US pipeline, meaning even short delays could cost developers billions. The pushback is increasingly bipartisan, as politicians respond to growing opposition from local communities and overloaded power grids. The result is new uncertainty for developers racing to secure electricity and bring projects online. So has America’s data center boom finally hit the brakes, and what happens next? In this episode, Kamala Schelling is joined by BloombergNEF senior associate for North American policy, Derrick Flakoll, to discuss his recent notes “Texas’ Data Center Pause Could Cost Projects Billions” and “Pennsylvania’s Data Center Pushback Raises Pipeline Risk.”

Episode date

September 3, 2026