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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 test social 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 Data Centers and the Future of Energy Storage Energy Storage Enters the 100-Gigawatt Era: Three Things to Know AI Data Centers, Energy and Finance: Dispatch from the BNEF Summit New York 2026
Nuclear Fusion Powers Up for Commercial Breakthrough
iterhorst · 2026-05-01 · via BloombergNEF

Switched On episode description

Fusion energy is entering a new phase. After decades as a scientific pursuit, the sector is attracting billions in private and public capital, with big tech, oil companies and governments all racing to bring the first commercial plants online. Advances in areas like superconductors, materials and computing are opening new pathways, while surging demand for reliable, clean power, particularly from data centers, is accelerating momentum. But the landscape remains uncertain, with multiple competing technologies, ambitious timelines and no clear winner. So how close is fusion to commercial reality, and which approaches are most likely to deliver first? Tom Rowlands-Rees is joined by BloombergNEF’s lead nuclear analyst, Chris Gadomski, to discuss his note “Fusion Investment Pursuing Commercial Viability.”

Episode date

April 30, 2026