BloombergNEF Chief Executive Jon Moore is scheduled to open the finance and investment session of the Energy Institute’s International Energy Week on Thursday, 12 February 2026.

Electrified transport emerged as the largest sector for investment in 2025, attracting $893bn – a 21% increase compared to 2024, according to BloombergNEF. Spending includes the purchase of electric vehicles (EVs) and the development of supporting charging infrastructure, with the sector exceeding renewable energy as the primary driver of transition funding.

Investment in renewable energy – which includes solar, wind and other low-carbon power sources – totalled $690bn in 2025. Grid investment is also reported as one of the largest investment drivers and reached $483bn in 2025.

For the second consecutive year, investment in clean energy supply exceeded fossil fuel supply. The gap between them widened to $102bn in 2025, up from $85bn in 2024, with the report showing that total clean energy investment, which includes power grids and storage, rose while fossil fuel supply investment fell. This decline was reported as largely due to reduced spending in upstream oil, gas, and fossil fuel power generation. 

BloombergNEF reports that clean energy supply chain investment grew 6% to $127bn in 2025. This figure reflects the value of factories commissioned in 2025 for solar, battery, electrolyser and wind equipment, as well as mines and processing facilities for battery metals. This includes spending towards new clean-tech product factories along with battery metal production assets. Growth in 2025 was largely driven by increasing battery manufacturing and battery materials investment.

Climate-tech companies raised $77.3bn in equity in 2025, a 53% increase from 2024. This growth followed three years of decline and was driven by public equity deals. Merger and acquisition activity in the sector ended the year at $99.1bn, a 37% increase. Transition-related debt issuance also grew to $1.2tn in 2025, up 17% from 2024 and is attributed to support by corporate and project finance.

The Asia-Pacific remained the dominant region for energy transition capital, accounting for 47% of the global total. China led all nations with $800bn in investment, while the European Union recorded an 18% increase to $455bn, and the US saw a 3.5% rise to $378bn despite trade restrictions and policy adjustments, according to BloombergNEF.

Turning to data centres, the report projects that electricity demand from data centres is set to jump to 1,200 TWh globally by 2035 and reach 3,700 TWh by 2050. The report states data centres will represent 4.5% of final power demand in 2035, a figure that nearly doubles by 2050 (to 8.7%). However, the analysis also indicates that 64% of the generation required to meet this specific demand comes from fossil fuels, with renewables providing the remaining 36%.

Renewables generation is expected to increase 84% in the next five years. By 2050, renewable sources will serve 67% of the world's electric power demand, up from 33% in 2024. BloombergNEF’s report shows sales of passenger EVs forecasted to increase to 42 million in 2030, up from 17.2 million in 2024, and almost double to 80 million by 2050. Approximately two-thirds of the 1.5 billion passenger vehicles on the road are expected to be electric by 2050, a significant increase from 4% today. It is said that this transition is projected to deliver a 40% reduction in oil consumed in the transport sector by 2050 compared to current levels.