Bloomberg Expands Low-Carbon Transition Analytics

Global investment in low- carbon technologies has reached  unknown  situations, driving investors to seek deeper  perceptivity into the  fiscal counteraccusations  of the global energy transition. Responding to this demand, Bloomberg has expanded its suite of transition analytics tools to help investors assess how companies are  deposited in a low- carbon frugality. The enhanced platform integrates data on  profit exposure, capital expenditure, and transition- plan credibility, covering companies that together represent 96 of global  request capitalization.

This development comes amid a  swell in clean- energy investment. According to BloombergNEF( BNEF), worldwide spending on low- carbon technologies climbed from US$ 160 billion in 2009 to US$ 2.1 trillion in 2024. In the first half of 2025 alone, renewable- energy  design backing hit a record US$ 386 billion, a 10 increase over the  former time. This  instigation, supported by policy  impulses and growing investor appetite for sustainable  means, underscores a decisive shift toward decarbonization.

Jessica Bennett, Head of Transition Analytics at Bloomberg, noted that investors are decreasingly  concentrated on  relating which companies are  conforming  presto enough to remain competitive. She emphasized that the expanded datasets offer a clearer picture of commercial exposure and  occasion within the evolving energy  geography.

Traditional transition-  threat models have largely concentrated on carbon pricing and emigrations taxation. Bloomberg’s new analytics go further, combining carbon- account data with assessments of technological progress,  request dynamics, and indigenous policy trends. The platform examines both  profit and capital- expenditure exposure across clean- energy and  reactionary- energy sectors, gauging  23 distinct technologies. It also incorporates  pointers that  estimate the credibility of commercial transition plans and emigrations- reduction targets, allowing investors to compare  enterprises under  colorful policy and  request  scripts.

These new datasets are accessible through the Bloomberg Terminal, Data License, and bnef.com. They're designed to integrate directly into investment workflows, giving portfolio  directors and judges the capability to bed transition-  threat  perceptivity into their  fiscal assessments.

Central to this update is the Transition Exposure Earnings dataset, developed by BNEF, which estimates how the earnings of  further than  100,000 companies are linked to both clean- energy and  reactionary- energy conditioning. Using personal Bloomberg data and commercial  fiscal  exposures, the dataset offers one of the most comprehensive global views of energy transition exposure. Completing it's the Transition Capex dataset, which tracks forward- looking investments in low- carbon technologies across energy, transport, assiduity, and  structure sectors.

In the power sector, the new Company Transition Capex Tool provides asset-  position visibility, covering nearly  70,000 deals involving  23,000 commercial  realities. Between 2014 and 2024, these deals represented an estimated US$ 5.26 trillion in capital spending and a total capacity of 5.3 terawatts. The tool allows  druggies to cover which  enterprises are  channelizing investment toward solar, wind, and energy-  storehouse  means, and which remain tied to coal and natural gas  structure.

For institutional investors, measuring transition exposure is  getting an essential part of  threat  operation and fiduciary responsibility. Global nonsupervisory  fabrics  similar as the EU’s Sustainable Finance Disclosure Regulation( SFDR), the U.S. Securities and Exchange Commission’s( SEC) proposed climate-  threat  exposure rule, and the Taskforce on Climate- related fiscal exposures( TCFD) are driving the need for standardized and  similar transition data. Bloomberg’s enhanced analytics  grease  script testing that links transition and physical climate  pitfalls to  fiscal  issues. Investors can  dissect how company earnings might perform under different policy and technology pathways, helping them assess  profit and valuation  pitfalls over varying time midairs.

Through Bloomberg’s MARS Climate platform, portfolio  directors can integrate these analytics directly into climate-  threat  operation systems, aligning investment strategies with commercial decarbonization  pretensions and compliance conditions.

The  rearmost expansion strengthens Bloomberg’s position among leading sustainability data providers. Its broader ESG suite  formerly includes datasets covering emigrations, sustainable finance instruments, climate-  threat scores, nature- related  pitfalls, and nonsupervisory  exposures. These are accessible through{ ESG} on the Bloomberg Terminal or through data.bloomberg.com for enterprise  guests.

As the economics of the energy transition grow more complex, high- quality data is decreasingly shaping how capital  requests  estimate  threat and  price. In an investment  terrain  told  by shifting  programs, evolving technologies, and changing  force chains, the capacity to quantify transition exposure is  getting as important as measuring return.

Bloomberg’s expanded analytics bring transition data to the  van of global  request intelligence, offering investors the clarity  demanded to navigate the accelerating shift toward a low- carbon frugality.