BloombergNEF

Despite equity market jitters and “bubble” fears, the digital infrastructure boom continues. The latest iteration of BloombergNEF’s Data Center Market Indicators combines capital, capacity and power trends to help answer the question: how much of this demand is real? 🌐 1️⃣ Capex is nearing $750 billion in 2026, up from less than $450 billion the prior year 2️⃣ 23.1GW of IT capacity is under construction across 831 sites globally, with about three quarters in the US 3️⃣ Data centers signed 28.3GW of clean power PPAs in 2025, accounting for about half of corporate procurement 4️⃣ Hyperscaler–neocloud leasing activity exceeded $100 billion in six months 5️⃣ Leading AI labs are reporting 30–40% gross margins on inference services Download the full report here → https://bloom.bg/4c4mw60 #DataCenters #AI #PowerMarkets #DigitalInfrastructure #CleanPower

Iran-linked strikes briefly halted crude loadings at Saudi Arabia’s Yanbu oil terminal last week, highlighting the vulnerability of Red Sea export routes. BloombergNEF analysis shows the risks extend beyond a single disruption: ▪️Shipments had climbed to ~4.2 million barrels per day by March 18 before being halted ▪️It is not clear the Kingdom can fully sustain exports via the Red Sea, despite East-West pipeline capacity of up to 7 million barrels per day ▪️Tanker operators may be unwilling to accept the risk of further strikes Even with alternative routes, flows cannot fully replace volumes through the Strait of Hormuz. Explore the analysis ➡️ https://bloom.bg/4t7c4Ra

The Strait of Hormuz is one of the world’s most important oil chokepoints. With transit activity down sharply and only limited crossings getting through, use these 3 Bloomberg Terminal functions to track the situation. 👇 1️⃣ ECAN HORMUZ <GO> Near real-time vessel crossing data updated every 30 minutes with full interactive drill-down by direction and vessel type. Track crude oil tankers, LNG carriers, dry cargo ships, and bulk carriers separately, broken out East-to-West and West-to-East. See exactly which categories stopped moving and when the disruption occurred—as it's happening, not after the fact. 2️⃣ MAP VESSELS <GO> Live vessel positioning and movement visualization. Draw a custom polygon around the Strait of Hormuz, filter by specific vessel types (crude oil tanker, LNG, container, bulk carrier), and watch real-time tanker flows through the chokepoint. Identify which ships are hugging the Iranian coast—the approved route that signals Tehran's control over the waterway—and which are avoiding the strait entirely. 3️⃣ WSL SHIPPING <GO> Daily ship crossing counts with 7-day rolling sum for all vessel types. Export historical time-series data directly to Excel using the BDH formula for quantitative analysis. Compare current crossing rates against pre-crisis baselines by vessel class and direction.

The geography of data center development is being redrawn at speed. ⚡🌍 BloombergNEF is tracking nearly 23GW of IT capacity under construction globally, as AI and cloud workloads drive the next phase of digital infrastructure growth. But energy availability, permitting and grid constraints are reshaping where capacity lands. Tax policy, fiber connectivity and existing ecosystems continue to influence competitiveness. Our experts outline four key themes in the article, and the companion podcast explores what really determines where the next gigawatt gets built. 📖 Read: https://bloom.bg/4dkKgnx

The International Energy Agency (IEA) has announced a record 400 million-barrel release from emergency oil reserves to help ease market turmoil caused by the Iran war. But that quantity will only cover about four days of global demand. 🛢️📉 “It is a relief for the oil market, but apparently not enough to stem overall supply concerns,” said David Doherty, BloombergNEF's Head of Natural Resources Research, citing days of whipsawing oil prices following the IEA release. “We see structural oversupply re-anchoring prices if the supply shock is temporary.” Here are three things to know from BNEF’s analysis: 📊 Oil balance: There was near consensus among key agencies on 2026 being a year of surplus oil production. That may change. 🛳️ Production cuts: Disruption of oil flows through the Strait of Hormuz has led Saudi Arabia and others to start reducing oil production. 🔁 Supply support: The IEA’s decision to release 400 million barrels is more than double the 183 million barrels unlocked after Russia invaded Ukraine. Read more here: https://bloom.bg/4sIUq5U

That's a wrap on #BNEFSummit Beijing 2026!✅ Big thanks to our speakers, attendees and Sponsors.🤝 ⬇️ ⬇️ ⬇️ 🔷 Sponsor: 🔸Castrol ✨Relive the Highlights of the BNEF Summit Beijing!✨ 🎥 https://bloom.bg/4sBB3eY 📸 https://bloom.bg/3OXnhFb

Bringing Transparency to Complex Markets: The Official BloombergNEF Tier 1 Badge. We are pleased to announce the launch of the BloombergNEF Tier 1 badge, introduced today at the BNEF Summit Beijing. Built on over 20 years of experience assessing companies and their role in the energy transition, BloombergNEF’s Tier 1 reports identify leading manufacturers and suppliers of PV Modules, Power Inverters, and Energy Storage Systems. Drawing on a proprietary database of 200,000 individual projects and asset finance transactions, our classification system uses data-driven, objective criteria to separate the top tier of companies from the many other players in their respective fields. Alongside this launch, Tier 1 lists are published quarterly to align with industry workflows. Explore our new dedicated website to learn more about the BloombergNEF Tier 1 classification and our methodologies: https://bloom.bg/4lmYo1z Join us in celebrating this next step in advancing industry transparency and helping the world’s leading energy players stand out. #BNEF #BNEFTier1 #CleanEnergy #SolarPV #EnergyStorage #Renewables #BNEFSummit #Tier1 #EnergyFinance

The #BNEFSummit Beijing 2026 is right around the corner! 📢 We are delighted to announce the participation of the following distinguished speakers: 🔸Jianjun Cao, Chief Expert, SINOPEC Economics & Development Research Institute Co., Ltd. 🔸Jiaquan Dai, Chief Economist, CNPC Economics & Technology Research Institute (CNPC ETRI) 🔸Shengwei Guo, Vice President, CNOOC Energy Economics Institute 🔸Peter Huang, Global President of Thermal Management & Data Centre, Castrol 🔸Hao Jiang, Assistant Director General / Chief Technical Expert, China Renewable Energy Engineering Institute (CREEI) We're looking forward to welcoming our Sponsor 🤝 ⬇ ⬇ ⬇ 🔷 Castrol 📍 Beijing 📅 12 March 2026 🔗 Learn more: https://bloom.bg/4lnuFpo