Europe’s power mix is changing fast. Ample output from wind, solar and nuclear means that northwest Europe could require significantly less power from fossil fuels this winter than last. At the same time, rising electricity demand from EVs and data centers is shifting market dynamics across Europe, creating new opportunities for technologies like solar and batteries. So how are Europe’s power markets evolving, and what does that mean for prices and investment? On today’s show, Tom Rowlands-Rees is joined by Arhnue Tan from BNEF’s European power team to discuss findings from some of her team’s notes, including “European Power Monthly October 2026: Renewables Retreat,” “European Power Winter Outlook: Cleaner Mix,” and a series of outlooks covering individual power markets across Europe, which we’ve hyperlinked below. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEFGO on the Bloomberg Terminal or on bnef.com (https://www.bnef.com/) Links to research notes from this episode: European Power Monthly October 2026: Renewables Retreat - https://www.bnef.com/insights/40545 (https://www.bnef.com/insights/40545) European Power Winter Outlook: Cleaner Mix - https://www.bnef.com/insights/40431 (https://www.bnef.com/insights/40431) Germany Power Market Outlook 2026: Batteries Versus Gas - https://www.bnef.com/insights/40407 (https://www.bnef.com/insights/40407) Italy Power Market Outlook 2026: Renewables Edge Out Gas - https://www.bnef.com/insights/40373 (https://www.bnef.com/insights/40373) Nordic Power Markets: Demand Outlook - https://www.bnef.com/insights/39425 (https://www.bnef.com/insights/39425) France Power Market Outlook 2026: Price High, Supply Ample - https://www.bnef.com/insights/39197 (https://www.bnef.com/insights/39197) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research. Check out more episodes: https://www.youtube.com/playlist?list=PLe4PRejZgr0O1zx-dJnH-YQw7APqnHLcm Watch video podcasts: https://www.youtube.com/playlist?list=PLe4PRejZgr0MS0Tqk_zQl1LVVTdWuH2Di Visit us: https://www.bloomberg.com/podcasts #energy #sustainability #podcast