Bloomberg Expands Analytics to Help Investors Evaluate Transition Risk and Opportunity Amid the Rise of Low Carbon Technologies

New analytics provide deeper insights into company exposure and investments, including the impact of changing market forces

Bloomberg today announced the expansion of its climate solutions suite, with new analytics designed to help financial firms evaluate how companies and portfolios are set to perform as low-carbon technologies scale. The suite empowers investors to identify opportunities, evaluate risk and align portfolios with their targets, driving resilient returns and better investment performance.

According to BloombergNEF (BNEF), global investment in low-carbon technologies has surged from $160 billion in 2009 to $2.1 trillion in 2024. In addition, global investment in new renewable energy projects hit a record $386 billion in the first half of 2025, up 10% from the previous year. As the trend continues to develop, investors are increasingly looking to assess how these shifts are transforming company business models and impacting investment returns.

Traditional transition risk approaches focus on carbon emissions pricing based on taxation and fees companies might pay for releasing greenhouse gases. To offer investors a more holistic view of risks, Bloomberg provides both carbon analytics and bottom-up assessments of company exposure to changing market forces, technological shifts and regional policy changes. This holistic approach enables investors to assess and compare companies based on:

• Revenue and capital expenditure exposure to clean energy and fossil fuels, broken down by technology
• Indicators revealing the credibility of company carbon targets and transition plans
• Impact of evolving market dynamics on company revenues under different scenarios

“Bloomberg’s enhanced transition offering provides deeper insights into how companies are exposed and adapting to the rise of low-carbon technologies, said Jessica Bennett, Head of Transition Analytics at Bloomberg. “As this trend continues to evolve, we are committed to provide the analytics investors need to identify leaders and laggards, unlock value and mitigate risks.”

Expanded client use cases

Available on the Bloomberg Terminal, via Data License, and on bnef.com, the new analytics include revenue and capital expenditure exposure for companies representing 96% of global market capitalization, adding to Bloomberg’s transition revenue-at‑risk analytics, carbon forecasts and transition credibility assessments. The enhanced offering enables clients to:

• Understand and compare company exposure to transition risks and opportunities
• Assess companies’ low-carbon investments
• Review company targets and actions to evaluate the credibility of transition plans
• Conduct revenue sensitivity analysis across climate scenarios and measure revenue risk across various time horizons

Transition exposure revenues

Developed by BNEF, the transition exposure revenues dataset helps financial institutions identify the extent to which revenues of more than 100,000 companies are exposed to 23 different clean energy and fossil-fuel activities. These estimates are based on Bloomberg proprietary data.

Transition capital expenditures

Bloomberg Terminal and Data License users can now access transition capex data, which offers a forward-looking lens into corporate climate strategy. This data set captures and normalizes reported capital investments in low-carbon technologies across energy, industry, transport and infrastructure for companies which disclose.

In addition, BNEF has released capex estimates of over 9,000 companies derived from a bottom-up assessment of solar, wind, storage, coal and gas power assets. The Company Transition Capex Tool, available on bnef.com, allows clients to compare and analyze how companies are repositioning their strategies and identify who is leading on the transition. This dataset complements the reported transition capex data available on the Bloomberg Terminal, by allowing users to go deeper on power generation activities using bottom-up, asset and financing-deal level data, especially among private companies. To produce these figures, BNEF compiled nearly 70,000 transactions involving over 23,000 corporate entities. The tool covers $5.26 trillion in estimated spending, representing a total power capacity of 5.3 terawatts, and allows users to explore company capital spending trends from 2014 to 2024.

About Bloomberg’s sustainable finance solutions
Bloomberg’s sustainability data and analytics span carbon emissions, sustainable debt, scores, indices, climate and nature risk, regulatory data and more. Clients can readily access this data on the Bloomberg Terminal via {ESG <GO>} or across their enterprise via Data License at data.Bloomberg.com for use in proprietary or third-party applications. Portfolio and risk managers can also opt to use MARS Climate, Bloomberg’s climate risk management solution, to manage their exposure. In addition, Bloomberg Terminal users have access to research from Bloomberg Intelligence and BloombergNEF. To learn more, please visit our website here.

About Bloomberg
Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. For more information, visit Bloomberg.com/company or request a demo.

About BloombergNEF
BloombergNEF (BNEF) is a strategic research provider covering global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. Our expert coverage assesses pathways for the power, transport, industry, buildings and agriculture sectors to adapt to the energy transition. We help commodity trading, corporate strategy, finance and policy professionals navigate change and generate opportunities.

Media Contacts
Anna Schoeffler, aschoeffler1@bloomberg.net, +33 6 75 54 70 92