Folks, we've posted almost every presentation from @BloombergNEF's #bnefsummit. Here's a thread with our CEO Jon Moore's talk to open the event: 1/
2/ The theme of the talk - "The Power of Perspective" - examines energy technology and transport through the lenses of our four global events in New York, London, Shanghai and Palo Alto (those are @Suzlon wind turbine blades by the way) 
3/ The lens on Europe: here's what happens in a mature power system with lots of wind and solar, generation in excess of demand, and competitive wholesale power pricing...you get _very_ negative prices .
4/ The lens on Asia (well, really the world from Asia): China is now 40% of global clean energy investment...
5/ ...but it's not just in energy where China has such a significant share of world investment and output. China is "half of everything" as Jon says - half of steel and aluminium production, half of electric vehicle sales, half of lithium-ion battery manufacturing capacity .
6/ Liquefied natural gas is also now a global market, with a bit of excess supply for the next few years, but a longer-run potential for demand to exceed supply.
7/ The view from Palo Alto shows how rapidly transportation is changing.
It took 20 years to sell the first million electric vehicles.
It took 18 months to sell the second million.
It took 8 months to sell the third million.
It took 20 years to sell the first million electric vehicles.
It took 18 months to sell the second million.
It took 8 months to sell the third million.
8/ And beyond electrification of transport, there's the rise of shared access models. The collective disclosed valuation of digital hailing service companies would be the world's second-biggest auto company by market cap. There are 770 million global users of digital hailing.
9/ The view from New York is of decoupling and momentum. Decoupling: U.S. GDP and primary energy consumption have diverged significantly since 1990.
10/ The U.S. power mix is also changing significantly. It's an extraordinary shift in the generation mix in the world's second-biggest power system in only 10 years, from 48% coal and 9% renewables, to 32% gas and 18% renewables.
11/ While the power sector is decarbonizing significantly, the rest of the economy has a ways to go. Very important to note that transport is now the U.s. largest source of CO2 emissions, after passing power in 2016.
12/ While the U.S. is pulling out of the Paris Agreement, there are still plenty of leaders saying "We Are Still In" - and they represent more than half of U.S. GDP, half the population, and a third of emissions.
13/ Corporations are "Still In" too, buying multiple gigawatts of zero-carbon power every year.
14/ Closing with a global challenge: after several years of plateau, global energy-sector CO2 emissions rose 1.4% in 2017...
15/ ...and truly meeting a 2-degree climate change target would require an additional $5.2 trillion of investment in zero-carbon power generation.
16/ Closing with the power of perspective - things look different from far away, just as they look different from way up close. Here's the Solar de Olaroz lithium mine in Argentina, from space (thanks @planetlabs for the amazing image).
17/ Thanks for reading, and check out the @BloombergNEF #bnefsummit site about.bnef.com/future-energy-… for our public presentations, analyst talks, interviews and speeches. See you in London, Shanghai, and Palo Alto! /end
