Bloomberg has broadened its climate-focused analytics offering, unveiling new tools to help investors assess how companies and portfolios may perform amid the rapid expansion of low-carbon technologies.
The expanded suite is designed to help financial institutions identify transition opportunities, evaluate risks and align portfolios with their sustainability targets — enabling stronger returns and more resilient investment strategies.
According to BloombergNEF (BNEF), investment in low-carbon technologies has surged from $160bn in 2009 to $2.1tn in 2024. Global investment in new renewable energy projects reached a record $386bn in the first half of 2025, marking a 10% increase on the previous year. With capital flowing at an unprecedented rate into the green economy, investors are increasingly focused on understanding how market shifts are affecting company business models and long-term value creation.
Traditional methods of assessing transition risk often rely on carbon emissions pricing or taxation data. Bloomberg’s new analytics go beyond this by integrating bottom-up evaluations of company exposure to technological changes, regional policies and market dynamics.
The platform enables investors to compare companies based on their revenue and capital expenditure exposure to clean energy and fossil fuels, the credibility of their climate targets and transition strategies, and how evolving market conditions could impact their revenue across multiple climate scenarios.
Bloomberg head of transition analytics Jessica Bennett said, “Bloomberg’s enhanced transition offering provides deeper insights into how companies are exposed and adapting to the rise of low-carbon technologies. 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.”
The new analytics — accessible via the Bloomberg Terminal, Data License, and bnef.com — cover companies representing 96% of global market capitalisation. This expansion builds on Bloomberg’s existing transition revenue-at-risk metrics, carbon forecasts and transition credibility scores. Users can now assess company exposure to transition risks and opportunities, evaluate low-carbon investments, review company targets and conduct revenue sensitivity analyses across climate scenarios.
One of the new datasets, Transition Exposure Revenues, created by BNEF, provides insights into how the revenues of over 100,000 companies are tied to 23 clean energy and fossil fuel activities, drawing on proprietary Bloomberg data.
In addition, Transition Capital Expenditures (Capex) data now available through Bloomberg Terminal and Data License offers a forward-looking perspective on corporate climate strategy. This dataset tracks reported investments in low-carbon technologies across sectors such as energy, transport, industry and infrastructure.
BNEF has also introduced the Company Transition Capex Tool, which estimates capex for more than 9,000 companies through detailed asset-level and financing data. Covering nearly 70,000 transactions involving 23,000 entities, the tool represents an estimated $5.26tn in spending and 5.3 terawatts of total power capacity. It allows investors to analyse how firms are repositioning themselves within the energy transition and to benchmark leaders in renewable investment and innovation.
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