It’s a new year, which means the veteran energy analyst Nat Bullard has dropped another annual, data-rich presentation on the state of energy and decarbonization.
And per what has become tradition, Nat is back on Catalyst – for the fourth time – to discuss some of Shayle’s favorite slides, cherry-picked from the 200-page deck.
In part one of their two-part conversation, they cover topics like:
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The significance of China’s rapid electrification
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Why the proportion of GDP spent on electricity has remained flat while oil has proven volatile
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The massive backlog and rising capital costs for gas turbines
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How current tech CapEx compares to past large-scale endeavors like the Manhattan Project and broadband build-out
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The extraordinary explosion of large load interconnection requests in Texas
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The divergence in load forecasting between grid operators and transmission providers
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Global drivers of electricity demand growth beyond data centers
Resources
Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
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