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We had so much to cover in Nat Bullard’s monster climate trends deck that we’re back for another episode. Haven’t heard the first part yet? Listen here. 

Nat was the chief content officer at BloombergNEF until last year. He is now a senior contributor at BNEF and Bloomberg Green as well as a venture partner at Voyager Ventures. 

Shayle and Nat dig into topics like:

• EVs. From 2017 to 2022, internal combustion engine car sales globally declined by nearly a third. Yet EV sales are on the rise. Will growth in EVs stave off the decline of passenger vehicle sales?
• Onshoring of supply chains. Companies have announced plans to bring manufacturing facilities to the U.S. or nearby countries. In the EV value chain alone, there were $70 billion worth of announcements in 2022. Will this onshoring trend have lasting power? 
• The three ages of decarbonization. First came renewable energy, then the energy transition, and starting in 2019, the net zero age. It builds on everything we did before, but now with a focus on molecules, calories, industry, and pressure on the boardroom.
• Plus: What we can do with old coal sites and the types of projects that tend to have cost overruns.

For a full transcript, click here

Recommended resources:

• Nathaniel Bullard: Decarbonization: The long view, trends and transience, net zero

Catalyst is a co-production of Post Script Media and Canary Media.

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