Out today: Nat Bullard’s 200-page slide deck with data from across the energy transition. Nat is the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon. 

In part one of their two-part conversation, Shayle cherry-picked the most interesting slides and sat down with Nat to unpack them. They cover topics like:

• Accidental solar geoengineering and the state of aerosols
• The United States’ record-setting fossil fuels exports
• Whether Chinese oil demand is peaking
• Conflicting indicators for the state of ESG investing
• Whether you can have too many carbon removal startups

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Catalyst: 2024 trends: batteries, transferable tax credits, and the cost of capital 

Catalyst: 2023 trends: biomass, ESG, batteries and more

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