Nat Bullard: "Capex is destiny" - Energi Talks Live!

Nat Bullard, a senior contributor to BloombergNEF and energy transition consultant, dives into the crucial concept of 'CapEx is destiny.' He explores the shift towards renewable energy investments, highlighting China's leadership in this transition. The conversation shifts to the automotive sector, where Chinese electric vehicles are challenging traditional markets. Bullard also addresses the unique energy challenges in developing regions and China's role in decarbonized fuels, examining how these factors shape global energy dynamics and future demand.