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Catalyst with Shayle Kann
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Feb 6, 2025
Nat Bullard, co-founder of Halcyon and former chief content officer at BloombergNEF, discusses crucial energy trends. He reveals the rise of solar versus stagnating wind energy installations and highlights the mishandling of renewable power amid soaring demand. The conversation also dives into the booming market for Chinese plug-in hybrids and the efficiencies posed by DeepSeek. Bullard underscores the urgent need for better transmission infrastructure, especially due to the energy demands from data centers.
49:45
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Quick takeaways
- The podcast highlights significant growth in solar energy installations, outpacing wind energy's stagnation due to regulatory challenges and deployment simplicity.
- The rise of plug-in hybrids, particularly in China, signifies a shift towards versatile energy-efficient vehicles well-suited for diverse driving environments.
Deep dives
Rising Trends in Solar and Wind Energy
Solar energy has seen significant growth, with 599 gigawatts installed globally last year, contrasting with the wind sector, which, although it achieved a record 130 gigawatts, has not been growing at the same pace. In the United States, investment has clearly shifted, with solar seeing over $40 billion in investments, while wind has declined, affected by political sentiments and regulatory challenges. The rapid development of solar is attributed to its simpler and faster deployment compared to wind energy, which faces hurdles in areas such as interconnection and transmission reforms. As a result of this disparity, solar is expected to continue its upward trajectory, while wind may face ongoing challenges despite being a complementary resource to enhance energy generation.
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