Energy Unplugged by Aurora EP.231 Nat Bullard on his Latest Presentation on the State of Decarbonisation
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Feb 18, 2025 Nat Bullard, Co-Founder of Halcyon and a seasoned expert in energy transition, shares his insights on decarbonisation strategies. He discusses the profound impact AI will have on energy markets in the next decade. The conversation highlights trends in Asia, especially the dynamics in India and China. Bullard also elaborates on the challenges of increasing electrical demand from sectors like data centers, as well as the geopolitical complexities affecting energy supply chains. His unique take on the stories that drive decarbonization sheds light on the intricate narrative of energy transformation.
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Halcyon's US Focus
- Nat Bullard's company, Halcyon, initially focuses on US energy data due to its complexity.
- He uses California as an example, highlighting overlapping regulatory bodies and complex information architectures.
AI's Impact on Energy
- AI's impact on energy demand is complex, with data centers representing a new type of load growth.
- Unlike traditional industrial loads, data centers are less price-sensitive, creating unique challenges for energy planning.
Shifting US Load Growth
- US load growth patterns are shifting, with winter peak now exceeding summer peak, unlike previously.
- Factors include increased manufacturing and efficient cooling technologies, challenging traditional demand forecasts.