Didn’t catch last week’s episode on Nat Bullard’s mega slide deck on energy transition? Start there.

This is the second half of our extended conversation with Nat, the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon.

In this episode, Shayle and Nat dig into topics like:

Rising solar installations and stagnating wind
Why we’re wasting so much renewable power amid skyrocketing load growth
The rise of Chinese plug-in hybrids and exports
Whether DeepSeek’s efficiency will temper or turbocharge load growth
The woeful state of transmission buildout, despite demand for it
Why one quarter of Virginia’s power demand comes from data centers

Recommended resources

Latitude Media: Does DeepSeek call the data center boom into question?
Latitude Media: To get data centers online, one Virginia co-op is proposing a new business model
Latitude Media: A dizzying year at the AI energy nexus
Catalyst: Demystifying the Chinese EV market
Reuters: Exclusive: Global solar capacity hits 2 TW on path to climate goal, data shows

Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor.

Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.

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