Nat Bullard, an independent energy analyst and author, delves into the paradox of our energy landscape. He highlights that despite the rise in renewables, fossil fuel demand persists, with coal and oil consumption reaching all-time highs. The conversation also covers the explosive growth of solar and battery technology, addressing concerns over resource availability and the complex dynamics of energy transition. Bullard provides insights on how societal changes and technological advancements could drive future energy policies.

Nat Bullard, co-founder of Halcyon and former chief content officer at BloombergNEF, shares insightful trends from his extensive research on the energy transition. He discusses the unexpected implications of solar geoengineering and aerosols on climate. The conversation examines the surge in U.S. fossil fuel exports and the possible peak of Chinese oil demand. Bullard also critiques the evolving landscape of ESG investing and raises questions about the rapid growth of carbon removal startups versus market readiness and commitment to net-zero emissions.

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.

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.

Climate expert Nat Bullard discusses decarbonization trends with insights on challenges in hard-to-decarbonize sectors like steel, impact of interest rates on capital flows, role of technology, AI's potential in climate solutions, and the importance of maintaining momentum in decarbonization efforts.

First up, J+M cover how to approach a market that's heating up during a downturn (1:42), before covering warrants. (25:07) Then, Voyager's Nat Bullard joins to discuss his journalist to VC path and Voyager's climate focus. (32:09) (0:00) J+M tee up today's segments! (1:42) How to approach a market that's heating up during a downturn (11:26) Blueground - Get up to $1000 off your booking at https://promos.theblueground.com/twist  (12:58) Strategies around patience in VC, entering markets at the wrong time (25:07) Understanding warrants (30:49) Paperclip - Go to getpaperclip.com/twist to get the app free for life (32:09) Nat Bullard joins Molly and breaks down his path from journalist to climate VC (39:15) LinkedIn Marketing -  Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (40:38) Voyager's thesis, most exciting investment opportunities in climate FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood FOLLOW Nat: https://twitter.com/natbullard Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1

The EV revolution is official on. Sales are soaring around the world as the internal combustion engine era starts to fade. But if you're just thinking about what's inside the car, you're missing some big stories. All kinds of industries and patterns of behavior are going to change because of the switch. On this episode, we speak with Nat Bullard, the Chief Content Officer at BloombergNEF, who walks us through all the various ramifications both inside and outside of the existing auto industry.See omnystudio.com/listener for privacy information.

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.

It’s the first year of what we hope is an annual event: Nat Bullard has released his first climate trends report. He was the chief content officer at BloombergNEF until last year, and now is a senior contributor at BNEF and Bloomberg Green. He’s also a venture partner at Voyager Ventures. There’s so much in this 141-slide deck that we’ve split the conversation into two episodes. In this first part, Shayle and Nat dig into topics like: Land use. For example: we grow 40% of the U.S. corn to offset 10% of U.S. motor gas demand. Also, despite a growing world population, land used for agriculture globally has been shrinking. What do these trends mean for alternative proteins and sustainable aviation fuels? ESG. In 2022, there were more anti-ESG than pro-ESG regulatory developments. And while ESG fund flows were positive last year, they’re still only a fraction of their peak in 2021. Where is ESG investment heading and should we even be putting environmental, social and governance criteria in the same bucket?  Batteries. Battery costs rose in 2022, but battery system costs rose faster. And yet there’s still rising demand for utility-scale batteries. Meanwhile, the top ten battery manufacturers of 2022 were in Asia. What do these trends mean for the battery market and manufacturing supply chains? For a full transcript, click hereRecommended resources: Nathaniel Bullard: Decarbonization: The long view, trends and transience, net zero Catalyst: Climatetech’s surprising bottleneck: Land access Catalyst is a co-production of Post Script Media and Canary Media.Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalystCatalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.

Nat Bullard, Analyst, Speaker, and Advisor on Decarbonization, discusses the state of decarbonization and highlights progress in clean energy, China's dominance in electric vehicles and renewable energy, the role of incentives and investment, and the need for imagination and forward-thinking in creating champion businesses and industries.