Nat Bullard

Nat Bullard, a seasoned energy and climate analyst and co-founder of Halcyon, shares his insights from his latest comprehensive report on decarbonization. He highlights China's electrification surge, rising from 3% to 30% since 1970, and discusses why electricity spending remains stable despite oil's volatility. Bullard also reveals the staggering backlog of gas turbine orders in Texas and the soaring capital costs for new power plants, comparing current tech investments to past monumental projects. Additionally, he tackles diverging load forecasts and global drivers behind electricity demand.

In this engaging discussion, Nat Bullard, a leading analyst in climate and energy and co-founder of AI company Halcyon, shares insights on electrification and the evolving geopolitics of energy. He highlights how entrenched fossil fuel interests are impeding progress, particularly in countries like Germany and Japan. Nat also discusses innovative financing for solar deployment in regions like Pakistan and expresses optimism for growth in Africa. With his renowned 200-slide deck methodology, he provides a compelling look at the future of decarbonization and AI's impact on the energy sector.

Nat Bullard, a veteran energy analyst and co-founder of Halcyon, joins for a deep dive into decarbonization trends. They explore the surprising resilience of clean energy stocks and discuss the dramatic drop in U.S. energy startup investments. Bullard details the global oil oversupply's impact on prices and highlights China's growing dominance in vehicle production. Additionally, they examine Australia's rapid adoption of residential battery storage, illustrating key shifts in the energy landscape.

Nat Bullard, cofounder of Halcyon, dives into the intricacies of utility regulatory filings, uncovering insights that reveal how utilities are grappling with unprecedented interconnection requests and the emergence of new tariff structures for large-load customers like data centers. He discusses historical parallels, sharing concerns about rising electricity rates, especially for smaller utilities. Nat also highlights the battle between factories and data centers for prime locations, and the growing costs tied to new gas generation, emphasizing the need for transparency in these projects.

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.

Nat Bullard, co-founder of Halcyon and Managing Director of Business Climate, shares his expertise on the contrasting energy trends of 2024. He delves into the paradox of rising coal consumption alongside increased investments in energy transition. Bullard discusses the complexities of global energy dynamics, focusing on America's regional differences and China's dominance in auto manufacturing. He also highlights the importance of effective climate communication and local governance in advancing renewable energy solutions.

Nat Bullard, an energy thought leader and cofounder of Halcyon, dives deep into the ever-evolving landscape of energy and decarbonization. He discusses how rising electricity demand is reshaping strategies and emphasizes the urgency of recent U.S. policy shifts. Bullard argues that the real bottleneck is not renewable supply but the transmission infrastructure. He highlights the transformative role of hyperscalers in the grid and stresses that 2030 is closer than we think in terms of planning. Nat’s insights offer a compelling view on navigating the chaotic energy transition.