Nat Bullard

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.