Nat Bullard
@nathanielbullard.com
Energy systems and information platforms.
I do that presentation.
https://www.nathanielbullard.com/
📍Singapore
I do that presentation.
https://www.nathanielbullard.com/
📍Singapore
Pinned
Nat Bullard
@nathanielbullard.com
· Jan 30
My annual decarbonization presentation is here.
200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence. www.nathanielbullard.com/presentations
200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence. www.nathanielbullard.com/presentations
I like this one so much I went in to triple-check to hyperscaler capex. It checks out! But something often forgotten in here: North American oil & gas exploration & production was 1.6% of GDP in 2013!
February 9, 2026 at 12:23 PM
I like this one so much I went in to triple-check to hyperscaler capex. It checks out! But something often forgotten in here: North American oil & gas exploration & production was 1.6% of GDP in 2013!
But with T+1 settlement, it may not be enough
February 9, 2026 at 2:00 AM
But with T+1 settlement, it may not be enough
With the added parallax of watching it from Singapore too (not a lineman to be seen...everything is underground)
February 9, 2026 at 1:41 AM
With the added parallax of watching it from Singapore too (not a lineman to be seen...everything is underground)
Had to screencap this @shastingssimon.bsky.social @raviam.bsky.social @laughlax.bsky.social @costasamaras.com @shannonosaka.bsky.social Super Bowl moment
February 9, 2026 at 1:35 AM
Had to screencap this @shastingssimon.bsky.social @raviam.bsky.social @laughlax.bsky.social @costasamaras.com @shannonosaka.bsky.social Super Bowl moment
Reposted by Nat Bullard
Singapore new car sales by country of origin. Japan now sells about 1/4 the number of new cars that it did in 2016; China sells almost the same number as Japan (up from 5 in 2015).
February 8, 2026 at 3:17 AM
Singapore new car sales by country of origin. Japan now sells about 1/4 the number of new cars that it did in 2016; China sells almost the same number as Japan (up from 5 in 2015).
Singapore new car sales by country of origin. Japan now sells about 1/4 the number of new cars that it did in 2016; China sells almost the same number as Japan (up from 5 in 2015).
February 8, 2026 at 3:17 AM
Singapore new car sales by country of origin. Japan now sells about 1/4 the number of new cars that it did in 2016; China sells almost the same number as Japan (up from 5 in 2015).
Reposted by Nat Bullard
Asia just puked Silver. Yikes
February 5, 2026 at 3:04 AM
Asia just puked Silver. Yikes
That is the right spirit
February 4, 2026 at 3:32 AM
That is the right spirit
It isn't worth it in the first instance. Having data-templated sheet-chart + populated-templated-slide/no-chart is 95% of the work, and the chart would always need fiddling anyways (if you're me). So, I stuck with what works, for now, and it works great. Very 'jagged technological frontier' stuff
February 4, 2026 at 3:25 AM
It isn't worth it in the first instance. Having data-templated sheet-chart + populated-templated-slide/no-chart is 95% of the work, and the chart would always need fiddling anyways (if you're me). So, I stuck with what works, for now, and it works great. Very 'jagged technological frontier' stuff
I've got separate .md for data extraction, for chart templating, and slides. But (familiar Moravec's Paradox stuff here) the step that doesn't work well and which I binned for now, is porting a formatted / automated chart into a formatted / populated slide template. 🤷
February 4, 2026 at 3:03 AM
I've got separate .md for data extraction, for chart templating, and slides. But (familiar Moravec's Paradox stuff here) the step that doesn't work well and which I binned for now, is porting a formatted / automated chart into a formatted / populated slide template. 🤷
I've been deliberately step-wise about it all too, prompting carefully, cleaning up the .md often, and also being diligent. One of my favorite things was it rendering a long data series perfectly but as monthly points, not daily...asked Claude and it said "that should not happen"
February 4, 2026 at 2:44 AM
I've been deliberately step-wise about it all too, prompting carefully, cleaning up the .md often, and also being diligent. One of my favorite things was it rendering a long data series perfectly but as monthly points, not daily...asked Claude and it said "that should not happen"
Something I've been working on too. And it's pretty robust (though with some handholding needed here and there)
February 4, 2026 at 2:40 AM
Something I've been working on too. And it's pretty robust (though with some handholding needed here and there)
Reposted by Nat Bullard
BREAKING: Tesla is ending the Model S and Model X programs, Elon Musk just announced on Tesla's earnings call
techcrunch.com/2026/01/28/t...
techcrunch.com/2026/01/28/t...
Tesla is killing off the Model S and Model X | TechCrunch
The company will stop making the pioneering EVs in the second quarter of 2026, CEO Elon Musk announced Wednesday.
techcrunch.com
January 28, 2026 at 10:41 PM
BREAKING: Tesla is ending the Model S and Model X programs, Elon Musk just announced on Tesla's earnings call
techcrunch.com/2026/01/28/t...
techcrunch.com/2026/01/28/t...
Reposted by Nat Bullard
So we have a new record peak demand for Vic tonight (and still climbing!)
Update: currently on track for a new record demand for Victoria (at least by one measure).
And as previously, actual demand still running above earlier forecasts.
And as previously, actual demand still running above earlier forecasts.
January 27, 2026 at 7:49 AM
So we have a new record peak demand for Vic tonight (and still climbing!)
Personal updates settled T+1
January 23, 2026 at 9:13 AM
Personal updates settled T+1
I've lost many myself, in the process.
January 17, 2026 at 8:51 PM
I've lost many myself, in the process.
I take the sooooooerlong view, Robbie. I’ll be updating my web copy shortly :)
January 15, 2026 at 4:48 PM
I take the sooooooerlong view, Robbie. I’ll be updating my web copy shortly :)
Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations
January 15, 2026 at 12:59 PM
Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations
Reposted by Nat Bullard
US emissions in 2025 were not meaningfully impacted by the federal policy changes in 2025, but we project that those policy changes could have increasing effects in the years to come. Read more in our new note: rhg.com/research/us-...
Preliminary US Greenhouse Gas Emissions Estimates for 2025
Based on preliminary economic and energy activity data, we estimate that in 2025, US greenhouse gas emissions increased by 2.4%, marking a change from the prior two years of decreases in emissions.
rhg.com
January 13, 2026 at 4:18 PM
US emissions in 2025 were not meaningfully impacted by the federal policy changes in 2025, but we project that those policy changes could have increasing effects in the years to come. Read more in our new note: rhg.com/research/us-...
Same reply
a man in a suit and tie is standing in front of a store with a green sign
ALT: a man in a suit and tie is standing in front of a store with a green sign
media.tenor.com
January 5, 2026 at 12:55 AM
Same reply
That's all well and good, but how does T+1 settlement play out as a plot element
January 4, 2026 at 11:49 PM
That's all well and good, but how does T+1 settlement play out as a plot element
It was Viggo Mortensen in Eastern Promises, I believe
a man in a suit and tie is standing in front of a store with a green sign
ALT: a man in a suit and tie is standing in front of a store with a green sign
media.tenor.com
January 4, 2026 at 10:50 PM
It was Viggo Mortensen in Eastern Promises, I believe
“That’s the cheapest Terminal offer I’ve ever seen // That’s the ONLY Terminal offer I’ve ever seen”…oh. It’s an ad. ON Bloomberg. To buy Pennies.
December 30, 2025 at 1:05 PM
“That’s the cheapest Terminal offer I’ve ever seen // That’s the ONLY Terminal offer I’ve ever seen”…oh. It’s an ad. ON Bloomberg. To buy Pennies.