Nat Bullard
@nathanielbullard.com
Deep decarbonization and the business of climate.
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
Reposted by Nat Bullard
For my American followers:
In the "Sliding Doors" like upside down alternative reality that is Australia the Centre Left union normie party passed permitting reform with the Greens. Fossil Lobbyists pushed their luck and got cut out of the deal while the right party imploded.
In the "Sliding Doors" like upside down alternative reality that is Australia the Centre Left union normie party passed permitting reform with the Greens. Fossil Lobbyists pushed their luck and got cut out of the deal while the right party imploded.
The Greens, Labor, and the environment all scored a win today — it's a lesson in how politics *should* work
The Greens are clearly still concerned about being seen as uncooperative. Today’s deal is a reminder that this is how things get done.
www.crikey.com.au
November 27, 2025 at 2:04 AM
For my American followers:
In the "Sliding Doors" like upside down alternative reality that is Australia the Centre Left union normie party passed permitting reform with the Greens. Fossil Lobbyists pushed their luck and got cut out of the deal while the right party imploded.
In the "Sliding Doors" like upside down alternative reality that is Australia the Centre Left union normie party passed permitting reform with the Greens. Fossil Lobbyists pushed their luck and got cut out of the deal while the right party imploded.
Watching cooking shows with the child, engaging in my favorite temperature rubric
0° Fahrenheit: cold
100° Fahrenheit: hot
0° Celsius: cold
100° Celsius: dead
0° Kelvin: dead
100° Kelvin: dead
0° Fahrenheit: cold
100° Fahrenheit: hot
0° Celsius: cold
100° Celsius: dead
0° Kelvin: dead
100° Kelvin: dead
November 27, 2025 at 2:44 AM
Watching cooking shows with the child, engaging in my favorite temperature rubric
0° Fahrenheit: cold
100° Fahrenheit: hot
0° Celsius: cold
100° Celsius: dead
0° Kelvin: dead
100° Kelvin: dead
0° Fahrenheit: cold
100° Fahrenheit: hot
0° Celsius: cold
100° Celsius: dead
0° Kelvin: dead
100° Kelvin: dead
"One geothermal-startup founder spoke of receiving a call from a potential investor’s adviser, who said, Sorry, the managing partner wants to invest in a blimp company instead." www.newyorker.com/magazine/202...
Why the Time Has Finally Come for Geothermal Energy
It used to be that drawing heat from deep in the Earth was practical only in geyser-filled places such as Iceland. But new approaches may have us on the cusp of an energy revolution.
www.newyorker.com
November 27, 2025 at 12:34 AM
"One geothermal-startup founder spoke of receiving a call from a potential investor’s adviser, who said, Sorry, the managing partner wants to invest in a blimp company instead." www.newyorker.com/magazine/202...
Did you wake up the day before Thanksgiving and think "you know, my working hours aren't complete without a thorough explainer on the weirdest electrical load day of the year in the US?"
Well then, I've got you covered!
Happy reading from me and @halcyonai.bsky.social hubs.la/Q03VT-v20
Well then, I've got you covered!
Happy reading from me and @halcyonai.bsky.social hubs.la/Q03VT-v20
November 26, 2025 at 12:43 PM
Did you wake up the day before Thanksgiving and think "you know, my working hours aren't complete without a thorough explainer on the weirdest electrical load day of the year in the US?"
Well then, I've got you covered!
Happy reading from me and @halcyonai.bsky.social hubs.la/Q03VT-v20
Well then, I've got you covered!
Happy reading from me and @halcyonai.bsky.social hubs.la/Q03VT-v20
Reposted by Nat Bullard
By Monday, Australia will have surpassed 100,000 small battery systems installed and registered since 1 July when household batteries became eligible for rebates.
reneweconomy.com.au
October 24, 2025 at 4:47 AM
By Monday, Australia will have surpassed 100,000 small battery systems installed and registered since 1 July when household batteries became eligible for rebates.
Once every 18 months or so I end up re-surfacing this article for reasons, and then laughing when I realize that @robinsonmeyer.bsky.social is the author www.theatlantic.com/technology/a...
The Best Way to Type ¯\_(ツ)_/¯
Every time you shrug, you don’t need to Google, then copy, then paste.
www.theatlantic.com
October 10, 2025 at 12:21 AM
Once every 18 months or so I end up re-surfacing this article for reasons, and then laughing when I realize that @robinsonmeyer.bsky.social is the author www.theatlantic.com/technology/a...
One guess (OK, two guesses) at what's behind the forecast growth in industrial power demand in Idaho www.linkedin.com/posts/natbul...
A truism about US power market demand growth: data centers. Many… | Nat Bullard
A truism about US power market demand growth: data centers. Many utilities had no growth in demand, or even negative growth in demand, since the late aughts. That trend has reversed with a quickness...
www.linkedin.com
October 9, 2025 at 12:06 PM
One guess (OK, two guesses) at what's behind the forecast growth in industrial power demand in Idaho www.linkedin.com/posts/natbul...
Reposted by Nat Bullard
This is why trends are more important to pay attention to than a blanket "but fossil fuel use is rising".
That's the only way to anticipate the turning points.
Falling fossil fuel use in the power sector and the WHOLE economy is now possible in China 🇨🇳
That's the only way to anticipate the turning points.
Falling fossil fuel use in the power sector and the WHOLE economy is now possible in China 🇨🇳
September 9, 2025 at 9:59 AM
This is why trends are more important to pay attention to than a blanket "but fossil fuel use is rising".
That's the only way to anticipate the turning points.
Falling fossil fuel use in the power sector and the WHOLE economy is now possible in China 🇨🇳
That's the only way to anticipate the turning points.
Falling fossil fuel use in the power sector and the WHOLE economy is now possible in China 🇨🇳
Reposted by Nat Bullard
NEW | China’s clean energy boom and rapid electrification are creating the conditions for a FOSSIL DECLINE at home and abroad⚡
Fossil use in end-use sectors plateaued in 2015--while electricity use grew 65%, becoming central to 🇨🇳’s energy system.
https://loom.ly/psjqvhE
Fossil use in end-use sectors plateaued in 2015--while electricity use grew 65%, becoming central to 🇨🇳’s energy system.
https://loom.ly/psjqvhE
September 9, 2025 at 6:00 AM
NEW | China’s clean energy boom and rapid electrification are creating the conditions for a FOSSIL DECLINE at home and abroad⚡
Fossil use in end-use sectors plateaued in 2015--while electricity use grew 65%, becoming central to 🇨🇳’s energy system.
https://loom.ly/psjqvhE
Fossil use in end-use sectors plateaued in 2015--while electricity use grew 65%, becoming central to 🇨🇳’s energy system.
https://loom.ly/psjqvhE
Consumers Energy has 54 data center load interconnection requests. The smallest is 4 megawatts. The larges is 2,200 megawatts. Total capacity: more than 22 gigawatts.
halcyon.io/blog/machine...
halcyon.io/blog/machine...
August 28, 2025 at 11:37 AM
Consumers Energy has 54 data center load interconnection requests. The smallest is 4 megawatts. The larges is 2,200 megawatts. Total capacity: more than 22 gigawatts.
halcyon.io/blog/machine...
halcyon.io/blog/machine...
Reposted by Nat Bullard
Energy markets move fast ⚡️
Introducing new market intelligence so you can gain an edge:
Large Load Tariff Tracker → 50 tariffs (market leading coverage)
Gas Power Plant Tracker → 146 assets / 72GW (up from 65GW in July)
Here’s @nathanielbullard.com on how we do it: hubs.la/Q03DMqcr0
#energysky
Introducing new market intelligence so you can gain an edge:
Large Load Tariff Tracker → 50 tariffs (market leading coverage)
Gas Power Plant Tracker → 146 assets / 72GW (up from 65GW in July)
Here’s @nathanielbullard.com on how we do it: hubs.la/Q03DMqcr0
#energysky
Vectors and Vectors
Halcyon Vectors and Vectors by Nat Bullard describes recent updates to Large Load Tariff Tracker and Gas Power Plant Tracker data products
hubs.la
August 21, 2025 at 11:37 AM
Energy markets move fast ⚡️
Introducing new market intelligence so you can gain an edge:
Large Load Tariff Tracker → 50 tariffs (market leading coverage)
Gas Power Plant Tracker → 146 assets / 72GW (up from 65GW in July)
Here’s @nathanielbullard.com on how we do it: hubs.la/Q03DMqcr0
#energysky
Introducing new market intelligence so you can gain an edge:
Large Load Tariff Tracker → 50 tariffs (market leading coverage)
Gas Power Plant Tracker → 146 assets / 72GW (up from 65GW in July)
Here’s @nathanielbullard.com on how we do it: hubs.la/Q03DMqcr0
#energysky
Reposted by Nat Bullard
This is progress. (Though some of it is driven by a slowdown in construction. And in the past, emissions from the power sector have been substantially determined by rainfall and therefore hydro generation over the summer in southern provinces).
NEW from me: Clean energy growth helped China’s CO2 emissions fall 1% year-on-year in the first half of 2025, extending a declining trend that started in March 2024. Power sector CO2 fell 3% as growth in solar power alone matched the rise in electricity demand.
🇨🇳 📰 NEW | Analysis: Record solar growth keeps China’s CO2 falling in H1 2025
🌿 ☀️ CO2 output of the nation’s power sector fell by 3% in H1 2025 as growth in solar power alone matched the rise in electricity demand
@laurimyllyvirta.bsky.social w/ @carbonbrief.org
www.carbonbrief.org/analysis-rec...
🌿 ☀️ CO2 output of the nation’s power sector fell by 3% in H1 2025 as growth in solar power alone matched the rise in electricity demand
@laurimyllyvirta.bsky.social w/ @carbonbrief.org
www.carbonbrief.org/analysis-rec...
August 21, 2025 at 7:17 AM
This is progress. (Though some of it is driven by a slowdown in construction. And in the past, emissions from the power sector have been substantially determined by rainfall and therefore hydro generation over the summer in southern provinces).
@conorsen.bsky.social "Perhaps inevitably, there now exists a Dubai chocolate bar in the shape of a Labubu" @amandamull.bsky.social www.bloomberg.com/news/article...
The Social Media Trend Machine Is Spitting Out Weirder and Weirder Results
Trends always have an element of randomness, but our algorithmic feeds have made them unintelligible.
www.bloomberg.com
August 12, 2025 at 11:41 PM
@conorsen.bsky.social "Perhaps inevitably, there now exists a Dubai chocolate bar in the shape of a Labubu" @amandamull.bsky.social www.bloomberg.com/news/article...
Reposted by Nat Bullard
DENNING: ".. We are in year one of a Trump administration that is determined to crush what he has called the EV 'hoax.'"
Ford's plan "must surely trouble even the most committed ideologues to see their anti-EV onslaught hasn’t .. changed the direction of travel."
www.bloomberg.com/opinion/arti...
Ford's plan "must surely trouble even the most committed ideologues to see their anti-EV onslaught hasn’t .. changed the direction of travel."
www.bloomberg.com/opinion/arti...
Ford's New $30,000 EV Pickup Cuts Against Washington
When it comes to electric vehicles, US automakers have set their sights far beyond Washington and 2028.
www.bloomberg.com
August 12, 2025 at 11:17 AM
DENNING: ".. We are in year one of a Trump administration that is determined to crush what he has called the EV 'hoax.'"
Ford's plan "must surely trouble even the most committed ideologues to see their anti-EV onslaught hasn’t .. changed the direction of travel."
www.bloomberg.com/opinion/arti...
Ford's plan "must surely trouble even the most committed ideologues to see their anti-EV onslaught hasn’t .. changed the direction of travel."
www.bloomberg.com/opinion/arti...
Reposted by Nat Bullard
The current ~$350bn run rate for tariff revenues is roughly 0.4% on core PCE (without second-round effects) or a 1.2%-pt hit to aggregate corporate sector margins. So far it looks like most of that is going to inflation.
Stocks rallying on little sign of tariff induced inflation is an interesting one. Because on one hand, more chance of a September rate cut. But on the other, who do you think is paying the tariffs if it's not consumers?
August 12, 2025 at 1:02 PM
The current ~$350bn run rate for tariff revenues is roughly 0.4% on core PCE (without second-round effects) or a 1.2%-pt hit to aggregate corporate sector margins. So far it looks like most of that is going to inflation.
Reposted by Nat Bullard
EVs in America: The ruling party tries to kill them but Detroit keeps trying to build them
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Ford's New $30,000 EV Pickup Cuts Against Washington
When it comes to electric vehicles, US automakers have set their sights far beyond Washington and 2028.
www.bloomberg.com
August 12, 2025 at 12:59 PM
EVs in America: The ruling party tries to kill them but Detroit keeps trying to build them
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Mark your calendars: AOL is discontinuing dial-up internet service on September 30 help.aol.com/articles/dia...
Dial-up Internet to be discontinued
Learn about why dial up internet has been discontinued.
help.aol.com
August 11, 2025 at 2:08 AM
Mark your calendars: AOL is discontinuing dial-up internet service on September 30 help.aol.com/articles/dia...
A weekly log of mastication activity in Nevada. IYKYK
halcyon.io/blog/whatsha...
halcyon.io/blog/whatsha...
August 5, 2025 at 4:07 AM
A weekly log of mastication activity in Nevada. IYKYK
halcyon.io/blog/whatsha...
halcyon.io/blog/whatsha...
Great short series from @laurimyllyvirta.bsky.social on China solar (and wind) in the first half of 2025
Important data drop that I've been waiting for on China's massive solar installations in H1:
🌞 solar power capacity additions doubled year-on-year to 212 gigawatts, with total capacity at the end of H1 increasing a whopping 54% year on year
🌞 solar power capacity additions doubled year-on-year to 212 gigawatts, with total capacity at the end of H1 increasing a whopping 54% year on year
August 4, 2025 at 7:18 AM
Great short series from @laurimyllyvirta.bsky.social on China solar (and wind) in the first half of 2025
Reposted by Nat Bullard
Important data drop that I've been waiting for on China's massive solar installations in H1:
🌞 solar power capacity additions doubled year-on-year to 212 gigawatts, with total capacity at the end of H1 increasing a whopping 54% year on year
🌞 solar power capacity additions doubled year-on-year to 212 gigawatts, with total capacity at the end of H1 increasing a whopping 54% year on year
July 31, 2025 at 6:14 PM
Important data drop that I've been waiting for on China's massive solar installations in H1:
🌞 solar power capacity additions doubled year-on-year to 212 gigawatts, with total capacity at the end of H1 increasing a whopping 54% year on year
🌞 solar power capacity additions doubled year-on-year to 212 gigawatts, with total capacity at the end of H1 increasing a whopping 54% year on year
Reposted by Nat Bullard
Important details from this story:
1) Yet another news-break by student journalists (this time @theharvardcrimson.bsky.social) www.thecrimson.com/article/2025...
2) Harvard saying "see you in court," not "let's make a deal."
3) Per Garber, WH/MAGA leaked news of a "deal." NYT then ran with it.
1) Yet another news-break by student journalists (this time @theharvardcrimson.bsky.social) www.thecrimson.com/article/2025...
2) Harvard saying "see you in court," not "let's make a deal."
3) Per Garber, WH/MAGA leaked news of a "deal." NYT then ran with it.
August 4, 2025 at 3:51 AM
Important details from this story:
1) Yet another news-break by student journalists (this time @theharvardcrimson.bsky.social) www.thecrimson.com/article/2025...
2) Harvard saying "see you in court," not "let's make a deal."
3) Per Garber, WH/MAGA leaked news of a "deal." NYT then ran with it.
1) Yet another news-break by student journalists (this time @theharvardcrimson.bsky.social) www.thecrimson.com/article/2025...
2) Harvard saying "see you in court," not "let's make a deal."
3) Per Garber, WH/MAGA leaked news of a "deal." NYT then ran with it.
Reposted by Nat Bullard
At the top, universities changed from engines of upward mobility to zero-sum knife fights among the top 20% of Americans. It does feel like a metaphor for some other areas of American life.
The US could see a 30-40% decline in new international student enrollment, resulting in nearly $7 billion in lost revenue and more than 60,000 fewer American jobs. https://www.nafsa.org/fall-2025-international-student-enrollment-outlook-and-economic-impact
August 3, 2025 at 3:55 PM
At the top, universities changed from engines of upward mobility to zero-sum knife fights among the top 20% of Americans. It does feel like a metaphor for some other areas of American life.
Nice to see this now-canonical @ember-energy.org chart rebuilt by GS, and in @alphaville.ft.com (thanks @robinwigglesworth.ft.com). www.ft.com/content/5a97...
July 30, 2025 at 12:35 AM
Nice to see this now-canonical @ember-energy.org chart rebuilt by GS, and in @alphaville.ft.com (thanks @robinwigglesworth.ft.com). www.ft.com/content/5a97...
Reposted by Nat Bullard
Bunnings launches zero up-front offer for home batteries and rooftop PV #energysky -- via Renew Economy: reneweconomy.com.au/...
July 23, 2025 at 1:15 AM
Bunnings launches zero up-front offer for home batteries and rooftop PV #energysky -- via Renew Economy: reneweconomy.com.au/...
I've been reading everything that @mliebreich.bsky.social writes for nearly two decades. His latest doesn't disappoint. about.bnef.com/insights/cle...
Liebreich: The Pragmatic Climate Reset - Part I | BloombergNEF
As the tide on clean energy turns, Michael Liebreich makes a strong case for a pragmatic climate reset.
about.bnef.com
July 28, 2025 at 11:27 PM
I've been reading everything that @mliebreich.bsky.social writes for nearly two decades. His latest doesn't disappoint. about.bnef.com/insights/cle...