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
Centuries from now, the lone and level sands will stretch far away and all that will remain will be your epitaph
October 10, 2025 at 1:42 AM
Centuries from now, the lone and level sands will stretch far away and all that will remain will be your epitaph
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...
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...
what comes first: AP1000s on the moon, or whalers on the moon
August 5, 2025 at 12:19 AM
what comes first: AP1000s on the moon, or whalers on the moon
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...
I mean, there is an entire article with lots of additional text and even more charts.
July 28, 2025 at 5:52 AM
I mean, there is an entire article with lots of additional text and even more charts.
Whatever could have caused this
July 28, 2025 at 4:20 AM
Whatever could have caused this
Great reporting of late from @robinsonmeyer.bsky.social on electricity rate hikes. I found another very concrete example just now, in Missouri. A minimum 30% hike, and proportionally more for those at the lowest tiers of consumption.
Direct from the @halcyonai.bsky.social feed today...
Direct from the @halcyonai.bsky.social feed today...
July 24, 2025 at 8:04 PM
Great reporting of late from @robinsonmeyer.bsky.social on electricity rate hikes. I found another very concrete example just now, in Missouri. A minimum 30% hike, and proportionally more for those at the lowest tiers of consumption.
Direct from the @halcyonai.bsky.social feed today...
Direct from the @halcyonai.bsky.social feed today...
A brief observation on data center energy and capacity growth. For years, electricity consumption growth YoY lagged capacity growth. Now, it's nearly 1:1.
July 11, 2025 at 9:12 PM
A brief observation on data center energy and capacity growth. For years, electricity consumption growth YoY lagged capacity growth. Now, it's nearly 1:1.
Also, a real bar at 580 Sutter St in SF:
July 8, 2025 at 5:47 PM
Also, a real bar at 580 Sutter St in SF:
Every week I look into thousands of US regulatory filings on electricity, gas, and water. Sometimes, they contain gems such as Cutie Pie halcyon.io/blog/whatsha...
July 3, 2025 at 3:51 PM
Every week I look into thousands of US regulatory filings on electricity, gas, and water. Sometimes, they contain gems such as Cutie Pie halcyon.io/blog/whatsha...
Fossil gas really is a big source of energy in the US. www.eia.gov/todayinenergy/
July 2, 2025 at 3:40 PM
Fossil gas really is a big source of energy in the US. www.eia.gov/todayinenergy/
And who could miss the shale oil and gas that 'came on tap, almost providentially'.
FWIW - the cheap Chinese solar panel thing did happen!
FWIW - the cheap Chinese solar panel thing did happen!
June 24, 2025 at 8:50 AM
And who could miss the shale oil and gas that 'came on tap, almost providentially'.
FWIW - the cheap Chinese solar panel thing did happen!
FWIW - the cheap Chinese solar panel thing did happen!
And relatedly - China had 887 gigawatts of installed solar generation at the end of 2024, and has added another 198 gigawatts through May. Sometime last month, China installed its first terawatt of solar power generation capacity.
June 23, 2025 at 10:28 AM
And relatedly - China had 887 gigawatts of installed solar generation at the end of 2024, and has added another 198 gigawatts through May. Sometime last month, China installed its first terawatt of solar power generation capacity.
Last year, China generated 834 terawatt-hours of solar power.
Which is more than the G7 countries generated, and more than the US and EU combined. In fact the only country group that generates more solar power than China is the OECD, all 38 countries of it.
Data: @ember-energy.org
Which is more than the G7 countries generated, and more than the US and EU combined. In fact the only country group that generates more solar power than China is the OECD, all 38 countries of it.
Data: @ember-energy.org
June 23, 2025 at 9:36 AM
Last year, China generated 834 terawatt-hours of solar power.
Which is more than the G7 countries generated, and more than the US and EU combined. In fact the only country group that generates more solar power than China is the OECD, all 38 countries of it.
Data: @ember-energy.org
Which is more than the G7 countries generated, and more than the US and EU combined. In fact the only country group that generates more solar power than China is the OECD, all 38 countries of it.
Data: @ember-energy.org
I am now fascinated by this very particular 80s book cover style
June 22, 2025 at 12:07 PM
I am now fascinated by this very particular 80s book cover style
It's hard to look at these vehicles today and think "they were the saviours of a storied brand that would otherwise have vanished" but they were!
June 22, 2025 at 12:01 PM
It's hard to look at these vehicles today and think "they were the saviours of a storied brand that would otherwise have vanished" but they were!
Singapore passenger vehicle registrations.
Chinese brands and German brands are now equal.
Chinese brands and German brands are now equal.
June 10, 2025 at 11:58 AM
Singapore passenger vehicle registrations.
Chinese brands and German brands are now equal.
Chinese brands and German brands are now equal.
In six years solar power has gone from 3.3% of global late Spring power generation to 10.7%.
Data @ember-energy.org
Data @ember-energy.org
June 9, 2025 at 9:08 AM
In six years solar power has gone from 3.3% of global late Spring power generation to 10.7%.
Data @ember-energy.org
Data @ember-energy.org
Chart quiz: what are we looking at here?
May 29, 2025 at 11:47 AM
Chart quiz: what are we looking at here?
States, rates, arguments, and theories of change. I get a bit philosophical here (discussing electricity rate increases) but for a good cause: understanding what goes into people paying 15% more for power next year, and in years to come.
Plus, a chart of course.
Plus, a chart of course.
May 29, 2025 at 11:44 AM
States, rates, arguments, and theories of change. I get a bit philosophical here (discussing electricity rate increases) but for a good cause: understanding what goes into people paying 15% more for power next year, and in years to come.
Plus, a chart of course.
Plus, a chart of course.
Every week, @halcyonai.bsky.social publishes a look across every US state's energy information flow. There's...a lot of it, so we excerpt just 10 important/awesome/fascinating/odd things. This week: data centers (repeat three times), batteries, windstorms, and rate hikes halcyon.io/blog/alerts-...
May 27, 2025 at 11:58 AM
Every week, @halcyonai.bsky.social publishes a look across every US state's energy information flow. There's...a lot of it, so we excerpt just 10 important/awesome/fascinating/odd things. This week: data centers (repeat three times), batteries, windstorms, and rate hikes halcyon.io/blog/alerts-...
April 2025 battery electric vehicle sales in Europe-28. A few outlying trends at the brand level. www.jato.com/resources/me...
May 26, 2025 at 1:43 AM
April 2025 battery electric vehicle sales in Europe-28. A few outlying trends at the brand level. www.jato.com/resources/me...