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Nat Bullard
@NatBullard
Energy systems and information platforms. @Halcyon, and priors @BloombergNEF, @climate, @VoyagerVC.
Singapore
Joined March 2009
Posts
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    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. Link in reply
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    I do not think most people understand what a massive, meaningful achievement this is in a very, very short time. Amazing.
    The electricity grids of #Ukraine & #Moldova have been successfully synchronised with the Continental European Grid. This will help🇺🇦to keep their electricity system stable & lights on. It is a historic milestone for our relationship – in this area, Ukraine is now part of Europe!
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    Chart: passenger electric vehicles are now 10% of total car sales. And most of those sales are pure battery EV, not plug-in hybrid.
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    My annual presentation: trends in decarbonization. The long view; trends and transience; net zero as evolution and revolution. Everything from surface humidity to Nordic heat pump sales to hydrocarbon gravimetric density to hyperobjects. nathanielbullard.com/presentations
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    Don't look now but @Waymo monthly rides in California just gapped up, to 708,000 in March 2025
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    Germany new car registrations December 2022: Electric 33.2% Plug-in hybrid 22.3% Petrol 20.6% Hybrid 12.8% Diesel 10.8% cleantechnica.com/2023/01/08/evs…
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    Chart of the year, or decade, and possibly one of the charts of the century so far: China now generated more renewable electricity than all of Europe bloomberg.com/news/articles/…
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    It's here: my annual presentation on decarbonization. There is a lot going on, and I attempt to capture it in 200 slides. Ocean heat content, deforestation, fund performance, vehicle efficiency, lighting technology, GLP-1 agonists, and much more. nathanielbullard.com/presentations
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    US gasoline prices have almost retraced their level at the start of April
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    Compared to 1975, today's U.S. cars are: 94% more fuel efficient 83% more powerful 6% heavier 48% lower emissions
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    California, April 30 2022, and a mid-afternoon interval of renewable electricity exceeding electricity demand
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    A superb and mesmerizing @business exploration of U.S. land use bloomberg.com/graphics/2018-…
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    Texas avoided blackouts today. A Gigawatt of demand reduction from cryptocurrency miners helped. bloomberg.com/news/articles/…
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    The evolution of lithium-ion battery pack prices: 2010: $1,191/kWh 2011: $924 2012: $726 2013: $668 2014: $592 2015: $384 2016: $295 2017: $221 2018: $181 2019: $157 2020: $137 (all real 2020$) Annually from @BloombergNEF; analysis by @JamesTFrith about.bnef.com/blog/battery-p…