Nat Bullard
Person on 3 sites
Energy and decarbonisation analyst; publishes an annual chart deck on the state of the transition, and was chief content officer at BloombergNEF.
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2 channels on ppll (opens ppll.app)
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x.com: @NatBullard (opens x.com)
“This is what I'm enjoying about the podcast: asking an executive's technology wish list. This is Kim Greene of Georgia Power, and top of her her wishlist is "more of what @TheNuclearCo is planning to do"”
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Blog: nathanielbullard.com (opens www.nathanielbullard.com)
“Growth Measurements”
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x.com: @NatBullard (opens x.com)
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13 beliefs on korrents (opens korrents.com)
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How you measure the present strongly shapes what can be extrapolated about the near future. (opens korrents.com)
“Extrapolating from the present day into the near future is highly dependent upon how we measure the present day.”
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Late-summer solar generation typically takes a larger share of global electricity demand than the prior spring's peak share. (opens korrents.com)
“Shoulder generation (in late summer) of any given year is generally a higher share of global electricity demand than the peak generation (spring) of the year prior.”
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Gas power plant projects under development deserve public clarity rather than opacity. (opens korrents.com)
“there are dozens more assets like this under development right now, all deserving clarity rather than opacity.”
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How you measure the present strongly shapes what can be extrapolated about the near future. (opens korrents.com)
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4 recommendations on rcmnd (opens rcmnd.app)
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The World Is Giving Up on Climate Change (David Wallace-Wells, NYT opinion) (opens rcmnd.app)
“My data is throughout; while I do not agree with the ultimate premise, the data within its confines is indeed hard to argue with.”
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Investing in U.S. Infrastructure for a Decade of Demand (opens rcmnd.app)
“both are thoughtful and include a chart that is now a Logan classic: annualized US infrastructure investment needs.”
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The existential challenge for American AI dominance: power (opens rcmnd.app)
“Disclosure: Congruent is a Halcyon investor.”
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The World Is Giving Up on Climate Change (David Wallace-Wells, NYT opinion) (opens rcmnd.app)