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Nathaniel William Horadam

@horadam.bsky.social

1.9K followers 300 following 2.1K posts

Mostly energy, supply chains, and transportation. Toto enthusiast. Still a MENA student at heart. Onward, Rocinante!

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Nathaniel William Horadam @horadam.bsky.social · May 26

Been thinking a lot on current EV market dynamics, and would like to flesh out things in a bit more depth soon, but while others use framing like “between two waves,” I think the shift is more substantial and multifaceted.

I like to think we’re in middle of EV 2.5.

🔌💡🔌🚗

Nat Bullard @nathanielbullard.com · May 26

April 2025 battery electric vehicle sales in Europe-28. A few outlying trends at the brand level. www.jato.com/resources/me...

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Nathaniel William Horadam @horadam.bsky.social · 2h

It was in fact handed to him for nothing. I’m sorry, folks need to stop pretending it was anything but an anti-Bush statement that served to delegitimize the award.

That said, adults move on and don’t demand the Nobel committee make subsequent unmeritorious awards.

Greg Greene (he/him/his) @greene.haus · 2h

The prize wasn't awarded to Obama for 'nothing.' The prize was awarded in the hope that Obama had staved off the specter of an America governed by folks like the man below.

Aaron Rupar @atrupar.com · 2h

Trump: "Obama got a prize for doing nothing. Obama got a prize, he didn't even know what he got it -- he got elected and they gave it to Obama for doing absolutely nothing but destroying our country. He was not a good president."

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Nathaniel William Horadam @horadam.bsky.social · 2h

EV sales will fall off in Q4 and 2026 Q1 due to pull-forward dynamics, but it’s not going to be “vanishing demand.”

The rebound will start to be apparent by Q2, and I would expect Q3-Q4 is back to a normal sales environment.

John Voelcker @johnvoelcker.bsky.social · 2h

An important article restates the obvious: #EV demand will not simply vanish because the federal incentives have ended. Longtime EV reporter Alysha Webb talked to Urban Science about this.

At the risk of #humblebrag, I've said this for months. Lots of headlines will get it wrong; brace yourselves.

EV demand isn’t falling off a cliff: Urban Science

Despite the end of a key tax credit, five other factors are still supporting demand for battery electric vehicles sales, per the consultancy.

www.wardsauto.com

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Nathaniel William Horadam @horadam.bsky.social · 5h

The songwriting genius trio of Collins, Banks, and Rutherford

Reposted by Nathaniel William Horadam

Kristi E. Swartz @bizwriterkristi.bsky.social · 6h

Have been keeping my head down while charting the next path of my career as an energy/climate/environmental journalist.

That also means I've been bad at my own PR.

But, as the byline notes, I have returned to the Atlanta Journal-Constitution to write about climate issues in Georgia

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Nathaniel William Horadam @horadam.bsky.social · 7h

More Helsinki. Absolutely lovely city.

Nathaniel William Horadam @horadam.bsky.social · 10h

One of the neatest train stations I’ve ever seen. The 🇺🇦 flag is a nice accent.

Nathaniel William Horadam @horadam.bsky.social · 12h

UNESCO World Heritage Site Suomenlinna

Greetings from Helsinki. 🇫🇮

Nathaniel William Horadam @horadam.bsky.social · 14h

Someone headed to Petit Le Mans?

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Nathaniel William Horadam @horadam.bsky.social · 15h

It’ll take some time to ramp up production, but no reason the Bolt can’t do 40k-50k deliveries next year.

Will likely cannibalize some Equinox sales, but will be instrumental in getting GM to the ballpark of 200k total units in an otherwise tough year.

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Nathaniel William Horadam @horadam.bsky.social · 15h

This is how you do it.

We are so fricken back.

🔌💡🔌🚗

electrek.co/2025/10/08/g...

GM unveils new Chevy Bolt - same package, new battery, low $29k price

GM has unveiled the new Chevy Bolt and we got some hands-on time with it at an unveil event in Hollywood, CA.

electrek.co

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Nathaniel William Horadam @horadam.bsky.social · 21h

Nathaniel William Horadam @horadam.bsky.social · 1d

This is the sort of thing I expect to see a lot of over the next 2-3 years. Hybrids (both gas and PHEV) hitting near-cost parity with conventional ICE.

🔌💡🔌🚗

www.caranddriver.com/news/a688880...

www.caranddriver.com

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Nathaniel William Horadam @horadam.bsky.social · 1d

Mr. Brightside not #1. Carly Rae Jepsen tops out with Call Me Maybe at #42. Kesha’s Tik Tok not even in the top 200.

Toss the whole list. Trash trash trash.

Rolling Stone @rollingstone.com · 1d

Rolling Stone crowns Missy Elliott's "Get Ur Freak On" as the #1 GREATEST SONG OF THE 21ST CENTURY SO FAR 👑

"It was a nonstop freak manifesto that made the musical future sound limitless."

Ranked list: www.rollingstone.com/music/music-...

Nathaniel William Horadam @horadam.bsky.social · 1d

Zomg

Nathaniel William Horadam @horadam.bsky.social · 1d

Schiphol really is a cut above the rest

Nathaniel William Horadam @horadam.bsky.social · 1d

We did “Are we human or are we dancer?” discourse for years

Michael Hobbes @michaelhobbes.bsky.social · 2d

Yes when will someone comment on the artistic output of men

Exhausted by this narrative. I'll change my mind when male musicians are dragged for their lyrics, looks, and lifestyle with the same venom and intensity.
October 7, 2025 at 2:02 PM

Nathaniel William Horadam @horadam.bsky.social · 2d

It’s a good thing Texas installed so much reliable solar, wind, and battery capacity to shoulder the load in the event the state’s unreliable coal generation suffered a catastrophic failure.

Because apparently it did.

🔌💡

ieefa.org/resources/ne...

Newest big U.S. coal-plant offline until 2027

The newest major coal-fired power plant in the U.S. is expected to be offline until March 2027 after a major failure in April.

ieefa.org

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Reposted by Nathaniel William Horadam

Conor Sen @conorsen.bsky.social · 2d

I’m kind of bullish on refi/cash out/transaction growth but entry-level homebuilders are screwed no matter what the Fed does.

CNBC @cnbc.com · 2d

Evercore ISI says Trump policies aren't helping the housing market. It just downgraded 6 homebuilders

The firm lowered its rating on the stocks to in-line from outperform.

cnb.cx

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Reposted by Nathaniel William Horadam

Ben Winkley @benwinkley.bsky.social · 2d

Renewable energy generated more power than coal for the first time on record in the first half of this year, according to a report by energy think-tank Ember

www.argusmedia.com/en/news-and-...

Renewables overtook coal for powergen in 1H: Ember | Latest Market News

Renewable energy generated more power than coal for the first time on record in the first half of this year, according to a report by energy think-tank Ember, preventing further increases in CO2 emiss...

www.argusmedia.com

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Reposted by Nathaniel William Horadam

Ben McWilliams @bmcwilliams.bsky.social · 2d

Electric vehicle registrations soar across Europe 🚗⚡️

🆕 EV share of car registrations is 28% in August 2025
🥈 Second highest month on record

Growth even more impressive in the UK reaching 38%.

Interactive dataset here 👉 european-clean-tech-tracker.bruegel.org/technology/e...

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Nathaniel William Horadam @horadam.bsky.social · 2d

"Ford is the biggest user of the plant. Its F-150 pickup, the top-selling vehicle in the U.S. and the automaker’s main profit driver, is one of the industry’s biggest users of aluminum."

www.wsj.com/business/aut...

Exclusive | A Devastating Fire at a Major Ford Supplier Will Disrupt Business for Months

The Novelis plant supplies about 40% of aluminum sheet used in the auto industry.

www.wsj.com

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Nathaniel William Horadam @horadam.bsky.social · 2d

The 1828 tariffs didn’t cause a depression. It was the end of the national bank that caused the Panic of 1837, after the president decided he hated the bank’s monetary policy and…oh...shit

Newfie912 @newfie912.bsky.social · 3d

The thoughts of an economic depression are depressing

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Nathaniel William Horadam @horadam.bsky.social · 3d

One of the reasons this one may bite particularly hard is the lack of flex capacity in truck manufacturing.

1. Plants tend to be rural with little surplus labor
2. Manufacturing is very assembly-intensive (i.e., little automation)

Maybe some token announcements, but likely prices go up.

Financial Times @financialtimes.com · 3d

Trump says US truck imports to face 25% tariff from November 1 on.ft.com/438Ai2D

Donald Trump says US truck imports to face 25% tariff from November 1

Announcement comes on eve of talks in Washington with Canadian Prime Minister Mark Carney

on.ft.com

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Nathaniel William Horadam @horadam.bsky.social · 3d

As someone else asked for the source…it’s Wikipedia using the FBI’s 2024 crime data.

en.m.wikipedia.org/wiki/List_of...

List of United States cities by crime rate - Wikipedia

en.m.wikipedia.org

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Nathaniel William Horadam @horadam.bsky.social · 3d

FBI (2024) via Wikipedia.