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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 · 5h

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 · 5h

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 · 10h

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 · 9h

Zomg

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

Schiphol really is a cut above the rest

Nathaniel William Horadam @horadam.bsky.social · 16h

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

Michael Hobbes @michaelhobbes.bsky.social · 1d

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 · 1d

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 · 1d

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 · 1d

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 · 1d

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 · 1d

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 · 1d

"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 · 1d

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 · 2d

The thoughts of an economic depression are depressing

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

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 · 2d

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 · 2d

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 · 2d

FBI (2024) via Wikipedia.

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

Cities with a higher violent crime rate than Chicago:

Houston
Dallas
Lubbock
Amarillo
San Antonio
Corpus Christi

55 660 1.8K

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

Sending Guardsmen into other states is only going to get more unpopular from here, and could very well turn into a liability for every R candidate in a competitive gubernatorial race next year.

Ds certainly should be running against it.

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

"The US, which has positioned itself as a major fossil fuel exporter, sold $80 billion in oil and gas abroad through July, the last month with data available. China exported $120 billion in green technology over the same period."

Only losers bet on fossil fuels.
🔌💡
www.bloomberg.com/news/article...

China Is Beating the US in the Battle for Energy Export Dominance

China’s exports of clean energy technology hit a record in August, with $20 billion shipped globally.

www.bloomberg.com

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

It’s tough to see how economic indicators that are currently in a bad place get better without:

1. Wholesale abandonment of tariff and deportations policies
2. AI capex throttled, which would plunge the economy into recession but curb inflation and spur more rate cuts

www.wsj.com/politics/pol...

Trump’s Team Hones Message on Economy: Just Wait Until 2026

Advisers are privately assuring the president that his policies will pay off.

www.wsj.com

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

The Catholic Church is the greatest force for good in the world today.

I will not be taking questions.

Joshua McElwee @joshmcelwee.org · 3d

Pope Leo urged the world's 1.4 billion Catholics on Sunday to care for immigrants, pressing ahead with a message of welcome for migrants days after criticizing U.S. President Donald Trump's hard-line anti-immigration policies. For @reuters.com: