Nat Bullard
@nathanielbullard.com
8.4K followers 510 following 540 posts
Deep decarbonization and the business of climate. I do that presentation. https://www.nathanielbullard.com/ 📍Singapore
Posts Media Videos Starter Packs
Pinned
nathanielbullard.com
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. www.nathanielbullard.com/presentations
nathanielbullard.com
The grandson of the 10th US president, John Tyler (in office 1841-1845) only passed way in May of 2025.
en.wikipedia.org/wiki/Harriso...
Harrison Ruffin Tyler - Wikipedia
en.wikipedia.org
nathanielbullard.com
This is a fantastic report!
Reposted by Nat Bullard
nicolasfulghum.bsky.social
This is why trends are more important to pay attention to than a blanket "but fossil fuel use is rising".

That's the only way to anticipate the turning points.

Falling fossil fuel use in the power sector and the WHOLE economy is now possible in China 🇨🇳
Reposted by Nat Bullard
ember-energy.org
NEW | China’s clean energy boom and rapid electrification are creating the conditions for a FOSSIL DECLINE at home and abroad⚡

Fossil use in end-use sectors plateaued in 2015--while electricity use grew 65%, becoming central to 🇨🇳’s energy system.

https://loom.ly/psjqvhE
nathanielbullard.com
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...
Reposted by Nat Bullard
halcyonai.bsky.social
Energy markets move fast ⚡️

Introducing new market intelligence so you can gain an edge:

Large Load Tariff Tracker → 50 tariffs (market leading coverage)

Gas Power Plant Tracker → 146 assets / 72GW (up from 65GW in July)

Here’s @nathanielbullard.com on how we do it: hubs.la/Q03DMqcr0
#energysky
Vectors and Vectors
Halcyon Vectors and Vectors by Nat Bullard describes recent updates to Large Load Tariff Tracker and Gas Power Plant Tracker data products
hubs.la
Reposted by Nat Bullard
solarchase.bsky.social
This is progress. (Though some of it is driven by a slowdown in construction. And in the past, emissions from the power sector have been substantially determined by rainfall and therefore hydro generation over the summer in southern provinces).
laurimyllyvirta.bsky.social
NEW from me: Clean energy growth helped China’s CO2 emissions fall 1% year-on-year in the first half of 2025, extending a declining trend that started in March 2024. Power sector CO2 fell 3% as growth in solar power alone matched the rise in electricity demand.
creacleanair.bsky.social
🇨🇳 📰 NEW | Analysis: Record solar growth keeps China’s CO2 falling in H1 2025

🌿 ☀️ CO2 output of the nation’s power sector fell by 3% in H1 2025 as growth in solar power alone matched the rise in electricity demand

@laurimyllyvirta.bsky.social w/ @carbonbrief.org

www.carbonbrief.org/analysis-rec...
nathanielbullard.com
As long as it's near 4801 Buford Hwy I'll allow it. 40+ years later and the Auto Man Transmission ditty is burned into my cortex www.youtube.com/watch?v=p3ky...
1980's commercial for Auto Man Transmissions - 4801 Buford Hwy
YouTube video by Allen Wakefield
www.youtube.com
Reposted by Nat Bullard
carlquintanilla.bsky.social
DENNING: ".. We are in year one of a Trump administration that is determined to crush what he has called the EV 'hoax.'"

Ford's plan "must surely trouble even the most committed ideologues to see their anti-EV onslaught hasn’t .. changed the direction of travel."

www.bloomberg.com/opinion/arti...
Ford's New $30,000 EV Pickup Cuts Against Washington
When it comes to electric vehicles, US automakers have set their sights far beyond Washington and 2028.
www.bloomberg.com
Reposted by Nat Bullard
peark.es
The current ~$350bn run rate for tariff revenues is roughly 0.4% on core PCE (without second-round effects) or a 1.2%-pt hit to aggregate corporate sector margins. So far it looks like most of that is going to inflation.
domw.bsky.social
Stocks rallying on little sign of tariff induced inflation is an interesting one. Because on one hand, more chance of a September rate cut. But on the other, who do you think is paying the tariffs if it's not consumers?
nathanielbullard.com
A weekly log of mastication activity in Nevada. IYKYK
halcyon.io/blog/whatsha...
nathanielbullard.com
what comes first: AP1000s on the moon, or whalers on the moon
nathanielbullard.com
Great short series from @laurimyllyvirta.bsky.social on China solar (and wind) in the first half of 2025
laurimyllyvirta.bsky.social
Important data drop that I've been waiting for on China's massive solar installations in H1:
🌞 solar power capacity additions doubled year-on-year to 212 gigawatts, with total capacity at the end of H1 increasing a whopping 54% year on year
Reposted by Nat Bullard
laurimyllyvirta.bsky.social
Important data drop that I've been waiting for on China's massive solar installations in H1:
🌞 solar power capacity additions doubled year-on-year to 212 gigawatts, with total capacity at the end of H1 increasing a whopping 54% year on year
nathanielbullard.com
I still have the stuffed Figment which I picked up on my one and only visit to Epcot in the mid-1980s.

Place of manufacture: South Korea.
Reposted by Nat Bullard
jfallows.bsky.social
Important details from this story:

1) Yet another news-break by student journalists (this time @theharvardcrimson.bsky.social) www.thecrimson.com/article/2025...

2) Harvard saying "see you in court," not "let's make a deal."

3) Per Garber, WH/MAGA leaked news of a "deal." NYT then ran with it.
Headline from Harvard Crimson: "Harvard President Garber Tells Faculty He Is Not Considering a $500 Million Deal With Trump." Text of story:  Harvard prez Garber says report of a deal "was apparently leaked to the press by White House officials." NYT ran with it as a story.
Reposted by Nat Bullard
conorsen.bsky.social
At the top, universities changed from engines of upward mobility to zero-sum knife fights among the top 20% of Americans. It does feel like a metaphor for some other areas of American life.
w7voa.journa.host.ap.brid.gy
The US could see a 30-40% decline in new international student enrollment, resulting in nearly $7 billion in lost revenue and more than 60,000 fewer American jobs. https://www.nafsa.org/fall-2025-international-student-enrollment-outlook-and-economic-impact
nathanielbullard.com
we are starting to approach "physical molecular limits of global trade flows expressed in dollars terms" here