nathanielbullard.com - Profile | ThreadSky | a Reddit-style client for Bluesky

The world might not have to wait very long for Chinese electric cars to become the dominant force among automakers. “The actual EV story in Africa is not actually climate change but economic.” www.bloomberg.com/news/feature...

submitted 17 hours ago • 0 comments

NEW: Official advisers CCC say UK shld cut emissions 87% by 2040 ⚖️Net cost of net-zero 73% less than thought 💷Total cost to 2050 = £108bn (~£4bn/yr, 0.2% GDP) 🏡🚗H’hold energy/fuel bills to fall £1,400 🔌Electrification is key THREAD + charts www.carbonbrief.org/... 1/10

submitted 18 hours ago • 10 comments

Mixue is the Snow Beer of food and beverage chains: almost completely unknown outside its core market(s), but the biggest in the world by volume/count

submitted 19 hours ago • 0 comments

good reporting here from @lisamartinejenkins.bsky.social on the Texas Energy Fund and its challenges in bringing gas-fired generation online quickly (TL/DR: short supplies, high costs, challenging economics even in a very favorable regulatory environment) www.latitudemedia.com/news/engies-...

submitted 1 day ago • 1 comment

Looks like the California PUC has (started to) publish data on Waymo's driverless rides in-state from September through December 2024! At the moment...no monthly aggregation or time-stamps in the individual rides. So, no clear way to get monthly rides yet www.cpuc.ca.gov/regulatory-s...

submitted 1 day ago • 0 comments

Enjoyed the latest from @pkrugman.bsky.social speaking with Jim Chanos - in particular this bit. I think I’ve seen this argument (or to be more precise, comparison) somewhere before! open.substack.com/pub/paulkrug...

submitted 1 day ago • 1 comment

Electric vehicle sales in Europe in January 2025: Total: 166,000 (+37% year-on-year) Tesla: 9,900 (-45% year-on-year) Tesla registration share: 1% (down from 1.8% in Jan 2024) www.ft.com/content/cdd0...

submitted 1 day ago • 6 comments

Always worth reading @rhodiumgroup.bsky.social's Clean Investment Monitor and its quarterly data. Important to note that manufacturing investment seems to have top-ticked for now. www.cleaninvestmentmonitor.org/reports/clea...

submitted 2 days ago • 2 comments

* Dallas Fed Mfg Index Feb - biggest sequential plunge since March 2020 “.. Significant declines in production, new orders, and capacity utilization, while input costs rose and wage pressures eased slightly.” @mikezaccardi.bsky.social

submitted 2 days ago • 15 comments

Pretty stark drops in the Dallas Fed Manufacturing Survey Perhaps best summarized by this succinct comment: "It is very hard to plan. Interest rates? Tariffs? Wow." www.dallasfed.org/research/sur...

submitted 2 days ago • 9 comments

For vertical farming to work for cereals, energy would need to be insanely cheap. We underestimate how cheap a lot of outdoor farming is. That's good for feeding 9-10 billion people. But bad news for indoor competitors. I ran the numbers here: www.sustainabilitybynumbers.com/p/vertical-f...

submitted 2 days ago • 4 comments

(Bloomberg) - Microsoft Corp. has begun canceling leases for a substantial amount of datacenter capacity in the US, a move that may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen said in a report. www.bloomberg.com/news/article...

submitted 2 days ago • 83 comments

Corporate earnings calls getting very angsty about trade on.ft.com/4bjvxGn

submitted 2 days ago • 0 comments

How many hours in the year different technologies produce electricity at their maximum capacity differs widely depending mainly on electricity markets & the weather. Here's the data for the US. One dot I believe represents one facility & its capacity factor in 2023. Great visual by Aaron Foyer.

submitted 2 days ago • 6 comments

I had fun writing this. You (I hope) will have fun reading it. It’s a day in the life of information work. And there’s an Easter egg within - let me know if you can find who I’m referencing halcyon.eco/blog/having-...

submitted 6 days ago • 0 comments

have fu :)' - when your boss sends you a 677-page regulatory document at 5:55am 📚 sounds EXACTLY like our idea of fun 🤓 the latest from @nathanielbullard.com explores how #AI is transforming energy consulting - check it out halcyon.eco/blog/having-...

submitted 6 days ago • 0 comments

“Château Latour 1961 is some fancy wine. So fancy, in fact, that the villainous chef guy uses it to get the non-rat co-protagonist of Ratatouille drunk, which is about as great an endorsement as a wine can get.”

submitted 7 days ago • 0 comments

NASA funded a wave of wind turbine test centers and demos in the 70s & 80s. The program made major strides towards modernizing the tech (more on that later). But can we take a second to admire the retro-future / vaporwave-ish vibes of this two-bladed wonder installed on the beach in Hawaii? 🔌💡

submitted 9 days ago • 0 comments

Interesting distribution manufacturing robot density as a function of workforce. Slovenia has more robots per worker than the US. ifr.org/ifr-press-re...

submitted 10 days ago • 3 comments

It’s heartening to see the speed at which the mining sector is moving toward electrified equipment. The economics appear viable, and I imagine it’s mostly a factor of getting sufficient power supply to the mine site for charging. 🔌💡 electrek.co/2025/02/16/c...

submitted 10 days ago • 3 comments

It’s fascinating how much of the 19th century commodity economy was a sort of proto-history of the oil era. Cellulose, whale oils, ivory, rubber, pearl shell. Hugely important c19th industries that mostly disappeared.

submitted 10 days ago • 4 comments

A chart I was not looking for but could not resist making, when I found the data (roundaboutly, via @reillybrennan.com): Arctic whaling missions, 1610 - 1909

submitted 10 days ago • 1 comment

It isn't just renewables; inflation is hitting all energy infrastructure. Duke just proposed building 2 gas-fired power plants in Indiana by 2030 for $3.3 bln, a stunning $2236/kw. For comparison, a facility in MI came on in '22 at $1000/kw and another in IL in '23 at $1083/kw.

submitted 10 days ago • 7 comments

China’s plateauing oil consumption is without precedent for a country at its stage of economic development, the International Energy Agency said. China's demand for oil was flat in 2024 and may fall in 2025 as EVs & economic shifts destroy demand. www.bloomberg.com/news/article... #Upshift 🔌💡🔌🚗

submitted 12 days ago • 10 comments

I'm a huge, huge fan of the book Speed & Scale. And, delighted that Zeroing In, the Speed & Scale newsletter, captured a few ideas from my annual presentation. Check it out: mailchi.mp/speedandscal...

submitted 13 days ago • 0 comments

These are ridiculous numbers (via Lance Lambert of ResiClub):

submitted 16 days ago • 10 comments

It was a real treat to sit down with @dkthomp.bsky.social (for the second time) to talk energy and climate. He’s such an adept interviewer. Please give it a listen!

submitted 19 days ago • 0 comments

New ep: The state of energy in 2025, with @nathanielbullard.com Feat. 1. Why solar is historic 2. How BYD is taking over the global auto industry 3. The ESG bubble has popped—but does it matter? 4. The AI build-out in context: Uh, holy shit ... open.spotify.com/episode/21z6...

submitted 19 days ago • 7 comments

I enjoyed speaking with @kbrigham.bsky.social of @heatmap.news. The real treat, though, was to see this piece published with really cogent insights from Susan Su and @sashamtl.bsky.social.

submitted 22 days ago • 1 comment

Did you know? China exports more solar and EVs to countries in the 'Global South' (aka developing or emerging economies) than to Europe or the USA. One of dozens of fun facts in @nathanielbullard.com's annual deck www.nathanielbullard.com/presentations

submitted 24 days ago • 5 comments

January 2025 was quite unexpectedly the warmest January on record at 1.75C above preindustrial, beating the prior record set in 2024. This is despite the presence of La Niña conditions in the tropical Pacific, with the El Niño event of 2023/2024 long faded. www.theclimatebrink....

submitted 24 days ago • 20 comments

‘Global Module Shipments of Major Chinese Solar Module Manufacturers in 2024…shipments are projected to range from 600GW to 650GW…global installed capacity of PV solar, estimated to be between 593GW and 600GW in 2024…Jinko #1 - 90 GW…130 GW capacity by end of ‘24’ www.pvtime.org/global-modul...

submitted 24 days ago • 0 comments