Out today: Nat Bullard’s 200-page slide deck with data from across the energy transition. Nat is the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon.
In part one of their two-part conversation, Shayle cherry-picked the most interesting slides and sat down with Nat to unpack them. They cover topics like:
Accidental solar geoengineering and the state of aerosols
The United States’ record-setting fossil fuels exports
Whether Chinese oil demand is peaking
Conflicting indicators for the state of ESG investing
Whether you can have too many carbon removal startups
Recommended resources
Catalyst: Putting a halt to geoengineering — by accident
Catalyst: 2024 trends: batteries, transferable tax credits, and the cost of capital
Catalyst: 2023 trends: biomass, ESG, batteries and more
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2025 trends: aerosols, oil demand, and carbon removal | Catalyst with Shayle Kann podcast - Listen or read transcript on Metacast
