Nat Bullard
Energy and decarbonisation analyst; publishes an annual chart deck on the state of the transition, and was chief content officer at BloombergNEF.
Everything they publish, on ppll ↗
Nat Bullard did not write this page.
We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.
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Our reading
How you measure the present strongly shapes what can be extrapolated about the near future.
Their wordsExtrapolating from the present day into the near future is highly dependent upon how we measure the present day.
↗Growth Measurementsnathanielbullard.com 1st of 3 in this piece
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Their wordsShoulder generation (in late summer) of any given year is generally a higher share of global electricity demand than the peak generation (spring) of the year prior.
↗Growth Measurementsnathanielbullard.com 2nd of 3 in this piece
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Their wordsthere are dozens more assets like this under development right now, all deserving clarity rather than opacity.
↗Growth Measurementsnathanielbullard.com 3rd of 3 in this piece
- 5 weeks earlier
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Their wordsa juddering, jarring trade motion is not the stuff of which durable industrial decision-making is made.
↗Traveler’s Talesnathanielbullard.com 1st of 2 in this piece
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Their wordsthis technology, consistently underestimated, now adds more capacity to the global grid than anything ever and will soon add more power in any given year than anything ever as well.
↗Traveler’s Talesnathanielbullard.com 2nd of 2 in this piece
- 3 weeks earlier
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Our reading
Electrification is a process shift across industries, not just a change in energy source.
Their wordsElectrification is not just a change of energetic inputs; it's a process shift through and across industries.
↗Programming Notesnathanielbullard.com 1st of 2 in this piece
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Their wordsthere is no such thing as a high-income, low-electricity economy.
↗Programming Notesnathanielbullard.com 2nd of 2 in this piece
- 3 weeks earlier
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Their wordsBut, tariffs are unavoidable, even within the ringfence that is US energy trade, and even within electricity trade more specifically.
↗Tariff Stochasticitynathanielbullard.com 1st of 2 in this piece
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Their wordsThe short, and very much un-sweet, vision of a tariff-bound economy is that it is stochastic. We can observe it, measure it, analyze it, but we cannot really predict it.
↗Tariff Stochasticitynathanielbullard.com 2nd of 2 in this piece
- 4 months earlier
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Their wordsI do not believe that analytical skills are the missing ingredient in thinking about the future. Rather, I believe that imagination about the future and a theory of change that helps to describe it clearly, are what is needed to look ahead in a more compelling way.
↗AI data and Theories of Changenathanielbullard.com 1st of 2 in this piece
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Their wordsUntil we develop better ways to bridge this gap - aligning what analysts understand with what is formally forecast - we'll continue to see the same pattern: reality consistently outperforming conservative predictions.
↗AI data and Theories of Changenathanielbullard.com 2nd of 2 in this piece
- 3 months earlier
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Their wordsNeither condition is now true, but plug-in hybrids are thriving.
↗Inflecting and Overtaking, SunPower, Waymonathanielbullard.com 1st of 2 in this piece
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Our reading
Riding in a Waymo robotaxi is a better overall experience than being driven by a human driver.
Their wordsI found it to be a superior experience to a human driver, for a few key reasons.
↗Inflecting and Overtaking, SunPower, Waymonathanielbullard.com 2nd of 2 in this piece