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Nat Bullard

What Nat Bullard thinks about energy

@nat-bullard · 13 positions · On ppll ↗

Energy and decarbonisation analyst; publishes an annual chart deck on the state of the transition, and was chief content officer at BloombergNEF.

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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Only Nat Bullard on energy. See everyone on energy

7 dated positions, 2024 to 2025, in their own words. Our reading of what Nat Bullard has said — not written or endorsed by them.

  1. Our readingLate-summer solar generation typically takes a larger share of global electricity demand than the prior spring's peak share.

    solar

    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

  3. Our readingGas power plant projects under development deserve public clarity rather than opacity.

    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

  4. 5 weeks earlier

  5. Our readingSolar power now adds more new capacity to the global grid each year than any technology ever has, and will soon lead in annual electricity added too.

    solar

    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

  6. 3 weeks earlier

  7. Our readingElectrification 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

  9. Our readingThere is no such thing as a high-income economy with low electricity consumption.

    Their wordsthere is no such thing as a high-income, low-electricity economy.

    ↗Programming Notesnathanielbullard.com 2nd of 2 in this piece

  10. 3 weeks earlier

  11. Our readingTariffs reach even markets normally insulated from trade policy, like electricity.

    tariffs

    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

  12. 7 months earlier

  13. Our readingPlug-in hybrids have moved past being a worst-of-both-worlds compromise and are now genuinely thriving.

    Their wordsNeither condition is now true, but plug-in hybrids are thriving.

    ↗Inflecting and Overtaking, SunPower, Waymonathanielbullard.com 1st of 2 in this piece