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Nat Bullard

What Nat Bullard thinks about tariffs

@nat-bullard · 13 positions · 0 changes of mind

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.

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

2 positions so far — this page is not yet offered to search engines.

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

    energy

    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

  3. Our readingTariff policy is too erratic to reliably predict or plan around.

    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