Nat Bullard
@nathanielbullard.com
Energy systems and information platforms.
I do that presentation.
https://www.nathanielbullard.com/
📍Singapore
I do that presentation.
https://www.nathanielbullard.com/
📍Singapore
Pinned
Nat Bullard
@nathanielbullard.com
· Jan 30
My annual decarbonization presentation is here.
200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence. www.nathanielbullard.com/presentations
200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence. www.nathanielbullard.com/presentations
Had to screencap this @shastingssimon.bsky.social @raviam.bsky.social @laughlax.bsky.social @costasamaras.com @shannonosaka.bsky.social Super Bowl moment
February 9, 2026 at 1:35 AM
Had to screencap this @shastingssimon.bsky.social @raviam.bsky.social @laughlax.bsky.social @costasamaras.com @shannonosaka.bsky.social Super Bowl moment
Reposted by Nat Bullard
Singapore new car sales by country of origin. Japan now sells about 1/4 the number of new cars that it did in 2016; China sells almost the same number as Japan (up from 5 in 2015).
February 8, 2026 at 3:17 AM
Singapore new car sales by country of origin. Japan now sells about 1/4 the number of new cars that it did in 2016; China sells almost the same number as Japan (up from 5 in 2015).
Singapore new car sales by country of origin. Japan now sells about 1/4 the number of new cars that it did in 2016; China sells almost the same number as Japan (up from 5 in 2015).
February 8, 2026 at 3:17 AM
Singapore new car sales by country of origin. Japan now sells about 1/4 the number of new cars that it did in 2016; China sells almost the same number as Japan (up from 5 in 2015).
Reposted by Nat Bullard
Asia just puked Silver. Yikes
February 5, 2026 at 3:04 AM
Asia just puked Silver. Yikes
Reposted by Nat Bullard
BREAKING: Tesla is ending the Model S and Model X programs, Elon Musk just announced on Tesla's earnings call
techcrunch.com/2026/01/28/t...
techcrunch.com/2026/01/28/t...
Tesla is killing off the Model S and Model X | TechCrunch
The company will stop making the pioneering EVs in the second quarter of 2026, CEO Elon Musk announced Wednesday.
techcrunch.com
January 28, 2026 at 10:41 PM
BREAKING: Tesla is ending the Model S and Model X programs, Elon Musk just announced on Tesla's earnings call
techcrunch.com/2026/01/28/t...
techcrunch.com/2026/01/28/t...
Reposted by Nat Bullard
So we have a new record peak demand for Vic tonight (and still climbing!)
Update: currently on track for a new record demand for Victoria (at least by one measure).
And as previously, actual demand still running above earlier forecasts.
And as previously, actual demand still running above earlier forecasts.
January 27, 2026 at 7:49 AM
So we have a new record peak demand for Vic tonight (and still climbing!)
Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations
January 15, 2026 at 12:59 PM
Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations
Reposted by Nat Bullard
US emissions in 2025 were not meaningfully impacted by the federal policy changes in 2025, but we project that those policy changes could have increasing effects in the years to come. Read more in our new note: rhg.com/research/us-...
Preliminary US Greenhouse Gas Emissions Estimates for 2025
Based on preliminary economic and energy activity data, we estimate that in 2025, US greenhouse gas emissions increased by 2.4%, marking a change from the prior two years of decreases in emissions.
rhg.com
January 13, 2026 at 4:18 PM
US emissions in 2025 were not meaningfully impacted by the federal policy changes in 2025, but we project that those policy changes could have increasing effects in the years to come. Read more in our new note: rhg.com/research/us-...
Reposted by Nat Bullard
We’re pleased to announce that @newautomotive.org, a leading think tank working on the transition to electric vehicles, is joining Ember.
Find out more 👉 https://ember-energy.org/latest-updates/ember-and-new-automotive-join-forces-to-accelerate-electrification
Find out more 👉 https://ember-energy.org/latest-updates/ember-and-new-automotive-join-forces-to-accelerate-electrification
December 18, 2025 at 9:01 AM
We’re pleased to announce that @newautomotive.org, a leading think tank working on the transition to electric vehicles, is joining Ember.
Find out more 👉 https://ember-energy.org/latest-updates/ember-and-new-automotive-join-forces-to-accelerate-electrification
Find out more 👉 https://ember-energy.org/latest-updates/ember-and-new-automotive-join-forces-to-accelerate-electrification
Reposted by Nat Bullard
Water your tree.
December 9, 2025 at 6:10 PM
Water your tree.
Reposted by Nat Bullard
Any hard SF writers out there in search of a truly challenging new locale?
arxiv.org/abs/2509.04558
arxiv.org/abs/2509.04558
December 4, 2025 at 11:54 AM
Any hard SF writers out there in search of a truly challenging new locale?
arxiv.org/abs/2509.04558
arxiv.org/abs/2509.04558
Requiescat in Pace, Claude
It's with heavy hearts that we share that Claude, our beloved albino alligator, has passed away at the age of 30. Claude brought joy to millions of people at the Academy and across the world during his 17 year tenure. We will miss him dearly. 🤍
December 3, 2025 at 3:28 AM
Requiescat in Pace, Claude
Introduce yourself with 5 concerts you've seen:
- Pink Floyd
- The Indigo Girls
- Dave Brubeck
- Explosions in the Sky
- Morcheeba
- Pink Floyd
- The Indigo Girls
- Dave Brubeck
- Explosions in the Sky
- Morcheeba
Introduce yourself with 5 concerts you've seen:
-Bon Jovi
-Garth Brooks
-Merle Haggard
-Ellie Goulding/Passion Pit
-The War on Drugs
-Bon Jovi
-Garth Brooks
-Merle Haggard
-Ellie Goulding/Passion Pit
-The War on Drugs
Introduce yourself with 5 concerts you've seen:
-Bon Jovi and the Goo Goo Dolls
-Ozzy Osbourne
-Rush
-Van Halen
-The Who
-Bon Jovi and the Goo Goo Dolls
-Ozzy Osbourne
-Rush
-Van Halen
-The Who
November 29, 2025 at 11:38 PM
Introduce yourself with 5 concerts you've seen:
- Pink Floyd
- The Indigo Girls
- Dave Brubeck
- Explosions in the Sky
- Morcheeba
- Pink Floyd
- The Indigo Girls
- Dave Brubeck
- Explosions in the Sky
- Morcheeba
Watching cooking shows with the child, engaging in my favorite temperature rubric
0° Fahrenheit: cold
100° Fahrenheit: hot
0° Celsius: cold
100° Celsius: dead
0° Kelvin: dead
100° Kelvin: dead
0° Fahrenheit: cold
100° Fahrenheit: hot
0° Celsius: cold
100° Celsius: dead
0° Kelvin: dead
100° Kelvin: dead
November 27, 2025 at 2:44 AM
Watching cooking shows with the child, engaging in my favorite temperature rubric
0° Fahrenheit: cold
100° Fahrenheit: hot
0° Celsius: cold
100° Celsius: dead
0° Kelvin: dead
100° Kelvin: dead
0° Fahrenheit: cold
100° Fahrenheit: hot
0° Celsius: cold
100° Celsius: dead
0° Kelvin: dead
100° Kelvin: dead
"One geothermal-startup founder spoke of receiving a call from a potential investor’s adviser, who said, Sorry, the managing partner wants to invest in a blimp company instead." www.newyorker.com/magazine/202...
Why the Time Has Finally Come for Geothermal Energy
It used to be that drawing heat from deep in the Earth was practical only in geyser-filled places such as Iceland. But new approaches may have us on the cusp of an energy revolution.
www.newyorker.com
November 27, 2025 at 12:34 AM
"One geothermal-startup founder spoke of receiving a call from a potential investor’s adviser, who said, Sorry, the managing partner wants to invest in a blimp company instead." www.newyorker.com/magazine/202...
Did you wake up the day before Thanksgiving and think "you know, my working hours aren't complete without a thorough explainer on the weirdest electrical load day of the year in the US?"
Well then, I've got you covered!
Happy reading from me and @halcyonai.bsky.social hubs.la/Q03VT-v20
Well then, I've got you covered!
Happy reading from me and @halcyonai.bsky.social hubs.la/Q03VT-v20
November 26, 2025 at 12:43 PM
Did you wake up the day before Thanksgiving and think "you know, my working hours aren't complete without a thorough explainer on the weirdest electrical load day of the year in the US?"
Well then, I've got you covered!
Happy reading from me and @halcyonai.bsky.social hubs.la/Q03VT-v20
Well then, I've got you covered!
Happy reading from me and @halcyonai.bsky.social hubs.la/Q03VT-v20
Reposted by Nat Bullard
By Monday, Australia will have surpassed 100,000 small battery systems installed and registered since 1 July when household batteries became eligible for rebates.
reneweconomy.com.au
October 24, 2025 at 4:47 AM
By Monday, Australia will have surpassed 100,000 small battery systems installed and registered since 1 July when household batteries became eligible for rebates.
Once every 18 months or so I end up re-surfacing this article for reasons, and then laughing when I realize that @robinsonmeyer.bsky.social is the author www.theatlantic.com/technology/a...
The Best Way to Type ¯\_(ツ)_/¯
Every time you shrug, you don’t need to Google, then copy, then paste.
www.theatlantic.com
October 10, 2025 at 12:21 AM
Once every 18 months or so I end up re-surfacing this article for reasons, and then laughing when I realize that @robinsonmeyer.bsky.social is the author www.theatlantic.com/technology/a...
One guess (OK, two guesses) at what's behind the forecast growth in industrial power demand in Idaho www.linkedin.com/posts/natbul...
A truism about US power market demand growth: data centers. Many… | Nat Bullard
A truism about US power market demand growth: data centers. Many utilities had no growth in demand, or even negative growth in demand, since the late aughts. That trend has reversed with a quickness...
www.linkedin.com
October 9, 2025 at 12:06 PM
One guess (OK, two guesses) at what's behind the forecast growth in industrial power demand in Idaho www.linkedin.com/posts/natbul...
Reposted by Nat Bullard
This is why trends are more important to pay attention to than a blanket "but fossil fuel use is rising".
That's the only way to anticipate the turning points.
Falling fossil fuel use in the power sector and the WHOLE economy is now possible in China 🇨🇳
That's the only way to anticipate the turning points.
Falling fossil fuel use in the power sector and the WHOLE economy is now possible in China 🇨🇳
September 9, 2025 at 9:59 AM
This is why trends are more important to pay attention to than a blanket "but fossil fuel use is rising".
That's the only way to anticipate the turning points.
Falling fossil fuel use in the power sector and the WHOLE economy is now possible in China 🇨🇳
That's the only way to anticipate the turning points.
Falling fossil fuel use in the power sector and the WHOLE economy is now possible in China 🇨🇳
Reposted by Nat Bullard
NEW | China’s clean energy boom and rapid electrification are creating the conditions for a FOSSIL DECLINE at home and abroad⚡
Fossil use in end-use sectors plateaued in 2015--while electricity use grew 65%, becoming central to 🇨🇳’s energy system.
https://loom.ly/psjqvhE
Fossil use in end-use sectors plateaued in 2015--while electricity use grew 65%, becoming central to 🇨🇳’s energy system.
https://loom.ly/psjqvhE
September 9, 2025 at 6:00 AM
NEW | China’s clean energy boom and rapid electrification are creating the conditions for a FOSSIL DECLINE at home and abroad⚡
Fossil use in end-use sectors plateaued in 2015--while electricity use grew 65%, becoming central to 🇨🇳’s energy system.
https://loom.ly/psjqvhE
Fossil use in end-use sectors plateaued in 2015--while electricity use grew 65%, becoming central to 🇨🇳’s energy system.
https://loom.ly/psjqvhE
Consumers Energy has 54 data center load interconnection requests. The smallest is 4 megawatts. The larges is 2,200 megawatts. Total capacity: more than 22 gigawatts.
halcyon.io/blog/machine...
halcyon.io/blog/machine...
August 28, 2025 at 11:37 AM
Consumers Energy has 54 data center load interconnection requests. The smallest is 4 megawatts. The larges is 2,200 megawatts. Total capacity: more than 22 gigawatts.
halcyon.io/blog/machine...
halcyon.io/blog/machine...
Reposted by Nat Bullard
Energy markets move fast ⚡️
Introducing new market intelligence so you can gain an edge:
Large Load Tariff Tracker → 50 tariffs (market leading coverage)
Gas Power Plant Tracker → 146 assets / 72GW (up from 65GW in July)
Here’s @nathanielbullard.com on how we do it: hubs.la/Q03DMqcr0
#energysky
Introducing new market intelligence so you can gain an edge:
Large Load Tariff Tracker → 50 tariffs (market leading coverage)
Gas Power Plant Tracker → 146 assets / 72GW (up from 65GW in July)
Here’s @nathanielbullard.com on how we do it: hubs.la/Q03DMqcr0
#energysky
Vectors and Vectors
Halcyon Vectors and Vectors by Nat Bullard describes recent updates to Large Load Tariff Tracker and Gas Power Plant Tracker data products
hubs.la
August 21, 2025 at 11:37 AM
Energy markets move fast ⚡️
Introducing new market intelligence so you can gain an edge:
Large Load Tariff Tracker → 50 tariffs (market leading coverage)
Gas Power Plant Tracker → 146 assets / 72GW (up from 65GW in July)
Here’s @nathanielbullard.com on how we do it: hubs.la/Q03DMqcr0
#energysky
Introducing new market intelligence so you can gain an edge:
Large Load Tariff Tracker → 50 tariffs (market leading coverage)
Gas Power Plant Tracker → 146 assets / 72GW (up from 65GW in July)
Here’s @nathanielbullard.com on how we do it: hubs.la/Q03DMqcr0
#energysky
Reposted by Nat Bullard
This is progress. (Though some of it is driven by a slowdown in construction. And in the past, emissions from the power sector have been substantially determined by rainfall and therefore hydro generation over the summer in southern provinces).
NEW from me: Clean energy growth helped China’s CO2 emissions fall 1% year-on-year in the first half of 2025, extending a declining trend that started in March 2024. Power sector CO2 fell 3% as growth in solar power alone matched the rise in electricity demand.
🇨🇳 📰 NEW | Analysis: Record solar growth keeps China’s CO2 falling in H1 2025
🌿 ☀️ CO2 output of the nation’s power sector fell by 3% in H1 2025 as growth in solar power alone matched the rise in electricity demand
@laurimyllyvirta.bsky.social w/ @carbonbrief.org
www.carbonbrief.org/analysis-rec...
🌿 ☀️ CO2 output of the nation’s power sector fell by 3% in H1 2025 as growth in solar power alone matched the rise in electricity demand
@laurimyllyvirta.bsky.social w/ @carbonbrief.org
www.carbonbrief.org/analysis-rec...
August 21, 2025 at 7:17 AM
This is progress. (Though some of it is driven by a slowdown in construction. And in the past, emissions from the power sector have been substantially determined by rainfall and therefore hydro generation over the summer in southern provinces).