Nat Bullard, Discover and Read the Best of Twitter Threads by @NatBullard

Nat Bullard

NatBullard

Electric passenger vehicle sales will fall 18% in 2020, after a decade of strong growth. Internal combustion engine sales in 2020? -23%. @BloombergNEF's 2020 Electric Vehicle Outlook is just published.

It's here - @BloombergNEF's 2020 New Energy Outlook. Peak energy emissions, peak oil demand, peak coal demand, 56% wind and solar power in 2050, hydrogen pathways, and $78-130 trillion (with

Thread: For decades, oil demand has been the result of a function: economic activity x population = X million barrels per day. Near-term lines are jagged; long-term lines are smooth,

I've spent a month+ thinking on energy in an age of abundance, pandemic-induced or not. Today's math is different from the old math, be it in expected sector return on

Thread with my latest for @climate @BloombergNEF: on the 50th anniversary of Earth Day, a reflection on solar, nuclear power, experience curves, and better than "too cheap to meter" https://www.bloomberg.com/news/articles/2020-04-23/the-ene