We’re back for round two, with even more slides than last year. This year’s annual slide deck from Nat Bullard has 200 pages on the key trends shaping decarbonization in 2024. Nat has worked as an analyst and writer in climate tech for two decades and was BloombergNEF’s chief content officer until 2022.
We’ve split the conversation into two parts. In this first part, Shayle and Nat cover topics like:
Recommended resources:
Nathaniel Bullard: Decarbonization: Stocks and flows, abundance and scarcity, net zero
Latitude Media: Clean energy capital is getting pricier
WSJ: Companies Are Snapping Up New Clean-Energy Tax Credits
Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you’re a startup, investor, enterprise or innovation ecosystem that’s creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more.
Catalyst is brought to you by Atmos Financial. Atmos is revolutionizing finance by leveraging your deposits to exclusively fund decarbonization solutions, like solar and electrification. Join in under 2 minutes at joinatmos.com/catalyst.
Financing first-of-a-kind climate assets
What do you do with a 100-hour battery?
Update: What the new Treasury rules mean for EV supply chains
EV charging on both sides of the pond
The cost of nuclear
Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
The Volts crossover episode
The market for microgrids
The pace of home electrification
How is U.S. industrial policy affecting actual climatetech investment?
What electric forklifts teach us about creative policy [partner content]
Climate tech startups need strong techno-economic analysis (TEA)
Reviving the stagnant plant based meat market
Fixing interconnection
Stopping geoengineering, by accident
The food-energy nexus
Can the V2X dream become reality?
Seeking the holy grail of batteries (Rerun)
Navigating the electricity gauntlet
Beaming 24/7 solar… from space
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