About this episode
It’s the first year of what we hope is an annual event: Nat Bullard has released his first climate trends report. He was the chief content officer at BloombergNEF until last year, and now is a senior contributor at BNEF and Bloomberg Green. He’s also a venture partner at Voyager Ventures. There’s so much in this 141-slide deck that we’ve split the conversation into two episodes. In this first part, Shayle and Nat dig into topics like: Land use. For example: we grow 40% of the U.S. corn to offset 10% of U.S. motor gas demand. Also, despite a growing world population, land used for agriculture globally has been shrinking. What do these trends mean for alternative proteins and sustainable aviation fuels? ESG. In 2022, there were more anti-ESG than pro-ESG regulatory developments. And while ESG fund flows were positive last year, they’re still only a fraction of their peak in 2021. Where is ESG investment heading and should we even be putting environmental, social and governance criteria in the same bucket? Batteries. Battery costs rose in 2022, but battery system costs rose faster. And yet there’s still rising demand for utility-scale batteries. Meanwhile, the top ten battery manufacturers of 2022 were in Asia. What do these trends mean for the battery market and manufacturing supply chains? For a full transcript, click here Recommended resources: Nathaniel Bullard : Decarbonization: The long view, trends and transience, net zero Catalyst : Climatetech’s surprising bottleneck: Land access Catalyst is a co-production of Post Script Media and Canary Media . 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 supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalyst Catalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.