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3 Aug, 8 tweets, 4 min read
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1/ global renewable energy investment at its highest first half-year level...ever. And just 2% less than 2H 2020, the highest half-year ever. about.bnef.com/blog/public-ma…
2/ Investment in assets actually fell since the first half of 2020 - but let's split that out by technology about.bnef.com/blog/public-ma…
3/ Investment in solar assets rose year-on-year... about.bnef.com/blog/public-ma…
4/ ...investment in wind fell year-on-year. No repeat of 2020's major financing of offshore wind. about.bnef.com/blog/public-ma…
5/ Now, public markets. There's never been a public markets fundraising period like this for renewable energy, ever about.bnef.com/blog/public-ma…
6/ Now, private markets. There's never been a VC and PE fundraising period like this for renewable energy, ever about.bnef.com/blog/public-ma…
7/ As @albertwycheung says, there's more capital than assets right now. Time to build!
8/ Check out the rest here /end
about.bnef.com/blog/public-ma…

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More from @NatBullard

Nat Bullard Profile picture
31 Dec 20
1/10 My 10 charts on energy, transport, emissions, e-commerce, and sustainable finance to put paid to 2020 (and look ahead to 2021).
No. 1: Energy became the smallest component of S&P500 bloomberg.com/opinion/articl… Image
2/10 Renewable power gen is the cheapest new source of electrons almost anywhere and (related to above) does so with a higher return on equity than most oil supermajors bloomberg.com/opinion/articl… Image
3/10 Electric vehicles have already vaporized a million barrels per day of oil demand. Most of that demand erosion isn't from cars, or even buses - it's from 2- and 3-wheelers. bloomberg.com/opinion/articl… Image
Read 10 tweets
Nat Bullard Profile picture
12 Nov 20
The U.S. and U.K. moved this week to make climate-related financial risks the norm. All businesses everywhere should get ready to do the same.
THREAD: bloomberg.com/news/articles/…
1/ In its latest Financial Stability Report, the @federalreserve specifically calls out climate change as a near-term risk to the financial system. bloomberg.com/news/articles/…
2/ Climate change, it concludes, “increases the likelihood of dislocations and disruptions in the economy” and “is likely to increase financial shocks and financial system vulnerabilities that could further amplify these shocks.” bloomberg.com/news/articles/…
Read 14 tweets
Nat Bullard Profile picture
27 Oct 20
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 a T) in investment 2020-50. Highlights: about.bnef.com/new-energy-out… #BNEFNEO THREAD:
1/ @BloombergNEF #BNEFNEO 2020: In our core Economic Transition Scenario, global carbon emissions from energy use drop 8% in 2020 and now appear to have peaked in 2019. Covid subtracted 2.5 years of emissions' we're on track for 3.3 degrees of warming about.bnef.com/new-energy-out…
2/ @BloombergNEF #BNEFNEO 2020: Emissions from all transport peak in 2033, two years after the road segment, as a result of ongoing growth in aviation and shipping. Building emissions grows at 0.7% year-on-year from 9% of emissions in 2019 to 14% in 2050. about.bnef.com/new-energy-out…
Read 31 tweets
Nat Bullard Profile picture
30 Jul 20
In 2019, something happened for only the second time in six decades: global meat production declined.

In 2020, something unprecedented in six decades will happen: global meat production will decline for a second year in a row.

Let's talk peak meat
1/
 bloomberg.com/news/articles/…
2/ @FAO tracks production of 18 meats including camel, guinea fowl, and wild game, but only three are significant in global volume: beef, pork, and chicken; they're 302 of 340 million tons of annual production
bloomberg.com/news/articles/…
3/ Pork and chicken production are growing at a greater rate than beef production. Let's look at them in relative terms. The top three are remarkably steady for six decades (85 to 88% of total) bloomberg.com/news/articles/…
Read 7 tweets
Nat Bullard Profile picture
28 Jul 20
It was not until 1955 that the U.S. had more tractors than horses and mules working on farms. A brief thread (from this awesome paper) on what mechanization did for U.S. agriculture. nber.org/papers/w7947.p…
The tractor:
Replaced about 23 million draft animals, and expanded the draft-power on farms more than four-fold.
nber.org/papers/w7947.p…
The tractor:
Increased the effective cropland base by 79 million acres. This represented an increase of about 30%and was equal to 2/3 of the total cropland harvested in 1920 in the territory of the area of the Louisiana Purchase.
nber.org/papers/w7947.p…
Read 9 tweets
Nat Bullard Profile picture
4 Jun 20
An India power challenge: how to get 400 megawatts of zero-carbon power to generate 80% of the time?

The answer: round-the-clock renewables, and batteries, and a few major changes in approach. It's another view of electricity's future, today.
bloomberg.com/authors/AQDSs6… THREAD
India is the world’s biggest market for renewable energy auctions, in which wind and solar project developers compete to offer the lowest possible prices for zero-carbon power. In May, India added a twist: a call for “round-the-clock” renewable power. bloomberg.com/news/articles/…
The winning bid was higher than the going rates for wind and solar in previous auctions.

It was also lower than what a number of power distributors pay for coal-fired power.
bloomberg.com/news/articles/…
Read 22 tweets

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