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19 Aug, 4 tweets, 2 min read
It’s important to remember that from a climate perspective, nuclear and renewables are not in competition. There will be enough growth in electricity demand to support significant expansion of every zero-carbon power generation technology. bloomberg.com/news/articles/…
Nuclear could even wind up being essential to deep decarbonization in other sectors. One @BloombergNEF scenario for 0-carbon 2050 features massive deployment of modular nuclear reactors designed to complement wind, solar, and battery tech bloomberg.com/news/articles/…
Still, getting nuclear power back on the growth curve is a decade-long process. The best time to have done it would have been 10 (or 20) years ago. The second-best time is right now. bloomberg.com/news/articles/…
We should hope that the two lines on this nuclear and renewables power generation chart get closer again. We would all be better off for it. bloomberg.com/news/articles/…

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More from @NatBullard

Nat Bullard Profile picture
2 Sep
THREAD: Exactly 10 years ago, solar PV module manufacturer Solyndra went bankrupt. It's quite the story. VCs, Silicon Valley, the U.S. Treasury, trade, supply/demand, technology risk/innovation, competition.
And the most important thing, 10 years later? It doesn't matter at all.
2/ What it was: a solar novelty in (literally) multiple dimensions. Cadmium telluride thin-film PV, mounted in a glass tube, with a bespoke racking system only for commercial roofs, needing a special rubber roofing backsheet. Mounted, it looked like this:
3/ Why it was: conceived when crystalline silicon solar panels were 1/ very expensive 2/ relatively inefficient (compared to today) with 3/ scarce inputs and 4/ uncertain future supply - targeted at an underserved market
Read 29 tweets
Nat Bullard Profile picture
3 Aug
Thread:
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…
Read 8 tweets
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

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