Nat Bullard

From one piece Growth Measurements 3 beliefs, in the piece's order there

• Our readingkorrents.com

  Gas power plant projects under development deserve public clarity rather than opacity.

  Their words

  there are dozens more assets like this under development right now, all deserving clarity rather than opacity.

  Growth Measurementsnathanielbullard.com

• Our readingkorrents.com

  Late-summer solar generation typically takes a larger share of global electricity demand than the prior spring's peak share.

  solarenergy

  Their words

  Shoulder generation (in late summer) of any given year is generally a higher share of global electricity demand than the peak generation (spring) of the year prior.

  Growth Measurementsnathanielbullard.com

• Our readingkorrents.com

  How you measure the present strongly shapes what can be extrapolated about the near future.

  Their words

  Extrapolating from the present day into the near future is highly dependent upon how we measure the present day.

  Growth Measurementsnathanielbullard.com

From one piece Traveler’s Tales 2 beliefs, in the piece's order there

• Our readingkorrents.com

  Solar power now adds more new capacity to the global grid each year than any technology ever has, and will soon lead in annual electricity added too.

  solarenergy

  Their words

  this technology, consistently underestimated, now adds more capacity to the global grid than anything ever and will soon add more power in any given year than anything ever as well.

  Traveler’s Talesnathanielbullard.com

• Our readingkorrents.com

  Volatile, stop-start trade policy undermines the ability to make durable industrial investment decisions.

  Their words

  a juddering, jarring trade motion is not the stuff of which durable industrial decision-making is made.

  Traveler’s Talesnathanielbullard.com

From one piece Programming Notes 2 beliefs, in the piece's order there

• Our readingkorrents.com

  Electrification is a process shift across industries, not just a change in energy source.

  energy

  Their words

  Electrification is not just a change of energetic inputs; it's a process shift through and across industries.

  Programming Notesnathanielbullard.com

• Our readingkorrents.com

  There is no such thing as a high-income economy with low electricity consumption.

  energy

  Their words

  there is no such thing as a high-income, low-electricity economy.

  Programming Notesnathanielbullard.com

From one piece Tariff Stochasticity 2 beliefs, in the piece's order there

• Our readingkorrents.com

  Tariffs reach even markets normally insulated from trade policy, like electricity.

  energy

  Their words

  But, tariffs are unavoidable, even within the ringfence that is US energy trade, and even within electricity trade more specifically.

  Tariff Stochasticitynathanielbullard.com

• Our readingkorrents.com

  Tariff policy is too erratic to reliably predict or plan around.

  Their words

  The short, and very much un-sweet, vision of a tariff-bound economy is that it is stochastic. We can observe it, measure it, analyze it, but we cannot really predict it.

  Tariff Stochasticitynathanielbullard.com

From one piece AI data and Theories of Change 2 beliefs, in the piece's order there

• Our readingkorrents.com

  Official forecasts consistently underestimate the pace of real-world change, with reality outperforming conservative predictions.

  Their words

  Until we develop better ways to bridge this gap - aligning what analysts understand with what is formally forecast - we'll continue to see the same pattern: reality consistently outperforming conservative predictions.

  AI data and Theories of Changenathanielbullard.com

• Our readingkorrents.com

  Understanding the future depends more on imagination and a clear theory of change than on analytical skill alone.

  Their words

  I do not believe that analytical skills are the missing ingredient in thinking about the future. Rather, I believe that imagination about the future and a theory of change that helps to describe it clearly, are what is needed to look ahead in a more compelling way.

  AI data and Theories of Changenathanielbullard.com

From one piece Inflecting and Overtaking, SunPower, Waymo 2 beliefs, in the piece's order there

• Our readingkorrents.com

  Plug-in hybrids have moved past being a worst-of-both-worlds compromise and are now genuinely thriving.

  Their words

  Neither condition is now true, but plug-in hybrids are thriving.

  Inflecting and Overtaking, SunPower, Waymonathanielbullard.com

• Our readingkorrents.com

  Riding in a Waymo robotaxi is a better overall experience than being driven by a human driver.

  self-driving cars

  Their words

  I found it to be a superior experience to a human driver, for a few key reasons.

  Inflecting and Overtaking, SunPower, Waymonathanielbullard.com