Out today: Nat Bullard’s 200-page slide deck with data from across the energy transition. Nat is the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon. In part one of their two-part conversation, Shayle cherry-picked the most interesting slides and sat down with Nat to unpack them. They cover topics like: Accidental solar geoengineering and the state of aerosols The United States’ record-setting fossil fuels exports Whether Chinese oil demand is peaking Conflicting indicators for the state of ESG investing Whether you can have too many carbon removal startups Recommended resources Catalyst: Putting a halt to geoengineering — by accident Catalyst: 2024 trends: batteries, transferable tax credits, and the cost of capital Catalyst: 2023 trends: biomass, ESG, batteries and more Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.

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