Incredible trove of data and analysis from the inimitable Nat Bullard.
My annual decarbonization deck is here. 200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence. Last year was the hottest recorded in human history. It was a record year for anthropogenic emissions from fossil fuel, and a record year for coal consumption. It was also a record year for energy transition investment; a record year for solar, wind, and battery energy storage deployment; a record year for electric vehicle purchases too. The year 2024 was a year of more of everything. That makes it difficult to discern clear signals, and all the more important to try. I’ve grouped the presentation in three themes, as I usually do: 1️⃣ 2021: a year in which so many things were set in motion in energy and climate, some of them foundational, some of them transitory, all of them worth noting in today’s business, financial, energy, and even cultural context. 2️⃣ The Complex: complexity within industries, and the complex interactions between them, are more apparent (and more important) than ever. 3️⃣ Reagents: the substances, so to speak, that could materially change today’s trajectory to tomorrow, into something very different. Thank you all for reading and sharing, and for bouncing ideas with me over the past year. https://lnkd.in/gtqqvQWA
