Hardware Podcasts

More 2023 trends: EVs, onshoring, and the three ages of decarbonization

Catalyst · 2 Mar 2023 · 47m

What this episode covers

Nat Bullard, a senior contributor at BloombergNEF and venture partner at Voyager Ventures, joins host Shayle Khan to analyze 2023 climate trends, focusing on the EV market, supply chain onshoring, and the evolution of decarbonization strategies. Bullard explains that while global passenger vehicle sales are declining, EVs are the sole growth cohort, with China driving rapid electrification in buses and two-wheelers. He highlights $70 billion in 2022 EV supply chain announcements in the U.S., signaling a structural shift toward domestic manufacturing driven by the IRA. Finally, Bullard outlines the 'three ages of decarbonization,' arguing that the current 'net zero' era is the most complex, requiring boardroom-level transformation of molecules, calories, and entire industries rather than just power generation.

Most relevant to

large enterprises

Topics

Mentioned

Companies
BloombergNEF, Tesla, BYD, EnergyHub, Form Energy, Excel Energy, Hanwha, First Solar

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