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

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2023-03-02
- Length: 47m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2023-03-02-more-2023-trends-evs-onshoring-and-the-three-ages-of-decarbonization

## Summary

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.

## Chapters

- [0:02](https://hardwarepodcasts.com/podcast/catalyst/2023-03-02-more-2023-trends-evs-onshoring-and-the-three-ages-of-decarbonization#t=2) Introduction: Nat Bullard and the Decarbonization Trends Report
- [3:42](https://hardwarepodcasts.com/podcast/catalyst/2023-03-02-more-2023-trends-evs-onshoring-and-the-three-ages-of-decarbonization#t=222) EV Market Dynamics: Declining ICE Sales and EV Growth
- [10:44](https://hardwarepodcasts.com/podcast/catalyst/2023-03-02-more-2023-trends-evs-onshoring-and-the-three-ages-of-decarbonization#t=644) EV Categories: 2-Wheelers, Buses, and Commercial Vehicles
- [18:18](https://hardwarepodcasts.com/podcast/catalyst/2023-03-02-more-2023-trends-evs-onshoring-and-the-three-ages-of-decarbonization#t=1098) Supply Chain Onshoring and the Impact of the IRA
- [28:41](https://hardwarepodcasts.com/podcast/catalyst/2023-03-02-more-2023-trends-evs-onshoring-and-the-three-ages-of-decarbonization#t=1721) Project Economics: Mega-Projects vs. Modular Solar
- [36:07](https://hardwarepodcasts.com/podcast/catalyst/2023-03-02-more-2023-trends-evs-onshoring-and-the-three-ages-of-decarbonization#t=2167) Brownfield Sites: Repurposing Coal Plants for Clean Energy
- [38:45](https://hardwarepodcasts.com/podcast/catalyst/2023-03-02-more-2023-trends-evs-onshoring-and-the-three-ages-of-decarbonization#t=2325) The Three Ages of Decarbonization: From Renewables to Net Zero

## Topics

- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Industrial & consumer product design](https://hardwarepodcasts.com/topic/industrial-design)

## Most relevant to

large enterprises

## Mentioned

- BloombergNEF (company)
- Tesla (company)
- BYD (company)
- EnergyHub (company)
- Form Energy (company)
- Excel Energy (company)
- Hanwha (company)
- First Solar (company)

## Related episodes from other shows

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- [BONUS - What's the SCOOP - 2022 Trends with Siemens Industry Software's Oren Manor](https://hardwarepodcasts.com/podcast/ems-c-level/2021-12-19-bonus-whats-the-scoop-2022-trends-with-siemens-industry-softwares-oren-manor) (EMS@C-LEVEL)
- [Building An Agile, Global EMS To Serve EV Makers And Data Centers, with ALL Circuits CEO Bruno Racault](https://hardwarepodcasts.com/podcast/ems-c-level/2026-02-07-building-an-agile-global-ems-to-serve-ev-makers-and-data-centers-with-all-circui) (EMS@C-LEVEL)
- [Charging Ahead: All Circuits Continue Automotive EMS Excellence Through Innovation and Automation](https://hardwarepodcasts.com/podcast/ems-c-level/2024-03-21-charging-ahead-all-circuits-continue-automotive-ems-excellence-through-innovatio) (EMS@C-LEVEL)
- [Charging up the electric vehicle market with RJ Scaringe of Rivian](https://hardwarepodcasts.com/podcast/how-i-built-this/2023-12-28-charging-up-the-electric-vehicle-market-with-rj-scaringe-of-rivian) (How I Built This)

## Citing this page

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