Hardware Podcasts

2024 trends: batteries, transferable tax credits, and the cost of capital

Catalyst · 8 Feb 2024 · 51m

What this episode covers

Shayle Khan interviews Nat Bullard, former BloombergNEF chief content officer, about the key trends in his 200-page 2024 decarbonization trends deck. They discuss the surprising resilience of solar and LED adoption, the rapid rise of LFP battery chemistries, and the structural shift in climate finance driven by transferable tax credits and rising interest rates. The conversation also highlights the severe oversupply in battery recycling capacity and the geographic concentration of battery manufacturing in Asia.

Most relevant to

large enterprises

Topics

Mentioned

Companies
BloombergNEF, Energy Hub, CATL, BYD, LG, SK, Samsung, Panasonic, North Volt, Circular Energy Storage, Latitude Media, Energy Impact Partners, Antenna Group, Atmos Financial
Also
Nat Bullard, Shayle Khan, LFP, NMC, Inflation Reduction Act

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