Hardware Podcasts

More 2024 trends: ESG, carbon certifications, curtailment, and AI

Catalyst · 15 Feb 2024 · 42m

What this episode covers

Nat Bullard, formerly BloombergNEF’s chief content officer, joins host Shayle Khan to discuss decarbonization trends, highlighting how ESG has become a political 'third rail' in the US while fund flows stagnate. They analyze the decline in hydropower capacity factors due to drought, the persistence of coal additions in Asia, and the growing problem of solar curtailment in California. Bullard also details First Solar’s success with cadmium telluride technology under the IRA, the fragmentation of carbon certification standards, and the rising energy intensity of AI data centers.

Most relevant to

large enterprises

Topics

Mentioned

Companies
BloombergNEF, BlackRock, Energy Impact Partners, Energy Hub, Form Energy, First Solar, Electric Hydrogen, Latitude Media, Antenna Group, Atmos Financial
Also
Harvard Law School Forum on Corporate Governance, Morningstar

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