# More 2025 trends: DeepSeek, plug-in hybrids, and curtailment

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2025-02-06
- Length: 47m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2025-02-06-more-2025-trends-deepseek-plug-in-hybrids-and-curtailment

## Summary

Nat Bullard, co-founder of data insights company Halcyon and former chief content officer at BloombergNEF, discusses 2025 energy trends with host Shayle Kann. They analyze the divergence between record solar installations and stagnating wind power, the massive curtailment of renewable energy in California and negative pricing in Europe, and the surprising efficiency of the DeepSeek AI model. The conversation also covers the rapid global export of Chinese plug-in hybrid vehicles, the critical shortage of new high-voltage transmission infrastructure, and the shifting economics of data center power consumption.

## Chapters

- [2:42](https://hardwarepodcasts.com/podcast/catalyst/2025-02-06-more-2025-trends-deepseek-plug-in-hybrids-and-curtailment#t=162) Solar vs. Wind and Storage Trajectories
- [7:41](https://hardwarepodcasts.com/podcast/catalyst/2025-02-06-more-2025-trends-deepseek-plug-in-hybrids-and-curtailment#t=461) Renewable Curtailment and Negative Pricing
- [14:14](https://hardwarepodcasts.com/podcast/catalyst/2025-02-06-more-2025-trends-deepseek-plug-in-hybrids-and-curtailment#t=854) Grid-Connected Battery Reliability
- [17:33](https://hardwarepodcasts.com/podcast/catalyst/2025-02-06-more-2025-trends-deepseek-plug-in-hybrids-and-curtailment#t=1053) Load Growth Expectations and DeepSeek Efficiency
- [28:08](https://hardwarepodcasts.com/podcast/catalyst/2025-02-06-more-2025-trends-deepseek-plug-in-hybrids-and-curtailment#t=1688) The Transmission Buildout Crisis
- [30:59](https://hardwarepodcasts.com/podcast/catalyst/2025-02-06-more-2025-trends-deepseek-plug-in-hybrids-and-curtailment#t=1859) Rise of Chinese Plug-in Hybrids and Exports
- [37:00](https://hardwarepodcasts.com/podcast/catalyst/2025-02-06-more-2025-trends-deepseek-plug-in-hybrids-and-curtailment#t=2220) Data Center Capex, Virginia Demand, and Power Economics

## Topics

- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)

## Most relevant to

large enterprises

## Mentioned

- Halcyon (company)
- BloombergNEF (company)
- DeepSeek (product)
- Llama 3.1 (product)
- BYD (company)
- EnergyHub (company)

## Related episodes from other shows

- [Like a steam engine in your house](https://hardwarepodcasts.com/podcast/the-amp-hour/2025-04-15-like-a-steam-engine-in-your-house) (The Amp Hour)
- [Predictions 2025](https://hardwarepodcasts.com/podcast/oxide-and-friends/2025-01-10-predictions-2025) (Oxide and Friends)
- [104. Recapping 2022](https://hardwarepodcasts.com/podcast/the-next-byte-podcast/2023-01-10-104-recapping-2022) (The Next Byte Podcast)
- [EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch](https://hardwarepodcasts.com/podcast/the-circuit/2026-08-03-ep-186-mobile-bottlenecks-skyrocketing-ai-capex-and-the-compute-crunch) (The Circuit)
- [Episode 102: Deeeeeepseeeeeeek!](https://hardwarepodcasts.com/podcast/the-circuit/2025-01-27-episode-102-deeeeeepseeeeeeek) (The Circuit)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/catalyst/2025-02-06-more-2025-trends-deepseek-plug-in-hybrids-and-curtailment. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Catalyst.