# More 2026 trends: Solar costs, oil oversupply, and the startup slump

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2026-01-22
- Length: 25m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2026-01-22-more-2026-trends-solar-costs-oil-oversupply-and-the-startup-slump

## Summary

Energy Impact Partners' Shayle Kann interviews analyst Nat Bullard, co-founder of Halcyon, about his 2026 decarbonization trends deck. They analyze the S&P Global Clean Energy Transition Index outperforming major market indices in 2025, the sharp decline in US energy startup investment from $8 billion to $2 billion, and the resulting prediction of a 2026 rebound. The conversation covers the paradox of falling solar module prices alongside rising US installation costs, Australia's rapid residential battery adoption, and China's dominance in global vehicle manufacturing and electric truck deployment.

## Chapters

- [2:14](https://hardwarepodcasts.com/podcast/catalyst/2026-01-22-more-2026-trends-solar-costs-oil-oversupply-and-the-startup-slump#t=134) Introduction: Shayle Kann and Nat Bullard on 2026 Trends
- [3:02](https://hardwarepodcasts.com/podcast/catalyst/2026-01-22-more-2026-trends-solar-costs-oil-oversupply-and-the-startup-slump#t=182) Clean Energy Stock Performance vs. Startup Investment Slump
- [8:59](https://hardwarepodcasts.com/podcast/catalyst/2026-01-22-more-2026-trends-solar-costs-oil-oversupply-and-the-startup-slump#t=539) Oil Oversupply and the Impact on Heavy Crude Investment
- [13:33](https://hardwarepodcasts.com/podcast/catalyst/2026-01-22-more-2026-trends-solar-costs-oil-oversupply-and-the-startup-slump#t=813) US Solar Installation Costs Rising Despite Cheaper Modules
- [15:55](https://hardwarepodcasts.com/podcast/catalyst/2026-01-22-more-2026-trends-solar-costs-oil-oversupply-and-the-startup-slump#t=955) Australia's Rapid Residential Battery Storage Adoption
- [17:07](https://hardwarepodcasts.com/podcast/catalyst/2026-01-22-more-2026-trends-solar-costs-oil-oversupply-and-the-startup-slump#t=1027) Transformer and Gas Turbine Manufacturing Bottlenecks
- [18:49](https://hardwarepodcasts.com/podcast/catalyst/2026-01-22-more-2026-trends-solar-costs-oil-oversupply-and-the-startup-slump#t=1129) China's Dominance in Global Vehicle and EV Truck Production
- [23:58](https://hardwarepodcasts.com/podcast/catalyst/2026-01-22-more-2026-trends-solar-costs-oil-oversupply-and-the-startup-slump#t=1438) Uncertainty in Data Center Power Demand Forecasts

## Topics

- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Crowdfunding & preorders](https://hardwarepodcasts.com/topic/crowdfunding)
- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)

## Most relevant to

large enterprises

## Mentioned

- S&P Global Clean Energy Transition Index (other)
- Energy Impact Partners (company)
- Energy Hub (company)
- BYD (company)

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## Citing this page

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