Decarbonization: The long view, trends and transience, net zero

Nat Bullard

Nathaniel Bullard

Research

141 Pages

Nat Bullard maps the 2023 state of decarbonization through technology, capital, and policy lenses, focusing on what drives durable change. The deck traces long run cost declines, supply chain realities, and adoption bottlenecks, then weighs how market structure and infrastructure constraints shape the next leg of progress.

Key Takeaways

Energy system flywheel: Learning curves and scale effects reinforce adoption while grid and permitting remain pivotal.
Supply chain gravity: Manufacturing depth and materials access steer cost, speed, and competitive advantage across regions.
Policy to execution: Incentives matter, yet project delivery hinges on siting, interconnection, and realistic timelines.
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