Decarbonization: Parameters, Dollars and Sense, Electrons Photons Molecules

Nat Bullard

Research

200 Pages

Nat Bullard’s annual presentation covers all that matters in our energy, industry, technology, and transport systems, and equally about how those systems engage with each other, and interact in our atmosphere.

Date published: January 15, 2026

Key Takeaways

Physical first lens: Start with energy systems basics, then map what is feasible across electrons, photons, and molecules.
Capital sets pace: Deployment speed follows financing conditions, supply chains, and permitting, not just innovation headlines.
Economics matter again: Cost curves, incentives, and tradeoffs drive which pathways win under real world constraints.
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