Decarbonization: 2021, The Complex, Reagents

Nat Bullard

Research

200 Pages

Nathaniel Bullard’s 2025 decarbonization presentation offers a comprehensive analysis of global climate and energy trends, emphasizing the interplay between technology, capital markets, and policy. The report highlights the exponential growth of solar energy, the increasing dominance of Asian battery manufacturers, and the shifting dynamics of global trade in clean technologies. Bullard underscores the importance of understanding these trends to navigate the complexities of the energy transition effectively.

Nat Bullard’s annual presentation on the state of decarbonization provides an overview of the factors influencing the energy market today.

Key Takeaways

Solar energy's rapid expansion: In 2023, global solar installations reached approximately 440 GW, nearly doubling the previous year's capacity.
Asian dominance in battery manufacturing: All top 10 battery cell manufacturers are based in Asia, reflecting the region's leadership in energy storage technologies.
Shift in clean tech trade patterns: China’s exports of solar and electric vehicles are increasingly directed toward the Global South, indicating a realignment in global trade flows.
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