Catalyst with Shayle Kann2 Mar 2023

More 2023 trends: EVs, onshoring, and the three ages of decarbonization

Come watch a live episode of The Carbon Copy! Canary Media and Post Script Media are hosting a live event at Greentown Labs in Somerville, Massachusetts on April 6 with some very special guests. Get your tickets today. We had so much to cover in Nat Bullard’s monster climate trends deck that we’re back for another episode. Haven’t heard the first part yet? Listen here. Nat was the chief content officer at BloombergNEF until last year. He is now a senior contributor at BNEF and Bloomberg Green as well as a venture partner at Voyager Ventures. Shayle and Nat dig into topics like: EVs. From 2017 to 2022, internal combustion engine car sales globally declined by nearly a third. Yet EV sales are on the rise. Will growth in EVs stave off the decline of passenger vehicle sales? Onshoring of supply chains. Companies have announced plans to bring manufacturing facilities to the U.S. or nearby countries. In the EV value chain alone, there were $70 billion worth of announcements in 2022. Will this onshoring trend have lasting power? The three ages of decarbonization. First came renewable energy, then the energy transition, and starting in 2019, the net zero age. It builds on everything we did before, but now with a focus on molecules, calories, industry, and pressure on the boardroom. Plus: What we can do with old coal sites and the types of projects that tend to have cost overruns. For a full transcript, click here Recommended resources: Nathaniel Bullard: Decarbonization: The long view, trends and transience, net zero Catalyst is a co-production of Post Script Media and Canary Media. Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you're a startup, investor, enterprise, or innovation ecosystem that's creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more. Catalyst is supported by EnergyHub. The company’s platform lets consumers turn their smart thermostats, EVs, batteries, water heaters, and other products into virtual power plants that keep the grid stable and enable higher penetration of solar and wind power. And they are hiring! Learn more and see open roles at energyhub.com/catalyst Catalyst is brought to you by Sealed: The experts in home weatherization and electrification upgrades. Sealed is leading the way, with over a decade of experience being accountable to homeowners because they only get paid based on actual energy reductions. Visit Sealed.com/measuredsavings to learn more.

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