Redefining Energy20 Okt 2025

200. “200 slides, Energy, AI, and the End of ESG” with Nat Bullard - Oct25

For our 200th episode, we had the pleasure and privilege of speaking with Nat Bullard, one of the sharpest minds in the energy world. A leading analyst in climate and energy, Nat is known for his clear insights on clean energy, decarbonization, and the global energy transition. Formerly Chief Content Officer at BloombergNEF, he is now also a co-founder of the AI company Halcyon.

Nat is perhaps best known for his annual 200-slide deck, a rich compilation of global data and charts that paints a clear, fact-based picture of where the energy sector is heading.

Our conversation spans major shifts shaping the future: the electrification of the Global South, the rise of AI and datacenters, the unravelling of ESG, and the evolving geopolitics of energy through the lens of "Electrostates vs. Petrostates"—and how investment flows are responding.

We also explore the dominant narratives in the energy space, many of which, we agree, are self-serving and unhelpful.

Ultimately, the energy transition is being held back less by technology and more by entrenched interests and a lack of curiosity. But the world is changing fast—and there is reason for hope. We thank AFRY for supporting the show.

Reference for reports quoted during the show

The Electrotech Revolution – Ember and Kingsmill Bond https://ember-energy.org/latest-insights/the-electrotech-revolution/

Afry: Market and regulatory overview of the North Atlantic Transmission One -Link project https://afry.com/en/exploring-nato-l-project-and-transatlantic-power-exchange-decarbonised-future
"AFRY provides engineering, design, digital and advisory services to accelerate the transition towards a sustainable society. At AFRY, we are 19,000 devoted experts in industry, energy and infrastructure sectors, creating impact for generations to come. Best example of AFRY expertise is the report they just released on the Regulatory and Revenue Models for the North Atlantic Transmission One – Link."

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(196)

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

Gerard and Laurent first welcomed David Scaysbrook to the podcast in Episode 66, back in January 2022, for a conversation about the future of 24/7 power. Four years later, it felt like the right momen...

13 Jul 31min

236. The Bankability of Energy Storage (Solar Power Summit) - Jul26

In May 2026, our co-host Laurent Segalen had the privilege of chairing a high-profile panel hosted by SolarPower Europe at its annual Solar Power Summit in Brussels, one of the leading gatherings for ...

6 Jul 26min

235. European Sovereign Neocloud - Jun26

Gerard and Laurent welcome Michel Boutouil, co-founder and CEO of Polarise, a leading European AI infrastructure provider and NVIDIA Cloud Partner based in Berlin. After discussing about what happens ...

29 Jun 32min

234. Engie, the remarkable turn around (live from Eurelectric Power Summit) - Jun26

At the Eurelectric Power Summit 2026 in Helsinki, Laurent had the opportunity to sit down with Catherine MacGregor, CEO of ENGIE and Vice President of Eurelectric, for a wide-ranging discussion on the...

22 Jun 27min

233. To predict the future, “In BNEF we Trust” - Jun26

The International Energy Agency (IEA) and the International Renewable Energy Agency (IRENA) have made significant progress in recent years. Yet they remain largely top-down institutions shaped by poli...

15 Jun 28min

232. GB’s NESO: the “cool” operator - Jun26

Gerard and Laurent have the pleasure of welcoming Fintan Slye, CEO of NESO — Great Britain’s National Energy System Operator. In a lively and wide-ranging discussion, we explored NESO’s governance an...

8 Jun 29min

231. Car Wars: China vs. the West - Jun26

The global auto industry is splitting into two very different worlds — what legendary auto expert Michael Dunne calls “a tale of two countries.” Dunne, CEO of Dunne Insights LLC, has spent decades at ...

1 Jun 32min

230. The growing complexity of battery fleet management - May26

The BESS market is growing at a phenomenal pace. You would think battery management is becoming easier. The reality? It is becoming increasingly complex. Between data risks, a growing number of suppl...

25 Mai 30min