What people recommend, in their own words, with the receipt.
Energy and decarbonisation analyst; publishes an annual chart deck on the state of the transition.
4 things
Investing in U.S. Infrastructure for a Decade of DemandOther Logan Goldie-Scot / Generate Capital
both are thoughtful and include a chart that is now a Logan classic: annualized US infrastructure investment needs.
Nat Bullard's 'Decarbonization No. 15' newsletter, 'Evening reading' section, on Logan Goldie-Scot's essay and deck for Generate Capital.
nathanielbullard.com ↗·2025-05-12
The existential challenge for American AI dominance: powerOther Congruent Ventures
Disclosure: Congruent is a Halcyon investor.
Nat Bullard's 'Decarbonization No. 15' newsletter, 'Evening reading' section, recommending Congruent Ventures' AI-power essay; he discloses Congruent invests in Halcyon, the company he co-founded.
nathanielbullard.com ↗·2025-05-12
LinkedIn post on what SunPower meantOther Sheldon Kimber
I recommend reading Eric Wesoff's memoriam here and Sheldon Kimber's thoughtful note on what the company meant, and still means, here .
Nat Bullard's 'Decarbonization No. 9' newsletter, reflecting on SunPower's bankruptcy and pointing readers to Sheldon Kimber's LinkedIn note.
nathanielbullard.com ↗·2024-09-09
The World Is Giving Up on Climate Change (David Wallace-Wells, NYT opinion)Other David Wallace-Wells
My data is throughout; while I do not agree with the ultimate premise, the data within its confines is indeed hard to argue with.
Nat Bullard's 'Decarbonization No. 15' newsletter, 'Evening reading' section: 'things which I have recently read and recommend spending time with this week.'
nathanielbullard.com ↗·2025-05-12
Every entry is a verbatim quote and a link to the public post it came from. Nothing is paraphrased. If it is not on record somewhere public, it is not here.
The verdict is what they actually said: loved and liked are explicit; recommended means they told others to get it; uses means they only say they use it; read is a book on their public shelf with no verdict; mixed and disliked are kept too.
A dashed affiliate link, sponsored or their own label means the post disclosed a relationship. It is shown, never hidden.
The small bar beside a date shows how dated a recommendation is for its kind of thing.
The bar shows how dated a recommendation is, for its kind of thing. Full and green is recent. It drains, and turns amber and then grey, as the post gets older.
What counts as old depends on the thing. A laptop praised four years ago has been replaced twice; a book loved twenty years ago is probably still loved. The bar is empty after about:
A striped bar means the post carries no date and the date shown is an estimate. No date at all, no bar.