On the Catalyst with Shayle Kann podcast this week:
It’s the first year of what we hope will be an annual event: Nat Bullard has released his first climate trends report. He was the chief content officer at BloombergNEF until last year, and now is a senior contributor at BNEF and Bloomberg Green. He’s also a venture partner at Voyager Ventures.
There’s so much in this 141-slide deck that we’ve split the conversation into two parts. In this first installment, Shayle and Nat dig into topics including:
Land use. Forty percent of U.S. corn is used to offset just 10% of U.S. motor gas demand. Also, despite a growing world population, land used for agriculture globally has been shrinking. What do these trends mean for alternative proteins and sustainable aviation fuels?
Environmental, social and governance issues. In 2022, there were more anti-ESG than pro-ESG regulatory developments. And while ESG fund flows were positive last year, they’re still only a fraction of their peak in 2021. Where is ESG investment heading, and should we even be putting environmental, social and governance criteria in the same bucket?
Batteries. Battery costs rose in 2022, but battery system costs rose faster. And yet there’s still increasing demand for utility-scale batteries. Meanwhile, the top 10 battery manufacturers of 2022 are all located in Asia. What do these trends mean for the battery market and manufacturing supply chains?
Nathaniel Bullard: Decarbonization: The long view, trends and transience, net zero
Catalyst: Climatetech’s surprising bottleneck: Land access
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