Global Energy Transition Investment Hit a Record $2.3 Trillion in 2025
This week on the podcast, Peter and Jackie review some of the latest developments in clean energy and the broader energy transition — including a discussion of terminology, with Peter advocating for a return to the older term “alternative energy”.
They begin by discussing Bloomberg New Energy Fina…
EP. 278 Nat Bullard on Decarbonisation in the Age of AI
This week on Energy Unplugged, we’re joined by Nat Bullard, co-founder of Halcyon, an AI-enabled energy information platform, and one of the sector’s most influential data storytellers. He joins Hugo Batten, Aurora’s Managing Director APAC, and Oliver Kerr, Aurora’s Managing Director USA, to unpack…
Nat Bullard: Grounded in Data
Nat Bullard is co-founder of Halcyon, an AI-enabled energy information platform, and one of the energy sector's most respected data storytellers. Each year, Nat publishes an annual presentation on the state of decarbonisation, drawing on hundreds of data points to give business leaders a clear-eyed…
Top Moment from One AI Platform for All 50 States - Making Sense of Energy Utility Filings with Halcyon Co-Founder Nat Bullard
What happens when energy demand grows faster than the system can handle? In this highlight episode, Nat Bullard breaks down the unique moment we’re in—where surging demand from data centers, industrial players, and electrification is colliding with infrastructure bottlenecks, policy uncertainty, an…
The Whole World Is Fighting About Energy
The two biggest stories in the world right now—the war involving Iran and the rise of artificial intelligence—are, at their core, the same story: energy. The Iran conflict has become a war of competing energy blockades, with Iran squeezing American allies and America squeezing Iran. And AI is its o…
Leading Through a Changing Energy Landscape - Puget Sound Energy President & CEO Mary Kipp
Mary Kipp is the President and CEO of Puget Sound Energy, one of the Pacific Northwest’s largest energy providers.
In this episode of the "Nameplate" podcast, Nat Bullard sits down with Kipp to discuss leadership, the evolving energy landscape, and the challenges and opportunities facing the indust…
Grid Reliability & the Next Wave of Load Growth - ComEd President & CEO Gil Quiniones
Nat Bullard talks with Gil Quiniones, president and CEO of Chicago's Commonwealth Edison Co, about how a century-old utility is adapting to extreme weather, rapid load growth from data centers, and a more distributed grid.
Quiniones also shares the career path that took him from mechanical enginee…
Introducing the "Nameplate" Podcast
Nat Bullard of Halcyon introduces you to "Nameplate," the new podcast that takes you inside the minds and lives of some of the world's most powerful people - the CEOs behind energy companies like Edison International, Puget Sound Energy, Arizona Public Service, and more.
AI's Biggest Bottleneck Isn't Chips. It's Power. | Nat Bullard
AI companies are racing to build bigger data centers. But the biggest bottleneck might not be chips. It's electricity.I sat down with Nat Bullard, co-founder and Chief Strategy Officer of Halcyon and former Chief Content Officer at BloombergNEF, to discuss the physical limits of scaling AI.00:00 Wh…
Powering Arizona’s Growth with Ted Geisler, President & CEO of Arizona Public Service
In this episode of Nameplate, Nat Bullard speaks with Ted Geisler, President and CEO of Arizona Public Service (APS), about the evolving electricity sector and the challenges of meeting Arizona’s growing energy needs.
Geisler shares the history of APS, from its founding in 1886 to its role in power…
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