The energy transition isn’t following a straight path. It's moving fast, bending markets, and reshaping how utilities, investors, and policymakers think about risk and opportunity. And increasingly, the big trends—data centers, electrification, etc.—are all converging at warp speed.

The question for energy leaders: How do you keep up when the rules are changing in real time?

Nat Bullard has the answers.

In this episode of Power Perspectives, host Kinsey Grant Baker sits down with Bullard, acclaimed energy thought leader and cofounder of Halycon, to unpack what he calls the most dynamic era of the modern energy system. Nat shares insights from decades of data-driven storytelling, including the falling costs of clean tech, the new role of demand as a driver of innovation, and why grid buildout—not generation—is the defining challenge of our time.

From utilities grappling with distributed resources to investors betting on the next wave of infrastructure, this conversation offers a rare, big-picture look at where the energy transition is heading—and how decision-makers can prepare for what’s next.

Key Links

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Energy Central Post for this episode: https://www.energycentral.com/podcasts/post/nat-bullard-can-energy-change-its-mind-on-decarb-z8yDg0JzGIbGmwu

Video version on SoundCloud: https://youtu.be/p3UJ1FpGTQ0