More 2024 trends: ESG, carbon certifications, curtailment, and AI

There was so much to talk about in Nat Bullard’s 200-page slide deck on 2024’s biggest decarbonization trends that we broke the conversation into two parts. For the first half of our conversation with Nat, listen here.  Nat has worked as an analyst and writer in climate tech for two decades and was BloombergNEF’s chief content officer until 2022. In this second part of the conversation, Shayle and Nat cover topics like: How ESG has become the new third rail of finance, falling out of the spotlight of corporate reports and the annual Larry letter  The vexing problem of what to do with curtailed power and why we need to design around the intermittency Whether you can have too many carbon certification standards How biodiesel is eating up Europe’s biofuel supply First Solar’s underappreciated success in surviving the decline of U.S. solar manufacturing Plus: Declining hydropower, slowing coal growth, and the rising hype around AI Recommended resources: Nathaniel Bullard: Decarbonization: Stocks and flows, abundance and scarcity, net zero Washington Post: ‘Greenhushing’: Why some companies quietly hide their climate pledges World Economic Forum: Hydropower: How droughts are affecting the world's biggest renewable energy source Catalyst is supported by Antenna Group. For 25 years, Antenna has partnered with leading clean-economy innovators to build their brands and accelerate business growth. If you’re a startup, investor, enterprise or innovation ecosystem that’s creating positive change, Antenna is ready to power your impact. Visit antennagroup.com to learn more. Catalyst is brought to you by Atmos Financial. Atmos is revolutionizing finance by leveraging your deposits to exclusively fund decarbonization solutions, like residential solar and electrification. FDIC-insured with market-leading savings rates, cash-back checking, and zero fees. Get an account in minutes at joinatmos.com.