Bullard, an adviser and co-founder of energy information platform Halcyon, shows how new information about fast-developing areas like generative AI and diabetes drugs, which can cut food consumption, adds layers of uncertainty to outlooks.
DeepSeek’s recent claim that it can make artificial intelligence less power-hungry is just the latest reason the energy industry should rethink all of its assumptions about future demand.
Across some 200 charts, clean energy expert Nat Bullard lays out a number of other surprising factors impacting decarbonisation forecasts in his annual presentation released online.
