iiinova — where your digital self keeps evolving

Nat Bullard @nathanielbullard.com · 27/08/2026

I'm not spinning anything. The "Joint Statement of the Georgia Public Service Commission Staff and Georgia Power Company Regarding Large Load Contract Deemed Filed for purposes of review July 27, 2026" is also public, and here is its text.

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Nat Bullard @nathanielbullard.com · 27/08/2026

Another narrative violation: State of Georgia has approved OpenAI's contract with GeorgiaPower: a $15/month *cost savings* to typical 1,000 kilowatt-hour/month customers.

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Nat Bullard @nathanielbullard.com · 20/08/2026

There are a lot of gas plants under development in the US. 472 of them to be precise, with a combined 270 gigawatts of generation capacity.

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Nat Bullard @nathanielbullard.com · 24/07/2026

No need to get all excite-d about it

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Nat Bullard @nathanielbullard.com · 04/07/2026

Happy 4th of July. Me (age 5), my younger brother (age 2), and our mother directing a tiny fife and drum corps (drums by Quaker Oats). Decatur, Georgia, 1982.

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Nat Bullard @nathanielbullard.com · 16/06/2026

Sometimes I find it easiest to follow the game in National Champion Stuffed Animal format

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Nat Bullard @nathanielbullard.com · 16/06/2026

In a tightly-contested match, Dutch Miffy plays Japanese Hello Kitty to a 2-2 draw

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Nat Bullard @nathanielbullard.com · 05/06/2026

New, deeply-reported @jenhiller.bsky.social piece for @wsj.com on Arizona's data center cluster, the grid response, and how the Phoenix is becoming a test case for who pays what for power. Happy to see @halcyonai.bsky.social in there too! www.wsj.com/business/ene...

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Nat Bullard @nathanielbullard.com · 04/05/2026

As was the Slurm Queen as well.

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Nat Bullard @nathanielbullard.com · 04/05/2026

A handful of visuals from my latest newsletter.

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Nat Bullard @nathanielbullard.com · 24/04/2026

Relative market share, two ways open.substack.com/pub/a16z/p/c...

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Nat Bullard @nathanielbullard.com · 23/04/2026

China oil stockpile in context: a billion barrels more than the US. Also, Japan oil stockpile in context: bigger than all of OECD Europe. Note: *before* strategic releases in March 2026 www.eia.gov/todayinenerg...

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Nat Bullard @nathanielbullard.com · 23/04/2026

74% of respondents to the latest Dallas Fed energy survey predict (at most) a 0.25mbpd increase in US production this year in response to the Iran war www.dallasfed.org/research/sur...

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Nat Bullard @nathanielbullard.com · 20/04/2026

"So one of those Egg Council creeps got to you too, huh? You'd better run, Egg!"

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Nat Bullard @nathanielbullard.com · 15/04/2026

A few slides from my Transition-AI keynote for @latitudemedia.bsky.social earlier this week.

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Nat Bullard @nathanielbullard.com · 12/04/2026

Always fond of the old pence per chaldron pricing unit (thanks @jkempenergy.bsky.social)

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Nat Bullard @nathanielbullard.com · 07/04/2026

Sorry - automatic DQ for using the name of one of the band’s albums in the analogy upload.wikimedia.org/wikipedia/en...

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Nat Bullard @nathanielbullard.com · 06/04/2026

But @conorsen.bsky.social did you know that it’s the only major American city to elect three socialist mayors. static0.srcdn.com/wordpress/wp...

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Nat Bullard @nathanielbullard.com · 31/03/2026

Horrendous chart crime here, but the numbers matter

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Nat Bullard @nathanielbullard.com · 31/03/2026

Singapore is already 50% EV sales share (this data is only through October of 2025). But flows of new car sales are not the same as stocks in the existing fleet ember-energy.org/latest-updat...

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Nat Bullard @nathanielbullard.com · 31/03/2026

Jet fuel prices doubled in a month www.iata.org/en/publicati...

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Nat Bullard @nathanielbullard.com · 31/03/2026

And the fuel charges come to Singapore

Screen capture of ride hailing company Grab’s announcement of fuel surcharges in Singapore

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Nat Bullard @nathanielbullard.com · 09/03/2026

19 years ago, a Metro magazine reporter in Washington DC was interviewing bar patrons about the best book they'd read recently. This was my answer in 2007, and 19 years later I'd still put it in my top 5.

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Nat Bullard @nathanielbullard.com · 07/03/2026

You should add in the bak kwa index as well

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Nat Bullard @nathanielbullard.com · 03/03/2026

Quite the chart from Stripe's annual letter assets.stripeassets.com/fzn2n1nzq965...

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Nat Bullard @nathanielbullard.com · 23/02/2026

I like the comps in the paper; a challenging element, to me, is the fact that the capex series stops at 3Q 2025 (fair enough) but the 2026 forward guidance is for ~$700B in total capex from the five companies mentioned (to say nothing of the REITs, neoclouds, foundation labs).

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Nat Bullard @nathanielbullard.com · 18/02/2026

Musing on two great 90s LA movies set up in the hills and how smog is a story feature: Get Shorty: “they say the smog’s the reason we have such beautiful sunsets” The Limey: “you could see the sea out there, if you could see it” LA smog: not what it used to be!

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Nat Bullard @nathanielbullard.com · 17/02/2026

Happy lunar year, everyone. Obligatory linguistic IYKYK meme

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Nat Bullard @nathanielbullard.com · 06/02/2026

Singapore new car sales by country of origin. Japan now sells about 1/4 the number of new cars that it did in 2016; China sells almost the same number as Japan (up from 5 in 2015).

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Nat Bullard @nathanielbullard.com · 15/01/2026

Do you like charts? Oh yes you do. I've just published hundreds of them, as I do every year. www.nathanielbullard.com/presentations

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Nat Bullard @nathanielbullard.com · 26/11/2025

Did you wake up the day before Thanksgiving and think "you know, my working hours aren't complete without a thorough explainer on the weirdest electrical load day of the year in the US?" Well then, I've got you covered! Happy reading from me and @halcyonai.bsky.social hubs.la/Q03VT-v20

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Nat Bullard @nathanielbullard.com · 24/11/2025

It's designed by M.A.S.K. and yet it doesn't fly or shoot energy beams? Disappointing

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Nat Bullard @nathanielbullard.com · 10/10/2025

Centuries from now, the lone and level sands will stretch far away and all that will remain will be your epitaph

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Nat Bullard @nathanielbullard.com · 28/08/2025

Consumers Energy has 54 data center load interconnection requests. The smallest is 4 megawatts. The larges is 2,200 megawatts. Total capacity: more than 22 gigawatts. halcyon.io/blog/machine...

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Nat Bullard @nathanielbullard.com · 05/08/2025

A weekly log of mastication activity in Nevada. IYKYK halcyon.io/blog/whatsha...

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Nat Bullard @nathanielbullard.com · 05/08/2025

what comes first: AP1000s on the moon, or whalers on the moon

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Nat Bullard @nathanielbullard.com · 30/07/2025

Nice to see this now-canonical @ember-energy.org chart rebuilt by GS, and in @alphaville.ft.com (thanks @robinwigglesworth.ft.com). www.ft.com/content/5a97...

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Nat Bullard @nathanielbullard.com · 28/07/2025

I mean, there is an entire article with lots of additional text and even more charts.

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Nat Bullard @nathanielbullard.com · 28/07/2025

Whatever could have caused this

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Nat Bullard @nathanielbullard.com · 24/07/2025

Great reporting of late from @robinsonmeyer.bsky.social on electricity rate hikes. I found another very concrete example just now, in Missouri. A minimum 30% hike, and proportionally more for those at the lowest tiers of consumption. Direct from the @halcyonai.bsky.social feed today...

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Nat Bullard @nathanielbullard.com · 11/07/2025

A brief observation on data center energy and capacity growth. For years, electricity consumption growth YoY lagged capacity growth. Now, it's nearly 1:1.

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