Latest / Catalyst with Shayle Kann
2026 trends: Gas turbines, Texas’ load queue and China electrifies
It’s a new year, which means the veteran energy analyst Nat Bullard has dropped another annual, data-rich presentation on the state of energy and decarbonization.
And per what has become tradition, Nat is back on Catalyst – for the fourth time – to discuss some of Shayle’s favorite slides, cherry-picked from the 200-page deck.
In part one of their two-part conversation, they cover topics like:
The significance of China’s rapid electrification
Why the proportion of GDP spent on electricity has remained flat while oil has proven volatile
The massive backlog and rising capital costs for gas…
The skinny
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