The Ringer · Plain English · April 14, 2026
Nat Bullard, Halcyon’s Chief Strategy Officer, joins Derek Thompson on Plain English to unpack why energy has become the defining lens through which every major global story must now be understood. He examines how the Iran conflict has evolved into a battle of competing energy blockades, while the AI boom has triggered a parallel arms race for electricity, chips, and data center capacity. Bullard connects these threads to reveal a world where geopolitical pressure and surging demand are converging — and why the decisions being made right now will shape the next decade of global power.