Happy Monday! We’re back from CERAWeek in Houston, where more than 11,000 people packed into two conferences, against a backdrop of war in the Middle East, oil at ~$100/bbl, gas ...
We’re in town all week for CERAWeek. Come find us - Kim, our lead carbon analyst Dr. Paola Sáenz, and other members of the team - if you're around. Plus, stay tuned for key themes and our takes here ...
With oil prices rising, there’s a renewed focus on domestic electrons and molecules. Here’s what the Strait of Hormuz crisis means for new energy flows. In other news, inside the European Commission’s ...
The market slowdown has officially hit climate land. 2022 funding was down 3% from the prior year as investors poured $40B+ into climate companies. But even a global slowdown isn’t slowing the rate of ...
What goes down must come back up? After the slowdown in climate tech investment for most of 2023, new data points to a potential proximate rev up: We’ve now seen a spike in climate-focused fund ...
If you’re bullish on the energy transition, you’re bullish on mining. With every new battery pack and wind plant, it’s becoming more apparent that the energy transition is a metals transition. Over a ...
As we head towards the end of the year, many of us will be boarding a metal tube to hurtle hundreds of miles an hour towards home or wherever the tinsel and mistletoe may hang. But all this travel ...
Climate tech has undergone a visible evolution over the past few years, transitioning from a phase of abundant funding for innovation to capital more focused on large-scale deployments that approach ...
Amidst the crypto crash and backdrop of the market downturn, venture capital funds broke a record - for the largest amount of capital raised ($151b) in any prior full-year, and the year’s not done yet ...
🎉💸 TL;DR - After much encouragement from all of you, we’re expanding the newsletter into a market intelligence platform for the new climate economy! We’re excited to share that we raised $1.75M in ...
Thought we were done with this FOAK series? NOAK! Think again. Before we set you off on your merry deployment way, we’ve got one more project scaling step left from Pilot to FOAK, now to NOAK and ...