Lowercarbon Capital

Big news on the EV front: Volvo Cars just teamed up with the battery wizards at Breathe Battery Technologies. Breathe’s physics-sharpened battery management software slashes charge times by a third — with no new hardware, just a simple download. And with Breathe's battery-boosting tech, EVs are just the beginning.

“I am totally aligned on the fact that in the 21st century, the country that has the cleanest, most reliable energy source will win. The entity that gets power right will run the 21st century.” –Virginia Sen. Mark Warner, speaking at the Fusion Industry Association's 2025 Annual Policy Conference this week. CFS is starting to put down roots in Virginia with our ARC fusion power plant coming to Chesterfield County. It’s designed to produce 400 megawatts of clean, 24x7 power starting in the early 2030s. Our CEO Bob Mumgaard shared the stage with the senator, saying, “There's something clarifying about knowing where you're going to go. Our piece of land is a multi-decade commitment." CFS selected the Virginia site, leased from Dominion Energy, in December: https://lnkd.in/dKGtXRjX #FusionEnergy #Virginia

"We've really done it, and we've got the scar tissue to prove it." Great storytelling from Lilac's new video, painting a picture of this direct lithium extraction leader better than stats alone ever could. But don't worry, there are plenty of eye-popping stats too.

Or, for those who prefer their nickel without environmental degradation, forced labor, or the dictates of Chinese refiners, there's Genomines. Their high-margin, clean, "metal farming" approach to nickel mining — harvesting the metal from plants instead of deforested open pits — may be Indonesia's only real competition. https://lnkd.in/eCPwaM2w

Huge partnership-for-the-planet news: Our carbon removal company Heirloom is teaming up with United Airlines to slash emissions of one of the most carbon-intensive activities out there. Yep, you guessed it — flying. Today, flying makes up just 2.5% of global emissions. But with incomes rising around the world, flying is projected to jump at least 3x over the next couple decades. And with it, hefty new doses of planet-warming CO2. Read on to see how Heirloom and United are building a world where more flying doesn’t have to mean more frying. It's more than a sequestering carbon story. It's also a sustainable aviation fuel (SAF) story 👇 https://lnkd.in/dEeKFVwE

🚨 If you're a 10X engineer interested in getting in on the ground floor of building a fintech infrastructure company on track to process trillions of dollars critical to fighting climate change, we have a job you'll want to know about. We have an unannounced portfolio company that's on the hunt for a founding engineer to join their team in London. The entrepreneurs at the heart of this had a front row seat to scaling up a European fintech unicorn, so the bar is high - we are biased towards bringing on technical founders or leaders who have been on the inside of a YC or EF backed startup. Shoot me a note if you'd like to be considered, I'm at [email protected] #tech #climatetech #carbonremoval #CDR #fintech #europe

Another record smashed in the steady march to commercial fusion. France's Alternative Energies and Atomic Energy Commision (CEA) just announced they generated and maintained ultrahot (50 million degrees Celsius!) plasma inside their WEST tokamak reactor 25% longer than the previous world record — set only a month before this one. Fusion isn't just moving fast. It's moving faster and faster. We're thrilled to see this progress at a public research facility and what it unlocks for tokamak teams everywhere. https://lnkd.in/eKtTAcKq

Note to AI: Enough with the backup diesel generators. Sure, we all know about the energy impacts of AI data centers. But what about the health impacts? According to new UC Riverside/Caltech research, data center pollution is already costing the US billions — and AI is just getting started. It’s one more big, unignorable data point making the case for Crusoe’s approach to AI infrastructure. From day one, Crusoe has been all in on renewables and clean baseload power, helping hyperscalers dodge the big headaches that come from relying too much on fossil fuels and unstable grids. Oh, and Crusoe compute isn’t just cleaner — it’s also some of the cheapest out there. Their clean-energy-first approach is making it possible for AI to scale in a way that doesn’t wreck the planet or public health. To dive deeper into the public health impacts of fossil-fueled AI, click on the article. If you still want more, check out the research in the comments. https://lnkd.in/e2BYNVQQ

"AI-powered platforms that tackle procurement, inventory, pricing, and promotions ensure the right product is in the right place at the right time." As trade volatility reshapes the fashion sector as we know it, Benjamin Fels covers how brands can navigate tariff disruptions through #AI-driven supply chain intelligence. Read more from Jessica Binns in Vogue Business: https://lnkd.in/eKF2tQaU

How do cash-strapped municipalities fix broken roads without breaking the bank? More and more are turning to Carbon Crusher. Instead of ripping out and replacing busted roads with more emissions-heavy asphalt, they grind up what’s already there, reinforce it with a bio-based binder, and lay it back down stronger than before. The result is longer-lasting roads, lower costs, and less maintenance down the line.   Is there also a climate benefit? You bet. By avoiding tar-based materials, Carbon Crusher averts plenty of CO2. Up to 150 tons of the stuff for every mile of road.   If you’re on the hook to fix your roads as cost-effectively as possible, need to lower your carbon footprint, or just think their trucks look super cool, give the link in the comments a read. (Photo credit: ish studio)