Mitch Gainer’s Post

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Investor in Energy & Industrial Decarbonization

Recent high-profile bankruptcies in climate tech offer a stark reminder of the challenges inherent in scaling transformative technologies. By studying the stories of companies like Northvolt, Moxion Power, Ambri, SunPower Corporation, and Swell Energy, we can uncover critical lessons about what drives success—and what pitfalls to avoid. See my analysis on each below! Sectors like clean energy infrastructure demand innovative financing strategies, including creative deal structuring and risk-sharing mechanisms, to manage their inherent capital intensity and complexity. Investors who embrace these shifts will shape the next wave of transformative industries, while those clinging to outdated models will fall behind. Forward looking strategies should be focused on: proven operational excellence, strategic / measured scaling, regulatory resilience, and post-ZIRP financial discipline. Read below to go deeper. #ClimateTech #CleanTech #Decarbonization #Bankruptcy #Northvolt #Moxion #Ambri #SunPower #Swell

Green Fundamentals: Wave of Bankruptcy Crashes

Green Fundamentals: Wave of Bankruptcy Crashes

mitchgainer.substack.com

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