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 Investors who embrace these shifts will shape the next wave of transformative industries, while those clinging to outdated models will fall behind.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
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Our Chief Business Officer Doron Brenmiller spoke with Prashant Rao of Semafor about financing critical climate change technologies and the challenges hardware providers face to commercialize their products. Many climate companies face what KKR’s Emmanuel Lagarrigue calls the "valley of death" when they are no longer earlier stage but still working to prove the viability of their solutions and turn a profit. Doron explains how Brenmiller overcame this financing hurdle and the role investors play in ensuring technologies like #thermalbatteries can become economically viable and widely accessible. https://lnkd.in/eS6iPQGB
How KKR plans to chase dollars and emissions at once | Semafor
semafor.com
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Who has the best deal flow for early growth stage energy companies? I need real problem solving visions for infrastructure, lead by engineers with industry experience- that need capital and battle hardened guidance to advance beyond pilot stage and approach broader deployment. #energy #Venture #privateequity
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Digital technology and data exploitation have profoundly changed every link in the energy chain. At the heart of this transformation, is a new and decisive role for engineers by improving general performance. #TomorrowsWorld #ALTENfinland
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As the industry speculates on what the next administration will mean for climatetech, longtime investors like CEV Managing Partner Daniel Goldman weighed in on where we’ll see the biggest changes and how financial firms are adjusting. One key area that Dan is keeping an eye on: the potential rollbacks of federal incentives, which have been critical for climatetech companies. More from The New York Times’ Lydia DePillis on what sectors are expected to see the biggest impact and where investors are focusing their resources this year: https://bit.ly/3DXX0Ri
Will Trump Cut Short the Biden Clean-Energy Boom? Investors Are Nervous.
https://www.nytimes.com
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In essence, the fusion of finance and #electricvehicles (#ev) represents a paradigm shift towards a more sustainable future. As governments, businesses, and financial institutions join forces to accelerate the transition to #electricmobility, the synergies between these sectors will continue to shape the trajectory of #sustainabledevelopment, paving the way for a cleaner, greener tomorrow. 🚗🔌☘💲 That's the story we tell our members in this April's Qorus Digest report. #sustainablefinance Silvia Cunill Calvet Raheel Vakeel Monica Tirsogoiu Miroslava Hristova Michael Grover Patrick Desmares
Driving forces: The interplay of financial services and the EV sector
qorusglobal.com
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🔋 The data highlights a turning point in the #energytransition journey. Battery storage is no longer a niche technology; it is becoming a mainstream solution for a clean and #sustainable energy future.
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"Implementing anticipatory thinking that does not fear but utilizes uncertainty and disruption as tools will allow us to build more resilient energy systems." EEI's Dr. Lawrence Jones is leading the way in preparing the utility industry to navigate through increasingly times of chaos and uncertainty. Our models and assumptions are a safe place, but the reality is that our respective universe of truth (s) have now shifted. Full article here: https://lnkd.in/gqm5y3wA #tysonization Zpryme #disruption
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#Cleantechers – I think people in my line of work should make client gloating akin to eating cheesecake – openly declared and relatively rare. So please excuse me for eating in front of you. The world leader in thermal storage leader, Rondo Energy, is having a moment. And if we’ve got anything to say about it, this will be Rondo’s decade. Time will tell, but Rondo’s crew – Eric Trusiewicz, John O'Donnell and Conner Gordon – are on a comms tear this year. Coverage in the Economist, Financial Times, Bloomberg, NBC News and Newsweek. A TED Talk, presentations at Davos and the IEA Ministerial Meeting. Then there’s this week’s headline of Emily Pontecorvo’s story in Heatmap.com 🔥, “The Coolest Thing in Climate Tech Just Got More Buyers.” Love that. Oh, and then there’s this guy you might have heard of, Bill Gates. He provided The Wall Street Journal with his list of “early winners and long shots”: “One area where Gates said the cost gap is narrowing is heat batteries, which convert electricity into heat for industrial processes. Rondo Energy, backed by Breakthrough, is working with Diageo, the liquor company, at sites in Kentucky and Illinois and this week announced deals in Europe.” Perhaps the coolest parts of my job is working for world-changing companies. With tech that can cut GLOBAL carbon pollution by 15%, Rondo’s one of them. https://lnkd.in/enx5Tg6C
Bill Gates on His Climate Investments: The Early Winners and Long Shots
wsj.com
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Cooling systems are a major factor in data center energy usage, which means reimagining them to increase energy efficiency is critical. Denise Dignam, President and CEO at The Chemours Company, shares more about the next generation of cooling technology in this article.
America's Next Chapter
d.newsweek.com
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🌍⚡ A Potential Shift in Sustainable Energy Policy Recent discussions between former President Trump, known for his past emphasis on traditional energy sources like coal and Elon Musk, a leading voice in sustainable innovation, signal a fascinating shift in the global conversation around clean energy and electric vehicles. Historically, Trump has championed “clean coal” and prioritised bringing traditional industries back to America. But the new dialogue with Musk hints at a potential pivot toward embracing sustainable technologies. Could this signal a change in the trajectory of energy and vehicle policy in the U.S.? For those of us deeply invested in sustainability, this is a moment to watch closely. Leadership decisions in the U.S. have a ripple effect globally, and a renewed focus on sustainable energy could unlock new opportunities for innovation, infrastructure development, and EV adoption worldwide. A great reminder that even the staunchest opinions can evolve, and with the right conversations, transformative progress is always possible. #SustainableEnergy #EVRevolution #InnovationForGood #Leadership #CleanEnergy #FutureOfDriving #Hikotron
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