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November 4, 2022
Wave energy pt 2: the wild world of wave energy converters

Last time I looked at the history of wave energy and what lessons we can draw from past cycles that could be relevant to today’s climatetech challenges. This week I wanted to create the actual wave energy market map, in part to get a better sense of the variety of wave energy converters (WEC) that […]

October 21, 2022
Wave energy pt 1: lessons for climatetech

After looking at the breadth of ocean-based climate solutions last week and having a better understanding around the potential of the ocean, I thought it might be informative to look at wave energy more specifically. Four things that are worth noting about the wave energy space: The resource is huge. As mentioned last week, wave […]

October 14, 2022
Why ocean-based climate solutions need more investment

Most of what we talk about in climatetech happens on land – hydrogen production, power generation, carbon sequestration, grid optimization, industrial decarbonization, residential energy efficiency, etc. This is because the majority of technologies get deployed around people’s homes, in city environments, or industrial complexes, all of which largely occur on land. But what about the […]

September 29, 2022
The case for a FOAK-focused fund

This week I had a grand plan to write about the economics of first commercial facility / FOAK commercial and why it makes complete sense to invest in these projects. But it was much more difficult to make the numbers work than anticipated. Even if a company gets over the FOAK hurdle, the lengthy time […]

September 15, 2022
How much FOAK funding do we need?

After discussing types of FOAK last week, this week I wanted to see if I could find a good estimate for the amount of FOAK funding we need. One way to look at this is to try to pare down estimated infrastructure spend to what will be spent on FOAK technologies. Most infra spend estimates […]

September 8, 2022
3 different types of first commercial facilities

After last week’s look at commercial facilities that have been successfully funded, I wanted to better understand what projects in the future will need large first commercial facility (or large first-of-a-kind / FOAK for short) funding. I went through the list of hard-tech climatetech technologies and think there's ultimately 3 types of startups that will […]

September 1, 2022
Looking at 10 different first commercial facilities & how they got funded

The scaling problem in hard asset climatetech is well-known and well-documented…valleys of death, unfit capital, project development challenges, etc. etc. Technologies that require some kind of plant, facility, or large chunky infrastructure to be built struggle the most with scaling. Here's how the ease of funding curve looks across a company's maturity (thanks, Lanzatech): Initial […]

August 25, 2022
I downloaded 13 carbon footprinting apps and here’s what I found

Back to carbon footprinting! So after exploring carbon footprints around the world, how carbon footprints scale with wealth, and the general ecosystem of consumer sustainability software, I wanted to try out some of the consumer footprinting apps for myself. First off, I had actually calculated my personal footprint using the same method from the previous […]

August 18, 2022
You don't get a credit! And you don't get a credit! The impact of IRA’s new clean vehicle credit

On Tuesday, President Biden signed into effect the Inflation Reduction Act. In the last two weeks, I’ve looked at the climate-related credits and the methane emissions reduction fee in the bill. This week, I thought I might be returning back to the topic of carbon footprinting and away from the thrilling world of tax policy…but […]

August 11, 2022
The IRA's Methane Reduction Program is a gentle push in the right direction

Last week I did a review of the new IRS climate credits in the Inflation Reduction Act (Sections 13101 through 13802). The other climate-related portions of the act (Sections 21001 - 23003, 30001 - 30002, 40001 - 40007, 50121 - 50303, 60101 - 60506, 70001 - 70002, 80004) cover appropriations to states and government agencies […]

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