After researching the sustainability stack for corporates last week, I thought it might make sense to look at what a similar stack looks like for investors. Incorporating ESG, and the closely related sister topic of sustainability, for investors has exploded, largely thanks to a combination of regulation, growing consensus around ESG’s role in long term […]

It’s been interesting to observe the vast array of digital technologies available to help build out a company’s sustainability strategy. What initially started as a space largely dominated by consulting firms and ratings agencies (e.g. Bloomberg, Sustainalytics, and MSCI) has now grown to be a thriving software-driven ecosystem. VCs are enamored with funding corporate sustainability […]

ESG is often brought up in the same context as sustainability (and climate and energy transition). In many cases, it’s use interchangeably with sustainability to refer to an organization's desire to “go green.” Take for example these recent articles about ESG: Asset managers divided by HSBC executive’s climate criticism Maybe There’s No Such Thing as […]

Now having discussed hydrogen production and logistics, the last piece of the puzzle is….hydrogen uses and demand! Right now the hydrogen use chart is dominated heavily by industrial offtake – out of the combined ~75 Mt of pure hydrogen in the market in 2020, 37Mt was used for refining, 33 Mt for ammonia production, and […]

Last week I explored the current costs and methods used for hydrogen logistics today. This week will be about the future of this part of the value chain: what new methods are in the process of being developed and commercialized? Innovation in storage seems to be bifurcated between 1) improvements to current physical methods and […]

Last time we talked about hydrogen production. I thought it might make sense this week to do a dive into hydrogen transport, storage, and other logistics. Since there’s a lot that’s not well covered on this subject, I'm dividing this into two parts. In part 1 today, I’m going to explore the current status of […]

Hi everyone – I’m sorry for falling off the map after that last post. I have been a bit busy taking care of some things, including physically moving to Denver. The move was a little unplanned but thoroughly welcomed. One of my goals this year was to explore new networks and Denver will be a […]

As many of you know, this year is the year of learning for me…and I had to think: what better way to start off this journey than posing some questions I’d like answered? Deciding ScopeI struggled a bit before writing this post to decide what part of this broader climatetech ecosystem I’d like to cover. […]

Last time we wrote about the different components that make up project motivation for energy transition infra, BEPTC. How well a project can address each of these components and establish project motivation is often times the driving force behind an equity investor’s initial interest in the project. But after interest is established, the real diligence […]

An interesting dilemma for capital providers in energy transition these days is being able to underwrite the unique risk profile for infra development in the space. Traditional project development relies on visibility, predictability, and repeatability, all aspects that get blurred by the uncertainty, dynamism and constant “newness” that runs across energy transition. That’s why infra […]