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February 18, 2022
100+ questions across energy transition

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. […]

October 19, 2021
Project Development for Energy Transition: Pt 2

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 […]

September 21, 2021
Project Development for Energy Transition: Pt 1 

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 […]

August 31, 2021
Distributed Industrial Networks: How the climate crisis is overturning economies of scale ​​​

The concept of economies of scale has been long ingrained into our paradigm of an efficient economy. Reducing costs by increasing efficiencies in larger scale, more centralized production units makes sense to us intuitively. We’re taught to buy supplies in bulk and get a discount, spread fixed overhead over larger production volumes, use size to […]

August 3, 2021
From Trash to Treasure ​​​

Energy transition and circular economy go hand-in-hand, both optimizing for an ultimate vision of sustainability. Where they overlap is around the industrial processes that generate energy, adjacent to energy production, or use energy in a significant way. Creating a circular economy means that products are able to be used for longer or for more purposes, […]

June 29, 2021
Carbon Offsets - The Good, Bad, and Ugly

Carbon offsets and carbon credits are interesting financial instruments intended to provide a way to quantify and monetize environmentally beneficial actions. They are similar to Renewable Energy Certificates (RECs), which are credits assigned to MWh produced of renewable electricity. Like RECs, a certain number of carbon offset credits are assigned to a project and can […]

June 15, 2021
Despecialization: The Impact of Transition on Labor

The capital requirements of the energy transition are well-publicized. The amount of money that needs to be invested in order to install new renewables capacity, upgrade the grid, deploy new vehicle fleets, integrate new heating and cooling systems, scale up carbon capture, build up bioenergy pipelines, etc. is in the tens of trillions of dollars. Those aggregate numbers are […]

May 4, 2021
Consumers Matter in Consumer Matters

It’s no secret that with the evolving energy landscape, there will be more business models in our industry oriented towards the individual consumer. The advent of new price comparison websites such as Power2Switch or PowertoChoose have made comparing retail energy plans much easier, showing in simplified terms what the average cost per kWh is for […]

April 6, 2021
Tipping Points in Energy Tech 

A question we always run into in energy tech is when a technology is worth investing in. How does one know whether a certain technology will persist or desist? What signals form the “green light” to say that a certain technology is for sure sticking around long enough for a good investment to be made? […]

February 5, 2021
Lessons Learned From 2020?

​As we close the books on one of the most unusual years in our history and look to a better, brighter, and less catastrophic 2021, we can at least assure ourselves that 2020, at minimum, offered us some interesting lessons for the energy tech space. Here are some of ours: It pays to be green […]

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