According to Sightline Climate (CTVC) data, VC financing for carbon markets tech has exploded this year. Most has focused on offsets for voluntary markets. In all the celebration, I've seen very little discussion on offset quality. Quality matters! #EnergyTwitter #EnergyTransition

Deeptech #CleanEnergy startups are tough bc of: ⚙️Supply chains 🏭Manufacturing 🤹‍♀️Distribution 🧑‍🔬Tech Scaleup (more science risk than investors admit) 🐢Slow Customers (OEMs, utilities) But IP and competition are often clear and markets massive. So the risk can be worth it.

Biofuels are vital for the #EnergyTransition where liquid fuels are advantaged, weight & fueling speed matter (tough for batteries), and cost & infrastructure is easy (tough for hydrogen). And green methanol will be biofuels’ link to a zero-carbon world. #energytwitter IRENA

As wind and solar deployments increase exponentially in California, so is curtailment frequency and length. We need more and longer duration energy storage. #EnergyTwitter #EnergyTransition (Graphic courtesy of Form Energy)

"In 2020, EVs made up 5.6% of all new car sales in China. Last year, proportion was over 13%. For 2022, data shows that EVs will comprise roughly a quarter of all cars sold" Prior estimates wrong: -Canalys: 10% by 2025 (beat) -McKinsey: 9M by 2030 (>on track; 6m in 2022 alone)

Exponential technologies operate on exponential curves. Hard to model that type of market growth. The 2030 estimate in 2021 for solar PV capacity is 30x the 2006 estimate! 4x for wind (both onshore + offshore).

Today, we’re happy to announce the promotions of two long-time valued team members: 🏆 Ted Dillon, Chief Operating Officer 🏆 Peter Sopher, Investment Partner Join us in celebrating Ted & Peter and read more about their new roles on the blog: bit.ly/3UG860K

Capacity additions are not generation, but they’re the first step. Solar and wind winning on economics in ever-expanding locations is why this is possible. Climate VCs have raised record cash because such economics make escape velocity possible for #CleanEnergy #energytwitter

But China…? ft.com/content/33ca0d…

At the core of #EnergyTransition & #CircularEconomy is how metals are mined, refined, & recycled to become “battery grade.” The current process is bad. It needs expensive capex & 50k miles to/from refining. But the innovation I see is inspiring! NthCycle #energytwitter

Some remarkable and eye-opening charts from BloombergNEF's annual Climatescope report - 2022 edition! 🧵

Ok this is amazing😍 #CalvinandHobbes

Unlocking 24/7/365 zero-emission electricity comes down to long-duration energy storage, which is why we’re betting on Noon Energy. More from Peter Sopher & Ariel Hyre on how Noon’s tech enables any system to run on 100% solar & wind at 10x lower cost: bit.ly/3ZZcQli

All forms of energy require resource extraction. Reality is clean energy requires much, much less. Human & environmental impacts must be minimized & we can do better. But if extraction is the concern, the choice is clear. Thanks David Roberts for this piece: canarymedia.com/articles/clean…

This past weekend, our very own Peter Sopher caught up with Bodhi CEO Scott Nguyen at @SXSW to chat all things solar!

Why the IRA (and similar legislation in other regions) is needed in one chart: The US and Europe Have a Long Way to Go to Challenge China's Share of Global Manufacturing Capacity

Humans have a lot of trouble wrapping their mind around exponential change. We want to think in linear terms. But exponential change is all around us.

When the projections even 6 months to two years ago were materially off… ☀️🚀📈

every year, roland garros (the french open) asks an artist to create a poster for the tournament today, the collection has become an *incredible* display of tennis as modern art let's take a look at some of the best ones — starting with this iconic 1984 poster by gilles aillaud

The purest reason to make something is not to make money and not even to make the thing. It’s to have the experience of making the thing - and no one can take that from you.