Happy Monday! In this week’s issue, we go lightly meta to cover the rise in climate journalism - with last month’s dedicated Boston Globe climate desk announcement and this week’s AP move, the rise in climate coverage promises yet more frenzied stories and primary understanding about climate and its discontents. Read more…
Happy Monday! The morning after the Super Bowl, we touch down with a quick draft of climate tech companies joining the unicorn team. Turns out, more (and younger) climate unicorns accelerating has been the recent trend (with many caveats across geography, SPACmania, et. al). PS if you missed our favorite Read more…
Happy Monday! Welcome to the 565 of you who’ve joined since last week’s newsletter! We’re happy the carbon markets are as exciting for you as they are for us (and our future) Engine No. 1 takes a different tack on climate ETF construction, buttressing legacy buyers to load up on Read more…
Happy Monday! In lockstep with our CTVC 2021 recap, BloombergNEF reports $900b invested last year across PE, project finance and a few additional climate segments. So while pouring $40b into climate venture last year felt like a whirlwind, VC is but a tiny slice of the pie. To hit net Read more…
Happy Monday! In this week’s issue, we dive into climate stocks’ dive – EIP’s Climate Tech index is down ~13% since the start of the year and ~30% since market peak last year. While we’re optimistic that this price discipline will steel investors for the long term, the sectors’ prior Read more…
Happy Monday, Happy 2022! This year brings a new government agency to distribute 1/3rd of the DOE’s infrastructure bill dollars towards first of a kind climate tech demonstration projects. Kicking off the year in deals, a flurry of $100m+ rounds in alternative dairy, e-scooters, and solar, and two climate software Read more…
Happy Monday! Been a long year hasn’t it? If 2020 taught us about keeping distance, 2021 taught us about how much more distance is left to go – to get on the other side of COVID, close the gap towards carbon negative technology, and collectively worry more about our Earthverse Read more…
Happy Monday! A DOE RFI and subsequent flurry of institutions’ reports are redefining the edge of the map of carbon dioxide removal and expanding investment in Direct Air Capture and Ocean-based Removal. To kick off a series of choppy puns, the waters aren’t quite warm and are likely best for Read more…
Happy Monday! In this week’s issue, we dig into why battery prices are projected to go up. We also share a pop-up on the rise in private fusion companies and highlight three deals over $500m; Impossible Foods, Ionity - a German EV charging company, and Commonwealth Fusion Systems with $1.8b Read more…
Happy Monday! We’re off next week in recognition of Thanksgiving and will be back stuffed with a fresh baked climate feature on Dec 3rd. In this week’s issue, we jump out the post-COP lull with a take on climate misinformation and obstruction. Nature reports that climate science denial spending has Read more…