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? Copper’s the new gold rush #184

Climate Tech VC

  KoBold Metals discovered a major copper deposit, which could be the start to solving growing supply and demand imbalances brought on by copper’s fundamental role in the energy transition.  Demand The most critical of energy transition minerals.   Demand is on the rise.

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Car bans, carbon markets, and greener buildings: EU states find common ground on key climate issues

Business Green

Agnès Pannier-Runacher, French Minister for the energy transition - who led the negotiations - hailed the agreement on the Fit for 55 package as "a crucial step in attaining our climate objectives". The decision reached overnight is great news," said Sandra Roling, director of transport at the Climate Group.

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Is the end nigh for questionable climate claims in UK adverts?

Business Green

After many years of oil and gas companies coming under fire for targeting much of their marketing budget on touting clean energy investments that make up just a tiny fraction of their business activity, the acceptability of a firm promoting its green initiatives without provide a full picture of its environmental impact is fast receding.

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Q&A with Rivian’s VP of Propulsion (Full Interview)

Charged

Electric SUVs are starting to appear at the high end of the market, but so far no one has built a viable electric pickup. And in September, Amazon changed the game for Rivian by announcing a history-making order of 100,000 electric delivery vans. He spent 15 years as Powertrain Director at McLaren Automotive.

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? Ammonia goes from fertilizer to fuel #180

Climate Tech VC

  Ship Orders  Yara Eyde, a joint venture between Yara Clean Ammonia and North Sea Container Line, aims to be the  world’s first clean ammonia-powered container ship. Saudi Arabian ACWA Power outlined a $4bn green hydrogen and ammonia facility in Egypt that could produce up to 600,000 tons of green ammonia per year.

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? Out of Scope but front of mind for the SEC #188

Climate Tech VC

In deals there’s $283m for electrolyzers across two deals, $16m for energy efficient processors, and $11m for DAC.  California and the EU have already put forth more stringent climate disclosure laws, requiring companies operating in either geography to comply and report on Scope 3 emissions.   Thanks for reading!

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? The BFD with BYD #169

Climate Tech VC

The electric competition is head and shoulders above the legacy automakers and scrappy startups racing to turn EV strategies into production and deliveries, and the trends of Tesla in the US and BYD in China illustrate some of the larger geopolitical tensions in the EV supply chain. Thanks for reading! Not a subscriber yet?