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? 2023’s Most Headliney-Headlines #178

Climate Tech VC

Since the IRA passed, 265 clean energy and manufacturing projects worth $100B+ have been announced. conditional commitment to Ford’s battery manufacturing program. Proterra, the dominant electric bus maker, was just one high profile example. 👻 Spooky season for clean energy stocks. Send us a note ! 

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? US clean investment cleans up with $239bn #187

Climate Tech VC

The US Clean Investment Monitor published its annual report for 2023, which saw clean investment total $239bn, up 38% from 2022. The EV supply chain dominated, with critical minerals, batteries, vehicle assembly and charging equipment making up 84% of Q4 investment. Energy & industry. Happy Monday!  Manufacturing.

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? Ammonia goes from fertilizer to fuel #180

Climate Tech VC

In other news, Hertz shifts gears on its EV strategy, Kerry steps down from his climate envoy post, and AI helps discover promising new battery materials.  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.   Want more deals?

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? H2 hubba, hubba #170

Climate Tech VC

This week, we’ve continued to be reminded of the horror of continued loss, and the import and cost of defending one’s home. Meanwhile, oil continues its price ascent while California interconnection gets speedier and UAW wins union protection for GM battery plant workers.  Terrorism is wrong.