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? Copper’s the new gold rush #184

Climate Tech VC

As shown in the chart, we wouldn’t have the grid, solar, wind, EVs, or batteries without copper. It’s a superior electricity conductor, which makes it fundamental to power cables and wires, transformers and inverters, electrical motors, and photovoltaic cells. Demand The most critical of energy transition minerals.

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

Climate Tech VC

  In other news the EU parliament passed a law to restore 20% of the EU’s land and sea by 2030, England requires all new buildings to improve biodiversity, and the US Congress finds something they can agree on with nuclear policy, while the SEC may be set to announce watered down rules on reporting.   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.    🔋 Rincell Corporation , a San Francisco, CA-based advanced battery cell developer, raised $1.2m in Seed funding from NextGen Battery Chem Ventures.

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? H2 hubba, hubba #170

Climate Tech VC

Meanwhile, oil continues its price ascent while California interconnection gets speedier and UAW wins union protection for GM battery plant workers.    In deals this week, EV charging “passport” charges up with $200M, a supercapacitor attracts $113M, and yet more funding for nuclear fusion. to $86.83 / barrel.

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? Nuclear’s day in the sun #177

Climate Tech VC

  In news, COP28 goes nuclear with a commitment to triple nuclear capacity and pursue fusion R&D, echoing a broader global sentiment shift towards nuclear.    In deals, major funding for battery recycling and dry electrodes, and additional late-stage funding for forestry projects and precision weed control.