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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. Why is this important now? 

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? 2023’s Most Headliney-Headlines #178

Climate Tech VC

The S&P Global Clean Energy index dropped 30% YTD weighed down by higher interest rates and supply / demand imbalances. Key market supply and demand indicators ended the year down. ☢️ US nuclear power saw mixed results. Proterra, the dominant electric bus maker, was just one high profile example.

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? Uranium prices go nuclear #181

Climate Tech VC

Nuclear was in the doldrums for years following Fukushima, with few new plants planned and stagnant investment in new uranium mines and enrichment facilities. Now as nuclear makes a comeback, increased demand combined with a neglected supply chain has fueled a uranium price spike. Can’t get enough deals?

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? Ammonia goes from fertilizer to fuel #180

Climate Tech VC

  Ammonia demand for fertilizer and other existing uses by IEA scenario (Source: IEA ) Shipping fuel: Maritime shipping, which accounts for 3% of CO2 emissions, is betting big on ammonia. EV fleet and reinvest in gasoline cars, citing low demand and high repair costs for EVs. of global emissions. 

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? H2 hubba, hubba #170

Climate Tech VC

⚡ Elyos Energy , a London, UK-based energy flexibility and demand response platform, raised $3M in Seed funding from Rebel Fund, Zeno Partners, Endgame Capital, and Y Combinator.   Meanwhile, OPEC is diverging from the IEA’s prediction that the world will reach peak oil demand in 2030. to $86.83 / barrel.