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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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? 2023’s Most Headliney-Headlines #178

Climate Tech VC

Since the IRA passed, 265 clean energy and manufacturing projects worth $100B+ have been announced. 🔋 Renewables + storage turned out to be price competitive against fossil fuels after Lazard’s Levelized Cost of Electricity analysis included intermittency costs for the first time. Come on in, the water’s warm!

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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. Energy & industry. Happy Monday!    Lots of spice for clean investment this week. The picture was less rosy for new wind and heat pumps, both of which have suffered from high interest rates. .

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? Ammonia goes from fertilizer to fuel #180

Climate Tech VC

  In deals, $90m for animal-free dairy, $50m for fusion, and $30m for resi solar and storage.    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.   Want more deals?

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? H2 hubba, hubba #170

Climate Tech VC

Deals of the Week (10/8-10/15) Venture Fundings 🔋 Skeleton Technologies , a Tallinn, Estonia-based graphene-based supercapacitor and battery energy storage developer, raised $113M in Corporate funding from Siemens Financial Services and Marubeni.  💼 Find or share roles on our job board here.

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? Nuclear’s day in the sun #177

Climate Tech VC

The pledge also calls on international banks to include nuclear in energy lending policies to help finance project-killing infrastructure expenditures. Nuclear is having its moment in the sun. Last COP featured the conference’s first nuclear-themed pavilion, and this year boasted eight.