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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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? 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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? Old nuclear, new-clear #161

Climate Tech VC

The US grid got its first new nuclear power in nearly seven years last week. Plant Vogtle began commercial operations from the first of two new reactors, but the over-budget and years-delayed project could be the last hurrah for big nuclear construction in America. Happy Monday! Not a subscriber yet?