Fervo Energy has emerged as a leader in the sector, has met or exceeded several technical and project milestones, and believes it has derisked its projects enough to attract debt financing to scale deployment.

Aquaculture1 is rapidly growing in importance as the global population’s demand for protein increases, demonstrated by an increase in production of 609% from 1990-2020, with a compounded annual growth rate (CAGR) of 6.9%

As the world faces the urgent challenge of transitioning to a decarbonized economy, deploying innovative climate hardware that is less polluting than legacy technologies has become imperative.

After years of investment in climate technologies, project developers have begun deploying these solutions in large-scale demonstration and commercial projects.1 These bigger projects are usually expensive, sometimes costing hundreds of millions or billions of dollars.

The offshore wind resource is massive, 71 TW per the World Bank.1 According to the International Energy Agency (IEA), the global offshore wind resource is 18x the world’s current electricity demand and, of this, 80% is floating and 20% is fixed

Investors should target the VGI subsector for growth equity as increased electric vehicle (EV) adoption and an increasingly stressed grid due to other macrotrends (e.g., electrification, data center use, constrained transmission) will continue to drive the value proposition

Achieving net zero emissions by 2050 requires a significant increase in financing and deployment of emerging climate hardware technologies.i According to the International Energy Agency (IEA), approximately 40% of necessary emissions reductions rely on technologies that have not been commercially deployed

The private sector has a tremendous opportunity to capitalize on the growing momentum in global climate and sustainability (“climate”) finance.

The IRA, the Bipartisan Infrastructure Law, and the CHIPS & Science Act are mobilizing
historical levels of private sector investments for clean energy manufacturing in the US

Novelty quickly fades to expectation. Operators in the transportation and logistics (T&L) sector are driven by this reality. Staying power in T&L is achieved by operators with deep domain expertise—the sector is not easily disrupted hacker-in-a-dorm-room style. There is an ever-present grind towardsmore efficiency, punctuated with sporadic step-change advancements.

Global discourse on decarbonization largely focuses on carbon conservation1—reducing or eliminating fossil fuel energy consumption in various applications.

This primer looks at the role energy storage plays in utility scale energy and distributed energy and how it is changing the operation of the traditional centralized grid.