Climate Tech 360

This conversation with Nolan Lindquist at the Center for Active Stewardship (CAS) covers various topics, including CAS’s focus of CAS on climate transition risk and the limitations of using emissions as a universal metric. The conversation emphasizes the importance of fundamental analysis and developing a real rapport with companies to navigate the complex process of decarbonizat

SummaryThis conversation with James Vaccaro discusses the work of the Climate Safe Lending Network, a multi-stakeholder network focused on accelerating the transition to a sustainable economy. The network brings together banks, investors, NGOs, regulators, and academia to share knowledge, provoke thought, and drive change in the banking sector. James highlights the importance of un

This conversation with Kajsa Ryttberg-Wallgren, EVP of Global Growth at H2 Green Steel, explores the milestones achieved by H2 Green Steel in securing funding for its first-of-a-kind Boden plant. The discussion covers topics, such as early financing, partnerships and value chain support, securing site and power allocation, team structure and growth, joint ventures, and the massive

This conversation with Petros Lekkakis explores the concept of 'first of a kind’ (FOAK) in the climate tech space, which refers to hard asset companies developing technologies at the demonstration or pilot scale and seeking to deploy their first commercial minimum viable product. The discussion highlights the importance of FOAK technologies in achieving net-zero targets and the n

This episode explores the investment focus of Syngenta Group Ventures, Syngenta’s venture capital group with Michael Lee. The conversation covers an overview of what Michael categorizes as Agtech vs Agmarkets, as well as the technologies within those segments that are of particular interest to the company. We discuss exit opportunities for companies in these segments as well as t

This episode explores the topic of offtake agreements in the context of climate technology projects with Kobi Weinberg. The conversation covers the challenges faced by early-stage companies in transitioning from venture capital funding to debt financing, and the role of offtake agreements in this process. We discuss the basics of offtake agreements, including their definition, key

Dr. Jonathan Foley discusses the time value of carbon and the importance of taking immediate action on climate change. He emphasizes the need to prioritize solutions that can be deployed now rather than waiting for long-term technological advancements. Dr. Foley highlights the mismatch between investment and carbon reduction, urging investors to align their capital with low-carbon

This conversation with Hayn Park provides a trader’s perspective on carbon markets and pricing, with a focus on the EU ETS. The discussion covers the current global targets for carbon reduction, the compliance markets and carbon pricing mechanisms, the need for carbon reduction, and the challenges of expanding coverage in the EU ETS. The conversation also explores the role of eco

Bailey Morrow from HSBC Innovation Banking discusses the structure and mandate of the climate tech team, as well as the services they provide to startups. She explains the different types of debt financing they offer, including venture debt, equipment financing, and hardware as a service. She highlights the role of HSBC in connecting startups with corporates and the diligence proce

This conversation with Akshat Rathi explores the concept of climate capitalism and how capitalism can be a driving force for climate change mitigation. It discusses the modification of capitalism to align with climate goals as well as the challenges of partnering with fossil fuel companies in the context of climate hardware startups, the Breakthrough Energy model, enabling factors