Very excited to announce the final close of our $485m Frontier Fund, dedicated to investing in revolutionary technologies to drive deep decarbonization
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Shayle Kann
@shaylekann
Partner at Energy Impact Partners (), investing at the frontier of climate tech. Host . Used to lead GTM Research (acq by ).
San Francisco, CAJoined March 2009
Shayle Kann’s Tweets
Huge news for our EIP partners and , who are partnering on two 10 MW/1,000 MWh(!) battery storage projects at retiring coal plants in Minnesota and Colorado. Incredibly exciting!
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Interconnection costs in the mid-atlantic region (PJM) have increased 2x-8x(!) in the past 3 yrs. Not good. emp.lbl.gov/news/pjm-data-
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Hey #EnergyTwitter and fans! Here's a word from our host ... 👇
We're hosting an 'Ask Me Anything' episode where Shayle will answer all of your questions! 📬
Use #AskCatalyst, or send us an ✉️ email or voice memo 🗣️ to catalyst@postscripaudio.com.
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Take 15 minutes and read this, from Leah Ellis, CEO of EIP portco Sublime Systems. A true masterclass in wonky cement decarbonization goodness:
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Yep
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Blowback. Mexican Ministry of Environment and Natural Resources has moved to block solar geoengineering experiments. First government reaction to "make sunsets."
Note overclaims about CBD resolution and scientific results on SRM.
gob.mx/semarnat/prens
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Sublime Systems says its two-step process could offer a cheaper new way to make low-carbon cement
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Hey #EnergyTwitter, what are you questions for about about #climatetech?
Send them in for Shayle's 'Ask Me Anything' episode co-hosted by of .
Tag us here with #AskCatalyst or send a 🗣️ voice memo or ✉️ email at catalyst@postscriptaudio.com.
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Obviously CO2-rich flue gas itself is another example (now getting turned into concrete, fuel, solid carbon products, etc.)
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One interesting trend I'm seeing in climate tech: the emergence of demand for low-CO2 (or negative CO2) goods is turning previous stores of waste to new stores of value.
Two big examples: "waste" biomass and mine tailings. Many companies looking to turn both into value today.
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2022 was a big year for Climate Tech. The Inflation Reduction Act, also known as the Climate Bill, was a shot in the arm for investors. But what emerges from the flood of money, and what doesn’t make the cut? Here’s our take on the Climate Tech trends we’ll see in 2023👇🏽
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- food waste avoidance!
- carbon mineralization!
- reactive CO2 capture!
- heavy duty off-road electrification!
- biomanufacturing platforms!
The opportunities abound...
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More, you say? OK:
- transformative building materials
- semi-point source carbon/methane removal
- circular plastics and metals
- next-gen power electronics
- solutions for labor & siting constraints on utility-scale solar
- low-carbon methanol, ammonia, ethylene
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- new sources of "firm low carbon" and "fast burst" power resources (H/T )
- revolutionary approaches to GHG measurement & monitoring
- solutions to retrofit (rather than mothball) existing energy infrastructure for a zero-carbon future
- crypto + climate (kidding)
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- hydrogen midstream/downstream/carriers
- soil N2O emissions mitigation
- petrochemical alternatives
- carbon removal as a secondary value stream
- textile production decarbonization/recycling
- waste-to-value (esp. biogenic waste)
- robotics applications in climate
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- geothermal (heat & power)
- next-gen RNG/synthetic fuel
- distributed energy storage
- anything to solve the looming renewables transmission bottleneck
- pan-sectoral low-carbon manufacturing processes
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Happy 2023! A bunch of areas of climate tech I'm excited to continue exploring this year:
- energy transition metals/mining
- methane mitigation beyond oil/gas (enteric, natural, etc.)
- heavy duty transport decarb
- trucking
- shipping
- resi heat pump innovation
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BREAKING NEWS: Form Energy will build a battery manufacturing plant in Hancock County. This $760 MILLION investment in #WV, which will create up to 750 jobs, was made possible by the #InflationReductionAct.
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Featuring shout-outs to two EIP portfolio companies who have engaged from first principles: and
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The hydrogen PTC is worth a lot of money. Tens, if not hundreds of billions. The choices Treasury makes will shape technology, energy markets, and global standards.
Treasury received over 191 comments - I read most of them, and wanted to highlight some excellent ones.
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The hydrogen PTC is worth a lot of money. Tens, if not hundreds of billions. The choices Treasury makes will shape technology, energy markets, and global standards.
Treasury received over 191 comments - I read most of them, and wanted to highlight some excellent ones.
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🎙️ Delighted to rejoin
with my friend ! We got deep into the weeds of the First Movers Coalition, which has assembled $12 billion in advance market commitments through President Biden's flagship public-private partnership on climate
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Bunch of good ideas in here
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Excited to publish @ycombinator’s Request for Startups: Climate Tech.
A lot of work went into this by @drusenko and myself, and we hope this will inspire any founders to work on what we think is an opportunity of a generation. ycombinator.com/climatetech
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Congrats to for winning a Frontier award to produce fertilizer while permanently removing CO2 from the atmosphere
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It was super helpful to return to 's episode on fusion with to put this NIF milestone in context. I've transcribed the most relevant section below, but I strongly recommend checking out the whole episode:
canarymedia.com/podcasts/catal
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Two things can be true:
1) This is a monumental technical milestone that should be lauded as such.
2) It is nowhere near bringing us "limitless clean energy", and likely isn't the pathway that will get us there in the future either.
cnn.com/2022/12/12/pol
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Two things can be true:
1) This is a monumental technical milestone that should be lauded as such.
2) It is nowhere near bringing us "limitless clean energy", and likely isn't the pathway that will get us there in the future either.
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One of my EIP colleagues wanted a contrast, so he prompted "wind turbines make my heart sing"
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Generative AI is good for dystopian climate futures.
Prompt: stratospheric aerosol injection, via
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This year, the best Thanksgiving dinner conversations are going to be about geoengineering
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Are you now
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Thinking of becoming a Hydrogen Guy.
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Odd dynamic afoot in renewables. On one hand, NextEra telling us late-2020s LCOE for wind/solar + 4-hr storage will be <$25/MWh and in many cases <$20/MWh.
On the other, bid prices today for renewables (even absent storage) heading in the opposite direction, and fast.
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Interesting data points from morning reading: oPortland General is seeing $50-$55 LCOE for wind bids now up from $38 for Wheatridge 2 yrs ago. PPL also noted a similar 50% increase in renewables bid prices in KY vs 2 yrs ago even with IRA.
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Good reminder that the checklist for new power gen sources (ex renewables) is:
Clean
Firm
Flexible
Energy dense
...and CHEAP
If you hit all but the last, you've achieved very little (just as true for fusion, geothermal, etc. as it is for SMR fission)
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If you're taking a big technology-driven swing at a big GHG-driven problem, get in touch!
In the meantime, back to work.
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And continuing to build on the special sauce, we've partnered with >30 large strategics including Southern Company, Microsoft Climate Innovation Fund, Xcel Energy, Williams Companies, POSCO Holdings, Duke Energy, EDF Energy, AvalonBay Communities and many more
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We already have an amazing roster of over a dozen portfolio companies decarbonizing everything from power to industry to transportation.
+more!
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Our job is to find and support entrepreneurs creating the fundamental building blocks of a net-zero future. In going from ~50 billion tons of CO2e emitted today to zero before mid-century, some of the largest industries in the world will be transformed
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And long before then, grid infrastructure is already becoming a bottleneck for some of the very first Class 8 truck orders
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A typical highway car and truck stop that is fully electrified will need about as much power as a small town...
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And as others have pointed out, we don't talk ground source HPs in this one. Future episode!
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In which Andy Lubershane (get on Twitter...or maybe don't bother now?) and I give an ode to the magic of heat pumps while laying out all the challenges they face ahead
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