Will Hydrogen Look Like Solar?

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By info@greentechmedia.com

The road to solar glory has been littered with failed companies — the ones you may know (Solyndra) and hundreds you probably do not.

Will the burgeoning hydrogen space follow a similar bumpy road? Hydrogen is at a similar phase of market and technological maturity, with similar levels of hype.

In this episode, Shayle talks to Raffi Garabedian, the former CTO of pioneering solar manufacturer First Solar and now the co-founder and CEO of Electric Hydrogen Co. (Disclosure: Shayle just led Energy Impact Partners’ investment in the company).

First Solar was one of the very few Western companies that survived the price pressure, commoditization and trade dynamics in the solar industry during its early growth phase. How did First Solar do it? And what does that tell us about surviving the heady-but-volatile hydrogen space?

Shayle and Raffi dig into that history, covering First Solar’s bet on mass-producible cadmium telluride technology, as well as the risky step of retooling manufacturing.

They also cover the parallels to hydrogen: How does a novel technology compete against dominant incumbents? How does that technology navigate the boom-and-bust cycles of an emerging market? How can an executive team pick the most useful metric for its creative teams?

The Interchange is brought to you by Hitachi ABB Power Grids. Are you building a renewable plant? Looking for a battery energy storage system? Thinking about how to integrate renewables to your grid? Hitachi ABB Power Grids is your choice.

The Interchange is brought to you by LONGi Solar, the world’s leading solar technology company. A global market leader, LONGi has unmatched bankability, quality and performance validated by third-party laboratories, and has breakthrough innovation at both the wafer and module level.

Source:: Will Hydrogen Look Like Solar?

      

The Climate Workhorse: Extremely Cheap, Clean Electricity

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By info@greentechmedia.com

There is no path to deep decarbonization that doesn’t involve a clean power sector. And there is no path to a clean power sector that doesn’t involve deploying massive amounts of wind, solar, and lithium-ion batteries.

Those three technologies don’t solve the entire problem of climate change, but they are the workhorses that will power a broader, multi-sector decarbonization approach.

The power sector itself is around a quarter of all greenhouse gas emissions. And a net-zero electricity sector is the key that unlocks a host of other decarbonization pathways, from hydrogen to carbon removal to transportation.

So what exactly is happening in the utility-scale renewables market? How cheap are those resources, really? And what might hold them back? And if they work as we think they might, what could they unlock?

This week, Shayle Kann sits down with Sheldon Kimber, the CEO of Intersect Power. Intersect is one of the largest developers and owners of utility-scale clean power and storage in America. Sheldon has a long history in this sector, so we brought in on to discuss where it’s headed.

The Interchange is brought to you by Hitachi ABB Power Grids. Are you building a renewable plant? Looking for a battery energy storage system? Thinking about how to integrate renewables to your grid? Hitachi ABB Power Grids is your choice.

The Interchange is brought to you by LONGi Solar, the world’s leading solar technology company. A global market leader, LONGi has unmatched bankability, quality and performance validated by third-party laboratories, and has breakthrough innovation at both the wafer and module level.

Source:: The Climate Workhorse: Extremely Cheap, Clean Electricity

      

What Emerging Climate Tech Sectors Are Ready for Growth?

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By info@greentechmedia.com

After 30 years of R&D and commercial proof, hundreds of billions in institutional dollars are pouring into now-conventional tech like wind, solar and batteries.

But there’s a whole class of technologies that are ready to scale. And investors who are increasingly ready to back them.

As we heard in our previous show, there was a record $17 billion in venture capital going into climate tech in 2020.

With all this money dropping into the space, where can it have the highest impact? What are the areas where we have commercial viability, but still need significant breakthroughs?

Our guest co-host this week is Nneka Uzoh Kibuule, a senior vice president at Aligned Climate Capital. She joins Stephen and Katherine to talk about the sectors where she sees the most promise.

She’ll also talk about the launch of GreenTech Noir, an organization that helps black professionals grow their career connections across clean energy, smart cities, transportation, infrastructure, environmental justice, and more.

The Energy Gang is brought to you by Sungrow. As a leading provider of PV inverter solutions across the world, Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone and 154 gigawatts in total across the globe. Email them to learn more.

The Energy Gang is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more.

Source:: What Emerging Climate Tech Sectors Are Ready for Growth?

      

A New Era for Climate-Focused Venture Capital

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By info@greentechmedia.com

During the height of the pandemic in 2020, venture capital poured into climate technologies at record levels. It was a happy surprise amidst a collapsing economy and years of investment stagnation.

Venture investments in climate tech topped $17 billion in 2020 across more than 1,000 deals. Five years ago, it had fallen to $5.2 billion — a 30 percent decrease from a previous peak in 2011.

Our guest co-host this week is Emily Kirsch, the founder and CEO of Powerhouse. She’s also the host of Watt It Takes, the entrepreneurship series about founders tackling climate change.

Suddenly, it’s cool to be putting your money into the sector again. And there’s something different about today’s rise in enthusiasm. The first wave was all about the “coolness” of cleantech — thin-film solar, electric sports cars, printable batteries. It was also about proving cost curves.

Kara Swisher put it bluntly in the NYT last year: the world’s first trillionaire will be a greentech entrepreneur.” Today, there’s much more technological maturity — bigger scale, bigger and better data, and more resources to tap for startups.

There is also a deeper moral responsibility infused with investments. If you are running a major VC firm or a corporate venture arm, you are out of the loop if you don’t have a climate component of your portfolio. Andrew Beebe of Obvious Ventures argues we’ve entered the “climate decade” in VC.

This week: climate tech isn’t just having a moment. It’s having an age, a period, a generation. Why we are at the start of a climate tech era in venture capital.

The Energy Gang is brought to you by Sungrow. As a leading provider of PV inverter solutions across the world, Sungrow has delivered more than 10 gigawatts of inverters to the Americas alone and 154 gigawatts in total across the globe. Email them to learn more.

The Energy Gang is brought to you by S&C Electric Company. Today, non-wires alternatives such as microgrids can provide more sustainable, resilient and economical ways to deliver reliable power. S&C helps utilities and commercial customers find the best solutions to meet their energy needs. Learn more.

Source:: A New Era for Climate-Focused Venture Capital