Top PV Markets

https://docs.nrel.gov/docs/fy25osti/95135.pdf

Installed wind power project costs over time: $1,850/kW average in 2024

https://emp.lbl.gov/sites/default/files/2025-08/FIGURE%20FILE_Land-Based%20Wind%20Energy%20Technology%20Update_2025%20Edition.pdf

AI has strong value creation potential across the O&G value chain

https://media-publications.bcg.com/BCG-EP-AI-First-Companies-Win-the-Future-Oil-and-Gas-Issue-4Aug2025.pdf

Electric aviation (EA) is like xEV from early 2000

https://arpa-e.energy.gov/sites/default/files/2025-08/21%20Aviation%20NASA%2BANL%20Perspective.pdf

Energy-Saving Devices Offer Considerable Efficiency Gains

https://web-assets.bcg.com/pdf-src/prod-live/energy-efficient-route-maritime-decarbonization.pdf

Data center energy demand will grow from 5% of total US power demand today to more than 10% in 2030

https://www.apolloacademy.com/wp-content/uploads/2025/08/081125_Chart_v2.pdf

The grid is seeing gigawatt-scale growth

https://institute.bankofamerica.com/content/dam/transformation/us-electrical-grid.pdf

What is the Green Economy?

https://www.calpers.ca.gov/documents/202407-full-day-1-2-presentation-climate-aware-investing-in-global-equities-a/download

Wind Energy

https://www.datocms-assets.com/60124/1727285068-windcredible_presentation.pdf

Robust Growth of Solar - Capacity

https://www.aranca.com/assets/docs/Solars-Unstoppable-Growth-Story.pdf

KDA carbon vision

https://www.jpmorgan.com/kinexys/documents/carbon-markets-reimagined-digital-assets.pdf

Pipeline of investable climate ventures

https://www.climatechampions.net/media/ej5bxmpd/rpcp-2025-one-pagers-07-07-25.pdf

Global Critical Minerals Outlook 2025

https://iea.blob.core.windows.net/assets/ef5e9b70-3374-4caa-ba9d-19c72253bfc4/GlobalCriticalMineralsOutlook2025.pdf

Renewables Becoming the Most Relevant Form of Power Generation

https://www.hitachi.com/New/cnews/month/2025/06/250611/20250611_02_energy_en.pdf

There are no income-rich, energy-poor countries in the world

https://web-assets.bcg.com/b7/a7/526b2af84037875415af0e54b34b/powering-prosperity-through-energy-access.pdf

Supply (MMb/d)

https://www.mckinsey.com/industries/oil-and-gas/contact-us/~/media/65E578758C0642A584E053452D75CEFB.ashx

Data centre annual electricity consumption in household electricity consumption equivalents and the spatial concentration of various facilities versus proximity to urban areas

https://italianelfuturo.com/wp-content/uploads/2025/06/EnergyandAI.pdf

Today, less than 10% of 2050 deployment of low-emissions technologies has been achieved in most domains

https://moodle.novasbe.pt/pluginfile.php/690356/mod_resource/content/0/20250204.pdf

China sets the pace, as energy security drives spending growth

https://iea.blob.core.windows.net/assets/904392c0-caa0-45c1-a53a-90a6eacd2bfe/WorldEnergyInvestment2025.pdf

Nuclear: Criticisms and Counterpoints

https://www.dbs.com/content/article/pdf/CIO/2025/202506/250602CIOVP.pdf

What does the shift to net zero mean for our energy system?

https://www.datocms-assets.com/95649/1747391895-shaping-the-future-of-the-energy-tomorrow-trond-straume.pdf

NYSEG/RG&E Energy Storage - Demonstration Projects

https://content-cdn.sessionboard.com/content/BmTMSvcfROayVIFohJ4i_ESworkshopFullDeckDTECH25_forUpload.pdf

US data centers are currently powered mainly by gas and coal

https://www.apolloacademy.com/wp-content/uploads/2025/05/051825_Chart_v2.pdf

Asia-Pacific and SEA have key roles to play in global decarbonization

https://www.bain.cn/pdfs/202505121143384086.pdf

A Minority of Sectors Account for the Majority of Emissions, and Transition Pathways Vary Widely

https://www.calstrs.com/files/b7a0300ec/INV+2025-05+Item+03a+-+Bridgewater+Associates+Prensentation.pdf

Recent Launch of Several Dedicated Climate A&R Funds

https://web-assets.bcg.com/63/1c/a0ddaf5e48148fc8e53f5a608338/the-private-equity-opportunity-in-climate-adaptation-and-resilience-may-2025.pdf

momentum is building in the next wave of climate technologies

https://www.mckinsey.com/~/media/mckinsey/business%20functions/sustainability/our%20insights/how%20incumbents%20can%20succeed%20in%20climate%20driven%20growth%20investments/how-incumbents-can-succeed-in-climate-driven-growth-investments-v2.pdf?shouldindex=false

U.S. 2024 Billion-dollar weather and climate disasters

https://www.wtwco.com/-/media/wtw/insights/2025/05/insurance-marketplace-realities-2025-spring-update.pdf?modified=20250502070902

EV Growth Accelerating in Emerging Markets

https://www.morganstanley.com/im/publication/insights/articles/article_evgrowthacceleratinginemergingmarkets_a4.pdf

Cost by Energy Sector Estimate ($/Kilowatt hour)

https://meketa.com/wp-content/uploads/2025/04/MEKETA_Infrastructure-Outlook.pdf

Understanding the Market & Recycling Trends in the LIB Industry

https://www.aranca.com/assets/docs/Lithium_ion_Battery_Recycling_Opportunity_in_India.pdf

BNEF Pioneers 2025

https://assets.bbhub.io/professional/sites/24/Winners-profiles-2025.pdf

BNEF Pioneers 2025 winners

https://assets.bbhub.io/professional/sites/24/Winners-profiles-2025.pdf

Perspectives on Climate Tech Innovation

https://www.svb.com/globalassets/trendsandinsights/reports/future-of-climate/2025/svb-climate-tech-report-2025.pdf

The State of Energy Innovation

https://iea.blob.core.windows.net/assets/26e9f71e-3a3f-4c82-802b-c2ed97aaae24/Thestateofenergyinnovation.pdf

Current and potential 2030 energy savings in data centres from key technologies and approaches

https://iea.blob.core.windows.net/assets/ed0483fd-aab4-4cf9-b25a-5aa362b56a2f/EnergyandAI.pdf

Markets Fund and Shape Storage Deployment (CAISO vs. ERCOT)

https://cleanpower.org/wp-content/uploads/gateway/2025/04/Storage-Market-Reform-Roadmap-Analysis-4.6.25.pdf

Climate-driven investments, 2019-23, % share

https://www.mckinsey.com/~/media/mckinsey/business%20functions/sustainability/our%20insights/how%20incumbents%20can%20succeed%20in%20climate%20driven%20growth%20investments/how-incumbents-can-succeed-in-climate-driven-growth-investments-v2.pdf?shouldindex=false

The potential of a Jevons Paradox in AI and energy

https://spaces.statista.com/a65dc708c30044ff9efd9a50c4267edc.pdf

Cumulative vehicle battery capacity by usage (TWh)

https://evision.eurelectric.org/wp-content/uploads/2025/03/20250305-eMobility-Flexibility_eVision_Serge-Colle_EY.pdf

Significant Manufacturing Capacity in China

https://www.apolloacademy.com/wp-content/uploads/2025/03/031125-Chart_v2.pdf

BESS outperforms on data center BTM core needs compared to other technologies

https://nac.naatbatt.org/wp-content/uploads/2025/02/E-5-Dexter-He-FOR-PUBLICATION.pdf

What might it cost to completely decarbonize the grid using only solar, wind and batteries?

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/grid-optimization-results-amv.pdf

Incumbents And/Or Public Companies $1B Market Cap/Valuation)

https://img.saurenergy.com/2025/03/volta-foundation-study_compressed_compressed.pdf

Heliocentrism: 15th Annual Energy Paper

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/heliocentrism-amv.pdf

Financing the energy transition: 2024 funding and financing

https://heathcoteinvestment.com/wp-content/uploads/2025/03/Nuveen-Presentation.pdf

Clean Tech Company Performance Statistics

https://www.cambridgeassociates.com/wp-content/uploads/2025/02/Cambridge-Associates-Clean-Tech-Company-Performance-Statistics-2Q24.pdf

Share of Scope 3 emissions across sectors

https://expomanufactura.com.mx/archivo/30/Miguel-Angel-Alcaraz.pdf

Who Makes the Car - ICE vs EV component systems

https://www.chicagofed.org/-/media/images/events/2025/ais/murphy-evs-damned-if-you-do-damned-if-you-dont.pdf?sc_lang=en

Water Stress

https://ir.citi.com/gps/ftIuVtY2w1CV3Lomp_Ygw-10ZSGBKX8HVbVlY5kjFiHeA_9xuKAuga5Q4dNP_P0Jx1XYrZL6kcVEGLnLvPtL1t2FO54PzMluTZwvE-aQGWxoDOgWmThDtwJbjixbNICj1DOVPT4awpE9fjZzXrmKPg%3D%3D