$70.1bn of Climate Tech Venture Funding for 2022, up 89% on 2021.

https://www.rothschildandco.com/siteassets/publications/rothschildandco/global_advisory/2023/en_ga_growth_equity_review_february_2023.pdf

Top Climate Solutions

https://www.usda.gov/sites/default/files/documents/2023aof-Keeley.pdf

State of Climate Tech '22

https://netzeroinsights.com/wp-content/uploads/2023/01/State-of-Climate-Tech-22-Net-Zero-Insights.pdf

Renewables growth dampens fossil fuel-fired generation from 2023 to 2025

https://static.poder360.com.br/2023/02/ElectricityMarketReport2023.pdf

Electricity Market Report 2023

https://iea.blob.core.windows.net/assets/255e9cba-da84-4681-8c1f-458ca1a3d9ca/ElectricityMarketReport2023.pdf

Key levers to move to net-zero

https://static1.squarespace.com/static/5f8e9dafb9c50741032bdcd3/t/6329874d58a6667461e5f5f1/1663666009559/Uebermorgen_Ventures+Series_A+Deck_EN_1.0641.pdf

Global investment in energy transition by sector

https://assets.bbhub.io/professional/sites/24/energy-transition-investment-trends-2023.pdf

Global risks ranked by severity over the short and long term

https://safety4sea.com/wp-content/uploads/2023/01/WEF-Global-Risks-Report-2023-2023_02.pdf

Projected U.S. Renewable Energy Investment Under the Inflation Reduction Act

https://www.cohnreznick.com/-/media/resources/cohnreznick-cohnreznickcapital-renewable-outlook-2023.pdf

Energy Transition Investment Trends 2023

https://subscriber.politicopro.com/eenews/f/eenews/?id=00000185-ead5-d552-a3f5-ebf7362e0000

Ending net asset purchases and reinvestments slows down pace of decarbonisation

https://www.ecb.europa.eu/press/key/date/2023/html/ecb.sp230110_annex~5aa200e19d.en.pdf

Carbon Capture Technologies: Alternative Approaches

https://irp.cdn-website.com/bcad7834/files/uploaded/221215_CCU_MarketStudy.pdf

Fuel bills for different personal vehicle types in Europe, June 2021 - June 2022

https://iea.blob.core.windows.net/assets/7741739e-8e7f-4afa-a77f-49dadd51cb52/EnergyEfficiency2022.pdf

Three scenarios for energy prices

https://think.ing.com/uploads/reports/ING_global_outlook_2023_Dec_2022_OT.pdf

2023 Commodity Outlook

https://www.goldmansachs.com/insights/pages/gs-research/2023-commodity-outlook-an-underinvested-supercycle/report.pdf

Since Inception Invested Capital by Clean Tech Subsector ($ Millions)

https://www.cambridgeassociates.com/wp-content/uploads/2022/12/Cambridge-Associates-Clean-Tech-Company-Performance-Statistics-2Q22.pdf

Scale-up of wind/solar comes with challenges as production is variable and not dispatchable

https://cdn.misoenergy.org/20221208%20Board%20of%20Directors%20Item%2008a%20Generation%20Fleet%20Transition627265.pdf

Global renewable energy

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-alternatives/mi-guide-to-alternatives.pdf

Sources of carbon emissions

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-alternatives/mi-guide-to-alternatives.pdf

Global Macro Themes Drive Support for Nuclear

https://www.aresacquisitioncorporation.com/sites/default/files/2022-12/X-energy_AAC_Investor-Presentation_vF.pdf

Oil demand: Headwinds all around..

https://aede.osu.edu/sites/aede/files/imce/images/Outlook-Conference/SohngenEnergyOutlook.pdf

Battery outlook relative to last year

https://www.pjm.com/-/media/committees-groups/subcommittees/las/2022/20221129/item-03a---ihs-markit---pjm-solar-and-battery-forecasts.ashx

World liquid fuels production/consumption

https://www.eia.gov/outlooks/steo/pdf/steo_full.pdf

What is a Climate Tech company?

https://pioneers.io/wp-content/uploads/2022/11/climate-tech-landscape-report.pdf

 

Primary Sources of Capital Flow into Climate Finance

https://web-assets.bcg.com/31/2b/2de018a34b51a4217cb0482c13b4/what-gets-measured-gets-financed-nov-2022-r.pdf

Environmental Benefits of Cellular Agriculture

https://events.masterinvestor.co.uk/wp-content/uploads/2022/11/Agronomics-Agronomics-Capital-Markets-Day.pdf

State of Climate Tech Q3 2022

https://netzeroinsights.com/wp-content/uploads/2022/10/Net-Zero-Insights-State-of-Climate-Tech-Q3-2022-.pdf

The US has made an unprecedented commitment to energy-transition technologies with two new laws

https://assets.bbhub.io/professional/sites/24/BloombergNEF-CEM-2022-Factbook.pdf

EU gas inventory levels stood at 87% of their working storage capacity on 26 September 2022

https://iea.blob.core.windows.net/assets/5c108dc3-f19f-46c7-a157-f46f4172b75e/GasMarketReportQ42022.pdf

Global Hydrogen Review 2022

https://iea.blob.core.windows.net/assets/c5bc75b1-9e4d-460d-9056-6e8e626a11c4/GlobalHydrogenReview2022.pdf

Gas Market Report Q3 2022

https://iea.blob.core.windows.net/assets/c7e74868-30fd-440c-a616-488215894356/GasMarketReport,Q3-2022.pdf

2022-31 US federal support for energy transition technologies

https://assets.bbhub.io/professional/sites/24/BloombergNEF-CEM-2022-Factbook.pdf

Cheapest source of bulk generation ($/megawatt-hour, levelized), 1H 2022

https://assets.bbhub.io/professional/sites/24/BloombergNEF-CEM-2022-Factbook.pdf

Industrial Decarbonization Roadmap

https://www.energy.gov/sites/default/files/2022-09/Industrial%20Decarbonization%20Roadmap.pdf

Clean Tech Subsector

https://www.cambridgeassociates.com/wp-content/uploads/2022/07/Cambridge-Associates-Clean-Tech-Company-Performance-Statistics-4Q21.pdf

Renewable energy continues to enjoy strong momentum

https://mysfers.org/wp-content/uploads/2022/07/072022-06-RA-Board-Presentation-July-2022.pdf

 

VC/PE expansion investments in renewables and storage

https://cdn.qualenergia.it/wp-content/uploads/2022/08/BNEF-2H-2022-Renewable-Energy-Investment-Tracker_Final-ABRIDGED.pdf

New investment in renewable energy surged year-on-year

https://cdn.qualenergia.it/wp-content/uploads/2022/08/BNEF-2H-2022-Renewable-Energy-Investment-Tracker_Final-ABRIDGED.pdf

How big tech is making strides in climate tech

https://www.cbinsights.com/reports/CB-Insights_Big-Tech-In-Sustainability.pdf

China dominates the entire downstream EV battery supply chain

https://iea.blob.core.windows.net/assets/961cfc6c-6a8c-42bb-a3ef-57f3657b7aca/GlobalSupplyChainsofEVBatteries.pdf

The world uses fossil fuels for ~83% of its energy

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/2022-eotm-energy-paper.pdf

Battery mineral mining is at current pace to result in supply shortages towards the end of the decade

https://worldmaterialsforum.com/files/Presentations2022/WMF2022-PS1-Frank-Bekaert-McKinsey.pdf

World Energy Investment 2022

https://enterprise.press/wp-content/uploads/2022/06/WorldEnergyInvestment2022.pdf

24/7 Clean Power

https://assets.bbhub.io/professional/sites/24/24x7-Clean-Power-White-Paper.pdf

Scaling Carbon Removal

https://assets.bbhub.io/professional/sites/24/Scaling-Carbon-Renewal-White-Paper.pdf

Clean energy electricity generation

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-alternatives/mi-guide-to-alternatives.pdf

The climate crisis will create massive new industry players

https://lp.footprintcoalition.com/hubfs/PDFs/FPCV-Pitch-Deck.pdf

US freight is the largest non-electrified rail opportunity

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/2022-energy-paper/whydrogen-amv.pdf

Select Climate Tech Innovation Hype Curve

https://www.svb.com/globalassets/trendsandinsights/reports/future-of-climate/svb-future-of-climate-tech-report-2022.pdf

The global energy mix is projected to shift rapidly towards power and hydrogen

https://safety4sea.com/wp-content/uploads/2022/05/McKinsey-Global-Energy-Perspective-2022-2022_05.pdf