Net Zero Economy Index 2023

https://www.pwc.co.uk/sustainability-climate-change/pdf/net-zero-economy-index-2023.pdf

Energy has the biggest weight in the commodity index

https://apolloacademy.com/wp-content/uploads/2023/09/CommodityPriceOutlookSeptember2023.pdf

U.S. electricity and the energy transition

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

Next Generation Materials for Sustainability

https://tiche.org/wp-content/uploads/2023/06/20th_14.00_McKinsey.pdf

Energy Transition in Indonesia

https://newenergynexus.id/wp-content/uploads/2023/08/Clean-Energy-Technology-Startups-in-Indonesia-How-the-Goverment-can-help-the-Ecosystem-.pdf

Road transport segment progress toward net zero

https://assets.bbhub.io/professional/sites/24/2431510_BNEFElectricVehicleOutlook2023_ExecSummary.pdf

Select Climate Tech Innovation Hype Curve

https://www.svb.com/globalassets/trendsandinsights/reports/the-future-of-climate-tech-2023.pdf

Key Recommendations to Accelerate Beneficial Electrification

https://www.mass.gov/doc/june-29-2023-evicc-meeting-freewire-presentation/download

State of the Transition 2023: Global Energy and Natural Resource Executive Perspectives

https://www.bain.com/globalassets/noindex/2023/bain_brief_state_of_the_transition_2023.pdf

The rapid rise of clean energy has underpinned significant growth in mineral demand

https://iea.blob.core.windows.net/assets/afc35261-41b2-47d4-86d6-d5d77fc259be/CriticalMineralsMarketReview2023.pdf

Inflation Reduction Act (IRA)/Climate act

https://assets.kpmg.com/content/dam/kpmg/xx/pdf/2023/06/understanding-the-inflation-reduction-act.pdf

An inefficient market for investing in climate outcomes

https://g20sfwg.org/wp-content/uploads/2023/06/G20-SFWG-Climate-Tech-PwC-Input-Paper-.pdf

Global Oil Demand and GDP

https://www.api.org/-/media/files/statistics/2022-03/api-industry-outlook-q1-2023.pdf

Most of the boom in energy is for start-ups working on hardware

https://iea.blob.core.windows.net/assets/99b024be-d605-4c4c-ab6c-94425f515667/VCtrendsslides.pdf

Funding the Fight Against Climate Change

https://www.carbonstreaming.com/wp-content/uploads/2023/06/Carbon-Streaming-Corporate-Presentation_May-31-2023.pdf

More than $1.5 trillion of private investments went toward climate finance over the past five years

https://web-assets.bcg.com/5a/27/1f10c72c40c7844bde5ce65f07e2/investors-can-measure-and-maximize-their-climate-impact.pdf

Form's iron-air battery is the only technology targeting multi-day duration without geographic constraints

https://www.iso-ne.com/static-assets/documents/2023/06/clg-houck-form-energy-060823.pdf

Battery value chain

https://www.renaultgroup.com/wp-content/uploads/2023/05/battery-day-exane-bnp_vdef.pdf

Investors lost more than $25 billion in the first wave of climate tech

https://www.alvarezandmarsal.com/sites/default/files/2023-05/investing-at-the-vanguard-of-climate-tech.pdf

Renewables, led by solar, and EVs are leading the expected increase in clean energy

https://iea.blob.core.windows.net/assets/54a781e5-05ab-4d43-bb7f-752c27495680/WorldEnergyInvestment2023.pdf

Business model and sector segmentation

https://www.alvarezandmarsal.com/sites/default/files/2023-05/investing-at-the-vanguard-of-climate-tech.pdf

An Inflection Point for VPP Deployment

https://www.brattle.com/wp-content/uploads/2023/04/Real-Reliability-The-Value-of-Virtual-Power_5.3.2023.pdf

Is concern and focus slipping on climate change?

https://www.ipsos.com/sites/default/files/ct/news/documents/2023-04/Ipsos%20Global%20Advisor%20-%20Earth%20Day%202023%20-%20Full%20Report%20-%20WEB.pdf

U.S. and Global Installed Offshore Wind Capacity, 2022

https://cleanpower.org/wp-content/uploads/2023/05/ACP_Offshore_Wind_Market_Report_2023_PUBLIC.pdf

Key characteristics of some major hydrogen storage options

https://a9w7k6q9.stackpathcdn.com/wpcms/wp-content/uploads/2023/04/ET23-Hydrogen-storage-for-a-net-zero-carbon-future.pdf

Current global spare production capacity is only 2-2.5mn barrels per day

https://nassersaidi.com/wp-content/uploads/2023/04/Navigating-the-Energy-Crisis-A-Middle-East-Viewpoint-28-Mar-2023-FINAL.pdf

State Of Climate Tech Q1 '23 | Bird's-Eye View - Europe and North America

https://netzeroinsights.com/wp-content/uploads/2023/04/State-of-Climate-Tech-Q1-23-Net-Zero-Insights.pdf

Prices in the Carbon Markets

https://www.carbonstreaming.com/wp-content/uploads/2023/04/Carbon-Streaming-Corporate-Presentation-April.pdf

Global energy flows in the NZE Scenario

https://iea.blob.core.windows.net/assets/a86b480e-2b03-4e25-bae1-da1395e0b620/EnergyTechnologyPerspectives2023.pdf

Clean Energy Requires Critical Minerals

https://www.sprott.com/media/6112/setm-investor-presentation.pdf

$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