Falling prices for new Li-ion batteries play the largest role in bringing used battery cost below 50% of second-life battery prices

https://www.batteryconsortium.sg/sites/default/files/2024-01/Q4%202023%20-%20Singapore%20Battery%20Consortium%20-%20Prepared%20by%20Lux%20Research.pdf

The US residential storage market is driven by four key factors

https://www.energy.gov/sites/default/files/2023-11/bbrn-peer-110923.pdf

Framework for using AI to combat climate change

https://www.turing.ac.uk/sites/default/files/2023-12/advice_-_ai_for_decarbonisation_ecosystem.pdf

Mega force: The low-carbon transition

https://d1e00ek4ebabms.cloudfront.net/production/uploaded-files/2024-private-markets-outlook-stamped-1cd88888-b1a5-4f47-b307-b47d658cacc5.pdf

Top-five climate techs by percentage share of companies within dominant countries

https://www2.deloitte.com/content/dam/Deloitte/br/Documents/ofertas-integradas/Deloitte-2023-GT-the-geography-of-climate-tech.pdf

A Reality Check on the Hydrogen Craze

https://www.citifirst.com.hk/home/upload/citi_research/rsch_pdf_30174354.pdf

Climate Tech Software

https://assets.foleon.com/eu-central-1/de-uploads-7e3kk3/42365/the_increasingly_horizontal_climate_software_opportunity.f44e38ed9e09.pdf

Global energy use has always grown with the population and GDP

https://elettricomagazine.it/wp-content/uploads/2023/09/bain_report_energy_and_natural_resources_2023.pdf

Tripling Global Renewables by 2030

https://assets.bbhub.io/professional/sites/24/BNEF_2023-11-21_triplingrenewables_Final.pdf

Oil demand is projected to peak between 2025 and 2028, while coal is projected to continue its downward trend

https://safety4sea.com/wp-content/uploads/2023/11/McKinsey-Sustainability-%E2%80%93-Global-Energy-Perspective-2023_11.pdf

emissions are still increasing by 1.5% per year

https://web-assets.bcg.com/00/6f/cdaf61ce4c85a7f1110fefab5d3f/why-some-companies-are-in-the-race-to-net-zero-roundable-nov-2023-edit-1-nxpowerlite-copy.pdf

Percentage of executives who selected each barrier in their top three

https://www.bain.com/globalassets/noindex/2023/bain_report_energy_and_natural_resources_2023.pdf

Beyond energy & mobility

https://www.globalprivatecapital.org/app/uploads/2023/11/Aera-VC-Climatech-Presentation.pdf

Battery demand will grow to ~5.8 TWh in 2030

https://mckinseytalksoperations.com/app/uploads/2023/06/McKinsey_Gigafactory_Webinar_062023.pdf

Customers seek 30-40% value chain CO2 cuts by 2030

https://epca.eu/sites/epca.eu/files/event-documents/Final-www-EPCA57_Day1-1-b_230927_0800-0930_EPCA_Opening_Keynote.pdf

Benefits of Solar and Wind in Chile

https://www.citifirst.com.hk/home/upload/citi_research/rsch_pdf_30174354.pdf

Fuel cell electric vehicle stock by segment and region, 2019-2023

https://iea.blob.core.windows.net/assets/cb9d5903-0df2-4c6c-afa1-4012f9ed45d2/GlobalHydrogenReview2023.pdf

Electric vehicle sales and mineral content

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

Realities of the Green Supply Chain

https://www.financialplanningassociation.org/sites/default/files/2023-09/Updated%20Volatility%20has%20Arrived%20Public.pdf

The Climate is Changing, and the Impacts are Widespread

https://www.financialplanningassociation.org/sites/default/files/2023-09/09-21-23_Presentation_Elizabeth_Alm_FPAPS.pdf

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