TSR top performers generally excelled over the past five years and last year

https://web-assets.bcg.com/94/00/f61839d0402882cb682499fc20f2/energy-vcr-slideshows-june-2024-edit-04.pdf

The Power of Cost Curves in Climate

https://www.calpers.ca.gov/docs/board-agendas/202407/full/day-2/5/Presentation--Evolution-of-the-Private-Equity-Industry_a.pdf

Semiconductor Manufacturing is the extreme example of this.

https://betterbuildingssolutioncenter.energy.gov/sites/default/files/2024-07/Quality%20on%20Tap%20-%20Slides.pdf

The US now produces more energy than it consumes

https://www.apolloacademy.com/wp-content/uploads/2024/07/070824-Chart.pdf

Generating capacity is rising. The EIA forecasts a rise of 3% in 2024 and 1% in 2025.

https://institute.bankofamerica.com/content/dam/bank-of-america-institute/economic-insights/powering-the-revolution.pdf

A Record Breaking Year

https://www.2150.vc/wp-content/uploads/2024/06/2150_Impact-report-2023_MASTER.pdf

Technologies beat commodities on costs

https://rmi.org/wp-content/uploads/dlm_uploads/2024/06/RMI-Cleantech-Revolution-pdf.pdf

The world now invests almost twice as much in clean energy as it does in fossil fuels.

https://iea.blob.core.windows.net/assets/b7f43616-e90d-4314-be5e-47f66a89a4b0/WorldEnergyInvestment2024.pdf

Financial flows in energy investment

https://iea.blob.core.windows.net/assets/50cfc402-1b4d-463f-86ee-4f39c42da35d/WorldEnergyInvestment2024MethodologyAnnex.pdf

The State of Carbon Dioxide Removal

https://static1.squarespace.com/static/633458017a1ae214f3772c76/t/665ed1e2b9d34b2bf8e17c63/1717490167773/The-State-of-Carbon-Dioxide-Removal-2Edition.pdf

NGIF Limited Partners

https://www.ngif.ca/wp-content/uploads/2024/05/NGIF-Cleantech-Ventures-2023-Performance-Report-Final.pdf

Cost of Electricity ($/megawatt-hour)

https://tortoiseadvisors.com/media/6159/trt_ai_wp_052124_a1_final.pdf

The Future of Climate Tech

https://www.svb.com/globalassets/trendsandinsights/reports/the-future-of-climate-tech-2024-2.pdf

Decarbonized Electrification

https://www.svb.com/globalassets/trendsandinsights/reports/the-future-of-climate-tech-2024-2.pdf

After being flattish for 2015-19, we see power demand from data centers more than tripling in 2030 vs. 2020

https://www.goldmansachs.com/intelligence/pages/gs-research/generational-growth-ai-data-centers-and-the-coming-us-power-surge/report.pdf

Decline in liquid demand is mainly driven by road transport

https://arda.africa/wp-content/uploads/2024/05/VIP-SPEAKER-N%C2%B08-Adil-Malih-240423-ARDA-Week-McKinsey-Presentation_vShared.pdf

Energy Transition

https://www.cascadiacapital.com/wp-content/uploads/Cascadia-Energy-Transition-Industry-Report-April-2024.pdf

Environment Tech - India - Apr 2024

https://img.saurenergy.com/2024/04/environment-tech-india-tracxn-feed-geo-report.pdf

Geographical distribution of the global battery supply chain

https://iea.blob.core.windows.net/assets/cb39c1bf-d2b3-446d-8c35-aae6b1f3a4a0/BatteriesandSecureEnergyTransitions.pdf

Global venture capital investment in battery start-ups by technology area and chemistry, 2015-2023

https://iea.blob.core.windows.net/assets/cb39c1bf-d2b3-446d-8c35-aae6b1f3a4a0/BatteriesandSecureEnergyTransitions.pdf

Leading climate tech startups (Global Cleantech 100 Hall of Fame companies)

https://www.mitsui.com/mgssi/en/report/detail/__icsFiles/afieldfile/2024/04/17/2403j_sato_e.pdf

Climate-Tech Companies to Watch in 2024: BNEF Pioneers

https://assets.bbhub.io/professional/sites/24/Climate-Tech-Companies-to-Watch-in-2024-BNEF-Pioneers.pdf

The US produces more oil than Russia and Saudi Arabia

https://www.apolloacademy.com/wp-content/uploads/2024/04/041524-Chart.pdf

Clean Energy Market Monitor - March 2024

https://iea.blob.core.windows.net/assets/d718c314-c916-47c9-a368-9f8bb38fd9d0/CleanEnergyMarketMonitorMarch2024.pdf

Unpacking The SEC's Climate Disclosure Rule

https://media-publications.bcg.com/Unpacking-the-SEC-Climate-Disclosure-Rule.pdf

Organized U.S. Wholesale Electricity Market Arrangements in 2023

https://www.ferc.gov/sites/default/files/2024-03/24_State-of-the-market_0320_1715.pdf

Reality Check: Energy and Natural Resource Executive Pulse 2024

https://www.bain.cn/pdfs/202403291056172504.pdf

Frost RadarT on the Global Smart Water Metering Market

https://swan-forum.com/wp-content/uploads/2024/03/PE5B-Frost-Radar-Global-Smart-Water-Metering-Market.pdf

CO₂ emissions in transport by country (Mt CO₂)

https://www.pwc.com/m1/en/publications/documents/2024/electrification-of-fleet-operations.pdf

North America is the most attractive market for green investments

https://www.bain.com/globalassets/noindex/2024/bain_brief_reality_check_energy_and_natural_resource_executive_pulse_2024.pdf

Next-generation and conventional geothermal resource estimates

https://liftoff.energy.gov/wp-content/uploads/2024/03/LIFTOFF_DOE_NextGen_Geothermal_v14.pdf

How ClimateTech Startups Can Help

https://venturehighway.vc/wp-content/uploads/2024/03/Landscape-of-ClimateTech-2024.pdf

A Few Applications for EE/DR+ Program Design

https://www.energy.gov/node/4837922

Supply of CleanAI

https://21242328.fs1.hubspotusercontent-na1.net/hubfs/21242328/CleaningUpwithAI_Exec%20Summary_Feb2024.pdf

Leading decarbonisation solutions

https://www.nbim.no/contentassets/1a797e49fdd742e2a3282e243ed3170c/gpfg_responsible-investment-2023.pdf

U.S. Energy-Related Emissions: ~11% Attributable to Industrial Heat

https://www.eesi.org/files/2024.02.01doe_Full_Slide_Deck_.pdf

tracked $2.8 trillion in funding flows across the four categories in 2023

https://www.energiaitalia.news/wp-content/uploads/2024/02/Energy-Transition-Investment-Trends-2024.pdf

Cleantech deals

https://s3.amazonaws.com/i3.cleantech/uploads/investment_monitor_resource/79657/687637_Quarterly_Investment_Insight_Q2_2023.pdf

Climate tech is more crisis-resilient

https://www.h2ub.com/wp-content/uploads/2024/01/H2UB_Study_Funding_Hydrogen_Start-ups.pdf

Renewable electricity capacity additions by technology and segment

https://iea.blob.core.windows.net/assets/96d66a8b-d502-476b-ba94-54ffda84cf72/Renewables_2023.pdf

The decline of the natural world is undeniable - and the pivot to recovery is urgent

https://www.mckinsey.com/~/media/mckinsey/industries/agriculture/how%20we%20help%20clients/natural%20capital%20and%20nature/roundtables/webinar%20taking%20action%20on%20nature%20how%20to%20get%20started/taking-action-on-nature-webinar-slides.pdf

Share of battery value chain by region, % of total

https://img.saurenergy.com/2024/01/rmi-report.pdf

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