Total price per MWh by category: January through June, 2023 and 2024

https://www.monitoringanalytics.com/reports/PJM_State_of_the_Market/2024/2024q2-som-pjm.pdf

Are we really in an energy transition?

https://arpa-e.energy.gov/sites/default/files/2024-08/Day1_15_Jackson_Staff.pdf

What are the next-gen EV battery chemistries?

https://institute.bankofamerica.com/content/dam/transformation/next-gen-tech-mobility.pdf

Climate funding diversified, but saw minimal growth in 2023

https://s3.ap-south-1.amazonaws.com/climake.co/The_State_of_Climate_Finance_in_India_2024.pdf

Demand scenarios and material intensity levels for new technologies, GW/M units

http://www.yrdcpcn.org.cn/upload/2024/0626/1758ede1-4353-4298-85f1-3d309ec33d64.pdf

In the near term, however, the US would need to plug the

https://esbootcamp.naseo.org/data/energymeetings/presentations/Noffsinger.pdf

A combination of technology, behavior change, incentives and enforcement could change energy peaks

https://institute.bankofamerica.com/content/dam/transformation/next-gen-tech-energy.pdf

Rising incomes in MICs accompanied by rising energy and emissions intensity

https://bfi.uchicago.edu/wp-content/uploads/2024/08/Day4_MariaVagliasindi_Growth-Academy-MV-August-2024.pdf

The Missing Middle in Climate

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

Hard to Abate Sectors & Emissions II

https://www.citifirst.com.hk/home/upload/citi_research/rsch_pdf_30261955.pdf

Share of primary energy consumption from renewable sources, 2023

https://www.apolloacademy.com/wp-content/uploads/2024/07/072924-Chart.pdf

Circular plastics: Invest, reuse, repeat

https://institute.bankofamerica.com/content/dam/sustainability/circular-economy-plastics-recycling.pdf

The Climate x FinTech Ecosystem

https://media.licdn.com/dms/document/media/D4E1FAQGESMwL9V0m2Q/feedshare-document-pdf-analyzed/0/1720503046018?e=1721865600&v=beta&t=xs3puXceUgWHwmz9dqiwj4k5vWjVwQgH3We0Z-0peqc

Less so, in a world of everchanging short term risks

https://felaban.s3-us-west-2.amazonaws.com/memorias/C%C3%B3mo%20gestionar%20los%20riesgos%20en%20un%20entorno%20VUCA%20.pdf

Battery demand is projected to reach 8.1 TWh by 2035, mostly concentrated in China

https://www.lme.com/-/media/Files/Events/LME-Asia-week-2024/2024-presentations/Evolving-battery-material-trends-are-the-analysts-getting-it-right.pdf

Policies affecting cleantech activity

https://bef-research.com/wp-content/uploads/2024/07/eif_working_paper_2024_98.pdf

Relative European position vs leading or second-best region on a range of metrics

https://www.ipebs.it/wp-content/uploads/2024/05/MAURIZIO-DONATO.pdf

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