Lagging growth in this decade leads to wind energy shortfalls by 2030

https://gwec.net/wp-content/uploads/2022/03/GWEC-GLOBAL-WIND-REPORT-2022.pdf

Green Technology Investments Doubled in last 5 yrs

https://web-assets.bcg.com/0b/a6/6b2187064ffc9468dbf86d77b985/next-digital-unlocking-50billion-green-tech-opportunity-bcg.pdf

Planned U.S. Offshore Wind Capacity

http://ieefa.org/wp-content/uploads/2022/04/2022-US-Power-Sector-Outlook_April-2022.pdf

Share of emissions per energy and land-use system

https://www.house.leg.state.mn.us/comm/docs/LjRJGpCGI0Soan8OsZqtqg.pdf

Three Areas of Scientific Consensus on Climate

https://kraneshares.com/resources/presentation/2022_03_22_kghg_presentation.pdf

Climate-related disasters

https://www.research.hsbc.com/C/1/1/320/GJvlVDN

The tech gap: 780 GW opportunity to meet U.S. reliability needs

https://www.house.leg.state.mn.us/comm/docs/2OzlKHcXCUeEzE0Dw1HuEg.pdf

U.S. Energy System: Current vs Carbon Neutral in 2050

https://www.eia.gov/environment/workshop/decarbonization/PDF%20presentations/Ben%20Haley.pdf

2021 energy transition investment and climate-tech corporate finance

https://assets.bbhub.io/professional/sites/24/Energy-Transition-Investment-Trends-Exec-Summary-2022.pdf

How the Circular Economy Addresses Climate Change

https://www.closedlooppartners.com/wp-content/uploads/2022/03/Closed-Loop-Partners-2021-Impact-Report-4.pdf

Climate Fintech Playbook

https://thetriplebottom.com/wp-content/uploads/2021/09/Climate-fintech-playbook.pdf

The clean hydrogen revolution: Thesis in charts

https://www.goldmansachs.com/insights/pages/gs-research/carbonomics-the-clean-hydrogen-revolution/carbonomics-the-clean-hydrogen-revolution.pdf

Coal-fired power generation is set to reach an all-time high in 2021

https://www.dx2025.com/wp-content/uploads/2022/02/2021_coal_report.pdf

 

31 energy storage mega-rounds account for half of all energy funding

https://www.cbinsights.com/reports/CB-Insights_Energy-Report-2021.pdf?

perceived value of low-carbon energy investments

https://web-assets.bcg.com/b9/b4/74ed93c5481b81a4c8dab3443422/oil-gas-investors-survey-2022-220104.pdf

EU regulations require incomparable fast transition, supply chain and cost present risks

https://clepa.eu/wp-content/uploads/2022/01/Market-Outlook-2022.pdf

Tracking global investment in the low-carbon energy transition

https://assets.bbhub.io/professional/sites/24/Energy-Transition-Investment-Trends-Exec-Summary-2022.pdf

There is an inherent overlap between Climate Tech, Deep Tech, and Industrial Tech.

https://www.dx2025.com/wp-content/uploads/2022/01/2021_industrial_technology_report.pdf

A Looming Setback for Solar Companies

https://dcapartners.com/wp-content/uploads/2022/01/DCA-Energy-Update-Fall-2021.pdf

Credibility & Durability Index

https://www.baringa.com/BaringaWebsite/media/BaringaMedia/PDF/US-Outlook-CandD-Framework_1.pdf

Wildfires are a growing emissions problem for California

https://www.next10.org/sites/default/files/2021-12/2021-GII_Key-Findings_Final.pdf

Oil market fundamentals

https://www.mckinsey.com/industries/oil-and-gas/contact-us/~/media/EB737B77F8DD4D249DF0465A33FA745B.ashx?utm_source=DSMN8&utm_medium=Twitter

climate tech investment H2 2020-H1 2021

https://www.pwc.com/gx/en/sustainability/publications/assets/pwc-state-of-climate-tech-report.pdf

VRE sources need to account for about 70% of global electricity generation by 2050

https://web-assets.bcg.com/fa/04/e4a71f154f689aa674e6941992a3/rising-to-the-challenges-of-integrating-solar-and-wind-at-scale.pdf

Not all heat is equal: temperature matters

https://assets.bbhub.io/professional/sites/24/BloombergNEF-Hot-Spots-for-Renewable-Heat-Sep-2021.pdf

Storage technology

https://content.macquarie.com/macquarie-capital/asia/2021/events/korea/MAM%20RA_%20Energy%20storage%202021%20v3.pdf

How much natural gas will the US need in 2035? In our base case, an amount not much different than today

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/natural-gas-2035-amv.pdf

Decarbonization investments need to triple in 2021-25 compared to 2016-20

https://assets.bbhub.io/company/sites/63/2021/10/NZFRs-Key-Messages.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

Peak coal demand ≠ Peak coal-fired power

https://www.wilsoncenter.org/sites/default/files/media/uploads/documents/China%E2%80%99s%20Energy%20Supply%20Crunch%202021_shared.pdf

Decarbonization is king among these trends

https://www.bbva.com/wp-content/uploads/2021/11/Presentacion-Carlos-Torres-Vila-Onur-Genc-I-D-BBVA.pdf

Total Energy Supply - IEA Net Zero Estimate

https://sailingstonecapital.com/pdf/InconvenientTruths.pdf

% agree that we are heading for environmental disaster unless we change our habits

https://www.ipsos.com/sites/default/files/ct/publication/documents/2021-11/ipsos-global-trends-2021-report.pdf

Concerns That Oil Demand Has Peaked

https://www.gsam.com/content/dam/gsam/pdfs/us/en/fund-literature/quarterly-fund-update/GSAM-US-Energy-and-Infrastructure-Quarterly-Update.pdf?sa=n&rd=n

Peak coal demand ≠ Peak coal-fired power

https://www.wilsoncenter.org/sites/default/files/media/uploads/documents/China%E2%80%99s%20Energy%20Supply%20Crunch%202021_shared.pdf

Map of carbon taxes and emissions trading systems

https://static.poder360.com.br/2021/10/estado-e-tendencias-precificacao-carbono-banco-mundial-2021.pdf

Climate tech startups have raised a record $32B in 2021 globally

https://dealroom.co/uploaded/2021/10/Dealroom-London-and-Partners-Climate-Tech.pdf

Two categories of greenhouse gas emissions must be measured, tracked, and reduced

https://web-assets.bcg.com/86/d8/0532a17246b888265292f56ef998/gamma-ai-emissions-211011.pdf

U.S. renewable energy supply

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

Three areas of disruption..shape the future of mobility

https://rail.transportation.org/wp-content/uploads/sites/30/2021/10/Thurs_NewTechs_Katseff_2021AnnualMeetingMilwaukee.pdf

Natural Gas Outlook

https://crewenergy.com/wp-content/uploads/2021/10/21-10-04-Crew-Investor-Presentation-FINAL.pdf

Global Hydrogen Review 2021

https://energynews.biz/wp-content/uploads/2021/10/Global-Hydrogen-Review.pdf

Annual change in world liquid fuels consumption

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

Hydrogen has the potential to decarbonise multiple sectors

https://www.urenco.com/cdn/uploads/supporting-files/20210927_Aurora_Hydrogen_Study_-_Decarbonising_hydrogen_in_a_net_zero_economy_-_Executive_Summary.pdf

U.S. Fossil Fuel Consumption by Source and Sector, 2020 (quadrillion BTUs)

https://eesn.alumgroup.mit.edu/s/1314/images/gid215/editor_documents/ahmed-i_eesn_webinar_presentation_final_090121.pdf?gid=215&pgid=49752&sessionid=a548c1c8-5e9a-4931-884a-1cbcc7c49c01&cc=1

Last years were leap forward in net-zero emissions targets by countries.

https://www.dirk.org/wp-content/uploads/2021/09/DIRK-Konferenz_2.2-Climate-Readiness-Workshop_IHSMarkit.pdf

Fuel Shares of Global Primary Energy

https://www.eprg.group.cam.ac.uk/wp-content/uploads/2021/09/B.-Megginson_Cambridge-Energy-Finance-16Sep21.pdf

The Increase in Renewables is Driving Demand for Energy Storage

https://novuscapitalcorporation.com/wp-content/uploads/2021/09/EV-Investor-Presentation-vF-Public.pdf

Economic growth has a strong impact on oil consumption

https://www.eia.gov/finance/markets/crudeoil/reports_presentations/crude.pdf

Costs of Solar and Wind Generation Have Decreased Over the Past Decade

https://advisor.morganstanley.com/the-irvin-and-bevack-group/documents/field/i/ir/irvin-and-bevack-group/Future%20of%20Energy%20Investing%20in%20Decarbonization.pdf