Oil demand: Headwinds all around..

https://aede.osu.edu/sites/aede/files/imce/images/Outlook-Conference/SohngenEnergyOutlook.pdf

Battery outlook relative to last year

https://www.pjm.com/-/media/committees-groups/subcommittees/las/2022/20221129/item-03a---ihs-markit---pjm-solar-and-battery-forecasts.ashx

World liquid fuels production/consumption

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

What is a Climate Tech company?

https://pioneers.io/wp-content/uploads/2022/11/climate-tech-landscape-report.pdf

 

Primary Sources of Capital Flow into Climate Finance

https://web-assets.bcg.com/31/2b/2de018a34b51a4217cb0482c13b4/what-gets-measured-gets-financed-nov-2022-r.pdf

Environmental Benefits of Cellular Agriculture

https://events.masterinvestor.co.uk/wp-content/uploads/2022/11/Agronomics-Agronomics-Capital-Markets-Day.pdf

State of Climate Tech Q3 2022

https://netzeroinsights.com/wp-content/uploads/2022/10/Net-Zero-Insights-State-of-Climate-Tech-Q3-2022-.pdf

The US has made an unprecedented commitment to energy-transition technologies with two new laws

https://assets.bbhub.io/professional/sites/24/BloombergNEF-CEM-2022-Factbook.pdf

EU gas inventory levels stood at 87% of their working storage capacity on 26 September 2022

https://iea.blob.core.windows.net/assets/5c108dc3-f19f-46c7-a157-f46f4172b75e/GasMarketReportQ42022.pdf

Global Hydrogen Review 2022

https://iea.blob.core.windows.net/assets/c5bc75b1-9e4d-460d-9056-6e8e626a11c4/GlobalHydrogenReview2022.pdf

Gas Market Report Q3 2022

https://iea.blob.core.windows.net/assets/c7e74868-30fd-440c-a616-488215894356/GasMarketReport,Q3-2022.pdf

2022-31 US federal support for energy transition technologies

https://assets.bbhub.io/professional/sites/24/BloombergNEF-CEM-2022-Factbook.pdf

Cheapest source of bulk generation ($/megawatt-hour, levelized), 1H 2022

https://assets.bbhub.io/professional/sites/24/BloombergNEF-CEM-2022-Factbook.pdf

Industrial Decarbonization Roadmap

https://www.energy.gov/sites/default/files/2022-09/Industrial%20Decarbonization%20Roadmap.pdf

Clean Tech Subsector

https://www.cambridgeassociates.com/wp-content/uploads/2022/07/Cambridge-Associates-Clean-Tech-Company-Performance-Statistics-4Q21.pdf

Renewable energy continues to enjoy strong momentum

https://mysfers.org/wp-content/uploads/2022/07/072022-06-RA-Board-Presentation-July-2022.pdf

 

VC/PE expansion investments in renewables and storage

https://cdn.qualenergia.it/wp-content/uploads/2022/08/BNEF-2H-2022-Renewable-Energy-Investment-Tracker_Final-ABRIDGED.pdf

New investment in renewable energy surged year-on-year

https://cdn.qualenergia.it/wp-content/uploads/2022/08/BNEF-2H-2022-Renewable-Energy-Investment-Tracker_Final-ABRIDGED.pdf

How big tech is making strides in climate tech

https://www.cbinsights.com/reports/CB-Insights_Big-Tech-In-Sustainability.pdf

China dominates the entire downstream EV battery supply chain

https://iea.blob.core.windows.net/assets/961cfc6c-6a8c-42bb-a3ef-57f3657b7aca/GlobalSupplyChainsofEVBatteries.pdf

The world uses fossil fuels for ~83% of its energy

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/2022-eotm-energy-paper.pdf

Battery mineral mining is at current pace to result in supply shortages towards the end of the decade

https://worldmaterialsforum.com/files/Presentations2022/WMF2022-PS1-Frank-Bekaert-McKinsey.pdf

World Energy Investment 2022

https://enterprise.press/wp-content/uploads/2022/06/WorldEnergyInvestment2022.pdf

24/7 Clean Power

https://assets.bbhub.io/professional/sites/24/24x7-Clean-Power-White-Paper.pdf

Scaling Carbon Removal

https://assets.bbhub.io/professional/sites/24/Scaling-Carbon-Renewal-White-Paper.pdf

Clean energy electricity generation

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

The climate crisis will create massive new industry players

https://lp.footprintcoalition.com/hubfs/PDFs/FPCV-Pitch-Deck.pdf

US freight is the largest non-electrified rail opportunity

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/2022-energy-paper/whydrogen-amv.pdf

Select Climate Tech Innovation Hype Curve

https://www.svb.com/globalassets/trendsandinsights/reports/future-of-climate/svb-future-of-climate-tech-report-2022.pdf

The global energy mix is projected to shift rapidly towards power and hydrogen

https://safety4sea.com/wp-content/uploads/2022/05/McKinsey-Global-Energy-Perspective-2022-2022_05.pdf

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