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

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