116. Cleantech100 – the Hangover

116. Cleantech100 – the Hangover

After two years of irrational exuberance, we are back to earth when it comes to Cleantech investment.

On the menu this week, Gerard and Laurent are reviewing the Cleantech 100 report (15th edition). The overall ecosystem is down 40% yoy, but it has also cleaned the foam and is now revealing the future.

We discuss the 5 sub-sectors (agriculture, transportation, materials, resources, and energy) Our conclusion is that the sector has digested its excesses and is on a path to a new start.

Link to the report https://www.cleantech.com/the-global-cleantech-100/

Avsnitt(184)

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59. Long Duration Energy Storage: the “Final Frontier” - oct21

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58. Fuel Switch or Fuel Fix for Steel and Cement? - sep21

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56. How to decarbonise Aviation? - aug21

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55. EVs: Tesla against the world - aug21

55. EVs: Tesla against the world - aug21

2020 has proven a turning point in the EV market, and the trend is accelerating in 2021: more models, stronger public policies, mass roll-out of charging infrastructure, and a 300bnUSD race to catch u...

1 Aug 202133min

54. Energy Trading: it is now man vs. machine - jul21

54. Energy Trading: it is now man vs. machine - jul21

The development of renewables has made power markets much more volatile, hence “volatility is the new gold”. Harnessing that volatility requires skills much beyond the traditional Energy Trader’s capa...

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53. Oil Majors: the journey from molecules to electrons - jul21

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1 Juli 202135min

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52. The German "Energiewende" - jun21

Germany is rightly portrayed as a pioneer in the development of wind and solar. For the past two decades, the German government has granted a) a very stable framework b) very generous terms to renewab...

15 Juni 202131min

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