The materials industries are stubbornly analog. As seen below, the analog industries like: agriculture, mining & materials, buildings, rail & road logistics, oil & gas, chemicals, utilities and automotive are all early in their digitization adoption. The overlap between the physical world and the digital world is lagging more capital-light verticals. But I love this …
This week, Barclays released a future of the energy economy presentation and there was a big section on hydrogen. And WOW, there is big growth expected for hydrogen. Based on the below chart you can see that the growth is expected in heating and industrial use cases (including steel) and long haul transport / mobility …
Our team has been going into the office 1-2 days per week for the past few months. We stagger and follow all necessary safety protocols. A few of our team members have the antibodies… either through the vaccine or early COVID exposure. Last week we also went to a team dinner in the west loop, …
Transmission might be the least interesting part of the energy transition. It is also one of the most important lynch pins of the energy transition as transmission improvements tie together new, but remote renewables and consumers. I covered this in an earlier article: The Energy Transition has a Distribution Problem. Back then I wrote: “Despite …
Q1 2020 was pretty wild: in January we closed on an investment into Awake Security. And in February 2020 we closed on a proactive investment into Fast Radius. Fast Radius is advancing the manufacturing industry with an integrated digital and physical platform that simplifies the way parts are designed, made and moved around the world. …
Cowen investment banking does a great job summarizing the sustainable technology markets. February was a busy month. I won’t / can’t add too much commentary. I am happy to see that the next generation mobility firms that are rewriting the future of our sustainable transportation markets will have access to the public markets. This access …
In Q4 2019 Energize Ventures invested in Beekeeper. We were proactive in gaining a position on the cap table. Why? Our energy and industrial network told us of the need to find better company-wide communications and collaboration tools. Zoom and Slack and Microsoft Teams are built for the desktop worker. The deskless worker… The “Frontline …
I send out a letter the Energize LPs at least once a month. These days, we are writing a note weekly. Our pipeline, portfolio, and team are all at all-time highs. But, I am also seeing market-top signs…not just for the market but specifically within the sustainability investment areas. A ton of our LPs responded …
With my commute from “office” to home shrinking from a 25 minute train ride to about a 3.5 second hallway walk, my podcast listening is way down. But when one of the originals / greats from my sector of investing gives an interview, I find the time. This is the case with Matt Ocko‘s recent …
The autonomous mobility segment is competitive… with deep pockets. Most of the well-known names like Waymo and Uber ATG are focused on complete, Level 5 (drive anywhere) autonomy. After reviewing the market, Energize made an investment into Optimus Ride in Q2 2019. Over the past 18 months I have had the pleasure of sitting on …