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 …
Last week Wood Mackenzie announced they were shutting down Greentech Media. GTM was the go-to resource for the energy transition over the past 5+ years and I was a daily visitor. The staff, content and research was high quality. There are a number of new names that have popped up over the year: Bloomberg Green …
Due to one of the coldest weeks on record, Texans are ramping up their electric heaters. The state usually has peak energy demand mid-summer… with air conditioners turned on full blast. But right now, peak energy demand in ERCOT coupled with some offline power units (and low-producing solar in snow) means that electricity prices are …
A LP with history of the energy transition gave me this great line yesterday: “Some people say the early bird gets the worm. Maybe. But the second mouse definitely gets the cheese” Having been in/around energy & technology entrepreneurship for over a decade, I know what “being early” felt like…. and it wasn’t enjoyable as …