Bloomberg New Energy Finance recently released their 2023 global, mid-year forecasts. One of the most prominent charts is the continued growth of solar deployments. Outside of internet fiber, very few infrastructure type projects have ever grown this fast at this scale. And it’s hard to imagine any slowdown as costs continue to decline and decentralized …
Team Energize recently updated our website to better present our focus areas. In the past we focused the messaging on the problems we believed digital technologies could solve, and we had words like “decentralization” and “risk management” as focus areas. We used those terms because we, as operators and industry experts, tend to approach investments …
Been off here for a while as have been scaling up a lot of exciting items at Energize. The market forces for the energy and sustainability transition are accelerating and the recent IRA 2022 Bill is a major tailwind. More on that soon. In the meantime, one of the most exciting hires in the Energize …
Yesterday a relatively large deal in the industrial software space was announced: Siemens acquired US software company Brightly for $1.6 billion. Siemens is the multinational industrial technology company, and has a stated goal to increase their software product suite through its’ Siemens Smart Infrastructure segment. Why is this a fit? Brightly Software is a leader …
It has been a wild past few years. I like to joke that in the energy & sustainability markets, we never go “full mainstream” and the resulting hype cycles are always a bit muted. 2021 pushed that phrase to the limit, as cheap capital flowed freely into anything deeptech with the promise of decarbonization. I …
Mark and Juan from the Energize team have a phrase “if you are long renewables, you are long construction”. Whether a wind farm, a building retrofit or an EV charger, the lionshare of the cost and time is in materials and construction. During a year++ long deep dive, Mark and Juan honed their search and …
Yesterday – after years and years of posturing – the SEC released guidelines for their first material climate-related disclosures. A link to their summary can be found here: https://www.sec.gov/files/33-11042-fact-sheet.pdf Late last year Team Energize hired Lauren Densham as our Head of Impact and ESG. After reviewing the facts from the announcement she shared the following review …
Energize has an Order of Operations and a Standard of Excellence. I brought these concepts from my days as an operator – these key phrases help define what is important and ultimately what we believe determines long-term success here at Energize. We put them on our kitchen wall in our new office. I really like …
The Energize team is operating at a high level right now. And today, we announce another investment. This announcement is the result of an extended deep dive into the carbon markets. I expect we will make a number of investments in this area, and our team is thrilled to have Zack & Max at NCX …
Yesterday we announced our growth equity investment into Aurora. We launched our growth platform because we listened to our entrepreneurs and ecosystem: our ongoing capital and time investment is a signal of belief and strength in the team and market. The Energize team aims to be a real partner along the journey delivering strategic insights …