A few days ago a new coalition was announced. The Zeta2030 program is the Zero Emissions Transportation Association that is looking to accelerate adoption of electric vehicles here in the United States. As summarized by Axios, ZETA is calling for five key policy pillars that can, in aggregate, put American on the pathway to full …
I will be getting back into a few posts over the coming days. Today, I posted my latest article to Forbes: There Will be MORE Blood: Exxon should acquire BP Link can be found here, and the text is below: The 2007 movie thriller There Will be Blood portrayed the ruthless quest for wealth throughout the 1920s …
This is Part 2 in my series about what it means to “own the demand”. On Wednesday I wrote Part 1: why the energy market changes are making it increasingly important for energy companies to move from a supply mindset to a demand mindset. Summary As the world moves to oversupply of power, the smartest …
The link can be found here. The original post was written by Tyler Lancaster, a Principal at Energize Ventures. — Electrifying Everything: The Key to Decarbonization & A More Sustainable Future Electrification is a key theme to Energize’s investment thesis. We invest in software and business model innovations, many of which directly contribute solutions towards decarbonization …
The best energy firms of the future will not only control supply, but they will also have proprietary access to the demand. This is why I say that Tesla will ultimately get into the utility business. If you control the demand you should fully integrate and capture the economics gained by controlling the entire stack. …
I recently wrote a post about Honeywell’s digital aspirations. The anchor to the digital transformation is Honeywell Connected Enterprise’s ‘Forge’ Product. The Forge Product is an enterprise performance management system meant to be an operating model for industry. I wrote my post about Honeywell here: Hungry Honeywell. I also recently wrote about Microsoft’s “Energy Wildcatter” …
“There are two ways to make money in business: You can unbundle, or you can bundle. Jim Barksdale, cofounder of Netscape (Jim Barksdale covers the topic in a HBR article here) The same is true in energy and industrials. The 20th century was all about bundling: Centralized generation assets Regulated utilities Industrial conglomerates and energy consolidations Massive …
This week I learned about a wind farm shutting down because a portion of the blade fell off. And it made me realize how different and minimal our future “energy disasters” will be versus our existing carbon-based energy disasters. Here are the Old Disasters: Tankers flipping over in the Caribbean. Pipeline spills. Oil rigs blowing …
Software that serves the physical environment is usually highly customized. For every $1 of software sold, there is anywhere from $1 to $10 of accompanying implementation and professional services revenue. Just how much money gets spent in customization? The average utility has an asset management platform contract that costs $20 million + per year. These …
Yesterday I mentioned how there is an increasingly special group of software companies laying the digital groundwork for the OT market. With each Energize investment we do our best to put together a framework on market size and near-term opportunity for our prospective investments. Looking back at our Fund 1 portfolio companies there are now …