• Subsidies are the Ultimate Competitive Strategy
    Oct 2 2024

    In this episode of Climate on the Edge, I’m diving into a topic that’s been top of mind lately—what happens if the political winds shift, and we lose momentum on climate policy? With the election approaching, there’s a lot of talk about the potential rollback of the Inflation Reduction Act and what that could mean for climate infrastructure funding. I recently attended Voyagers’ Annual General Meeting, where industry experts discussed the resilience of climate tech companies in the face of political uncertainty, and it got me thinking.


    One of the most interesting moments at the AGM was Nat Bullard’s presentation, where he highlighted how institutional predictions about renewables have consistently been wrong—renewables continue to grow exponentially. Even with concerns about reduced subsidies, other speakers made a strong case that the best climate companies can thrive on their own. They argued that while subsidies are helpful, they’re not the sole reason for success. So, when is it really safe for investors like us to dive into climate tech?


    In this episode, I also take a look at the bigger picture when it comes to subsidies. Industries like oil, gas, and agriculture have benefited from billions in government support over the years, and climate tech should be no different. While some fear a shift in political power could direct subsidies back toward fossil fuels, I believe waiting for certainty could mean missing out on huge opportunities. We need to rethink how we view subsidies and invest in the companies building our future, regardless of political changes. Thanks for listening, and as always, I’d love to hear your thoughts!



    Episode Resources

    Nat Bullard’s website w/ links to past presentations: https://www.nathanielbullard.com/


    Timestamps

    00:00 The Election…

    01:03 Insights from the Climate Tech Venture Fund Meeting

    02:56 The Reality of Subsidies + Wild Statistics

    09:15 Political Risks and Opportunities Ahead



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    Supported by emrgnce - innovative minds exploring climate’s next frontier.




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    11 mins
  • Biodiversity and Climate Risk w/ "Nature-Tech" VC Tom Quigley of Superorganism
    Sep 27 2024

    As biodiversity faces mounting risk from the explosion of H5N1 bird flu and climate change, can investing in nature-focused startups unlock new ways to safeguard our planet’s species and ecosystems?


    On this episode of Climate on the Edge we’re joined by Tom Quigley, who discusses his unique journey from conservation biology to technology and eventually becoming a venture capitalist focusing on biodiversity. His experiences in field conservation then tech startups shaped his understanding of leveraging technology for conservation challenges.


    The conversation explores concepts of ecosystem services, biodiversity measurement, land-use change, and the interplay between technology and nature. Quigley emphasizes nature's resilience, existing initiatives for biodiversity protection, and the future of nature tech.


    He also shares personal reflections from his career working to support nature, and how he hopes to see much more of the finance world join the trend of investing in “nature-tech”.



    02:19 From Conservationist to Tech Enthusiast

    07:51 Challenges and Opportunities in Nature Tech

    11:41 Understanding Biodiversity and Its Importance

    18:31 The Economic Value of Ecosystem Services

    25:47 Complexity of Measuring Biodiversity

    30:10 Nature as Humanity's Defense Against Climate Disaster

    32:20 The Role of Mangroves in Storm Protection

    33:24 Key Drivers of Biodiversity Loss

    36:49 Understanding Zoonotic Diseases

    42:12 Hopeful Solutions and Nature's Resilience

    46:06 The Future of Nature Tech and Biodiversity Investments

    54:56 Optimism for the Future


    Episode Resources

    Superorganism

    Their blog

    Book Review on ‘Legibility’

    Bat Fungus Leads to Population Loss

    ‘Terrifying’ Article on H5N1’s Effect on Biodiversity

    WWF Report

    Sharkwater Documentary



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    Supported by emrgnce - innovative minds exploring climate’s next frontier.







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    1 hr and 5 mins
  • Humanity's Plan B (And Plan C) w/ XPRIZE Finalist Captura
    Sep 18 2024

    This week host Susan Su takes you behind the scenes at the 2024 Carbon Removal Capital Summit, offering exclusive insights from the forefront of CDR innovation.


    Experience the energy of the event as Susan interviews a broad lineup of industry pioneers from the most exciting carbon removal companies—live, on the conference floor.


    Learn how these innovators are advancing CDR technologies from pilot projects to full-scale implementation, and discover the bold strategies they’re using to secure funding and scale their breakthrough solutions in the fight against climate change.


    On this episode Susan and talks with Steve Oldham, CEO of Captura whose ocean-based carbon removal technology uses renewable electricity to extract CO2 directly from seawater.



    02:29 Understanding Captura's Mechanism

    03:54 The Shift from Air to Ocean Carbon Capture

    05:40 Carbon Removal and Geoengineering: Plans B and C

    11:46 Captura's Success and Innovation

    14:51 Solutions for Captura’s Energy Needs

    17:10 Hope and Motivation in Carbon Removal

    22:40 Future Industry Outlook


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    25 mins
  • CDR with a Side of Adaptation w/ XPRIZE Finalist Vesta
    Sep 18 2024

    This week host Susan Su takes you behind the scenes at the 2024 Carbon Removal Capital Summit, offering exclusive insights from the forefront of CDR innovation.


    Experience the energy of the event as Susan interviews a broad lineup of industry pioneers from the most exciting carbon removal companies—live, on the conference floor.


    Learn how these innovators are advancing CDR technologies from pilot projects to full-scale implementation, and discover the bold strategies they’re using to secure funding and scale their breakthrough solutions in the fight against climate change.


    On this episode Susan and talks with Tom Green, CEO of Vesta, which enhances beaches with olivine, a mineral that removes CO2 from the atmosphere through chemical weathering


    00:49 Tom Green, CEO of Vesta

    02:36 Vesta's Recent Projects and Achievements

    04:10 Solutions in Coastal Protection

    06:38 Measurement, Reporting, and Verification (MRV)

    11:12 Regulatory and Future Pathways for Marine CDR

    14:16 Closing Thoughts and Future Outlook


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    16 mins
  • Software's Pivotal Role in CDR w/ XPRIZE Finalist UNDO
    Sep 18 2024

    This week host Susan Su takes you behind the scenes at the 2024 Carbon Removal Capital Summit, offering exclusive insights from the forefront of CDR innovation.


    Experience the energy of the event as Susan interviews a broad lineup of industry pioneers from the most exciting carbon removal companies—live, on the conference floor.


    Learn how these innovators are advancing CDR technologies from pilot projects to full-scale implementation, and discover the bold strategies they’re using to secure funding and scale their breakthrough solutions in the fight against climate change.


    On this episode Susan and talks with Jim Mann, CEO and Founder of Undo which spreads finely crushed basalt rock onto farmlands, where it enhances soil health and sequesters CO2 through mineral weathering.


    00:55 Interview with Jim Mann CEO of Undo

    02:39 Enhanced Rock Weathering Explained

    04:54 Innovations in Carbon Removal

    05:40 Logistics and Software in ERW

    10:47 Scaling Carbon Removal: Financial and Operational Insights

    15:02 Future of Carbon Removal and Personal Reflections


    Leave us a rating and review on Apple Podcasts ⭐️


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    For more about the show and more information about episodes, visit Climate on the Edge.


    Supported by emrgnce - innovative minds exploring climate’s next frontier.




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    17 mins
  • DAC's Dirty Secret w/ XPRIZE Finalist Octavia Carbon
    Sep 18 2024

    This week host Susan Su takes you behind the scenes at the 2024 Carbon Removal Capital Summit, offering exclusive insights from the forefront of CDR innovation.


    Experience the energy of the event as Susan interviews a broad lineup of industry pioneers from the most exciting carbon removal companies—live, on the conference floor.


    Learn how these innovators are advancing CDR technologies from pilot projects to full-scale implementation, and discover the bold strategies they’re using to secure funding and scale their breakthrough solutions in the fight against climate change.


    On this episode Susan and talks with Martin Freimuller of Octavia Carbon who design, manufacture, and develop direct air capture technology in Kenya


    00:56 Martin Freimuller of Octavia Carbon

    02:28 Why Kenya is Ideal for Direct Air Capture

    04:50 Operational Challenges and Advantages

    10:46 The Future of Direct Air Capture

    17:51 Closing Thoughts and Inspirations


    Leave us a rating and review on Apple Podcasts ⭐️


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    For more about the show and more information about episodes, visit Climate on the Edge.


    Supported by emrgnce - innovative minds exploring climate’s next frontier.



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    20 mins
  • Revenue Resilience for CDR w/ XPRIZE Finalist Applied Carbon
    Sep 18 2024

    This week host Susan Su takes you behind the scenes at the 2024 Carbon Removal Capital Summit, offering exclusive insights from the forefront of CDR innovation.


    Experience the energy of the event as Susan interviews a broad lineup of industry pioneers from the most exciting carbon removal companies—live, on the conference floor.


    Learn how these innovators are advancing CDR technologies from pilot projects to full-scale implementation, and discover the bold strategies they’re using to secure funding and scale their breakthrough solutions in the fight against climate change.


    On this episode Susan and talks with Jason Aramburu, the CEO of Applied Carbon. Applied Carbon builds mobile machines that turn crop waste into biochar in the field.


    ​​00:00 Introduction to Jason Aramburu and Applied Carbon

    01:14 Company’s Name Change

    02:43 Addressing Waste Logistics in Carbon Removal

    05:42 Overcoming Carbon Removal Costs and Benefits to Farmers

    06:57 Jason's Journey and Inspiration in Biochar

    10:54 The Future of Carbon Removal and Biochar

    17:28 Personal Motivation

    19:16 Hope and Bipartisan Support in Climate Tech


    Leave us a rating and review on Apple Podcasts ⭐️


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    For more about the show and more information about episodes, visit Climate on the Edge.


    Supported by emrgnce - innovative minds exploring climate’s next frontier.


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    22 mins
  • Burying Sludge, and Carbon, w/ XPRIZE Finalist Vaulted Deep
    Sep 18 2024

    This week host Susan Su takes you behind the scenes at the 2024 Carbon Removal Capital Summit, offering exclusive insights from the forefront of CDR innovation.


    Experience the energy of the event as Susan interviews a broad lineup of industry pioneers from the most exciting carbon removal companies—live, on the conference floor.


    Learn how these innovators are advancing CDR technologies from pilot projects to full-scale implementation, and discover the bold strategies they’re using to secure funding and scale their breakthrough solutions in the fight against climate change.


    On this episode Susan and talks with Omar Abou-Sayed, CEO of Valuted Deep. who sequester organic waste deep underground in earthen vaults using slurry injection technology that came out of the oil and gas industry.


    01:42 Omar Abu Sayed of Vaulted Deep

    01:52 Vaulted Deep's Innovative Carbon Removal Process

    07:31 Scaling and Regulatory Hurdles

    09:00 Future of Carbon Removal and Market Insights

    13:18 Hope for the Future of Climate Action

    15:52 Conclusion and Final Thoughts


    Leave us a rating and review on Apple Podcasts ⭐️


    Follow us on X and Linkedin.


    For more about the show and more information about episodes, visit Climate on the Edge.


    Supported by emrgnce - innovative minds exploring climate’s next frontier.


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    17 mins