Justin Reist

Just wrapped up a conversation with Hayden from FeX Energy on their iron-air energy storage system. Very stoked to put this one out!

Food Sovereignty and Vertical Farming with Corey Ellis, Growcer

New episode out today - I talk with Corey Ellis from Growcer about:

- What's not working in our food system and how vertical farms can unlock food sovereignty and sustainability

- Lessons from the vertical farming hype cycle

- Inside their $30M fund for climate infrastructure

Actually editing the episode <<

Getting the podcast back up and running after a summer break and remembering how much fun it is. Talking to smart people who want to make things better >>

Building Canada’s carbon removal pipeline Canada’s carbon removal industry is taking shape. A new Console dashboard maps companies, projects, and policies, bringing transparency to Canadian climate tech. It shows 101,000 tonnes already remove...

101,000 tonnes of carbon removed and almost 12 Mt of removal capacity on the way

Great to see the momentum growing behind Canadian carbon removal companies and a roadmap on how we go faster

news.climatetechcanada.ca/p/canadas-ca...

Travis Kelce in GQ. He's in the ocean and only wearing a CAT work vest and gold necklace. He's smoothing his hair back.

me working to solve the rising sea levels

Cultivated Fat and the Future of Food with Emily Farrar, Genuine Taste The Climate Cycle · Episode

New episode out today: are fats the answer to wider adoption of plant-based foods?

I talk to Genuine Taste co-founder Emily Farrar about why fat is critical to flavour and adoption, lessons from the first wave of alt-protein hype, and how they're delivering ~100x efficiencies vs competitors.

Thinking its time to do a little "Time to Build" series on some of the opportunities to build clean growth.

This is a generational opportunity, but one that could easily be missed by doubling down on the status quo and the old tech/energy system

Electrification is a huge market opportunity

"Global revenues of key electrification technologies such as EVs and heat pumps are already three times those of solar panels and wind turbines, and are projected by the IEA to be eight times larger by 2035."

The Climate Cycle Podcast · Climate Tech Canada · Canada’s climate tech podcast. In each episode, we sit down with the founders, investors and change-makers building climate solutions in Canada. We’re on a mission to...

Listen on Spotify open.spotify.com/show/4URvA3V...

or Apple podcasts.apple.com/ca/podcast/d...

New episode out this morning with Apoorv Sinha, CEO at @carbonupcycling.bsky.social!

We talk about how:
- Scaling low-carbon cement

- Their recent $25.4M raise from Builders Vision

- Building industry partnerships

And the future of industrial policy and infrastructure in Canada

The Climate Cycle Podcast · Climate Tech Canada · Canada’s climate tech podcast. In each episode, we sit down with the founders, investors and change-makers building climate solutions in Canada. We’re on a mission to...

Huge congrats to @carbonupcycling.bsky.social on closing an $18M investment from Builders Vision!

I got to sit down with Apoorv, CEO and co-founder, to talk about the raise and how we scale low-carbon concrete to build Canada.

Subscribe here to get the episode when it drops tomorrow!

I think we'll see this first in Ontario with Bill 5.

We have environmental / health protections for a reason, and it seems like we're forgetting why.

Done poorly, this looks like a short spurt of expansion followed by a health/environment crisis, loss of public support, and contraction.

In the rush to cut red tape, build more, etc it seems increasingly likely that we're going to create some really bad side effects.

E.g. industrial plants with a rubber stamp EA discharging into drinking water, hazardous air pollution, etc.

Industrializing Mass Timber Construction with OD Krieg, Intelligent City Podcast Episode · The Climate Cycle · 2025-05-22 · 49m

Check it out on Apple Podcasts or Spotify

Timely new episode out today with @oliverdavidkrieg.bsky.social from Intelligent City to talk about their approach to scaling home building using mass timber, parametric design, and industrialized construction.

Building homes faster 🤝 Cutting carbon pollution

Very surprised to not see Wilkinson in this new cabinet. Maybe it’s more Smith appeasement(?) but he seemed to be doing good work on clean industry

There’s a thread over on The Other Place complaining that AB’s $95 carbon price is double that of Quebec’s cap and trade permits (currently around $40).

But it misses the mark for 2 big reasons:

I'm hopeful that the latter two will find the capital they need to keep going.

For Lion, could QC step in as a buyer? Protect the home-grown IP until it gets back on its feet vs pulling the rug?

Rough start to the week:
- Lion Electric couldn't secure backing from QC, will likely be sold

- Li-Cycle's on the edge of insolvency, also looking for a buyer

- General Fusion lays off 1/4 of staff

Lots of important climate solutions and strong Canadian IP at risk

✅ Voted. Took less than 5 mins from walking in the door

Chart | Conservative election win could add 800m tonnes to Canada’s emissions by 2035: Black line: Historical Canadian greenhouse gas emissions 1990-2023, millions of tonnes of CO2 equivalent. Blue line: Projected emissions based on the Conservative party’s plans to eliminate certain climate policies, 2024-2035. Red line: Projected emissions based on existing federal climate policies under the Liberals, 2024-2035. Yellow shaded area: Canada’s emissions targets for 2026, 2030, 2035 and 2050. The historic emissions and party projections do not include LULUCF accounting contributions. Source: Starke and Rhodes (2025), Canadian greenhouse gas inventory, Canadian greenhouse gas emissions projections.

NEW – Analysis: Conservative election win could add 800m tonnes to Canada’s emissions by 2035 | @joshgabbatiss.bsky.social w/ comment from Emma Starke and Katya Rhodes

Read here: buff.ly/0HQhsZk

New episode out with dcbel CEO Marc-Andre Forget!

dcbel is integrating all aspects of home energy - from solar to EV charging to battery storage - and putting people at the centre of this new energy ecosystem.

Check it out here: climatetechcanada.ca/the-climate-...

#climatetech #mtltech #DERs

All in, a tough trade-off that hopefully gives climate policy more breathing room.

4/ Poilievre going after industrial carbon pricing just seems desperate. Are there no other ideas on the table? It's a tactic you'd see from Danielle Smith or Trump - wrapped in "pro business" but not actually very good for business.

having a carbon price that pushed prices up a bit, but not enough to make switching to low-carbon products an obvious choice. People got stuck paying more for fuel, but couldn't make the math work for heat pumps, EVs etc.

3/ Carney says he like carrots over sticks, but you need both to be effective

1/ Timing mattered a lot for carbon pricing. It's a tough sell when you're facing inflation and affordability challenges. But scrapping it entirely makes it harder to revisit again, even if it makes more sense in the future

2/ It wasn't strong enough? It seems like we got stuck between

Axing the tax CTC #124 - Carney scraps the consumer carbon price on day one, General Fusion hits a critical milestone for abundant, low-carbon energy.

I wrote about Carney scrapping the consumer carbon price in this week's newsletter: news.climatetechcanada.ca/p/axing-the-...

A few thoughts that didn't make the cut 👇

Unlocking The Ocean's Carbon Removal Potential with Planetary Podcast Episode · The Climate Cycle · 2025-03-13 · 37m

New episode out with Mike Kelland from @planetarytech.bsky.social!

It's a great deep dive into the world of ocean-based carbon removal and the laser focus that's needed to build scalable carbon removal tech.

Check it out here: podcasts.apple.com/ca/podcast/u...

Happy Propagandhi release day! First new music in 8 years