Climate Tech Venture Review on Substack

CTVR Newsfeed for October 12, 2025 Earth’s forests and soils have quietly protected us for decades. Now, the planet’s natural carbon vaults are nearing capacity — and the line between resilience and collapse is thinner than we think.

CTVR Newsfeed for October 12, 2025

Earth's natural carbon vaults are maxing out.

For decades, our forests and soils have quietly absorbed 1/3 of our CO₂ emissions. But new research shows they're reaching their breaking point.

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CTVR Updates for October 8, 2025 Bloom Energy (BE) sees a stock price pop after a big announcement. Eco Material Technologies, a green cement company, is acquired. Xerion Advanced Battery Corp is innovating gallium extraction

CTV Updates for October 8, 2025

Bloom Energy powers a 900MW AI hub in Wyoming, CRH seals a $2.1B deal for Eco Material Technologies, and Xerion challenges China’s gallium dominance with new battery tech.

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This Innovative New Community Fortifies The Local Electric Grid A new solar-powered subdivision in Michigan that networks batteries together to form a virtual power plant offers a glimpse of the clean, resilient grid of the future.

From Forbes Reprints: A glimpse into the future of clean energy is already here.

The Veridian community connects homes through solar panels and smart batteries to form a virtual power plant, making it one of the first of its kind in the Midwest.

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CTVR Newsfeed for October 5, 2025 Humans have pushed past yet another critical geophysical barrier by boosting the acidity of the world's oceans

BREAKING: Ocean acidity just crossed the danger zone.

That's 7 out of 9 planetary boundaries now breached. Coral reefs are dying. Marine life is struggling to adapt. And the changes are happening faster than evolution can keep up.

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CTVR Newsfeed for September 28, 2025 The oceans are sounding the alarm — human pressures could double by 2050, pushing them past a breaking point unless we act fast.

CTVR Newsfeed for September 28, 2025

The oceans are sounding the alarm — human pressures could double by 2050, pushing them past a breaking point unless we act fast.

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CTVR Newsfeed for September 21, 2025 We overview a must-read series of articles from Quanta that provides a wonderful introduction to climate science

CTVR Newsfeed for September 21, 2025

How can we predict climate change 100 years out but can't forecast weather beyond a week? The answer involves quantum mechanics and a stunning coincidence. This mind-bending series breaks it all down

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CTVR Updates for September 19, 2025 RepAir Carbon, a private company, expands its DAC solution in Europe while Sapphire Technologies, another private firm, raises a C-round of funding with participation of notable investors

From CTV Updates

RepAir Carbon claims 70% less energy consumption for direct air capture with new membrane technology, while Sapphire Technologies raises $18M Series C from Mitsubishi Heavy Industries to scale waste energy recovery systems.

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Netflix’s New Carbon Credits Boost Biodiversity Beautifully The popular streaming service is purchasing carbon credits from Funga, a startup that uses fungi to capture carbon in forest soil, restoring biodiversity and soil health.

From Forbes Reprints: Netflix’s New Carbon Credits Boost Biodiversity Beautifully

The popular streaming service is purchasing carbon credits from Funga, a startup that uses fungi to capture carbon in forest soil, restoring biodiversity and soil health.

Learn More: ctvr.substack.com/p/netflixs-n...

Carbon Capture And Storage’s Deal Killer The technology to capture carbon dioxide exists, but the infrastructure to transport and store the gas is still nascent.

We can capture CO2, but where do we store 700,000 tons per year from one small coal plant?

The US has only 5,000 miles of CO2 pipelines vs 400,000 for natural gas. New ones cost $1.75M per mile.
Infrastructure, not technology, is the real bottleneck.

Learn More: ctvr.substack.com/p/carbon-cap...

Flying Clean With Sustainable Aviation Fuel Made From Recycled GHGs LanzaTech has an immediate solution to a major obstacle facing the aviation industry: the struggle to secure enough sustainable aviation fuel.

From Forbes Reprints: Half of all global energy goes to making HEAT - but what if we could store that energy in dirt and concrete?

Industrial "thermal batteries" hit 95% efficiency with lifespans measured in decades.

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CTVR Updates for September 11, 2025 Big announcements from ESS Tech (GWH) and Origin Materials (ORGN) and good news for private companies neustark and Regenified.

CTV Updates for September 11, 2025

ESS Tech names a new COO, First sustainable PET bottle caps hit shelves, SWISS Airlines partners for permanent CO2 removal, and new regenerative agriculture standards drop.

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Project Developers Are Bullish On The Thermal Energy Storage Market The emergence of thermal energy storage project developers affirms our expectations for growth in the TES industry. The main driver for manufacturers is cost savings.

From Forbes Reprints: Project developers now specializing in thermal energy storage - capturing nearly FREE renewable energy as heat for industry.

100% first-year depreciation is back - the same tax advantage that fueled the renewable boom.

Learn More: ctvr.substack.com/p/project-de...

How Recycled Steel Slag Can Save Money And The Planet The German startup Kraftblock stores heat produced by renewable energy in recycled blast furnace waste, helping manufacturers save money and reduce GHG emissions.

From Forbes Reprints: This German startup is turning steel WASTE into energy batteries that store renewable power at 1,300°C!

PepsiCo just ditched their 25MW gas boiler for this tech - saving massive costs while slashing emissions.

Learn More: ctvr.substack.com/p/how-recycl...

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CTVR Newsfeed for September 7, 2025 FEMA is facing disaster

CTVR Newsfeed for September 7, 2025

🤯 STATES CAN'T AFFORD DISASTERS. California wildfire damage: $40 billion. Texas has NO money for floods. Florida hurricanes cost more than entire state budgets. Without FEMA, WHO PAYS?

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The Problem With Having Too Much Money Venture capital is the life blood of almost all startups, but being too well-funded can be almost as dangerous as being short of cash.

From Forbes Reprints: The Problem With Having Too Much Money

Venture capital is the life blood of almost all startups, but being too well-funded can be almost as dangerous as being short of cash.

Learn More: ctvr.substack.com/p/the-proble...

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Climate Change will Eat Your Bond Portfolio Increasingly severe weather-related events will end up putting pressure on bond yields. People are moving away from damaged cities, reducing local tax bases and threatening municipal bond markets.

Climate Change will Eat Your Bond Portfolio
Increasingly severe weather-related events will end up putting pressure on bond yields. People are moving away from damaged cities, reducing local tax bases and threatening municipal bond markets.
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How Indian Cashew Nuts Are Powering Danish Ships Creating biofuels using pyrolysis reduces the amount of fossil hydrocarbons needed, helps return our planet's carbon cycle to balance, and makes cropland more resilient.

From Forbes Reprints: Cashew shells are now powering cargo ships. Indian startup MASH Makes turns agricultural waste into marine fuel - already powering ships from Brazil to Singapore. Microsoft & Shopify are buying their carbon credits.

Learn More: ctvr.substack.com/p/how-indian...

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But It's a Dry Heat Climate change allows the air to hold more moisture. That's a bad thing because humans cannot survive prolonged exposure to high "wet bulb" temperatures.

From Forbes Reprints: Climate change allows the air to hold more moisture. That's a bad thing because humans cannot survive prolonged exposure to high "wet bulb" temperatures.

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How To Generate Electricity Without Burning Natural Gas Two American start-ups have reimagined legacy petrochemical plant equipment to power data centers with zero-carbon electricity.

WAIT, WHAT? You can generate electricity from natural gas WITHOUT burning it?

Two U.S. startups are converting gas pipeline pressure into zero-carbon power. We're talking gigawatts of clean electricity from "waste pressure" previously wasted.

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CTVR Newsfeed for August 24, 2025 Summer now sorts us into two classes: those cooled by privilege and those cooked by exposure.

CTVR Newsfeed for August 25, 2025

Summer now divides America into two classes: The Cooled vs. The Cooked. While the wealthy retreat to air conditioning, outdoor workers are literally dying in record heat.

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CTVR Update for August 21, 2025 News about public companies Energy Vault and Origin Materials and private companies Xerion Advanced Battery Corporation and Eco Material Technologies

From CTV Update: Origin Materials launches world's first fully recyclable PET bottle caps in CA stores, Energy Vault raises $300M, buys Australian energy storage facility, Xerion achieves 99% pure cobalt recycling to break China's battery monopoly.

Learn More: ctvr.substack.com/p/ctvr-updat...

CTVR Newsfeed for August 17, 2025 Think you know which everyday choices matter most for the climate? You might be surprised — and your pet dog could be part of the problem.

CTVR Newsfeed for August 17, 2025

Choices you never think about—like pet ownership—pack a massive carbon punch. A Stanford study just revealed how wrong we get our climate priorities, and the results are eye-opening.

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The Long And Short Of Carbon Capture Tech The second article in our series investigates why it is so hard to implement carbon capture in power generation and industry.

Billion-dollar plants are missing targets by 50%, one $7.5 billion project became such a disaster that it scared off all future investors, and the technology harbors a "dirty little secret" that makes it "a non-starter throughout most of the world."

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CTVR Newsfeed for August 10, 2025 Carbon capture is gaining ground — but can it deliver more than promises?

CTVR Newsfeed for for August 10, 2025

🚨 Norway turned old oil wells into Europe's carbon graveyard—companies now pay $400/ton to bury emissions there. First customer's "clean cement" costs 3X more but SOLD OUT for the year.

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The Latest News from the Climate Tech World Updates about public companies Bloom Energy (electrolyzers) and Origin Materials (biomaterials and recycling) and private company, Eco Material Technologies (low-carbon cement).

Bloom Energy reports 19.5% revenue growth, beating analyst estimates. Origin Materials partners with Berlin Packaging for global PET bottlecap distribution. Eco Materials opens new Oregon plant producing 300K tons of low-carbon cement annually.

Learn More: ctvr.substack.com/p/the-latest...

The Latest News from the Climate Tech World CTVR Updates for July 31, 2025

CTV Updates for July 31 2025

Bloom Energy stock jumps 4.7% on UBS upgrade to $41. Energy Vault closes $18M financing for battery project generating 15% returns. Buzz Solutions reports 500% revenue growth as utilities adopt AI for grid inspections.

Learn More: ctvr.substack.com/p/the-latest...

Want To Understand Carbon Capture? Read This Series Lovers and haters of this technology are both wrong. Carbon capture is necessary but not sufficient to rebalance our planet’s carbon cycle.

Think carbon capture is either our climate savior OR a complete waste of money? Here's the truth: We can't quit fossil fuels cold turkey without sending civilization back centuries, but we also can't capture our way out of climate change alone.

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Cast Your Vote For Better Food And Stronger Communities Here are three things to know: You can help stop climate change and make yourself healthier. There is no such thing as cheap food. Growing food is a political act.

From CTV Archive: Every time you choose local, regenerative food over industrial alternatives, you're voting for:

A healthier planet

A healthier you

Stronger communities

Growing food is a political act. What are you voting for?

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CTVR Newsfeed for July 27, 2025 Can venture capital fix the climate crisis? Vinod Khosla thinks so — and he’s betting on moonshots over modest tweaks.

CTVR Newsfeed for July 27, 2025

Vinod Khosla (Sun Microsystems founder) just dropped a controversial take: Forget subsidies. The real climate winners will be technologies so cheap that China and India adopt them WITHOUT government help.

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CTVR Newsfeed for July 20, 2025 BHP’s move into battery-powered mining is more than a tech upgrade, it’s a glimpse at how even the world’s dirtiest sectors are rethinking their path to net zero.

CTVR Newsfeed for July 20, 2025
The world's largest mining company has just gone electric. BHP is partnering with Chinese battery giants CATL and BYD to electrify its operations with battery-powered trucks, rail locomotives, and charging infrastructure.

Learn More: ctvr.substack.com/p/ctvr-newsf...