Energize Capital

⚡️ Distributed Energy Resources (DERs) are keeping pace with utility-scale renewables.   According to Wood Mackenzie data, DER capacity is projected to grow 262 GW from 2023 to 2027 – nearly matching the 271 GW of large-scale renewable additions expected in the same period.   This parallel growth creates an unprecedented opportunity for Virtual Power Plants (VPPs) to revolutionize grid management. By aggregating and orchestrating these distributed resources, VPPs can enable a more flexible and reliable grid from the ground up. What does this mean for the future of energy? The grid of tomorrow won't just be cleaner—it will be smarter and more resilient, powered by millions of coordinated energy assets. #EnergizeInsights

📬 Our Fall Newsletter is out!   Fall has been full of climate events, and we've been on the road soaking in conversations from Chicago to New York and beyond. In our latest newsletter, we're sharing fresh insights from the field, exciting portfolio updates, and our takes on where the climate solutions market is heading.   Want to stay informed on the latest in climate software, energy transition trends, and our portfolio updates? Subscribe to our newsletter for insights from the Energize team.   Check it out here: https://lnkd.in/dqPJrWRb

Juan Muldoon, Partner at Energize: "...you have an opportunity to take an industry that is global, that is obviously enduring, that has a clear path to scale, and that is being shaken up by new technology, renewable energy, and more and more digital technologies being used […] I thought that was an incredible opportunity to build something was going to be lasting."   🎙️ Listen back to Juan's visit to the Conversations in Cleantech podcast: https://lnkd.in/dVGgPa9N

📈 The scale of renewable energy deployment tells a powerful story. By 2030, the BNEF estimates the U.S. will see 78,000 wind turbines, almost 24 million EV chargers, and over 1.2 billion solar panels, with total generation capacity growing from 100GW to 600GW.   This isn't just growth - it's a fundamental transformation of our energy landscape, driven by increasingly favorable economics and technological innovation. #EnergizeInsights

💡 Energize Partner Tyler Lancaster and Dr. Stephan Rohr (co-CEO of our portfolio company TWAICE) joined Maeve Allsup of Latitude Media to talk about the future of battery storage.   Lithium-ion batteries have achieved "one of the fastest cost declines of any energy technology ever" according to the IEA. Looking ahead, Tyler shared: "I don't know if we can forecast the different ways that very, very cheap batteries might be used ten years from now if those trends keep happening."   The U.S. battery market is now in what we call the "software-enabled scale phase" - and companies like TWAICE are leading the charge, helping developers and utilities unlock the full potential of their battery systems.   Check out the full article here: https://lnkd.in/eMU46Pd9

The Energize team took to Boston this week for a fun evening co-hosted with MassMutual Ventures and Mintz as part of #BostonFintechWeek! The Climate Fintech Cocktail Hour brought together entrepreneurs, investors, and leaders passionate about the intersection of climate and capital markets. A big thank you to everyone who joined us and helped make the night a success!

"…if you look over a 10-year horizon, there's no question a shift toward renewables is happening; largely because it makes economic sense, not purely policy reasons." - Matthew Idema, Aurora Solar   Despite market and political uncertainty, the Energize NEXT Climate Software Summit made one thing clear: the energy transition is not slowing down, and we have better tools than ever to make it happen.   ✍️ Read our latest blog, Today in Climate: Insights from the Energize NEXT Climate Software Summit, here: https://lnkd.in/d_wMwsxw

Princeton’s Net Zero America study estimates that the U.S. will need 180 GW of six-hour batteries for a power grid dominated by renewable energy. That means we would need 70x as many batteries that we have today, and that each battery would need twice the duration than current averages. This demand is driving massive growth in the battery industry, leading to a predicted 25% CAGR over the next decade.   🔋 Learn more in the Energize Battery Software Deep Dive: https://lnkd.in/dWRYipew #EnergizeInsights

Looking for a job in climate? Energize's job board has over 200 listings from across 27 portfolio companies, with roles spanning the broad range of the climate software ecosystem—from Software Engineer to Product Marketing Manager to Chief of Staff.   Our portfolio companies are dynamic, innovative organizations operating at the forefront of the climate transition, and they're looking for top talent to achieve their goals. Be part of the movement!   Explore job openings here: https://lnkd.in/dytspShB

We're hiring!   Energize is looking for an Impact & ESG Associate to join our team in Chicago. If you are passionate about sustainability and want to help execute our market-leading approach to impact & ESG, we want to hear from you! You'll work closely with our portfolio companies and investment team to measure and report impact, expand our thought leadership, and support responsible investing.   Sound like you? Find the application here: https://lnkd.in/d5JnZkjy