Aurora Energy Research’s Post

🕟 We're counting down the final days until NEXT! This year's climate software conference is stacked with top-notch speakers and heavy-hitting topics across climate, finance, and technology sectors.   The interest form closes on Friday! Don't miss out: https://lnkd.in/gXRV8zEr   What we're looking forward to:   🔋 Charging Ahead: Perspectives from Battery Tech leaders with Mark Tomasovic of Energize, Dr. Stephan Rohr of TWAICE, Jack Godshall of Jupiter Power, Cyril Colin of Elum Energy, and Carrie Zalewski of American Clean Power Association (ACP) 🌐 Clean Computing & the Rise of Data Centers with Eileen Waris of Energize, Hannes Boehning of Blumen, Said Ouissal of ZEDEDA, and Vijay Gadepally of Radium 🚀 Navigating the Capital Gap: The Journey from Ventures to Growth with Kevin Stevens of Energize, Matthew Idema of Aurora Solar, Ben Monson of Lazard, Karly Wentz of B Capital , and Alexander Lue of Blackstone 🏛 Policy Headwinds & Tailwinds: Exploring Impacts of the 2024 Election with Katie McClain of Energize, Amanda Li of Banyan Infrastructure, Alfred Johnson of Crux 💡 The Corporate Worldview on the Energy Transition: Findings from Lazard's 2024 LCOE with George Bilicic of Lazard 📖 The Evolution of Climate Solutions: Lessons from Pioneers & Upstarts with Juan Muldoon of Energize, Sean Kelly of Amperon, and Tim Healy. ⚡The State of the Energy Transition with John Tough of Energize and Michael Polsky of Invenergy ➡ Traditional Tech to Climate Tech: An Operator Perspective with Tyler Lancaster of Energize and Jeff Jordan of Andreessen Horowitz #EnergizeNEXT

Excited to share the first edition of The Future in Focus! This report is packed with insights from the best founders, emergings trends and ideas shaping the future of European tech. What’s inside? 🧠 7 interviews with visionary founders — including our own Remco Eikhout 🚀 35 European startups to watch — do not miss all these top energy challengers: Companion.energy, Engrate, Volteum, NOX Energy, SnerpaPower, Tibo Energy Management Software, Fifty Energy, CTRL ENERGY, Purpose Green, Axle Energy, Fuse Energy and tozero 👀 21 emerging trends we’re keeping an eye on — from cyber security of critical infra, geothermal energy, fleet electrification and much more! The link to download the report is in the comments 👇 Shoutout to Nicolas Chow for coordinating and all my collaborators Quentin Calleja (Atlantic Labs), Jia Lin Yong (Giant Ventures), Nick Gosen (KOMPAS VC), Sofia Queiroz (maze impact) Beata Enwall (Norrsken VC) and Thalia Stemitsiotis (RAISE)

Five prominent stock analysts and market watchers talked on a live podcast November 20 about how the market is reacting to the prospects for the clean energy sector after the Trump win and Republican sweep of Congress. Here is a link to the transcript:  https://lnkd.in/eJeE_DVZ

Our firm's investment team provides an amazing framework on how to monitor the latest investment themes of today. As our world continues to develop, population grows and our investment in high energy consuming technology progresses - we need more readily available and efficient energy sources. See today's commentary on where the US is at with our "Energy Transition" as the second largest energy-consuming country in the world. #shareUBS #Investing #Energy #Transition

Recently, I led an insightful roundtable discussion on the evolving field of ‘Gas-to-X,’ which included diverse participants from E&P companies, established technology firms, start-ups, regulatory experts, and O&G tax professionals. We covered key questions such as:    - What hurdles are preventing the large-scale development and deployment of ‘Gas-to-X’ technologies?  - What will it take to successfully scale these solutions? The roundtable highlighted the complexity of scaling up ‘Gas-to-X’ technologies, considering the intricate dynamics between gas supply, gathering infrastructure, and processing capacity. Our discussion underscored the importance of cross-industry collaboration and innovation to make such technologies economically viable. Greentown Labs hosted this event, and it marked another significant milestone in SLB’s ongoing engagement with North America’s largest climate tech incubator. Thanks to everyone who participated!

Great way to start the year with in-depth discussion on how the U.S. power markets will evolve and drive investment opportunities.

New Episode Alert! Check out the latest episode of the World Lens podcast: "The Grid. An Electrical Frontier." America's power grid is aging, and extreme weather is causing more frequent blackouts. With solar panels disrupting energy prices and political battles shaping our energy future, how secure is our power supply? Don't miss this insightful discussion! Listen now: https://loom.ly/sCuDE0k #WorldLens #WTCInsights

This morning our President and CEO Rich McBee sat down with Dan Reicher for a fruitful conversation, where they touched on past, present, and future of energy. Attendees were fortunate to hear Mr. Reicher's wealth of knowledge on the following: - The "Reicher Triangle": bringing together technology, policy and finance to move forward on contentious issues - Solutions arrive at the intersection of Energy Transition and Information Technology - It's never too late to resolve a longstanding issues or too early to address emerging ones - Leveraging US clean energy funding to insulate from economic uncertainty #EnergyForum2024

The realization of this transformative vision requires more than just these scientific breakthroughs and technological marvels. It demands a global collaborative effort that transcends national borders and political ideologies, uniting humanity under a common goal: securing a sustainable future for generations to come. Scientists, engineers, policymakers, and industry leaders must work together, sharing knowledge, resources, and expertise to overcome the remaining technical hurdles and facilitate the smooth transition to a Zero Point Energy-powered world.

Our position is clear. Growth in renewable energy generation remains as relevant as ever. After challenging market conditions in 2022/23, we see a window of opportunity for investment as market conditions improve and the demand drivers for sustainable energy supply are unchanged.