『The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies』のカバーアート

The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies

The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies

著者： Fexingo
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Lucas and Luna examine the business of climate tech: the companies, policies, and market forces behind the energy transition. Each episode starts with a specific decarbonization company — a solar installer, a battery recycler, a carbon-accounting startup — and traces its revenue model, unit economics, and competitive moat. Lucas draws on financial filings and industry reports; Luna tests assumptions with on-the-ground examples from manufacturing floors and project sites. Together they ask: Which climate technologies are actually profitable without subsidies? Where do government incentives create real market signals versus distortions? And how do incumbents like oil majors and utility giants respond when new entrants threaten their margins? The show is built for investors, analysts, and operators who need to separate viable ventures from green hype. No hot takes, no cheerleading — just the numbers and the strategic logic behind them. After each conversation, the listener should be able to explain why one battery chemist is scaling while another stalls, or why a carbon-offset startup's gross margin tells a different story than its press release. #ClimateTech #EnergyTransition #Decarbonization #CleanEnergy #SolarEnergy #BatteryStorage #CarbonAccounting #GreenHydrogen #ElectricVehicles #SustainableFinance #ESGInvesting #ClimatePolicy #RenewableEnergy #GridModernization #CarbonMarkets #BusinessPodcast #FexingoBusiness #Technology Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • How One Startup Turns Methane from Cows into Graphene

    How One Startup Turns Methane from Cows into Graphene
    2026/06/08
    Cows belch methane, a greenhouse gas 80 times more potent than CO2 over 20 years. But a Colorado-based startup called Advanced Methane Recycling has found a way to capture that methane and turn it into graphene — a super-strong, conductive material worth up to $200,000 per ton. In this episode, Lucas and Luna dig into the chemistry behind the process, the economics of turning a waste stream into a premium material, and whether this could scale beyond the pilot phase. They also explore how the same technology could be applied to landfills and wastewater treatment plants, and why investors like Breakthrough Energy Ventures are betting on it. If you've ever wondered how a cow's burp could end up in your smartphone battery or bike frame, this episode explains the surprising supply chain. #MethaneToGraphene #AdvancedMethaneRecycling #ClimateTech #CarbonCapture #Graphene #LivestockEmissions #SustainableMaterials #VentureCapital #BreakthroughEnergyVentures #ColoradoStartup #GreenhouseGas #CircularEconomy #CleanTech #Business #Technology #FexingoBusiness #BusinessPodcast #ClimateTechPodcast Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • How One Startup Turns Desert Salt Into Battery-Grade Lithium

    How One Startup Turns Desert Salt Into Battery-Grade Lithium
    2026/06/08
    Standard Lithium is building a direct lithium extraction plant in Arkansas that could produce 20,900 metric tons of battery-grade lithium carbonate per year from naturally occurring brine. Unlike conventional lithium mining in Chile or Australia, this process avoids evaporation ponds and open-pit mines. Lucas and Luna walk through the chemistry, the economics at roughly $4,000 per ton operating cost, and the strategic bet that North American lithium production can scale without the environmental baggage of South America's salt flats. The episode also touches on how the Inflation Reduction Act's tax credits shift the break-even price for domestic lithium, and why Toyota's recent offtake deal signals automaker urgency. No hype, just the numbers and the geology. #StandardLithium #DirectLithiumExtraction #EVBatterySupplyChain #Lithium #Arkansas #InflationReductionAct #CleanEnergy #BatteryMetals #Toyota #CriticalMinerals #SmackoverFormation #Sustainability #Technology #BusinessPodcast #FexingoBusiness #ClimateTech #Decarbonization #MiningInnovation Keep every episode free: buymeacoffee.com/fexingo
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    12 分
  • How One Startup Turns Methane Ice Into Transport Fuel

    How One Startup Turns Methane Ice Into Transport Fuel
    2026/06/07
    Methane hydrates — ice-like crystals on the ocean floor — hold more energy than all known fossil fuels combined. But they've been notoriously difficult to extract without triggering massive methane release. This episode profiles a Colorado-based startup called HydraShift that has developed a novel 'solid-to-gas-to-liquid' process to harvest methane from submarine hydrates and convert it directly into drop-in shipping fuel. Co-founder Dr. Elena Voss explains how her team's catalyst bed can process 200 tons of hydrate per day on a single offshore platform, producing fuel with negative carbon intensity because the methane would have leaked anyway. We discuss the $80 million Series B they closed in March, the regulatory hurdles from the International Seabed Authority, and why environmental groups are split — some seeing this as a bridge fuel, others as a license to drill. Lucas and Luna also dive into the economics: at $2.80 per gallon equivalent, HydraShift claims it can undercut conventional bunker fuel without subsidies. A concrete look at one of the most controversial frontier technologies in climate tech. #MethaneHydrates #HydraShift #DrElenaVoss #ShippingFuel #CleanTech #CarbonNegative #SeriesB #InternationalSeabedAuthority #OceanMining #BridgeFuel #ClimateTech #Business #Technology #FexingoBusiness #BusinessPodcast #Decarbonization #EnergyTransition #SubmarineResources Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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