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Climate Pod Digest · Nov 30, 2023

Climate Tech: Modular Energy-Efficient Housing, Carbon Removal, and More

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Sherry Wang · Climate Pod Digest

Love climate content from podcasts but your feed is too long to finish? Read on for a quick summary of new episodes from top climate podcasts, so you can decide which ones to dive in:

by Hardware to Save a Planet

This episode interviews Chris Anderson, CEO of Vantem, a company revolutionizing the construction of energy-efficient and climate-resilient homes using proprietary panel technology. Vantem’s panels simplify the building process, reduce costs, and significantly improve energy efficiency compared to traditional construction methods. Chris shares his background, including his upbringing in the Bolivian Amazon and his previous work with sustainably harvested timber, reflecting his long-standing commitment to sustainability.

Chris explains that Vantem's panels are structurally akin to an I-beam, with a special ceramic-like board on each side of an insulating core, allowing for a continuous thermal layer and greater resilience to environmental stresses like hurricanes or earthquakes. Vantem's approach to building homes is not only more sustainable but also more affordable, aiming to address the housing shortage crisis, particularly in the US, where there's an estimated shortage of at least 4 million housing units.

Created with Midjourney

Vantem partners with large developers to build factories that can produce hundreds to thousands of homes per year, reducing construction risks and time while offering a product with no "green premium." The company has received investment from Breakthrough Energy Ventures, indicating its potential impact on reducing carbon emissions. Chris is cautiously optimistic about the future of the planet and advises individuals to make conscious daily decisions and push for political action to address climate change.

by Watt It Takes

Emily Kirsch, the founder and CEO of Powerhouse and managing partner of Powerhouse Ventures, hosts the podcast "What It Takes." After returning from parental leave, Kirsch introduces the show's focus on entrepreneurs driving climate-positive change. She highlights the record-breaking temperatures of summer 2023, emphasizing the urgency of transitioning from discussing climate change to actively experiencing its effects.

This podcast features Peter Reinhardt, the co-founder and CEO of Charm Industrial, a company dedicated to removing carbon from the atmosphere. Charm Industrial has developed a unique carbon removal process that converts biomass waste into bio-oil through pyrolysis and then injects this bio-oil into underground wells, effectively removing carbon from the atmosphere. The company aims to help return Earth's atmosphere to 280 ppm of CO2 and is currently working towards scaling its operations and developing solutions for fossil-free iron production. Peter shares his journey from a childhood fascinated by math and the environment to becoming a tech entrepreneur and eventually focusing on carbon removal. He discusses the importance of product-market fit, the challenges and lessons learned in business, and his vision for Charm Industrial's role in addressing climate change. The podcast also touches on the challenges of building a diverse team and balancing work with family life.

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by Volts

In this episode, host David Roberts speaks with Astrid Atkinson, co-founder of Camus Energy, about the transformation of the electricity grid from a centralized top-down system to a distributed bottom-up model. Atkinson, a former senior software engineer at Google, drew parallels between her work on Google's distributed computing systems and the potential for the power grid to undergo a similar evolution. Their discussion revolves around the concept of "grid orchestration," which involves utilities using software to manage a diverse array of distributed energy resources effectively. The conversation touches on the need for real-time monitoring, data management, and the application of machine learning to improve grid efficiency and reliability.

Atkinson believes that principles from her experience at Google can be applied to the grid, particularly in terms of system design for reliability. They also explore the challenges utilities face in adapting to these changes, such as handling large amounts of data, and the idea that utilities must evolve to manage local resources better. Key to this transformation is the creation of a new grid architecture that enables the coordination of millions of individual, unreliable nodes to achieve reliable aggregate performance, akin to the shift in computing from centralized data centers to cloud-based systems.

The podcast also delves into the regulatory and business model changes required for this transition, highlighting the role of Distribution System Operators (DSOs) in managing the local grid and how entities like co-ops and municipal utilities may be more agile in adopting new grid management practices. Atkinson's company, Camus Energy, provides software platforms to assist utilities in assuming the DSO role, effectively integrating distributed energy resources into grid operations. Roberts and Atkinson speculate that with the right tools and models, a significant portion of U.S. energy could eventually be sourced from local resources, potentially around 40% on a net yearly basis.

by My Climate Journey

In this episode of the MCJ Capital Series, Michael Bruce, Senior Director of Venture Investing, Environment, and Energy at Emerson Collective, discusses the organization's approach to tackling systemic societal problems through a variety of tools including philanthropy, policy, arts and culture, and investing. Emerson Collective, founded by Lorraine Powell Jobs, operates holistically across education, immigration, oncology, media, journalism, and particularly climate and the environment.

Bruce shares his journey from an energy-centric upbringing in Kansas, through roles in investment banking, the Department of Energy, and the private sector, to his current position focusing on climate tech investing. He emphasizes the importance of technology in solving climate issues, especially as developing countries prioritize economic growth. Bruce outlines Emerson Collective's venture strategy, which has shifted from leading deals to now joining later-stage ventures, and from investing in projects to technology and vertical SaaS applications. He also discusses the challenges in carbon markets, the green premium, and the gap in first-of-a-kind capital, suggesting that knowledge and government support play crucial roles in bridging these gaps. The conversation also touches on the future of oil and gas, the role of major oil companies in the energy transition, and the necessity of a multipronged approach involving technology, capital allocation, policy, and winning over public opinion to address climate change effectively.

Read the original on climatepoddigest.substack.com

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