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Aug 29, 2023Liked by Yoann Berno

Looking forward to listen :-)

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Most assets are not currently priced for climate impact, so how can we put more pressure on the economic system to substantially increase investment in climate solutions? What role do you think climate tech investors can play in this paradigm shift?

Given the current energy crisis, what measures are you taking to ensure the scalability of renewable energy technologies, and how do you integrate these measures into the wider picture of reducing material waste and material/mineral extraction?

Given the challenge of material scarcity, are your investment decisions geared towards technologies that focus not only on energy efficiency but also on the circular economy? Can you give examples?

The synergy between solving the energy and material crises is crucial. How do you assess the potential of an investment to deliver solutions that are sustainable in both an energy and material context?

We've seen how short-term gains can sometimes conflict with long-term sustainability. What criteria do you use to balance immediate economic returns with a lasting environmental balance?

How is your investment strategy adapting to the new variables introduced by the energy and materials crises? In particular, how do you assess the risk/reward equation for technologies that claim to be solutions to these intertwined challenges?

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Awesome questions and great food for thought for future newsletter posts.

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