Climate Tech
Energy, materials, and the technology of decarbonization.
Climate Tech
Interconnection queues in the United States and across Europe now hold more capacity than has been built in a decade. Queue reform is the least visible and most consequential climate policy of the moment.
Shel Evergreen · 16 September 2026 · 9 min
Climate Tech
Server farms produce massive volumes of thermal exhaust. Channeling that energy into municipal heating grids sounds simple, but technical and contractual barriers remain stubborn.
Shel Evergreen · 14 September 2026 · 7 min
Climate Tech
Low temperature industrial heat has a clear technical answer. The high temperature end, which is cement, glass, steel and ceramics, does not, and that is where most of the emissions sit.
Emily Byrski · 13 September 2026 · 7 min
Climate Tech
Insulated pipes buried under tarmac rarely attract venture capital. Yet collective thermal networks have quietly achieved what individual consumer tech cannot.
Emily Byrski · 13 September 2026 · 7 min
Climate Tech
Heavy industry promised to replace coal with green hydrogen. The transition now depends on grid capacity and wholesale electricity prices that are harder to secure.
Emily Byrski · 12 September 2026 · 6 min
Climate Tech
Western industrial policy has funded extraction while refining capacity stayed concentrated in a handful of countries. The gap is measured in years, not quarters.
Shel Evergreen · 11 September 2026 · 8 min
Climate Tech
Green steel, battery plants, hydrogen and data centres are all competing for the same transmission capacity in the same northern regions, and the queue is years long.
Shel Evergreen · 11 September 2026 · 8 min
Climate Tech
Grid-scale batteries are entering Nordic and Baltic energy systems ahead of schedule. Their rapid growth is compressing wholesale price spreads and testing older market rules.
Shel Evergreen · 11 September 2026 · 6 min
Climate Tech
Manufacturing capacity has scaled. Subsidy schemes exist. The constraint is a skilled trade workforce that cannot be conjured by policy on the timescale the targets assume.
Emily Byrski · 27 August 2026 · 7 min
Climate Tech
A decade of falling costs reversed under higher financing costs and supply chain inflation. Developers and governments are rebuilding the auction model around that reality.
Shel Evergreen · 12 August 2026 · 7 min
Climate Tech
The load growth attributable to AI is real, but the constraint that will shape the next five years is transmission, not generation.
Shel Evergreen · 17 June 2026 · 7 min
Climate Tech
Climeworks, Heirloom and a handful of newer entrants have delivered the first meaningful engineered removal capacity. Corporate offtake is not keeping pace.
Emily Byrski · 8 June 2026 · 6 min