🏡 Climate tech arbitrage?
Opportunity for alpha by getting exposure to tech in the built environment...
Happy Monday green people. Who’s ready to hear some exciting news? Lots of it this week. Time is probably now if you want to get some exposure to companies that are poised for growth in the coming years amid a warming climate and impending legislation.
Today’s newsletter will take: ~ 2.5 minutes
Trends
Climate tech investment is heating up
2021 saw over $60b flow into climate technology and many in the industry expect this number to grow. As the 2021 PwC State of Climate Tech report shows below, technology in the built environment is in desperate need of investment porportionate to its share of global emissions.
Are green building certificates doing what they’re supposed to?
Just because buildings meet some of the most prized environmental building design standards doesn’t mean they’ll meet emissions goals.
Deals & Developments
Milan’s looks to build out its first large scale carbon-neutral project
Over 400 affordable units and 300 student dorms will fill the former train terminal at L’Innesto in Milan.
A 250,000 SF vertical farm in PA is breaking ground
Brooklyn-based Upward Farms announced last week the world’s largest vertical farm would be operational by early 2023.
15-minute city startup receives $30m in Series A
Culdesac (one of our favorites) is a walker’s paradise mini-city built in Tempe, AZ. With the new round of funding, they hope to replicate their vision on a larger scale.
Technology
You can now make a building from the 1800s carbon neutral
Dutch nonprofit startup, Energiesprong, uses manufactured façades to tighten building envelop and generate energy.
Legislation
Look out for wind turbines along the east coast…
New York published an order on Thursday to move forward in building out an offshore wind farm that could add upwards of 2GW of power generation to their grid.
Did You Know?
Approximately 54% of people worldwide now live in cities, up from 30% in 1950. This is estimated to grow to 2/3 of world population in the next 15-30 years.
Fact of the Week
CU Boulder student group is building a net-zero home from scratch. With a plot donated by Habitat for Humanity, the group is looking to win its fourth National Solar Decathlon build project.
Donate to their crowdfunding campaign here.
That’s a wrap! Let us know how you like us ;)
This is awesome! Great info.