Mapping Out Climate's Next Chapter

Buoyant’s Climate Risk Intelligence Market Map

Buoyant has been digging deeper on our Climate Risk Intelligence work, developing a lens by which to understand the quickly expanding market landscape. While the lines between segments aren’t as clear as our market map suggests, the demand for solutions that quantify and price the risks of climate change, including both physical and transition risks, are quickly increasing. Do you have feedback on the companies included below? We’d love to hear it!


To Paris (or Pittsburgh) and Beyond

This week was a big step forward for climate. There has been a lot of talk leading up to this moment and we are now starting to see early actions from the Biden Administration.

At Buoyant we are using the WSJ’s live list of Biden’s nominations and appointments and their status. As we discussed during our Climate, Civics & Cocktails webinar, Biden is planning for climate action across a number of agencies, here is one of the better lists of what each agency can do.

The early actions we have seen were mostly predicted, with a few surprises:

On Trump’s last day in office a Federal Appeals Court unanimously voted against the Trump Administration’s Affordable Clean Energy rule (the replacement to the Obama era Clean Power Plan), providing the agency with more flexibility for future policies. Read More

Additional Reading:

*Clean Air Issues Take a Top Spot in Biden’s Agency Priorities (Bloomberg Law)

Energy and Climate Update: Day 1 of Biden’s Presidency (Morgan Lewis)

Here Are All the Climate Actions Biden Took on Day One (Scientific American)

Key to Biden Climate Agenda: The Social Cost of Carbon Explained (Bloomberg Law)

Biden Administration Begins Comprehensive Review of Trump-Era Environmental Rules (JD Supra)


We wish we would have…

Tweeted such an amazing rebuttal…


What we are…

…Reading

Impact Investing and Venture Capital A great tweet and article that clearly lays out a venture capital approach to measuring impact

Are We On the Verge of Another Financial Crisis? The parallels between the last financial crisis and climate risk in financial services are easy to see. The biggest question is who will be holding the short stick if the climate subsidies like flood and wildfire insurance melt away.

Climate Change Led to Record Insurance Payouts in 2020 It was the fifth-costliest year for the insurance industry in 40 years. Global losses amounted to $83 billion, driven by a record number of severe storms and wildfires in the U.S.

Potential opportunities for utilities under the Biden clean energy investment stimulus plan What utilities should be planning for under a new administration

The future is electric Last week we saw continued activity as the public markets embrace the electrification of transportation with the closing of the purchase of EVGo by the special purpose acquisition vehicle (SPAC) Climate Change Crisis Real Impact I Acquisition Corporation.

And in Germany, EV sales are surging, tripling year-over-year in 2020, with a record 27% share in December!

…Watching

How a 22-year-old L.A. native became Biden’s inauguration poet Like everyone, we couldn’t get enough of Amanda Gorman, we enjoyed rewatching her speech and reading about her library card late fees.

Why Climate Science Doesn’t Go Viral on YouTube How Google’s approach to climate change content is changing and YouTube channel experience with the topic.

…Listening To

Brené Brown with Melinda Gates on The Moment of Lift, Melinda’s life story, the power of stories, and how she sees investing in women key to a better future


Buoyant Venture Updates

  • Buoyant at the Wharton Energy Conference Daniel was thrilled to be part of the recent Wharton Energy Conference, participating in the clean energy entrepreneurship panel with BluePrint CEO, Robyn Beavers, Breakthrough Energy Ventures' Phil Larochelle, CEO of Clearflame Engines BJ Johnson, moderated by Professor Jeffrey Babin. Pictured above. Thanks to the conference organizing team at Wharton for all their efforts!

  • Buoyant has been nominated as one of the most impactful Climate investors! Climate 50 is recognising the most impactful climate VC investors allocating capital to entrepreneurs moving the world closer to the net-zero planet Read the story behind the initiative on Medium & discover the rankings and vote on Climate50.com


For fun (since you’ve made it this far…)

Researchers asked an AI model to draw “an avocado armchair.” The results show how we might make artificial intelligence smarter. Read More


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The Lighthouse is a resource for climate tech updates and a channel for us to regularly share our perspective on Buoyant’s investment thesis and industry sectors. We know we are not alone in producing great content and will amplify the voices of others by highlighting those resources we find thought-provoking.

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