Podcast
Energy
We invest in companies that focus on accelerating the energy transition and advancing economy-wide decarbonization.
We believe the next decade will see the shift from our largely fossil-based energy system to one built on a range of resources, including low- and no-carbon.
In our view, this represents a once-in-a-century type opportunity. However, capturing the value that will be created by this shift demands both technical and commercial innovation and the type of deep systems-level expertise that the S2G team believes it possesses.
Examples include:
Clean Electricity
We believe power from renewable sources will continue to scale significantly as larger parts of the economy move from fossil to clean generation. Value creation will increasingly hinge on the strategic positioning of asset generation and the structuring of creative offtakes that integrate distributed energy resources.
Low Carbon Mobility
In our view, mobility sector will electrify where possible, incorporating clean molecules for high energy density applications such as shipping and aviation, and become more efficient through optimized logistics.
The Built Environment
We believe the built environment will transform through the availability of new building materials, the creation of innovative development models, and “smart” energy usage with interconnected devices.
Industrial Decarbonization
We believe major industrial products such as steel and concrete will be manufactured more efficiently with lower carbon chemistries and processes. Molecules like hydrogen will be produced using greener methods and used to fuel other parts of the energy system.
Outcomes
“Achieving real progress on decarbonization requires a massive acceleration in capital deployment over the next decade.”
Francis O’SullivanManaging DirectorEnergy, Venture & Growth
