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Emin Askerov
Cleantech FOAK Advisor
Everything here comes from having built FOAKs, not just studied them. The Playbook is a structured guide to scaling cleantech from lab to commercial delivery. The Monitor tracks the largest FOAK projects in real time. The Blog is where I think out loud. Start with the Playbook → if you're scaling a FOAK. Start with the Monitor → if you want to know what's actually happening in the field.


How I Learned About Incremental Innovation
When your core business rakes in billions and boasts margins over 50%, why bet on high-risk, low-margin ventures?
Sep 23, 20241 min read


Innovator's Dilemma in Action: Nio Eyes Audi's Factory in Belgium
The Innovator's Dilemma is playing out in real-time
Sep 20, 20241 min read


The FOAK Off-Take: 4 Things You Need to Know
🔑 What are the 4 things crucial to your FOAK offtake and how to negotiate them? 🔑
Sep 19, 20243 min read


⚛️ Nuclear Energy: Big Boys Business? Not Exactly.
Is Nuclear Energy A Big Boys Business? Not Exactly.
Sep 18, 20241 min read


💡 Offtake Pyramid: Does It Work?
Does the Offtake pyramid work? In my case, it was a little different.
Sep 17, 20241 min read


💡 The Real Cost of Innovation? It’s Not What You Think.
Corporations can spend on innovation—but rolling out a new product? That’s where things get ugly.
Sep 15, 20242 min read


Tactical Solution to EU Cell Manufacturing Problems
🔋 The Problems Are Clear. The Solutions Are Mistimed. Except One.
Sep 13, 20242 min read


🔋 The End of an ICE Age 🧊
The latest shift away from EVs is a clear signal: legacy automakers don’t have the guts to fully embrace the electric future.
Sep 12, 20242 min read


Cleantech Scaleup? Here's Your Real Problem
Cleantech Scaleup? Here's Your Real Problem, And Two Things To Do About It.
Sep 10, 20241 min read


Long-Term Energy Storage is Getting Crowded
What does it mean for scaleups? With lithium-ion batteries locking down short-term storage, investors are now flooding the long-duration energy storage market, raising $582.4 million in Q2 2024 alone, according to PitchBook Inc. Key players are pitching everything from thermal energy to compressed gas. Highview Power and Rondo Energy are leading the charge, but here’s the catch: as grids absorb more renewables, the actual need for long-duration storage may not be as big as we
Sep 9, 20241 min read


💡 Is Nuclear Better Than Renewables for Decarbonization? That’s the Wrong Question 🌍
Is Nuclear Better Than Renewables for Decarbonization? That’s the Wrong Question. Here is why.
Sep 7, 20241 min read


What do VCs get wrong in Cleantech?
🎙️ Reflecting on the Latest Climate Insiders Podcast with Nadav Steinmitz 🌍
Sep 4, 20241 min read


Pitfalls of FOAK Capital Stack
Why do some scaleups sink while others sail smoothly? 🌊 Three main pitfalls can capsize your venture if you’re not careful.
Sep 2, 20243 min read


Which Battery Tech Will Take the Crown? 🏆🔋
🏁The race is on! Gigafactory capacity is already big enough to meet all Net Zero targets—and there's more on the way. We’re seeing some exciting contenders like sodium-ion and lithium-sulfur, but the real winner? It’s going to be the tech that slides right into existing gigafactories without a hitch. 🏭Here’s the deal: billions have already been poured into building these factories, and everyone’s now eyeing their returns. No one’s going to back a battery tech that can’t be
Aug 29, 20241 min read


The Nuclear FOAK Lessons
What you can learn from First-of-a-Kind (FOAK) projects in nuclear? A lot, it appears.
Aug 16, 20242 min read


Choosing a Road Beyond FOAK
Licensing, Buy-out or Project Finance?
Aug 15, 20242 min read


Universal Hydrogen: A 20 Min Or $100M Lesson
22 minutes on YouTube could have saved investors $100M. That’s the harsh lesson from the rise and fall of Universal Hydrogen.
Aug 10, 20243 min read


Dealing With Giants
Strategic investors can be a double-edged sword for greentech scaleups. Here’s what to look out for. ⌛️Never before there was such a meaningless waste of time. I’ve spent three days in a small Siberian town, having endless meetings with a factory, belonging to my host corporation. The purpose - integrate it in the supply chain of my in-house battery startup. Easier to force a square peg into a round hole. 🏭Strategic investors prioritize squeezing every bit out of their curr
Aug 5, 20242 min read


Arrival: What Happened?
We all love success stories, but the truth is, we learn best from failures.
Aug 3, 20241 min read


Tokenization of Greentech
Should we tokenize greentech, and if yes how? I need your help to figure this out. 🙋♂️
Jun 11, 20241 min read
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