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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.




The Coming AI Energy Bubble
Why AI power demand won't materialise at the scale imagined.
Nov 13, 20253 min read


Adapt or Mitigate?
Adaptation and mitigation are often viewed as competing for capital. In fact, they are not.
Nov 5, 20251 min read


Battery Day 2025 in the Netherlands
This was my second Battery Day in the Netherlands. Last year I came for the first time and was surprised at how much battery innovation is happening here. This year the event was bigger, much better organised, and had over 600 participants. It also gained an international dimension — with Matthieu Hubert from ACC giving a keynote on the French sector, and a dedicated session on cooperation with China. A few takeaways: 1) Scaling Dutch startups means going international. The g
Sep 26, 20252 min read


A Pragmatic Climate Reset
Michael Liebreich’s recent provocation on the Pragmatic Climate Reset raises many important points. One that stood out to me is that the climate movement has lost credibility by clinging to maximalist narratives while failing to deliver practical benefits.
This inspired me to reflect on my own journey — ten years in climate tech yet still facing the gap between professional work and personal choices.
Sep 19, 20253 min read


Overcoming change inertia
Cleantech startups usually sell to mature industries, and these don't like new stuff. How can founders overcome change inertia? Ports, especially municipally owned ones, are notorious for resisting any change to how they operate. Here is a story from Polina Vasilenko on how to sell floating solar to municipal ports.
Aug 7, 20252 min read


Two Essays on Climate Investment—And What They Overlook
Two different points of view on climate investment. Both wrong.
Jul 15, 20252 min read


What can customers teach a scaleup?
Why do many cleantech startups stall before they even start? They skip the hard part: talking to customers. When Polina Vasilenko founded HelioRec | BCorp , a floating solar startup, she didn’t just build prototypes and pitch investors. She went to the ports, the future clients. Image credits: HelioRec One hundred fifty conversations later, she had the data she needed: ✅ Ports want to decarbonise ✅ Rooftop solar isn’t enough ✅ Wind turbines? “Not beautiful” for city ports
Jul 7, 20251 min read


Opportunity costs of climate technologies. It's not what you think.
Why pay more to achieve less? Really, why? Yet, you see this everywhere in climatetech. How come? A reduction in man-made CO2 emissions measures the success of all climate technologies. But many of them require two other climate technologies as inputs - wind and solar energy. Green hydrogen, SAF, and e-fuels all require huge amounts of clean energy. To reduce emissions using these technologies, you first have to build a wind or solar power plant, then add the costs of these t
Jun 30, 20251 min read


The FOAK Impact: the First Two Questions to Ask a Would-be Scaleup.
Cleantech scaleup climate impact assessment framework.
Jun 26, 20256 min read


Make Transformers (Even) More Boring
The humble transformer is at the heart of the electric grid. And for decades, it’s been a tailor-made marvel. Engineers loved the craft, utilities loved the high price that they passed on to consumers, and factories loved having “just the right” unit. But times changed, and the transformer industry didn’t. Until now. Meet One Power, a U.S. company taking the most boring, glacial, and conservative part of the grid… and flipping it on its head. Not by reinventing the tech, but
Jun 18, 20252 min read


EU Startup and Scaleup Strategy: A promising map, but still no compass
My full breakdown is now live:
What’s working, what’s missing, and what scaleups, especially in cleantech and manufacturing, can do today without waiting for Brussels.
Jun 12, 20253 min read


FOAK no more. Three takeaways from the US climate rollback
Don’t play with the government. That’s a rule my father taught me. He built his business in the 90s and early 2000s in Russia. He knew first hand that the government will screw you over faster than your private sector partner and in worse ways. For a long time, I thought that this rule applied only to authoritarian states like Russia, where the law is weak. The current passing of the “Big Beautiful Bill” in the US now shows that it is true for the West as well. The Inflation
May 27, 20252 min read




Solar heating vs. heat pumps
I'm deep into research on large-scale solar heating vs. heat pumps – and the findings are fascinating. At the household level, heat pumps dominate. They’re fast to install, scalable, and increasingly efficient. But when you move into industrial heat and district heating at a serious scale, the picture flips. Solar thermal projects start pulling ahead. At scale, solar heat beats heat pumps on operating costs, emissions, and resilience. Once built, the sun’s energy is basically
Apr 29, 20251 min read


Hydrogen planes: The new Concorde, minus the takeoff
Airbus just quietly moved the launch of its hydrogen-powered plane from 2035 to 2045. In corporate speak, that’s not a delay—it’s a polite way of pulling the plug without admitting failure. After €1.7B spent, even Airbus is starting to realize that hydrogen aviation may be a science project, not a business. I called this a year ago, when Universal Hydrogen filed for bankruptcy after burning through $100M. That was a 20-minute or $100M crash course in hydrogen physics. Airbus
Apr 25, 20251 min read


Getting Utilities to Buy Your Product: Lessons from LineVision and the Utility Gauntlet
LineVision experience in selling to Utilities
Apr 24, 20253 min read




AI and energy use? Not an energy problem — it's a hype problem.
Do we really have an AI energy problem? Or is it just hype (as usual)?
Apr 16, 20251 min read


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