We need more capital to bridge the FOAK “valley of death” in climate tech — but not at any cost. Lately, I’ve seen two worrying ideas gaining ground: crowdfunding that asks ordinary people to “invest like VCs,” and proposals to channel pension money into the riskiest stage of startup growth. Both sound democratic. Both are dangerous.

I spoke with a European founder developing his own battery cells. Just getting permits for the mixing and coating stages pushed his project back by three years. Those two stages alone would make up over 60% of total capex. That’s why building dedicated electrode toll-manufacturing foundries for scaleups makes so much sense — they can shortcut years of permitting and tens of millions in investment. At higher volumes, though, around 5–8 GWh, it flips. The economics start favour

Over the years, I’ve distilled some patterns into a five-step framework for finding your clients—tailored to the realities of FOAK and climate tech.

How to build a supply chain for your FOAK

The lessons of Natron Energy collapse

In the end, it had to be a political decision. After half a year of sifting through more than twenty locations and countless meetings with local officials, our future 8 GWh factory came down to two options. Tatarstan: a highly industrialised region east of Moscow, with a strong industrial park, permits ready, and—most importantly—right next to our main customer, Kamaz. Kaliningrad: a Russian exclave in Europe, wedged between Poland, Lithuania and the Baltic Sea, on the unfini

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.

How diverse teams are really built.

This post is about how Duke went from idea to operational factory in under 9 months—and what practical lessons it offers for cleantech scale-ups.

Scaling a first-of-a-kind (FOAK) climate venture isn’t about ideas. It’s about execution infrastructure. And that infrastructure begins with people

Would you consider using second-hand equipment for your pilot/demo/FOAK?

How to transform from project to product.

You don’t need to have a financial degree or a background in finance to understand the key principles of funding a FOAK.

Hear Olivier Mussat, the CEO and founder of ATOME, about the role of fertilizers.

A review of possibly the most comprehensive collection of real-world examples for getting cleantech from the lab to steel-in-the-ground scale. If you’re in the weeds of building a FOAK (First-of-a-Kind) project, or advising someone who is, this report deserves a place on your desk.

A climate tech idea that needs more energy than it saves? That’s not innovation. That’s a waste.

Climeworks is back in the news—and not for the reason they’d like. Reports from Heimildin and others claim that their latest DAC (direct air capture) facility might not even cover its own emissions. That’s a brutal blow for a company that promised to remove 1% of global CO₂ by 2025. Their CEO Jan Wurzbacher published a response . He acknowledged commissioning problems, but didn’t refute the claim that the total carbon footprint may be net positive. That’s a hard pill to swal

During my time scaling up climate tech, I wouldn’t touch government grants. Even when they could clearly reduce my capital costs, help to avoid dilution and generally help to speed up a project. In Russia, dealing with government money means that sooner or later, you’ll have a budget controller knocking at your door, whose sole purpose is to find out how you misused public funds, so that he can ransom money from you or throw you into jail. The jail could actually be the first

Everyone wants to decarbonize industry. Not many talk about what happens after the pilot works. Scaling hardware isn’t linear. It’s exponential — in pain. Case in point: Via Separations Their FOAK gamble? Scaling their membrane-based heat separator 100x at a commercial paper mill in Alberta, Canada. * The science? ✅ Solid * The pilot? ✅ Promising * The scale-up? ❌ A swamp of unexpected engineering nightmares: 🔧 Labour costs exploded — getting a good welder on site during sno

We don’t have a cleantech innovation problem — we have a FOAK execution problem. Over the past year, I’ve been building something I wish I had when I started scaling my first climate tech venture: a practical, experience-based framework for getting First-of-a-Kind (FOAK) projects off the ground. In my latest article, I’ve pulled together my 50+ posts into a structured overview that maps the FOAK journey—from the moment you decide to leave the lab to the day your NOAKs are r