I’ve always known that the energy transition is a hard sell. Trying to discuss melting glaciers, roll-out of solar and batteries, without a decent glass of wine is almost impossible. LinkedIn, meanwhile, has developed its own ecosystem of fitness and virtue influencers, doing their best to make us feel guilty about… having a glass of wine. As if people in climate tech didn’t already carry enough existential guilt over the CO₂ footprint of a Friday steak and bottle! So here’s some good news -...

Today is the first monthly check-in on the 23 FOAK climate tech projects  I said I’d track publicly in 2026! FOAKs get talked about more and more, which is definitely a good thing! I’m following up on the developments of the largest and most interesting FOAK projects in climate tech. I first go over the good news, then the bad, and you’ll get an updated table at the end! The good news (actual execution happened) H2 Green Steel (now Stegra)  signed a long-term supply agreement with...

My friend Jean Gravellier once drove me around the Dunkirk area. I’ve seen the ArcelorMittal steel plant, the nuclear power station, and locations for future battery gigafactories. “Why there?” I thought. So many polluting industries, all in one place? There are many reasons, but one is permitting - businesses with a higher environmental footprint go where it is easier to get approval from local governments. There is a reason that many battery companies in Europe are in Hungary. There is one...