Targeting growth-oriented investments in companies that reduce industrial emissions with compelling business models.
Industrial Decarbonization Investments
The technologies employed by companies decarbonizing industry generally fall in two categories, 1) Carbon Capture, utilization and Storage (“CCUS”) or Emissions solutions and 2) Low CO2 alternatives.
1) The CCUS or emissions solutions category includes companies or projects that provide solutions or services focused on CO2 emissions. These services include various aspects of capturing, transporting and utilizing or storing CO2 . CO2 utilization products convert CO2 into a useful by product, such as e-fuels, concrete, or chemical products, to name a few. The market for CO2 utilization is rapidly expanding as companies and governments seek emissions reduction solutions.
2) Low CO2 alternatives: investments include companies with business models that provide market competitive products and aim to deliver lower CO2 product profiles. Such companies may leverage CCUS with their business models to provide low carbon goods, e.g., zero-emission transportation fuels (e.g., Clean Firm Hydrogen or Sustainable Aviation Fuel (SAF)), as well as smart power or nearly zero-emission power projects (e.g., Clean Firm Power) which can mitigate the intermittency typical of renewable energy sources, and substitute products which offer lower carbon profiles when compared to market alternatives.