How will the downturn affect climate tech?

Catalyst · 19 May 2022 · 44m

What this episode covers

Saloni Multani, partner at Galvanize Climate Solutions and former CFO of the Biden 2020 campaign, joins Shell Khan to analyze the impact of rising interest rates and inflation on climate tech investing. They discuss how the previous decade of low rates fueled a surge in ESG capital and lowered the cost of capital for renewable infrastructure, and whether this momentum will hold during the current market downturn. Multani argues that climate tech is more insulated than general tech due to locked-in ESG funds and the secular necessity of decarbonization, though she acknowledges risks to the 'green premium' for technologies like sustainable aviation fuel.

Mentioned

Companies
Galvanize Climate Solutions, Energy Impact Partners, Energy Hub, Bloom Energy, Arcadia, Advanced Energy Economy, Airbnb, Kleiner Perkins
Products
Sustainable Aviation Fuels, Peloton, Zoom
Also
NASDAQ

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