Energy
We seek to invest in companies that focus on accelerating the energy transition and advancing economy-wide decarbonization.
We believe the next decade will see the shift from our largely fossil-based energy system to one built on a range of low- and no-carbon resources. In our view, this represents a once-in-a-century type opportunity. However, capturing the value that will be created by this shift demands both technical and commercial innovation and the type of deep systems-level expertise that the S2G team believes it possesses.
Our Approach
Industrial Decarbonization
We believe major industrial products such as steel and concrete will be manufactured more efficiently with lower carbon chemistries and processes. Molecules like hydrogen will be produced using greener methods and used to fuel other parts of the energy system.
The Built Environment
We believe the built environment will transform through the availability of new building materials, the creation of innovative development models, and “smart” energy usage with interconnected devices.
Low Carbon Mobility
We believe the mobility sector will electrify where possible, incorporating clean molecules for high energy density applications such as shipping and aviation, and become more efficient through optimized logistics.
Clean Electricity
We believe power from renewable sources will continue to significantly scale as larger parts of the economy move from fossil to clean generation. Value creation will increasingly hinge on the strategic positioning of asset generation and the structuring of creative offtakes that integrate distributed energy resources.
S2G aims to partner with companies working to deliver the energy transition across the economy, from the delivery of more clean power and mobility solutions, through to the decarbonization of industrial processes and the built environment.
Investment Themes
Examples include:
Latest News
Achieving real progress on decarbonization requires a massive acceleration in capital deployment over the next decade. While the aggregate capital committed to the energy transition today appears impressive, much of this is not aligned to where the market’s funding needs are most pressing. Fundamental changes need to happen to close the capital gap, help companies scale and de-risk, and bring the clean energy transition to fruition.
REPORT
Insights
* LineVision Data, as of 3/21/2023
** S2G Impact Survey, as of 2022
