The problem we are trying to solve

OPPORTUNITY

Demand for energy is accelerating, yet two-thirds of all energy is wasted, which costs ~$5 trillion and gigatons of carbon annually, and creates instability in the energy system.

Source: Adapted from the Lawrence Livermore National Laboratory’s Sankey diagram of Estimated U.S. Energy Consumption in 2023.

Energy efficiency leverages technology and process improvements to reduce the amount of energy needed to perform a given task.  It is about maximizing the useful output of energy and reducing waste by doing more with less.

Energy efficiency is the solution.

Investment themes

01

Distributed energy resources

Grid modernization

02

Industrial decarbonization

03

Digitization

04

Data center power & efficiency

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