10 Investment Themes to Realize 100% Renewables

Within the trend towards the energy transition to 100% renewables, here are our 10 world-changing investment themes:

1. Renewable energy generation. This includes solar, wind, hydroelectric, geothermal, and biomass energy generation technologies. Interesting is the development of plug-and-play solar panels that need no engineers to install them. For example, Supersola is now raising money for scaling up via NPEX.
2. Energy storage. This includes batteries, pumped hydro storage, and other technologies to store renewable energy when generated and discharge when needed.
3. Electric vehicles. This includes electric cars, trucks, buses, and other vehicles that powered by electricity. Especially cutting edge is the development of solar cars.
4. Charging infrastructure. This includes public and private charging stations for electric vehicles. They are increasingly powerful, given that also trucks and buses look for efficient charging.
5. Smart grids. This includes technologies that can make the electricity grid more efficient and flexible, such as smart meters, grid-scale batteries, and demand response programs.
6. Green hydrogen: This is hydrogen, produced with renewable energy. Hydrogen is a fuel for transportation, industry, and power generation.
7. Carbon capture, utilization, and storage (CCUS). This is a technology that can capture carbon dioxide emissions from industrial processes and power plants and either store them underground or use them to produce other products.
8. Energy efficiency. This includes technologies and improvements that can reduce energy consumption in buildings, transportation, and industry.
9. Sustainable materials. This includes materials produced with minimal environmental impact. Such materials can subsequently be recycled or reused.
10. Climate finance. This is financing for projects and businesses that are helping to reduce greenhouse gas emissions and adapt to the impacts of climate change. Our European crowdfunding and exchange participation NPEX plays a role in this.

To summarize, these 10 investment sub-themes are all interconnected and play a critical role in the transition to 100% renewable energy. By investing in these themes, we believe that Icecat Capital (particularly NPEX) helps to accelerate the transition and create a more sustainable future.

Martijn Hoogeveen

Founder and CEO of Icecat NV. Investor. Ph.D.