Recent Posts:

Cleantech as the "white space" in VC — people are catching on

Rob Day: April 28, 2005, 3:39 PM
Thanks to Sanjay Wagle at Vantage Point for giving me the heads-up on this article:

Here's an article from Investor's Business Daily that talks about recent trends in venture investing.

Notably, there's this quote from Matt Garlick, research director at VentureOne:

"The two most popular areas we are hearing about are in energy and advanced specialty materials and chemicals."

Not exactly a direct hit on cleantech (clean energy, clean manufacturing, advanced materials, etc.), but a pretty good proxy... And the article goes on to note that analysts are projecting that demand for energy-producing and energy-saving technologies will only grow from here.

Poll: Americans are increasingly worried about pollutants

Rob Day: April 28, 2005, 1:14 PM
As this article describes, a recent poll of Americans found that 58 percent believe chemicals and pollutants are more of a threat now than they were 10 years ago.

For venture investors, this points to some of the emerging opportunities for new technologies in pollutant monitoring and abatement. As concerns rise, so does pressure on drinking water utilities, local environmental regulators, etc. to
  • a) know what contaminant levels look like in drinking water, air or emissions as the case may be; and
  • b) have some kind of plan for bringing those levels down to reduce exposure.
The development of new technologies can then also create even more pressure for their use, in a bit of a...

Why cleantech is a compelling investment area

Rob Day: April 27, 2005, 11:53 AM
Shameless self-promotion alert... but I did think this article might be of interest to Cleantech Investing readers.

In the latest LOHAS Journal (not yet available online), a couple of the partners here at Expansion Capital Partners have written a very nice and succinct description of clean technology and why it makes a compelling venture investment area right now.

You can find a link to a pdf of the article here, in the latest TBLI Group Brooklyn Bridge Newsletter, check it out. The article was written for a "socially responsible investor" ("SRI") audience, but also speaks to why cleantech should be a strong opportunity even for investors who aren't using any kind of environmental or...

Fuel cells: Soon?

Rob Day: April 26, 2005, 3:23 PM
Good article in Red Herring last week on the debate over when fuel cells are going to be commercialized. As the article notes, micro fuel cells for battery replacement are likely to be the first to be commercialized, but challenges remain.

Also note the entertaining quote from an ABI Research analyst:

"People have been saying for years, ‘Next year is going to be the year.’ But maybe this year we really can say that next year will be the year that we’ll be seeing some of these."