Rethinking Transportation: Are we seeing a death of the industry as we know it?


Josh Gilbert
At CTG’s European Advisory Board meeting last month, we welcomed James Arbib from the think tank RethinkX to discuss a recent report that predicts severe disruption within the transportation industry. The report states that we are standing at the cusp of one the most important transitions in human history, away from internal combustion engines and car ownership, and towards vehicle electrification and a new model of mobility: transportation-as-a-service (TaaS). Here, we’ll have a look at some of the report’s conclusions, and... Read More »

Made In Space: How space manufacturing is becoming a reality


Josh Gilbert
Over recent years, we have seen a renaissance in innovation and investment in the “new space” sector. Enabled via convergent technological trends, start-ups and innovators are driving rapid growth in areas such as satellite data and geospatial analytics. Made In Space is among a cohort of new space companies hoping to drive humanity into the cosmos, and to engender revenue-generating, space-based industry along the way. Much of the media coverage of MIS has focused upon headline-grabbing future applications, such as... Read More »

Profiling Orbital Insight – Geospatial Analytics Innovator


Josh Gilbert
Several synergistic and convergent trends are acting as a catalyst for the recent investment boom in geospatial analytics companies. Constellations of smaller, smarter satellites are being launched into space, providing high frequency imaging and enabling near-real-time monitoring of the earth. Leaps forward in AI and data science are allowing companies to convert near-constant streams of imaging and data into more than just satellite imagery, providing actionable insights for clients in a range of industries. Here, we profile one of these... Read More »

Cleantech Meets Space: A month’s worth of deals changing how we see the planet


Josh Gilbert
Here at CTG, it is our goal to keep our network of investors and corporates up to date with the latest trends, and share our perspective on the industries we cover that are simply doing “more with less.” As an example of one such industry, we are looking at spacetech, satellite networking, and geographic information systems (GIS) as specific areas where venture capital has become increasingly utilized, with significant cleantech relevance. Through the billionaire-backed efforts of SpaceX, Blue Origin and... Read More »

Why Elon Musk is Wrong – The Future of Hydrogen-Fuelled Transportation


Josh Gilbert
“Extremely silly,” “very difficult," “terrible” and “incredibly dumb.” A few choice words which suggest Elon Musk doesn’t believe in a future in which hydrogen-powered vehicles play a particularly important role. But he’s wrong. In this blog post, we aim to highlight some of the success stories in the sector, and suggest that there are in fact many reasons to be cheerful when imagining an (at least partly) hydrogen-powered future. The Argument Against Despite what we here at CTG see as... Read More »

What City Traders Can Tell Us About the Future of Cleantech


Josh Gilbert
In a recent CTG Insights article (a bi-monthly publication written for our i3 subscribers), we examined the lithium-ion battery market, which is composed of several emerging markets such as EVs and grid storage, as well as the decades-established $20B consumer electronics market. With EVs specifically, the nascent market has rapidly grown, with BNEF projecting an 18.2% CAGR from 2013 through 2040, and with the passing of the 2 million mark of EVs on our roads earlier this week, the trend shows... Read More »

An Analyst’s Guide to Bursting Bubbles – China’s Bike-Sharing Market, and the Facts Behind the Figures


Josh Gilbert
Using our i3 platform, we aim to cut through the noise and provide analysis on the trends that you’ve seen, and many that you haven’t. Our database is the cornerstone upon which we build much of our insight, using i3’s proprietary intelligence on over 24,000 companies to providing clear visibility on the underlying drivers and global trends that drive sustainable innovation. We want to give an example of what this i3 data is telling us regarding one of the higher... Read More »

Entrenched Incumbents and Seedling Start-ups in Battery Storage Markets – Innovation Finds a Way


Josh Gilbert
In the February edition of CTG Insights, our bi-monthly publication highlighting trends we feel should be at the forefront of the minds of cleantech-focused corporates and investors alike, we wrote an article addressing the opportunities in battery storage markets. The lithium-ion battery energy storage market is composed of a few sub-sectors, including the decades-established consumer electronics market, a $20 billion market that has incumbent advantages in both scale and mature supply chains. However, the electric vehicles market has arrived in... Read More »

Cleantech’s Four $1,000,000,000 Sectors


Josh Gilbert
Introduction Our Quarterly Investment Monitor has just been released, including a round-up for 2016 to help understand the trends driving the past year’s cleantech investments. For the first time since 2011, we had four cleantech sectors pass the $1 Billion mark in global venture capital investment last year –Transportation, Energy Efficiency, Solar and Agriculture. In this blog post, we’ll go behind the numbers to have a look at some of the specific innovations and companies driving the growth and diversity... Read More »

Renewable Energy Down Under: Where solar-plus-storage and utilities become good friends?


Josh Gilbert
In case you hadn’t heard, changes are afoot in our energy system. With previously preventative price points now falling rapidly, are we now seeing an opportunity for an accompanying change in the pricing of our energy? As production ramps up, the energy storage systems required to firm intermittent renewable power are beginning to become financially viable. Smart inverters and corresponding software are combining with solar-plus-storage systems to enable truly democratized energy. To this point, customers in many geographies are already... Read More »