Sector Insights

Blockchain in Energy & Industry Raises $1 Billion – and Heads into Challenging Times

Jules Besnainou
Posted on by Jules Besnainou
Two weeks ago, I had the privilege of keynoting the second edition of EventHorizon (EH), the largest conference on blockchain in the energy space. The bar for this event was set impossibly high after the last edition paved the way for a year of extraordinary developments in the space. The EH team delivered an even more impressive production, turning an old Berlin power station into a futuristic spaceship, and spoiling us with shows of lights, violins and acrobatics – not... Read More »

A Trillion Dollar Prize – Who will be the winners and losers in the new mobility paradigm?

Josh Gilbert
Posted on by Josh Gilbert
Business models in the transportation sector have stayed largely consistent over the past century, but today we are seeing a paradigm shift that is challenging the established order. Incumbents, both the old guard of auto OEMs and the nouveau riche TNCs, are facing a confluence of new systemic models and technologies challenging their core offerings. One of the key drivers of these systemic changes are autonomous and self-driving technologies. The brains of a vehicle, in the form of either radar or... Read More »

Biostimulants – the nexus of biotechnology and fertilizer

Chris Sworder
Posted on by Chris Sworder
As we look forward to welcoming some of the leading thinkers in bio-based chemical and agricultural innovation at Cleantech Forum Europe in Antwerp on May 14-16, we thought we would take a look at one leading technology that is set to have an impact in the agriculture & food industry - biostimulants. What are Biostimulants? It has taken some time to identify biostimulants as its own market. An article from 2015 highlights the difficulty of defining a biostimulant as opposed to a... Read More »

From Bioplastics To Plastic Alternatives – Recent Investment Snapshot Of Alternative Packaging Solutions

Leo Zhang
Posted on by Leo Zhang
The chemical sector is facing increasingly stricter environmental regulations and the old school business model of selling petroleum-based chemicals in bulk has reached its plateau. Consumers are also becoming more involved in sustainability, demanding more green products from manufacturers. Plastic is a classic example to illustrate the significant environmental effects the use of petroleum-based chemicals. A UN Environmental Programme (UNEP) studied showed that more than 8 million tons of plastic are being dumped in our oceans each year, while the... Read More »

Securing IoT for the Clean Economy: A review of product trends through recent deal activity

Troy Ault
Posted on by Troy Ault
On March 15, in its first announcement of sanctions against Russian actors, the Trump administration formally acknowledged attempted cyber attacks on US electricity grid infrastructure. Prevention, detection and response to such attacks have been improving ever since the first known cyber-attack successful in disrupting grid service (also attributed to Russian actors) occurred in Ukraine in December 2015. It’s not just the Kremlin; today, utility folks we’ve spoken to say that attempts at cyber-infiltration of physical infrastructure are understood to be... Read More »

Mobikes, Mo’ Problems – How are cities dealing with the bikesharing gold rush?

Josh Gilbert
Posted on by Josh Gilbert
There’s now more than 8 million bicycles in Beijing, that’s a fact! Over the last 12 months, bikesharing companies have raised over $6 billion dollars in equity financing, with an array of startups rapidly deploying this capital by rolling out services globally. Much of this capital has gone to a select few Chinese companies – Ofo and Mobike – which have quickly moved beyond China into markets in Europe, Singapore and the US. [caption id="attachment_17496" align="aligncenter" width="751"] Bike sharing investment... Read More »

How a Chemicals-as-a-Service model is disrupting the traditional world of chemicals

Leo Zhang
Posted on by Leo Zhang
It is without a doubt that the chemical sector is looking to increase its overall sustainability, with efforts by both innovators and incumbents. From the innovation community, bio-based chemicals have been a main focal point for many startups while multinational chemical corporations have also invested heavily in this area. Despite the billions of dollars of investments being made into a wide range of companies with different conversion processes, the business model for these companies is largely the same. Many have... Read More »

Cognitive Dissonance Must not Derail Good Investment Strategies

Troy Ault
Posted on by Troy Ault
Adoption of the Paris Climate Agreement in December 2015 brought a wave of euphoria, a sense that we'd beaten the bureaucratic odds and actually gotten something done. Then came some sobering math. The stark realization of what needs to be done has been a galvanizing force that's returned investment to new technologies focused on re-balancing our carbon budget. In 2017, we acknowledged the increased focus specifically in carbon-to-value technologies that put captured carbon to work as a feedstock rather than... Read More »

Don’t get left behind! Can we make smart city mobility solutions work for all?

Josh Gilbert
Posted on by Josh Gilbert
Dense urban environments throughout the world are booming, with populations soaring as opportunities attract people to cities. Today, more than half of all humans live in urban areas. Further, this growth is set to continue over the coming years, with the number expected to hit 66% by 2050. This influx of people and goods trying to get into and around our cities is a difficult but potentially lucrative issue to resolve. Here at CTG, we’ve brought together leading startups in... Read More »

A Feeding Frenzy in Agriculture – Cannibalism and M&A Prey

Chris Sworder
Posted on by Chris Sworder
It’s always difficult to get a big picture of the agriculture industry. It’s huge. However, two big things are important: mega-mergers and bountiful exits. Big companies In recent years, we have seen a number of mergers that would see large percentages of market share across the Agriculture & Food sector concentrated in an even smaller number of companies. Just as one small example, with this set of mergers shown on the right, 70% of the world’s pesticide market and 83%... Read More »