INFRASTRUCTURE & CARBON SOLUTIONS
Adapting and monitoring the built environment to efficiently use energy and other resources without sacrificing services.
INVESTING IN
Companies that advance the adoption, efficiency and payback periods for green upgrades. Solutions that quantify, assess, and minimize the use of fossil fuel generated power. Companies that displace carbon intensive materials with greener solutions and capture and store carbon.
PRIMARY IMPACT METRICS
/ tCO2e mitigated
/ MWh electricity saved
/ tCO2e, MWh savings identified
39%
of global emissions come from construction & the built environment
60%
increase in power outages between 2015-2020 due to grid unreliability
~30%
of energy used by buildings is wasted
IMPACT PROBLEM / OPPORTUNITY
KEY FOCUS AREAS
/ Implement smart systems that optimize efficiency
/ Retrofit the built environment
/ Incentivize sustainability through green finance
/ Measure, report, and address emissions
PORTFOLIO EXAMPLES
INVESTABLE WHITESPACE
As the demand for clean energy grows, we see exciting investment opportunities in software and sensors to support the transition: a 60GW virtual power plant (VPP) could meet future resource needs at a net cost $15-35B lower than the cost of new generation. VPPs connect multiple energy generation and consumption assets in real-time to shape the electricity load—saving energy costs by 40-60% while increasing grid resilience.
We continue to see opportunities in energy retrofits and automation systems, which can save 10-40% in energy costs and are expected to be a $273B market by 2032. We also see investable whitespace in companies that create effective efficient extraction techniques and reuse systems for precious metals–which will require $250-$350B in capital expenditure by 2030 to support the growing demand for renewables, energy storage, and EVs.
Learn more about our Infrastructure & Carbon Solutions vertical in our 2021 and 2022 Climate Impact Reports.
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