Activation Energy

Activation Energy

By Selma DuhovicScience
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Activation Energy episodes

  • 26. Bahruz Mammadov (BERKM) and John Standish (Association of Plastic Recyclers) on plastic packaging

    This episode features Bahruz Mammadov, CEO of BERKM, and John Standish, Technical Director at the Association of Plastic Recyclers, who share their views on the history, current state, and innovation in plastic packaging.

    OUTLINE:

    • (00:00) Intro
    • (01:02) State and scale of plastic packaging
    • (02:49) Plastic recycling
    • (04:03) Factors that promote and limit collection of plastic
    • (05:36) Technical and economic limits to recycling
    • (07:28) Greenpeace
    • (09:31) Association of Plastic Recyclers
    • (10:34) Regulation
    • (12:36) Innovation
    • (16:06) BERKM technology
    • (17:56) Application and market potential
    • (18:44) Current state of BERKM’s technology
    • (20:53) Vision for BERKM’s future
    • (22:02) Financing
    • 23 min
    • 25. Mark Vreeke (Chemical Angel Network) on investing at the chemical frontier

      This episode features Mark Vreeke, the co-founder of the Chemical Angel Network, who shares his views about investing in deep tech ventures. Aaron Santos, co-founder of DNP123, joins me as co-host.

      OUTLINE

      • (0:00) Introduction to Mark and Aaron
      • (1:16) Definition of deep tech
      • (2:12) What is fueling investment into deep tech
      • (3:21) Misconceptions about deep tech
      • (4:04) Challenges in deep tech investing
      • (4:35) Risk mitigation
      • (5:12) Deep tech ecosystem
      • (6:58) Academia to entrepreneurship
      • (8:47) Mark’s background
      • (11:17) Advice about starting a chemical venture
      • (12:24) Why Mark started Chemical Angel Network
      • (14:50) Chemical Angel Network’s mission, investment philosophy, and portfolio companies
      • (18:50) How to evaluate early stage deep tech startups
      • (20:44) Obstacles deep tech startups face
      • (23:18) Future of Chemical Angel Network
      • (24:28) Fun question!
      • 26 min
      • 24. John Sears (Innovators Legal) on startups and intellectual property

        I speak with John Sears of Innovators Legal about intellectual property, business strategy, and deep-tech startups partnering with corporations to co-create value.

        • (0:00) Introduction
        • (0:43) Role of IP in early stage companies
        • (4:31) Common types of IP
        • (7:28) When to protect inventions by patents vs. keeping trade secrets
        • (10:03) Challenges when protecting IP
        • (16:37) Logistics of protection
        • (19:47) Fast track examination
        • (23:01) Valuation of IP
        • (25:16) Best way for startups to work with strategic partners
        • (32:47) Challenges encountered during strategic alliances
        • (43:11) Consequences of failing to protect inventions properly
        • (48:51) Innovators Legal
        • (50:28) Combining IP and business strategies
        • 54 min
        • 23. Alexis Bazzanella (Society for Chemical Engineering and Biotechnology, DECHEMA) on sustainable chemistry

          I speak with Alexis Bazzanella of the Society for Chemical Engineering and Biotechnology (DECHEMA) and the International Sustainable Chemistry Collaborative Centre (ISC3) about sustainable chemistry and multinational collaboration.

          • (0:49) Definition of sustainability
          • (2:25) Holistic approach to sustainable chemistry
          • (5:06) Adoption of sustainable chemistry principles
          • (8:07) Role of legislation and regulation
          • (9:57) Role of private sector and the public
          • (11:14) Technologies that enable sustainable chemistry
          • (13:48) Approach chemical companies take to achieve sustainability
          • (16:09) International Sustainable Chemistry Collaborative Centre
          • (20:02) Projects supported by ISC3
          • (22:37) Challenges
          • (26:55) Future of ISC3 – hubs
          • 30 min
          • 22. Jane Melia (Harvest Thermal) and DC Palter (Chemical Angel Network) on heating and the electrical grid

            I speak with Jane Melia of Harvest Thermal and DC Palter of the Chemical Angel Network, Tech Coast Angels, and Pitching Angels blog about how changing the way we heat our homes and buildings can help mitigate climate change.

            • (1:25) Heating, energy, and emissions
            • (3:05) Regulations
            • (6:08) Heat pumps and Harvest Thermal
            • (9:09) How heat pumps tie to the resiliency of the electrical grid
            • (11:20) Harvest Thermal’s target market
            • (12:42) Harvest Thermal’s progress and commercialization stage
            • (15:52) Why DC invested in Harvest Thermal
            • (20:35) Current state of Cleantech investing from entrepreneur’s perspectives
            • (22:51) State of Cleantech investing from investor’s perspective
            • 28 min
            • 21. Craig Kasberg (Tidal Vision) and Tony Sun (GC Ventures) on biopolymers and investing

              I speak with Craig Kasberg of Tidal Vision and Tony Sun of GC Ventures about biopolymers, applications chitosan, building and investing in science-based startups.

              • (0:47) Biopolymers
              • (1:37) Chitosan
              • (3:05) Tidal Vision’s manufacturing
              • (4:46) Applications and markets – water treatment, textiles, agriculture
              • (8:29) Tidal Vision’s progress as a company
              • (9:55) Challenges while building a company
              • (12:20) Future of Tidal Vision
              • (13:53) GC Ventures and why Tony invested in Tidal Vision
              • (15:19) Investment criteria and decision making
              • (17:25) Duration of due diligence
              • (18:00) Investing in deep tech during economic downturns
              • 22 min
              • 20. Morgan Lehtinen (RXN Hub) on Canadian cleantech ecosystem

                I speak with Morgan Lehtinen of RXN Hub about the Canadian cleantech entrepreneurial ecosystem.

                • (0:53) What RXN Hub is
                • (1:40) Gap in the entrepreneurial ecosystem
                • (4:09) Cleantech ecosystems across North America
                • (6:14) Startups eligible for RXN Hub
                • (7:17) RXN Hub partners
                • (9:10) Business model and services offered
                • (13:16) Impact
                • (15:17) Definition of success in short and long terms
                • (17:36) Vision for RXN Hub in 10 years
                • 20 min
                • 19. Ginger Rothrock (HG Ventures) on investing in industrial tech

                  I speak with Ginger Rothrock of HG Ventures about investing in industrial technologies.

                  • (0:00) Introduction
                  • (0:43) Industrial tech defined
                  • (1:33) Examples of current innovations with industrial use cases
                  • (3:07) How novel industrial tech will impact existing value chain/ecosystem
                  • (4:49) The promise and potential of industrial tech in averting the climate crisis and achieving sustainability
                  • (7:26) Regulatory environment (EPA, SEC)
                  • (9:28) Investing in industrial tech, flow and allocation of capital
                  • (11:44) Investment landscape
                  • (13:24) How VCs make money by investing in industrial tech
                  • (15:44) Risks and challenges when investing in industrial tech
                  • (17:58) Current state of economy and impact on early-stage investment activities
                  • (18:59) What investors look for
                  • (20:50) HG Ventures – mission, investment thesis, value-add
                  • (23:50) Advice for entrepreneurs when pitching to investors and building companies
                  • 26 min
                  • 18. Mitch Krauss on sustainability in apparel, semiconductor, and beverage industries
                    I speak with Mitch Krauss about sustainability, circularity, environmental and health safety in textiles, semiconductor, and beverage industries.
                    (0:00) Introduction
                    (0:39) Apparel and textile industry
                    (1:32) UN Project
                    (2:42) Apparel industry value chain
                    (4:29) Perfluorochemicals
                    (7:45) Sustainability in apparel industry
                    (9:47) Apparel production’s impact on environment
                    (14:24) Semiconductor industry
                    (15:42) RoHS Directive
                    (18:53) How semiconductors are made
                    (21:43) Use of water in semiconductor manufacturing
                    (27:05) Beer industry and brewing beer
                    (29:41) Norfork Brewing
                    35 min
                  • 17. Gabriel Thoumi (Responsible Alpha) on plastics and sustainability

                    I speak with Gabriel Thoumi of Responsible Alpha, a consultancy whose mission is to support businesses and communities in securing a low-carbon, sustainable, and equitable future.

                    • (1:24) Production and consumption of plastic
                    • (2:53) Plastic industry’s carbon budget
                    • (3:59) Reconciling fact that plastic is useful in our society and economy with the fact that it is damaging to the environment
                    • (8:35) What the plastic industry is doing to mitigate the plastic problem and the pressure companies feel to change their behavior
                    • (11:58) The role of investors
                    • (15:40) The role of governments
                    • (20:25) Ramification of projected increase in demand for plastic
                    • (25:43) New technologies
                    • (31:11) Circularity and points of intervention
                    • (36:51) Barriers to transitioning from linear to circular economy
                    • (40:28) How transitioning to circular economy creates opportunities
                    • (42:03) Short-term vs. long-term thinking
                    • 46 min

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