The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies

The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies

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The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies episodes

  • How Wave Energy Is Powering Ocean Sensors

    Episode 77 of The Climate Tech Podcast explores wave energy — a renewable source that's been stuck in pilot phase for decades. Lucas and Luna look at a specific startup called CorPower Ocean, which has deployed a buoy-based wave energy converter off the coast of Portugal. They discuss how it works, the economics per kilowatt-hour, and why wave power could be a game-changer for offshore sensors, desalination, and grid-scale generation. The hosts also touch on the challenges of surviving storms and the competition from floating solar and offshore wind. A concrete look at whether wave energy is finally ready for prime time.

    #WaveEnergy #CorPowerOcean #OceanEnergy #BlueEconomy #RenewableEnergy #ClimateTech #OffshorePower #EnergyTransition #WavePower #MarineEnergy #CleanEnergy #Decarbonization #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #ClimateAction #SustainableTech #Portugal

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    11 min
  • The Solar Graveyard Problem and How One Startup Fixes It

    Solar panels are flooding the market, but what happens when they die? In this episode, Lucas and Luna explore the growing problem of end-of-life solar waste and the startups racing to solve it. They focus on one company, SolarCycle, which has developed a process to recover 95% of the value from retired panels, including silver, silicon, and aluminum. With over 100 million panels expected to be decommissioned annually by 2030, this is a trillion-dollar opportunity hiding in plain sight. Lucas breaks down the economics: a typical 300-watt panel costs about 10 dollars to recycle today but contains roughly 15 dollars in recoverable materials — and that gap is closing fast. Luna raises the question of regulation: the EU already mandates producer responsibility, but the US lags. They discuss how policy, innovation, and scale could turn a waste crisis into a circular economy win, and why investors are starting to pay attention.

    #SolarCycle #SolarPanelRecycling #RenewableEnergy #CircularEconomy #ClimateTech #SolarWaste #CleanEnergy #Sustainability #Business #Technology #Podcast #FexingoBusiness #BusinessPodcast #ClimateAction #WasteToValue #GreenTech #SolarEnergy #Recycling

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    10 min
  • How One Startup Is Turning Food Waste into Biodegradable Plastic

    In this episode, Lucas and Luna explore how a startup called Full Cycle Bioplastics is turning food waste into a biodegradable plastic alternative called polyhydroxyalkanoate, or PHA. They break down the science behind PHA, the economics of scaling production, and why this could be a game-changer for both the waste management and plastics industries. With food waste accounting for 8 percent of global greenhouse gas emissions and traditional plastics choking the planet, Full Cycle's process—using bacteria to ferment organic waste into PHA—offers a closed-loop solution. Lucas explains how the company's partnership with PepsiCo and their pilot facility in California are proving the concept at commercial scale, while Luna questions the cost competitiveness against conventional plastics. They also discuss the regulatory tailwinds from California's SB 54 and the EU's Single-Use Plastics Directive, which are creating market pull for materials like PHA. A concrete, hopeful look at one of the most promising innovations in the bioeconomy.

    #FullCycleBioplastics #PHA #BiodegradablePlastic #FoodWaste #CircularEconomy #Bioeconomy #SustainableMaterials #WasteToValue #PepsiCo #California #SB54 #SingleUsePlasticsDirective #ClimateTech #Decarbonization #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #ClimateTechPodcast

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    7 min
  • Why Your Smart Thermostat Could Save the Grid

    Episode 74 of The Climate Tech Podcast examines how networked thermostats and demand-response programs are quietly becoming one of the most scalable tools for grid reliability. Lucas walks through a real case: a midwestern utility that deferred a $200 million peaker plant by paying 50,000 households to let it adjust their ACs during heat waves. Luna questions the privacy trade-offs and whether the model works in cold climates. Together they unpack the economics of virtual power plants, the role of standards like OpenADR, and why Google Nest's 'Rush Hour Rewards' program actually cut peak load by 40 percent on the hottest days. No hype — just the numbers on how tiny, aggregated demand shifts are keeping the lights on.

    #DemandResponse #SmartThermostats #VirtualPowerPlant #GridReliability #EnergyEfficiency #ClimateTech #GoogleNest #OpenADR #PeakerPlants #HeatWave #Decarbonization #Business #Technology #FexingoBusiness #BusinessPodcast #CleanEnergy #GridResilience #EnergyTransition

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    12 min
  • The Startup Making Sustainable Aviation Fuel from Captured CO2

    In this episode of The Climate Tech Podcast, Lucas and Luna explore how one startup is turning captured carbon dioxide into sustainable aviation fuel (SAF). They dive into the technology behind the process — using electrolysis to convert CO2 into syngas, then into jet fuel — and discuss the economics, the scale needed to make a dent in aviation emissions, and the regulatory tailwinds (like the SAF tax credit in the Inflation Reduction Act). The episode centers on LanzaJet's commercial-scale plant in Georgia, which came online in early 2025, producing 10 million gallons annually from ethanol. But a new generation of startups, including Air Company and Twelve, are leapfrogging ethanol feedstocks by going direct from CO2. Lucas and Luna debate whether the 'power-to-liquids' path can ever be cost-competitive with fossil jet fuel, and whether airlines are serious about buying at a green premium. A concrete look at the most promising — and most difficult — corner of decarbonization.

    #SustainableAviationFuel #SAF #CarbonCapture #LanzaJet #AirCompany #Twelve #PowerToLiquids #AviationEmissions #ClimateTech #Decarbonization #InflationReductionAct #CO2ToFuel #Electrolysis #GreenPremium #BusinessAndTechnology #BusinessPodcast #FexingoBusiness #ClimateTechPodcast

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    11 min
  • The Startup Making Fertilizer From Thin Air

    Nitrogen fertilizer production currently relies on the Haber-Bosch process, which consumes 2% of global energy and emits 1.3% of CO2. In this episode, Lucas and Luna explore a startup called NitroFix that has developed a low-temperature, atmospheric-pressure nitrogen fixation technology using a novel catalyst. The company claims it can produce ammonia fertilizer on-site using only air, water, and renewable electricity, slashing emissions by 90% compared to traditional methods. We discuss the science behind their approach, the pilot plant operating in India that is already producing 50 kilograms of ammonia per day, the economics of distributed fertilizer production, and the implications for smallholder farmers in developing countries who often lack access to affordable fertilizers. We also examine the challenges of scaling and the competition from other green ammonia startups.

    #ClimateTech #Fertilizer #GreenAmmonia #NitroFix #NitrogenFixation #Decarbonization #Agriculture #Sustainability #CleanEnergy #Business #Technology #Podcast #FexingoBusiness #BusinessPodcast #ClimateTechPodcast #Energy #Startup #Innovation

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    12 min
  • How Carbon Removal Credits Are Becoming a Real Market

    Carbon removal credits are moving from science project to actual market. In this episode, Lucas and Luna break down the numbers behind a single purchase: how one startup sold 100,000 tons of carbon removal credits at $400 per ton, who is buying them, and what the economics look like as buyers push toward $100 per ton. They explore the tension between permanence, verification, and scalability, and discuss whether the market can grow from thousands to billions of tons per year. No hype, just the deal flow.

    #CarbonRemoval #CDR #CarbonCredits #ClimateTech #DirectAirCapture #DAC #StartupFunding #CorporateSustainability #NetZero #CarbonMarkets #Permanence #VoluntaryCarbonMarket #Microsoft #Stripe #FrontierClimate #BusinessAndTechnology #FexingoBusiness #BusinessPodcast

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    11 min
  • The Startup Turning Waste Heat Into Clean Electricity

    Episode 70 of The Climate Tech Podcast explores a surprising source of clean energy: waste heat. Every year, vast amounts of industrial heat — from factories, data centers, and power plants — are released into the air. Lucas and Luna dive into how startups are using thermoelectric generators and heat-to-power systems to capture that heat and turn it into electricity, offering a new way to improve energy efficiency and reduce emissions. The episode focuses on one company, Alphabet Energy (hypothetical), which raised $100 million to commercialize silicon-based thermoelectric materials. But the challenges are steep: efficiency limits, high upfront costs, and integration hurdles. Lucas breaks down the physics in plain language, and Luna questions whether the economics actually pencil out. A concrete look at an overlooked decarbonization strategy.

    #WasteHeat #Thermoelectric #CleanElectricity #EnergyEfficiency #IndustrialHeat #Decarbonization #ClimateTech #Startup #AlphabetEnergy #SiliconThermoelectrics #HeatRecovery #DataCenterCooling #SustainableBusiness #Business #Technology #FexingoBusiness #BusinessPodcast #ClimateTechPodcast

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    10 min
  • How Startups Are Tracking Corporate Carbon Claims

    Lucas and Luna dig into the messy world of corporate carbon accounting. With net-zero pledges everywhere, how do you know if a company is actually cutting emissions or just buying cheap offsets? They examine a specific case: a startup called Watershed that helps companies like Stripe and Shopify measure their full value-chain emissions. Lucas explains the difference between Scope 1, 2, and 3 emissions — and why Scope 3 is where the real controversy lies. Luna pushes back on whether third-party verification actually works. They also look at a rival startup, Persefoni, and the challenge of standardizing carbon data. By the end, you'll understand why carbon accounting is becoming the next big compliance market — and why it's harder than it sounds.

    #CarbonAccounting #ClimateTech #Watershed #Persefoni #Scope3Emissions #NetZero #Stripe #Shopify #CarbonOffsets #SECClimateRule #Greenwashing #ESG #Sustainability #Business #Technology #FexingoBusiness #BusinessPodcast #ClimatePodcast

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    11 min
  • The Solar Farm That's Disappearing Into Thin Air

    Solar panels degrade faster in hot, humid climates. One farm in Vietnam lost 20 percent of its original nameplate capacity in just eight years. Lucas and Luna dig into how a startup's protective coating could slow that degradation, why the industry has been slow to test for long-term wear, and what this means for the economics of utility-scale solar in the tropics. A deep, specific look at a hidden cost of the energy transition.

    #SolarDegradation #ClimateTech #SolarPanels #VietnamSolar #CleanEnergy #RenewableEnergy #SolarFarm #ProtectiveCoating #EnergyTransition #Startup #BusinessAndTechnology #Podcast #FexingoBusiness #BusinessPodcast #Climate #Decarbonization #Sustainability #LucasAndLuna

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    14 min

About The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies

From the publisher's feed

Lucas and Luna examine the business of climate tech: the companies, policies, and market forces behind the energy transition. Each episode starts with a specific decarbonization company — a solar installer, a battery recycler, a carbon-accounting startup — and traces its revenue model, unit economics, and competitive moat. Lucas draws on financial filings and industry reports; Luna tests assumptions with on-the-ground examples from manufacturing floors and project sites. Together they ask: Which climate technologies are actually profitable without subsidies? Where do government incentives create real market signals versus distortions? And how do incumbents like oil majors and utility giants respond when new entrants threaten their margins? The show is built for investors, analysts, and operators who need to separate viable ventures from green hype. No hot takes, no cheerleading — just the numbers and the strategic logic behind them. After each conversation, the listener should be able to explain why one battery chemist is scaling while another stalls, or why a carbon-offset startup's gross margin tells a different story than its press release.