David Carter

Climate tech transition trends are embedded - make sure your business, investments and the economy are invested appropriately. Another slide from the excellent RMI presentation. P76 https://lnkd.in/gzdsBt7S

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Join me next week as I moderate a virtual panel on regenerative agriculture with esteemed experts!

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🚨 🚘 An exciting day here at 8090 Industries as we ‘roll out’ our latest investment in ENSO - 2023 Earthshot Prize Finalist, to revolutionize a stagnant industry undergoing the largest shift since its inception, with no solution in place, an aging workforce, lacking ingenuity and a business model out of touch with the dynamic needs of its customers - TIRES. World, meet Gunnlaugur Erlendsson, the industrialist pioneering a new dawn for the tire industry. But first, a quick history lesson: __________________________ In 1898, Franklin "Frank" Seiberling, jobless, with a wife and three children, borrowed $3,500 for a down payment from his brother-in-law, to purchase an old strawboard factory in Ohio, to open a rubber company. A science and history nut, he named it after Charles Goodyear, the pioneer of vulcanization, the main method of how rubber was produced. Over the next decade, they brought mechanization and technology to the cumbersome and time-consuming process of hand building tires — enabling one man to produce 60 tires in ten hours as opposed to five tires built by hand in a day. His Seiberling State machine revolutionized tire building and led to an explosion in tire production output. By 1907 - it caught the attention of Henry Ford who purchased 1,200 sets of tires for the Model T. And as they say, the rest is history. By 1913 - Over half the tires made in the U.S. were manufactured on Seiberling’s machines. By 1916 - The The Goodyear Tire & Rubber Company became the largest tire producer in the world. _____________________ Today much has changed. @Goodyear is no longer the largest tire producer and tire manufacturers no longer own the direct relationship to fleets. That capitalistic, swashbuckling energy and entrepreneurial spirit that built Goodyear and pioneered the tire industry is in short supply, just when it needs it most as a global transition towards EVs compels the greatest growth opportunity for the tire industry in over a century. Led by Gunnlaugur Erlendsson, Enso produces tires perfectly fit for a world increasing run on EVs - that are tailored to endure the heavy weight and torque, last longer, cheaper and increase range by more than 10% today while bringing circularity to the supply chain and data through owning the direct relationship with fleets.  Don’t just take our word for it, some of the largest fleets in the world from Amazon to city cab fleets in Europe are already running on Enso tires and this is just the beginning. 👀 Stay tuned. Much to come! cc Kerem Ozmen Wes Mendenhall Filip Vurdelja Haluk Sabanci Dincer Grant Brown Ishan Meswani Garuth A. Andrew Irwin #climatetech #decarbonization

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Throw back Thursday! 😊Excited to look back at 2023 through the publication of our Catalyst Fund Impact Report! The report spotlights the hard work of our portfolio companies after a year of work with them, as they continue to build game-changing solutions from precision agriculture technologies to water access solutions or waste management tools. 👉 Dive into our portfolio companies' impact to date, our theory of change, and how we empower bold founders to build a climate-resilient future for millions of Africans. 👉 Learn about our gender lens investing approach, sustainability focus, and how our startups are driving green growth and positioning Africa as a leader in climate action. 👉 Explore spotlights on select portfolio companies and discover how Catalyst Fund's hands-on venture building accelerates the path to scale for early-stage climate tech in Africa 👉 See the recognition our fund has earned to date and join us in investing for a climate-resilient future on the continent. Sand to Green, Bekia inc, Visual and AI Solutions (VAIS), Assuraf | Insurance, Simply, Eight Medical | Techstars ‘23, Farmz2U, Farm to Feed, Octavia Carbon, PaddyCover, Agro Supply, NoorNation, Scrapays, THOLA, Earthbond, Zebra CropBank, Medikea, Keep IT Cool, Tolbi Link to download the report: https://lnkd.in/ejJjH6aD

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Mobility and EV are synonymous conversations in the investing world these days. While #Sustainability, #innovation #SDG are central to this discussion, Wider Consumer adoption will come from #scale. My conversation with EV Mechanica is around #automation in manufacturing, role of #semiconductor and #AI in achieving efficiency and scale. Swapp Design Docker Vision Redwing Genrobotics MIHIR MISHRA https://lnkd.in/guxN47_g seafund Mayuresh Raut MANOJ KUMAR AGARWAL Supratik Swain Agam Gupta Bhagyashree Rana Virat Gandhi Tushir Doshi

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Is financial solvency possible for small, independent winemakers? In the Last Call segment of Business of Drinks (Ep 33), we discuss an article by Stevie Stacionis in her Resilient Wine newsletter. She interviews Dan Petroski, founder and winemaker at Massican Winery, about the financial realities of making wine in California. As Stevie writes: “Everybody who makes cool ‘new California’ wine has to have a day job — something else that is actually paying the bills and fronting some of the cost of their smaller, ‘cool’ label. This style of wine will continue to exist only as long as everyone can keep those day jobs. With the day job comes a salary as well as (if your day job is at a bigger winery) operational benefits such as a place to make wine and equipment to borrow ‘for free’.” Indeed, the financial picture is not pretty. As Dan shares in the article, even as Massican scaled up production on the path from 400 cases to 4K cases, his cost growth was outpacing his income growth — so there were no efficiencies of scale at that production level. He learned that COGS efficiencies are more realistic at the 10K and 100K case level. That’s a hard pill to swallow — it’s tough to imagine how to scale to those levels without outside investment. For our take, give a listen to Ep. 33: https://lnkd.in/e6nYcMvi And click on our shownotes for links to subscribe to the Resilient Wine newsletter and buy Massican wines. #massican #resilientwine #drinksindustry #wineproduction #businessgrowth Caroline (Bork) Lamb Scott Rosenbaum

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Landing back from #nyc and a great week at the Global AgInvesting conference, it’s clear that the weather has changed since last week and the presence of the winters #flooding has started to subside. When we ran a farming academy in Northumberland with the Understanding Ag, LLC - Experts in Regenerative Ag in October 2022, one of the profound comments was around the suitability for #agriculture and #regenerativeagriculture in the UK’s climate. Yesterday WIRED published an article on ‘the rise of the carbon farmer’ which provides a positive lens on the potential impact of agriculture to sequester carbon. If soil health beneficial practices are used to generate regenerative outcomes. Quoting UK #organic farmer Patrick Holden. “My farm’s been farmed organically for 51 years,” says Patrick Holden “I’ve built up soil carbon, my operation is now carbon-negative—if I was to switch to intensive methods then theoretically I could burn up that carbon stock. But if I was paid to be a carbon steward, I’m not going to do that.” Having experienced one of the wettest winters on record, let’s not forget the value of slowing down and filtering water with #healthysoils. Ryan Cameron Nicholas Burlington Addy Windsor-Clive Paul Benjamin Alvaro Aguirre Taimur Malik Jeremy Stroud Ananya Manna Jackson Baris Matt Jordon Regenerate Asset Management Regenerate Outcomes Rodale Institute https://lnkd.in/e8cP6AAu

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A global growth perspective on the continued rise in value of the Bourbon Spirits Market. Just as we roll out new Bourbon Bond Investment opportunities for accredited investors. https://lnkd.in/euGMx4CS Premiumisation and Innovation, Fueling the Growth of the Bourbon Spirits Market, will Remain the Secret Sauce Behind the Continued Bourbon Boom Through the End...

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This. 100% this! 10/10... no notes Isabelle Lesschaeve! Finally, the wine industry realizes that only TALKING AT CONSUMERS is ineffective and often off-putting. Our industry-wide lack of capacity to listen to each individual, unique consumer at scale forbids us from truly understanding and effectively communicating with them. Modern consumers demand a level of personalization and social relevancy for product marketing and sales communications that we cannot comprehend, and haven't even started to work towards. It blows my mind that virtually every other industry in the digital era understands this core premise, yet the wine industry still wants to talk at consumers.

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In recent years the beverage industry has witnessed a remarkable shift driven by the preferences of younger consumers. Two emerging trends, non-alcoholic spirits, and boba, have captured the attention of younger folks and are experiencing significant growth as a result. According to the article, one-third of consumers ages 18 to 24 abstain from alcohol altogether. This shift in drinking habits has paved the way for the emergence of non-alcoholic drinking options, providing consumers with sophisticated and flavorful alternatives to traditional alcoholic beverages. #DrinkingTrends #YoungConsumers #Boba #NonAlcoholicSpirits

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JUST IN - New Study: How Bitcoin Mining reduces Methane Emissions on Landfills "In this study, we reveal it is not only feasible but economically viable & environmentally beneficial to use landfill gas for Bitcoin mining" TL;DR: ♻ "In the span of 240 days, we prevented the release of ~1.3 million SCF of methane into the atmosphere" 🚘 "over the course of 240 days, the project mitigated the equivalent of 6,627 gas-powered passenger cars" 💡 "techniques and insights gained from this project open the door to new opportunities at landfill sites [to turn] wasted energy sources into productive, more sustainable assets" https://lnkd.in/gCNwgZeP

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Expressions of Interest (EOIs) for the Beanstalk AgTech Drought Venture Studio close this Friday July 12th. Since launching the venture studio the team have been engaging with researchers and AgriTech innovators, scouting for technologies that can be validated and commercialised. For those still considering the opportunity, here are a few details: - The Drought Venture Studio is specifically designed to support technology development and commercialisation at the earliest stage, including pre business incorporation. - Technologies can target drought resilience across a broad range of crop types and applications in the field and the back office. Examples include, water and soil management, pest and weed control, financial resilience and supply chain management systems. - Up to $250k in funding will be available for projects once validated, to support development as well as salary funding for co-founders in the early stages. - Need a co-founder? The venture studio will facilitate the process of bringing a co-founder or CEO into validated businesses. This recent webinar provides a great overview of the venture studio, the team and the process. All the EOI details can be found here 👇 - Applications: https://lnkd.in/gyqYB4ww - Webinar video: https://lnkd.in/g8RqXm9n Marcus Agnew, Jeremy Chan-Youker, Cal Archibald #agritech #sustainability #drought #BeanstalkVentureStudio #FutureDroughtFund

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There are times, and this is one of them, where we have the opportunity to be involved with positive change in our field of expertise. The brief explanation here lays out simple yet transformational ideas on how true sustainability evolves with refining processes (or in the case of EBX, less refining with lower input processing). The evolution in oak processing for wine and beverage applications is simplifying the approach to extraction to mimic the natural slow process produced in a barrel cellar. Harsh techniques of extraction = harsh “extract” characters. Option 1: Soft, slow, cool, gentle. It’s easy to imagine a response character derived from these descriptors above. Compare to: Option 2: Harsh, fast, hot, forced. The ‘Option 1’ response to processing methodologies is now realized in the array of wine and spirits options in the EBX line. #winemaking #winemakersforum #techtalk4wine #winemaker #winemakerslife

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How exciting! How can more restaurant chains follow suit? I have worked as a Culinary & Service Pro at sweetgreen since late March. How would it benefit from reusable bowls at their stores? Case Study: Reusable Bowls at Just Salad Sandra N. created a successful program, where for every purchase of a $1 reusable salad bowl, customers received a free topping. What a sweet deal! What can Sweetgreen do? Every additional topping (after the 4 free toppings) costs $0.65, whether for a warm bowl or salad. Both items cost $10.25, excluding premiums. Considering the fixed cost of a reusable salad bowl at $1 and the additional topping at $0.65, Sweetgreen *might* only need to add ~2 new customers to break even. If the restaurant chain wants to reach $5,000 in daily revenue at any typical store, it would need 300 readily accessible reusable bowls, thus requiring ~26 new customers daily at each store or across its portfolio of stores. Sweetgreen's goals emphasize sustainability, and reusability is logistically feasible and profitable, especially as it continues to grow as a publicly traded company. Jonathan Neman Nathaniel Ru Nicolas Jammet Tony Wu Jim Thomas

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#Winemarket Outlook-/Report published: Thanks for sharing Juan Park / Team IWSR. ✔ I agree with this summary assessment - even though it initially sounds alarming: ❗ "While there are clear growth opportunities for brand owners to target, these gains will not be sufficient to offset declines among lower-priced wine products in the mass market – meaning that wine’s long-term overall volume declines are likely to continue for the foreseeable future." https://lnkd.in/etXrBq4g WEINWIRTSCHAFT Deutsches Weininstitut, The German Wine Institute i.e. Wines of Germany worldwide Deutscher Raiffeisenverband e.V. Deutscher Weinbauverband e.V. (DWV) Baden-Württembergischer Genossenschaftsverband e.V. (BWGV) #wein #wine #FMCG

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Let’s focus on the facts!

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Ciatti California Report - Now on Substack. Take a look - good info on the Wine and Grape Industry

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