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Rigorous Due Diligence for Alternative Protein, Fermentation, and Bioenergy Investments At Stealth Bioenergy and Biotechnology Consulting, our 200+ SMEs recognize that institutional investors require in-depth techno-economic analysis before deploying capital into emerging biotech sectors like alternative proteins and bioenergy. Our proven project evaluation framework includes: 1. Signing NDAs to protect sensitive information on novel technologies and processes. Discretion is key when conducting due diligence. 2. Thorough data collection on production projections, operational expenditures, capital costs, target markets and competing solutions. We leave no stone unturned. 3. Rigorous financial modeling using dynamic variables to assess production economics, ROI potential, sensitivity analysis and risk factors. 4. Benchmarking key performance metrics like production yields, operating costs and product margins versus incumbent solutions and competing startups. 5. Checking claims against scientific fundamentals and commercial feasibility. We validate what's real versus hype. 6. Evaluating market dynamics, regulatory constraints, adoption barriers and supply chain maturity. The market landscape is analyzed in-depth. 7. Providing clear recommendations on investment merit and risk-return profile compared to alternatives. You get our unbiased assessment. If you are conducting diligence in the precision fermentation or bioenergy markets, leverage our technical expertise and commercial rigor of our 200+ subject matter experts (top tier PhDs and C-suite execs). We distill complex data into actionable insights on value creation opportunities. Partner with us to make informed investment decisions. #investing #TEA #bioenergy #biotechnology #alternativeproteins #fermentation rg@stealthbb.com www.stealthbb.com

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Last week, Congress very quietly and almost unanimously passed the Fusion Energy Act. The bill is a prime example of bipartisan legislation that will codify regulatory oversight and help accelerate domestic fusion production. Specifically, the Fusion Act is expected to: - Streamline the Nuclear Regulatory Commission's (NRC) licensing process for fusion machines, ensuring they are not grouped with nuclear fission ⏩ - Kickstart licensing frameworks for “mass-manufactured fusion machines” ⚙ This legislation will go a long way to help companies like Commonwealth Fusion Systems, Xcimer Energy Corporation and Zap Energy pave the way for commercial fusion and the jobs, enhanced energy security, and clean power that comes along with it. Read more here:

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That feeling when you watch the macro forces that undergird your Industrial Transformation & Supply Chain Technology investment thesis at ⁦‪REFASHIOND Ventures: The Industrial Transformation Fund unfolding every single day: Escalating Geopolitical Tensions; The Climate Crisis & Severe Weather; Consumer Behavior & Demographics. At most venture capital firms, Industrial Transformation & Supply Chain Technology is a tiny, emerging “area of interest” . . . At REFASHIOND Ventures, it’s our entire world. Join us. #IndustrialTransformation #SupplyChain #Innovation #Technology #Startups #VentureCapital

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Sustainability drives Kosmos Energy's business strategy. CEO, Andy Inglis, unveils the 2023 Sustainability Report, demonstrating how Kosmos integrates sustainability into all operations. In a world scrutinizing environmental impacts, Kosmos sets the pace, showing how vital sustainability is to the energy future. With the demand for responsible energy, Kosmos' dedication is a model for peers. Interested in a sustainable impact? Kosmos Energy's journey is worth studying. Dive into their report for real-world, sustainable practices in the energy sector. https://lnkd.in/eCQd8WhS

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$7 trillion in fossil fuel subsidies. Here is the breakdown from IMF. Remember this the next time someone tells you EVs are too expensive or wouldn’t exist without the $7500 federal tax credit incentive. If we eliminated fossil fuel subsidies and priced them for full lifecycle cost, the transition to EVs would happen overnight. Gas is not expensive. It is kept artificially cheap because that buys both votes and campaign contributions. But at what cost? https://lnkd.in/gK7DNnuc

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In this edition of The Green Molecuels™ Journal, the Energy Capital Ventures ® team discusses the strategic imperative of strengthening #methane #emissions regulations for the oil and #naturalgas industry. #greenmolecules #regulation https://lnkd.in/gWsssrvK

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Truth be told, I'm a little jealous of Isaac Orr and Mitch Rolling. They're not only doing some of the best analysis of our power generation systems and policies out there, but they've now also launched their own research outfit! But my jealousy didn't keep me from having them join me to share their much-needed wisdom for Episode 103 of my Manufacturing Talks Web Show and Podcast. Check it out below!

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Today the coal, tomorrow the natural gas: As reported in https://lnkd.in/gT7q8BSe, wind as a source energy has overtaken coal in the US. Here's the surprising part: as recently as December 2023, the EIA wrote "We expect solar and wind generation together in 2024 to overtake electric power generation from coal for the first year ever..." In fact, wind generation alone has already overtaken coal generation. And this trend will only continue.

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Clean Energy Causality Confusion: The Big Point The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers. Some clean tech executives have decried that low valuations have been hindering the transition to renewable energy. This was a clear case of confusing cause and effect. The faltering pace of the transition has been responsible for the valuation adjustments. Complete content is available for a $15 monthly subscription. Click here to subscribe: https://lnkd.in/g69y2qiz

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With a dearth of exit opportunities the M&A window has opened up slowly in 2024 with energy leading the way globally supported by capital investment, regulatory tail-winds, and geo-political climate.

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Energy Transition Finance is helping a number of companies pursue funding through Round 2 of Inflation Reduction Act 48C funding. With $6 billion available in this round to cover 30% of qualified expenses, this initiative not only promotes job creation in communities that need it most but also drives down the cost of carbon-free energy. Your project will need to be permitted within two years and then operational within two years after that. Key dates to remember: • Concept papers are due within 30 days of the application portal opening on May 22. So the due date is 6/21/2024. • After review, letters of encouragement or discouragement will be sent out. • Teams will then have 50 days to submit their full applications. Whether you need a lot of help or just a little guidance at any stage, don’t hesitate to reach out. Let’s work together to seize this opportunity and make a significant impact. #48C #IRA #AdvancedEnergy #EnergyTransition #TaxCredits #AdvancedManufacturing #IndustrialDecarbonization #CleanEnergy

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U.S. DOE announces $20 million funding for innovative #hydrogen gas #detection #technologies. ARPA-E launches #H2SENSE Exploratory Topic to address challenges in detecting #hydrogen #emissions throughout the #supplychain. Performance targets include a minimum detection threshold of 10 kg/hr across a 100m x 100m area and a cost limit of $10,000 for detection. ARPA-E aims to replicate past success in #methane detection to develop low-cost, effective technologies for hydrogen emissions detection. https://lnkd.in/gmZj9TjU

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🎙️Excited to share my recent conversation on "The Business of HLTH" podcast where we delve into the dynamic intersection of finance and #lifesciences. As a #CFO dedicated to advancing the industry, I discuss the nuances of venture investing, M&A, and strategic financial planning that can propel life sciences organizations forward. 🔗Tune in to gain insights into how we at Tialma provide tailored CFO solutions that not only manage but enhance the financial and operational aspects of life sciences companies, ultimately maximizing shareholder value. Whether you're involved in biotech, medtech, or looking to understand the financial intricacies of the industry, this episode offers valuable perspectives. 👉Listen to the episode here: https://lnkd.in/e6Yx8swQ Feel free to connect and discuss how strategic financial leadership can make a measurable impact in the life sciences sector.

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Global oil markets are headed toward a major glut this decade, a global energy watchdog forecast, citing surging supplies and slowing demand growth for crude thanks to lower-emissions energy sources. The International Energy Agency, whose members include the world’s biggest oil consumers, predicted in its closely watched medium-term oil market report that so-called spare capacity—the amount of pumping capacity left unused because of adequate supply—could surge in coming years to levels only seen during the Covid-19 pandemic. Oil-demand growth is set to peak by 2029 and start to contract the next year, reaching 105.4 million barrels a day in 2030 as the rollout of clean-energy technologies accelerates, according to the Paris-based organization. Meanwhile, oil-production capacity is set to increase to nearly 113.8 million barrels a day, driven by producers in the U.S. and the Americas. “This would result in levels of spare capacity never seen before other than at the height of the Covid-19 lockdowns in 2020,” the IEA said on Wednesday. “Such a massive oil production buffer could usher in a lower oil price environment, posing tough challenges for producers in the U.S. shale patch and the OPEC+ bloc.” Despite the slowdown, global oil demand in 2030 is still forecast to rise by 3.2 million barrels a day from 2023, the agency said. The increase will be driven by strong demand from economies in Asia, particularly in India and China. But rising electric-car sales, fuel-efficiency improvements and the use of renewables for electricity generation will increasingly offset gains. In advanced economies, demand is forecast to fall from around 45.7 million barrels per day in 2023 to 42.7 million barrels per day in 2030. Excluding the pandemic, the last time that oil demand was that low was in 1991, according to the IEA.

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Natural gas producers are planning for a significant spike in demand over the next decade, as artificial intelligence drives a surge in electricity consumption that renewables may struggle to meet alone. After a decade of flat power growth in the U.S., electricity demand is forecast to grow as much as 20% by 2030, according to a Wells Fargo analysis published in April. Power companies are moving to quickly secure energy as the rise of AI coincides with the expansion of domestic semiconductor and battery manufacturing as well as the electrification of the nation’s vehicle fleet. AI data centers alone are expected to add about 323 terawatt hours of electricity demand in the U.S. by 2030, according to Wells Fargo. The forecast power demand from AI alone is seven times greater than New York City’s current annual electricity consumption of 48 terawatt hours. Goldman Sachs projects that data centers will represent 8% of total U.S. electricity consumption by the end of the decade. The surge in power demand poses a challenge for Amazon, Google, Microsoft and Meta. The tech companies have committed to powering their data centers with renewables to slash carbon emissions. But solar and wind alone may be inadequate to meet the electricity load because they are dependent on variable weather, according to an April note from consulting firm Rystad Energy. Surging electricity loads will require an energy source that can jump into the breach and meet spiking demand during conditions when renewables are not generating enough power, according to Rystad. The natural gas industry is betting gas will serve as the preferred choice. “This type of need demonstrates that the emphasis on renewables as the only source of power is fatally flawed in terms of meeting the real demands of the market,” Richard Kinder, executive chairman of pipeline operator Kinder Morgan, told analysts during the company’s first-quarter earnings in April. “The primary use of these data centers is big tech and I believe they’re beginning to recognize the role that natural gas and nuclear must play,” Kinder said during the call. Kinder Morgan is the largest natural gas pipeline operator in the U.S. with 40% market share. Natural gas is expected to supply 60% of the power demand growth from AI and data centers, while renewables will provide the remaining 40%, according to Goldman Sachs’ report published in April.

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In the past four years, several of the world’s largest oil and gas producers have outlined ambitious plans to shift from fossil fuel production to clean energy provision. The transformation would be needed, chief executives argued, to help cut global emissions and provide a future for their companies as the energy system evolved to greener fuels. Now, though, some companies have already begun to row back on certain goals, raising the question of whether Big Oil can progress to lower carbon sources of revenue — and whether it wants to. BP, last year, slowed the pace at which it will reduce its oil and gas production while, in March, Shell weakened its climate targets to accommodate plans to grow its liquefied natural gas business.

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