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S2G: The Evolution and Mission of This Groundbreaking VC

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Aviation
Decarbonizing Aviation with Sustainable Drop-in Fuel Alternatives

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Energy Transition
The Disaster that is EU Energy Policy
Stephen Feilhauer details the evolution of S2G ventures.
Featured Reports
Cyril Yee and Sam Lefkofsky discuss sustainable aviation fuel.
Aviation
The EU energy crisis is so much bigger than Russia’s It is driven by a flawed energy policy that failed to appreciate the scale of the decarbonization challenge. Fiscal measures are band-aid solutions that do nothing to solve the supply/demand imbalance at the core of this This could reinforce current inflation trends, making the ECB's job even harder.
Energy Transition
When a prospective buyer approached a group that restores Myanmar’s endangered mangroves about purchasing the credits used by companies to offset their carbon emissions, they were told the tokens had sold out.
Carbon Markets
In Germany and Italy, coal-fired power plants that were once decommissioned are now being considered for a second life. In South Africa, more coal-laden ships are embarking on what’s typically a quiet route around the Cape of Good Hope toward Europe. Coal burning in the U.S. is in the midst of its biggest revival in a decade, while China is reopening shuttered mines and planning new ones.
Energy Transition
Spiking gas prices across Europe. Complaints from middle-class families from Madrid to the Midlands. Editorials are written about Europe's over-reliance on Russian gas, yet it flows unabated despite a slew of geopolitical concerns.
Energy Transition
The repurposing of Europe’s oil and gas pipelines for the transport of carbon dioxide for carbon capture storage (CCS) and hydrogen to fuel the energy transition, could cut the capital outlay to achieve the European Union’s (EU’s) ambitious climate change mitigation targets by more than 70 billion euros, a study showed.
Energy Transition
Nilson energy is the first off-grid & Public Green hydrogen station in the world.
Energy Transition
The potential size of carbon markets is enormous with McKinsey estimating carbon credits could be worth in excess of $50 billion by 2030 and continue to grow through to 2050 as countries and companies strive to achieve their net-zero goals.
Carbon Markets
The bulk of the heavy lifting – almost half – in replacing Russian imports is to be achieved by importing 50 bcm more LNG compared to 2021. It is worth noting that, in the first two months of 2022, LNG imports into the EU were already around 10 bcm higher than in 2021
Energy Transition
It's possible to support climate projects for their own sake, without offsetting emissions. In everyday language, ‘buying carbon credits’ and ‘offsetting’ are used interchangeably. But they are not the same. To stop greenwashing while increasing funding for climate projects, there is an urgent need to separate the unit, a carbon credit, from the activity, making a climate claim.
Carbon Markets
While Singapore’s recent announcement that the carbon tax was increasing fivefold understandably gained attention, the acceptance of carbon credits as payment could prove a key next stage in the evolution of these still nascent markets and help drive international investment in the sector.
Carbon Markets
Governments are imposing regulatory carbon constraints and constituents are demanding concrete mitigation efforts from companies.
Carbon Markets
Following Russia’s invasion of Ukraine on 24 February 2022, energy markets are in turmoil. Oil and gas prices are rising and exhibiting high volatility as the markets grapple with the impact of sanctions and the prospect of reduced flows from Russia.
Energy Transition
Despite the professional necessity to analyze the economic, geopolitical, and liquidity scenarios of how Russia’s invasion of Ukraine could play out, I struggle to do so through clear eyes. To draw conclusions that are optimistic to global asset prices from current levels feels almost inappropriate. The Ukrainian people face an unfathomable hardship, and whatever the outcome, Russian citizens, the vast majority who are innocent in all this, will feel the consequences of an unstable banking system and sanctions for years to come. Russia’s leadership and the oligarchs who have underwritten Putin’s power and enormous personal wealth will be inconvenienced. Sergei Lavrov may not make it to Canne this summer, and Chelsea Football Club may have a new owner, but like all the tragedies the world has faced in the past thirty years, those with the lowest exposure to financial assets face the greatest risk
Energy Transition
The voluntary carbon market is scaling up rapidly as more and more companies adopt net zero commitments. Net zero commitments entail working to reduce businesses’ own emissions across their activities, which may include the emissions from raw materials and the eventual consumption or use of their products.
As companies across the global supply chain face increasing regulatory and environmental pressure to be transparent, sourcing and producing responsibly, blockchain will revolutionise the raw materials industry, driven by a broad-based push from individual consumers and corporate investors.
New Ventures
Climate is the most important investment narrative of our lifetime, and if the world has any hope of reaching net-zero targets by 2050, we need to electrify our modes of transportation. We are spreading the event over two weeks.
Commodities

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