Energy VC tips for climate technology founders: 5 possibilities in developing nations

For entrepreneurs working on startups of climate technology, Energy Transition offers an excellent opportunity to power latest energy industries from countries wealthy in energy sources, many of which They exist in a developing world.

Kenya, for example, strives to remain Kapórka in the air Hub, while the Middle East is aiming production boom. Watch the extremely similar Chile and Namibia as a case studies; Both have small populations, huge transition metal industries, leading world increase in renewable energy sourcesand brave Hydrogen export ambitions.

However, stubborn increased energy prices in each are a challenge of emerging hydrogen and other energy-intensive industries, resembling data centers, e-Fueles, coal capture and decarbonized chemicals.

Problem: increasing energy prices

Energy prices, a Combination of delivery costs and generationThey grow throughout the world, despite the violent renewable energy sources. Thirty -three percent of the generation costs are decreasing (driven by Cheaper renewable energy sources) met 65% delivery costs growth in the USA, with similar Trends around the world.

Replacements, updates and extension aging nets – 70% of the American grid Over 25 yearsand 40% of Europe is Over 40 years – He is guilty.

Modernization of Chile forced Transmission and distribution infrastructure would decrease Energy prices by 12%, paying investors in just five and a half years and alleviating the deep challenges of Chile (incl 150% Yoy Increasing renewable restrictions). Similarly, to integrate more renewable energy sources with the Namibia network, funds a latest transmission using World bank loan.

Five possibilities for the founders of the startups

As a capitalist Venture Energy, I talked to countless founders of climate technology addressed to countries wealthy in energy sources, resembling Chile, to acquire energy -consuming technologies, assuming that the challenges of delivery are resolved.

The developing world needs low-cost solutions to alleviate high delivery costs. With this in mind, the founders should consider these five options:

1. Mesh digitization technologies: AI solutions are increasingly improving operations, reducing demand and more to cut back delivery costs. Founders of mesh monitoring, virtual power plant, dispersed vehicle for mesh and other digits aging nets in the developing world. For example, a shortcut driven by AI, Peer-to-Peer Energy Trading Platforms Transmission and distribution or T&D (40% of energy bills), by local optimization of distributed generation and demand; This may allow Chilean neighbors to share the leading sunny world.
2. Technologies that increase mesh: Renewing the existing transmission is 50% cheaper than latest and could meet 80% latest The transmission needed until 2035. Founders with advanced wires, dynamic line rating or similar solutions will pay off the transition and ambitions of Namibia’s hydrogen.
3. Energy transfer in industries: America is “Extraction of power” in the face of Unprecedented increase in demand. Some industries may be displaced while competing with deeply rooted data centers. My advice to the founders who are standing in power, Five -year connection queuesand uncertainty based on Asset administration? You will speed up your expansion plans and chase the least expensive renewable energy sources to the developing world.
4. The scale of usability with meter solutions: Experienced programmers use BTM generation to completely avoid T&D, connections and delivery charges. Google committing $ 20 billion The development of renewable renewable sources situated with data centers, citing difficulties in obtaining renewable energy, reveals a huge scale possible for BTM solutions. These programmers and technology suppliers should bring their specialist knowledge to Namibia and Chile, which occupy the first and second place in terms of sunny resources in the world (The USA takes ninetieth place). Entrepreneurs should coexist Gigawat data centers, carbon dioxide capture plants and e-FUELS production in these countries.
5. Distributed energy solutions: The Global Boom Ders was powered by economics, where it is often cheaper to generate sunny on the roof to avoid delivery fees. The founders of DERS face the challenges at home like Potential collapse of the solar industry on the roof In the United States, they often find limited competition, large markets and limited admission in developing countries.

Unlocking the potential of the world of developing renewable energy sources

Of course, there are many aspects, including supporting policy, qualified labor and access to low-cost capital to unlock this potential. But ultimately generation costs Directed by the lowest renewable sources, they determine the best locations for future energy industries.

The way forward for the world developing in renewable energy sources, including Chile, Namibia and Kenya, stays clear. Their generation costs by nature dive to almost zero (55% reduction in Słoneza until 2030) and high delivery costs may be softened.

The founders of climate technology in the spectrum can enable this future, while creating lucrative latest markets for their products.