State of Climate Tech 2025: Market sentiment vs. fundamentals



State of Climate Tech 2025: Market sentiment vs. fundamentals
⏰. Program
- How market fundamentals are driving the energy transition forward
- Why invest in Climate Tech now?
- Does it make sense to add to your portfolio?
- How to make sure to fund the right stuff?
- The details of our new Climate Tech Portfolio Fund IV
- Conclusion and Q&A with the audience
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In this webinar, we’ll cut through the noise and explore the data, dynamics, and the drivers of the energy transition. To give you a preview:
The fundamentals are clear: clean technologies are not just greener, they’re increasingly cheaper, faster, and more efficient than their fossil-based predecessors. From energy generation to industrial processes, climate tech solutions are beating the status quo on performance and price. This shift is no longer driven purely by regulation or consumer demand, but by economic logic.‍
High power prices and the geopolitical urgency around energy independence have only accelerated this momentum. The climate tech flywheel keeps spinning: cheaper renewables lead to cheaper electrification, which unlocks new applications, driving up demand and driving costs even lower.
Despite short-term noise in public markets, the underlying drivers of climate tech remain strong. That’s why we believe this is a exciting time to invest: the fundamentals are solid, and the market is still underestimating just how fast this transition is moving.
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If you can't make it on the 22nd, register anyway! We will make sure to share the recording with you.