Inevitable

Nate 'the House Whisperer' discusses the barriers to home electrification such as challenges in communicating savings and qualifications to consumers and OEMs. They also explore the importance of hybrid systems and mutual education between contractors and homeowners. The podcast covers misconceptions surrounding full electrification, challenges with home insulation and HVAC systems, and concerns about sick building syndrome.

In this podcast, Kunal Sinha, the Global Head of Recycling at Glencore, discusses the company's role in the energy transition and climate change. They delve into Glencore's mining and metals activities, including the extraction of key metals needed for an electrified future. They also highlight the importance of natural resource circularity and responsible production. Topics covered include sulfuric acid applications, recycled plastics and metals, copper production, recycling battery metals for EVs, and evolving labor practices in the industry.

Hannah Sieber, CEO of Artyc, talks about the environmental impact of the cold chain, including energy usage, greenhouse gas emissions, and food waste. She introduces Artyc, a company aiming to address these challenges with a refrigerant-free battery-powered cooling system. The speakers also discuss their experiences in China and the potential to revolutionize the cold chain industry with Arctic's devices.

Jeff Johnson, managing director at Temasek, discusses the charter of the Sustainable Investing Team, their investment criteria, and their alignment with climate tech and energy transition. They explore Tomásik's origin story and its various lines of business, highlight the importance of prioritizing impact over profitability, and discuss their strategy for scaling investments in sustainable living. They also delve into the balance between thesis-driven and opportunistic investing, the challenges of measuring performance and progress, and the risks of being too risk averse in decision-making.

Todd Paglia, Executive Director of Stand.earth, discusses their impactful work in challenging corporations and governments. Topics include healthcare divestment from fossil fuels, engaging with fossil fuel companies, tracking Amazon oil buyers, successful campaigns targeting Starbucks and Victoria's Secret, and the speaker's personal journey in activism and forest protection.

Mark Berryman and Nick Flores from Caprock talk about their multifamily office and their emphasis on impact investments. They discuss their approach to impact, due diligence, and monitoring, as well as client demand for niche impact opportunities. The episode also explores return profiles, criteria for manager selection, and the importance of impact measurement in investment decisions.

Elise Joshi, executive director at Gen-Z for Change, discusses the impact of the Willow Pipeline project on young people's perception of the Biden administration's climate record. The episode explores Gen Z activism, effective climate change communication, engaging Congress, and the funding model of Gen-Z for Change. They also explore the distinction between raising awareness and advocating for specific policies in climate activism.

Peter Light is the CEO and Co-founder of Lumen Energy. Lumen Energy's software enables commercial real estate portfolio managers to identify the optimal clean energy mix for their buildings, then deploy via their marketplace. Lumen's Auto PPA product automatically generates power purchase agreements via software, eliminating the drudgery of bespoke underwriting. In this conversation, Peter notes that many companies want to improve portfolio emissions for competitiveness but don't know where to start or invest in building-by-building analysis.  He explains how energy responsibilities vary by lease and tenant type, and touches upon the motivation behind pursuing clean energy projects, all while drawing from his extensive experience in the clean energy sector.In this episode, we cover: [02:38]: Peter's perspective on addressing climate problems[05:37]: His background in clean energy[14:44]: How he met his Lumen co-founder Dave through the MCJ community[18:22]: Overview of difference in energy billing structures by building type[20:43]: Increasing demands from investors and tenants to decarbonize buildings[28:45]: Key actors in commercial real estate decarbonization[30:00]: Lumen’s customer base[37:32]: Details of Lumen's financial modeling software for buildings[40:05]: Lumen's use of public data to provide initial analysis for customers[41:45]: The company's AutoPPA product for streamlined PPAs across portfolios[47:39]: Lumen's Series A and current prioritiesGet connected: Peter Light LinkedInCody Simms X / LinkedInMCJ Podcast / Collective / Instagram*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Oct 6, 2023 (Published on Oct 26, 2023) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Chris Hook, Global Sustainability Strategy Lead at Uber, discusses Uber's initiatives to reduce emissions and waste. They leverage their scale to negotiate better EV rental rates and introduce new products. Uber aims to become a zero-emissions platform by 2040 and promote EV adoption among drivers.

Shreya Mishra, CEO and Co-founder of SolarSquare, discusses the growth of residential rooftop solar in India, covering topics such as consumer sentiment, financing options, government subsidies, net metering policy, and system maintenance. She shares how SolarSquare is supporting or innovating in each area, addressing the unique challenges of Indian rooftops. This episode explores Shreya's journey in the solar industry, the evolution of the Indian solar market, permitting processes, sectors with high solar adoption rates, and more. The podcast also delves into the development of modular and prefabricated solutions for affordability, the social aspect of rooftop solar systems, financing options, and the maturation of the residential solar market in India.