2022-11-30-PitchBook-2022年三季度碳与排放技术报告（英）_10页_11mb

报告摘要

EMERGING TECH RESEARCH: Carbon & Emissions Tech Report Q3 2022

Market Overview: Q3 2022 recorded strong venture capital (VC) activity, with total deal value at $4.8 billion, marking the third-strongest performance on record. Year-over-year growth continued, with deal counts and values increasing steadily.
Major Developments:
- EU and U.S. climate policies (e.g., Inflation Reduction Act) supported the sector.
- Notable events included the Nord Stream pipeline rupture, highlighting the importance of reducing greenhouse gas emissions.
- Key transactions included investments in companies like Xpansiv and Monolith, which focus on carbon offset trading and sustainable hydrogen production.
Key Themes:
- Carbon Tech: Growth includes carbon capture methods, trading platforms, and alternative production processes.
- Emerging Opportunities: AI-powered robotics, energy-efficient carbon capture, and companies like Monolith that use methane pyrolysis to produce hydrogen and solid carbon.
- Deals: Deals ranged from $23.5M to $400M, with a focus on late-stage funding for companies like Xpansiv and Northvolt.
Company Highlights:
- Monolith: Uses renewable energy to produce hydrogen and carbon black, aiming to expand ammonia production. Raised $300M in Series D funding.
- H2 Green Steel: Produces low-carbon steel via hydrogen reduction, raising $192.5M in Series B funding.
Growth Areas: Carbon offset platforms and energy-efficient carbon capture received significant investment. The market landscape shows growth in carbon tech and built environments, with steady development in the Industry and Land Use sectors.
VC Ecosystem: Geographic focus is global, with key investors including entities from North America, Europe, and Asia.
Confidentiality: The report is confidential and not for redistribution. PG numbers indicate pages from the full report.