2024-08-12-PitchBook-2024年二季度碳与排放技术报告（英）_11页_9mb

Q2 2024 Carbon & Emissions Tech Report Summary

This report, based on PitchBook data, provides an update on the carbon and emissions technology sector for Q2 2024. It highlights trends in venture capital (VC) investment, key innovations, and company developments.

Key Highlights from the Quarter:

• VC Deal Activity: Q2 2024 saw 239 total deals with a value of $2.1 billion, representing a 21.9% quarter-over-quarter decrease in growth compared to previous periods. Overall VC activity is down year-over-year and could reach only $11.9 billion for the full year, which is the lowest since 2020. Late-stage deals contributed more to deal value than earlier stages, but early-stage VC is on track to exceed 2023 figures.
• Deal Breakdown: In H1 2024, the industry segment raised $1.0 billion, while carbon tech raised $536.3 million. Exit activity remains low, with only $100 million in exits so far.
• Key Events: Major events in Q2 2024 include Microsoft's purchase of carbon credits, Climeworks' launch of its largest direct air capture (DAC) facility, and the US Department of Energy's Better Buildings initiative. These events underscore growing interest in carbon removal and sustainability efforts.
• Innovation Trends: Geospatial technologies and advanced polymer recycling are spotlighted as innovation areas. Companies like Samsara Eco, using enzymatic recycling, are gaining traction, with a large Series A funding round.
• Company Spotlight: Samsara Eco: This Australian company leads in enzymatic polymer recycling for PET plastics, recently securing $65 million in Series A funding. It competes with mechanical recycling and other advanced methods, with applications in partnerships like Lululemon.

Overall, the sector is experiencing reduced investment velocity but increasing focus on carbon removal and recycling technologies. confidentiality and proprietary data noted.