EPISODE · Mar 31, 2026 · 54 MIN
Donald Kendall from New Climate Ventures
from Energytech Startups · host collide.
Venture capital in the energy transition is getting more complicated, but Donald R. Kendall Jr., General Partner at New Climate Ventures, says the multi-trillion dollar opportunity isn't going anywhere. We get into how they find picks and shovels plays in crowded markets, what $100 oil means for climate startups, why management teams matter more than technology, and what it actually takes to get a first-of-a-kind project financed.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 0:00 New Climate Ventures and Investment Thesis8:00 Data Centers, Cooling, and Energy Independence10:00 $100 Oil and What It Means for the Energy Transition14:00 SAF, Carbon Alternatives, and Portfolio Companies21:00 Don's Background in Project Finance and Early Renewables26:00 SolarCity, Financial Engineering, and Residential Solar32:00 What Makes a Fundable Team38:00 The State of Venture Capital for Climate42:00 Why Invest in Climate Over AI43:00 Houston's Role in the Energy Transition49:00 Most Exciting Technologies Right Now51:00 Wildlife Conservation and Closinghttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
What this episode covers
Venture capital in the energy transition is getting more complicated, but Donald R. Kendall Jr., General Partner at New Climate Ventures, says the multi-trillion dollar opportunity isn't going anywhere. We get into how they find picks and shovels plays in crowded markets, what $100 oil means for climate startups, why management teams matter more than technology, and what it actually takes to get a first-of-a-kind project financed.Click here to watch a video of this episode.Join the conversation shaping the future of energy.Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.Apply today at collide.ioClick here to view the episode transcript. 0:00 New Climate Ventures and Investment Thesis8:00 Data Centers, Cooling, and Energy Independence10:00 $100 Oil and What It Means for the Energy Transition14:00 SAF, Carbon Alternatives, and Portfolio Companies21:00 Don's Background in Project Finance and Early Renewables26:00 SolarCity, Financial Engineering, and Residential Solar32:00 What Makes a Fundable Team38:00 The State of Venture Capital for Climate42:00 Why Invest in Climate Over AI43:00 Houston's Role in the Energy Transition49:00 Most Exciting Technologies Right Now51:00 Wildlife Conservation and Closinghttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai
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Donald Kendall from New Climate Ventures
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