PODCAST · business
Before It Scales
by Cyan Ventures
Before It Scales is a podcast at the intersection of project development, policy, and capital markets. It's built for developers, investors, policymakers, and offtakers who are shaping Australia and the world’s clean energy transition.Each episode goes deep on what it takes to make a high-priority clean energy project bankable: not in theory, but in practice, and not just in Australia, but globally — drawing on the deal-makers, developers, and policymakers who have done it.
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Inside the clean industry pipeline with Faustine Delasalle, Mission Possible Partnership
In the last six months, 19 commercial-scale clean industrial projects reached final investment decision, worth USD $43 billion. That is more than double the pace of a year earlier, and 2026 is on track to be the strongest year yet for clean industry investment. Faustine Delasalle is the CEO of the Mission Possible Partnership, the organisation tracking the global pipeline of clean steel, cement, chemicals and fuels projects. MPP recently released the fifth edition of its Global Project Tracker. Joy McConnochie and Shaun Chau sit down with her to work through what the data shows and what it means for Australia. They cover why China now holds 45% of projects past FID and why that is hard to copy, why demand, not technology, is the barrier holding projects back, how Green Market Makers like H2Global bridge the green premium, the "5% tipping point" that turns slow growth into fast, and what Australia's 70-project pipeline needs to get moving. Cyan and MPP are building a Clean Deal Tracker for Australia together. For the projects, deals and policy shaping clean industry, subscribe to the Cyan newsletter: https://cyan-ventures.beehiiv.com/ Key Links: Mission Possible Partnership: https://www.missionpossiblepartnership.org Clean Industry Rising, the Global Project Tracker 5th edition: https://missionpossiblepartnership.org/clean-industry-rising-interactive-report/ H2Global: https://www.h2-global.org Show notes: https://cyanventures.com.au/podcast/episode-2/Watch the video: https://youtu.be/saRUMnrMBFw
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Introducing Before It Scales: 7 Myths About FOAK
What is a first-of-a-kind clean energy project, and why do they keep stalling?The IEA estimates that about 35% of the emissions reductions needed by 2050 depend on technologies that aren't even commercially available yet. Australia has the endowments to lead on these projects. So why aren't they getting built?In the first episode of Before It Scales, Joy McConnochie, Fraser Thompson, and Shaun Chau take on 7 myths about FOAK. Why it's not a technology problem. Why strong fundamentals alone won't attract capital. Why grants aren't enough. Why regulation gets too much of the blame. Why Australia can't afford to sit back and wait. Why green premiums won't fall on their own. And why the window for action is shorter than most people think.Before It Scales is produced by Cyan Ventures: https://cyanventures.com.au/Sign up to our newsletter for episode clips, show notes, and updates: https://cyan-ventures.beehiiv.com/
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ABOUT THIS SHOW
Before It Scales is a podcast at the intersection of project development, policy, and capital markets. It's built for developers, investors, policymakers, and offtakers who are shaping Australia and the world’s clean energy transition.Each episode goes deep on what it takes to make a high-priority clean energy project bankable: not in theory, but in practice, and not just in Australia, but globally — drawing on the deal-makers, developers, and policymakers who have done it.
HOSTED BY
Cyan Ventures
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