PODCAST · business
The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies
by Fexingo
Lucas and Luna examine the business of climate tech: the companies, policies, and market forces behind the energy transition. Each episode starts with a specific decarbonization company — a solar installer, a battery recycler, a carbon-accounting startup — and traces its revenue model, unit economics, and competitive moat. Lucas draws on financial filings and industry reports; Luna tests assumptions with on-the-ground examples from manufacturing floors and project sites. Together they ask: Which climate technologies are actually profitable without subsidies? Where do government incentives create real market signals versus distortions? And how do incumbents like oil majors and utility giants respond when new entrants threaten their margins? The show is built for investors, analysts, and operators who need to separate viable ventures from green hype. No hot takes, no cheerleading — just the numbers and the strategic logic behind them. After each conversation, the listener should be able
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ABOUT THIS SHOW
Lucas and Luna examine the business of climate tech: the companies, policies, and market forces behind the energy transition. Each episode starts with a specific decarbonization company — a solar installer, a battery recycler, a carbon-accounting startup — and traces its revenue model, unit economics, and competitive moat. Lucas draws on financial filings and industry reports; Luna tests assumptions with on-the-ground examples from manufacturing floors and project sites. Together they ask: Which climate technologies are actually profitable without subsidies? Where do government incentives create real market signals versus distortions? And how do incumbents like oil majors and utility giants respond when new entrants threaten their margins? The show is built for investors, analysts, and operators who need to separate viable ventures from green hype. No hot takes, no cheerleading — just the numbers and the strategic logic behind them. After each conversation, the listener should be able
HOSTED BY
Fexingo
CATEGORIES
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