À proposConditionsConfidentialitéContact
 
Actualisation
Climate Money

Climate Money

Susan Su
Date de sortie : 2026-04-21
© Susan Su
Climate Money - QR Code
Libre0%
14 épisodes
Audio
Écouter sur Apple Podcasts
Libre0%
14 épisodes
Audio
Écouter sur Apple Podcasts
Date de sortie : 2026-04-21
© Susan Su
L’épisode le plus récent
Climate Money S2 E4: Cheap oil's last, best job

Climate Money S2 E4: Cheap oil's last, best job

Every climate VC post-Trump has said it: we don't invest in companies that rely on subsidies. But the entire climate transition has been living off the biggest subsidy in human history — 200 years of cheap, abundant fossil fuels that funded low inter
Durée : 21:36
Lecture
Every climate VC post-Trump has said it: we don't invest in companies that rely on subsidies.
But the entire climate transition has been living off the biggest subsidy in human history — 200 years of cheap, abundant fossil fuels that funded low interest rates, scalable manufacturing, global trade, and the financial architecture of the transition itself.
In this Season 2 essay, Susan Su makes the case that energy is upstream of capital, capital is upstream of everything else, and the window is closing faster than the models assume.
We walk through the petrodollar system, why Bitcoin, aluminum and green hydrogen (among other products) are all just energy repackaged, and what it means that 40% of the world's solar polysilicon is manufactured with captive coal in Xinjiang.
The 15:1 debt-to-equity ratio at the heart of climate finance assumes stable energy pricing across a 20-year horizon. That assumption is about to get tested. The Gulf States used their fossil surplus to build sovereign wealth funds. The US used it to subsidize consumption.
Which path the climate finance community takes from here — scenario planning over point estimates, auditing exposure on the energy-repackaged hierarchy, treating energy politics as alpha — will decide who navigates the volatility with options and who navigates it with debt.
Id. d’épisode : 1000762893988
GUID : 077bd12b-ca0d-49db-bc0c-4e0d33ff6c90
Date de publication : 21/4/2026 à 16:08:00

Description

Climate Money covers the financing side of climate change -- where the money is flowing, where it isn't, and why it matters. Join us as we cover climate headlines and founders and investors involved in the business of fighting climate change.
Season 2 explores a central observation: climate tech financing has reached ~$1.8 trillion annually, but the debt-to-equity ratio is roughly 15:1. This massive tilt toward debt signals sector maturation (bankable assets, proven revenue models, institutional comfort) while simultaneously exposing dangerous gaps that we'll dive into on the show.

Adresse du flux

https://anchor.fm/s/f04bdd54/podcast/rss

Apple Podcasts : Avis des utilisateurs

Pas d'entrée