2023年5月18日

(显示全部)在TNW Ioanna是一个作家。她覆盖了欧洲的全谱科技生态系统,与特定兴趣初创企业,可持续发展,绿色技术,人工智能,欧盟的政策。人文背景,她偏爱社会impact-enabling技术。虽然欧洲的气候科技公司提出2022年创纪录的132亿美元,投资远不及应对气候变化所需的水平,根据一项新的报告,世界基金。具体来说,从欧洲气候科技风险投资分析师,Cleantech Group和普华永道合作发现,投资需求超过投资数量以指数增加的速度。数字告诉。欧盟达到减排55%的目标,到2030年,每年需要投资1万亿€。同年,29%的减排需要来自新技术,如电池和可再生能源。到2050年,50%的减排需要来自技术有待发展,如量子计算的情况。世界基金组织强调,在这种环境下,气候技术创业成为至关重要的驱动程序转换,但他们需要足够的资金。 “Climate tech startups are more than twice as likely to have a significant hardware component than a typical startup,” Daniel Valenzuela, the author of the report and World Fund’s Head of Impact and IR, told TNW. “This requires significant capital expenditure on R&D and tech infrastructure, as they seek to scale to the point where they’re actively removing carbon from our industries and economies.” Since 2014, the EU has spent over €58bn in climate tech R&D from the Horizon Europe programme, with an additional €34bn in funding expected until 2027. This is accompanied by an annual €100bn investment from national R&D budgets. Globally, this places the EU at the forefront of R&D capital allocation, ensuring the technological foundations on which to build businesses. But to retain this leading position, the report claims it’s critical to secure follow-up funding to scale these technologies. This is where VCs can have a catalytic impact, according to World Fund. That’s because they’re able to support the fast technological and commercial de-risking of innovative climate tech solutions. Yet, climate tech only represented 13% of the total VC funding in 2022. Specifically, the report identified that the largest funding gap is seen in later-stage VC, which targets the commercialisation of ready-for-market technologies. Namely, Series B funding accounts for a $13bn gap per year. Valenzuela attributes this to two main factors. “On the one hand, we have seen new funds and first time managers come in, which are naturally smaller,” he explained. “On the other hand, there was a historic gap in Europe, and the players that do invest at that stage, are more generalists and only have limited capacities to understand the unique challenges and scientific lenses needed for scaling climate tech.” But with climate action expected to create a multi-trillion dollar investment opportunity within the decade, it’s high time for both public and private actors to move faster. Especially for VCs, the report points to the growing role of science-led investment decision-making to gain a thorough understanding of the underlying climate science of a suggested target. This can range from the decarbonisation impact, to the technological barriers to be overcome. “A well-directed scientific-led approach could overall unlock market dynamics towards climate effective solutions, overall accelerating the climate transition,” Valenzuela noted. “Europe has the potential to lead the global climate tech revolution, and whilst we have lost a lot of time, it’s not too late to prevent the worst consequences of the climate crisis. We must grasp the full economic and environmental potential of the technological revolution unfolding before us,” said Danijel Visevic, Founding Partner at World Fund. For the VC community, this means “doubling down” on areas such as climate deep tech and solutions to replace carbon-intensive industries, Visevic added. Get the TNW newsletter