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The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies

The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies

By: Fexingo
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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 to explain why one battery chemist is scaling while another stalls, or why a carbon-offset startup's gross margin tells a different story than its press release. #ClimateTech #EnergyTransition #Decarbonization #CleanEnergy #SolarEnergy #BatteryStorage #CarbonAccounting #GreenHydrogen #ElectricVehicles #SustainableFinance #ESGInvesting #ClimatePolicy #RenewableEnergy #GridModernization #CarbonMarkets #BusinessPodcast #FexingoBusiness #Technology Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economics
Episodes
  • How Underground Thermal Batteries Store Summer Heat for Winter
    Jun 28 2026
    Episode 78 of The Climate Tech Podcast explores seasonal thermal energy storage (STES) — a quietly booming sector that could slash building heating emissions. Lucas and Luna drill into a specific case: the Drake Landing Solar Community in Alberta, Canada, which uses a borehole thermal energy storage system to store summer solar heat underground and supply 90 percent of neighbourhood heating year-round. They break down the technology (heat pumps, insulated clay, district loops), why it's taken off in Europe but lagged in the US, and the economic tipping point — how $50 million up front can save $200 million over 30 years. They also compare newer startups like Canada's E2EX and Israel's Nostromo grabbing attention with modular approaches. By the end, you'll understand why underground gravel pits might be the next big climate infrastructure play. #SeasonalThermalStorage #BoreholeStorage #DrakeLanding #E2EX #NostromoEnergy #HeatPumps #DistrictHeating #BuildingDecarbonization #Geothermal #CleanEnergyStorage #SolarThermal #ClimateTech #EnergyTransition #Infrastructure #NetZero #Business #TechnologyPodcast #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo
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    14 mins
  • How Wave Energy Is Powering Ocean Sensors
    Jun 28 2026
    Episode 77 of The Climate Tech Podcast explores wave energy — a renewable source that's been stuck in pilot phase for decades. Lucas and Luna look at a specific startup called CorPower Ocean, which has deployed a buoy-based wave energy converter off the coast of Portugal. They discuss how it works, the economics per kilowatt-hour, and why wave power could be a game-changer for offshore sensors, desalination, and grid-scale generation. The hosts also touch on the challenges of surviving storms and the competition from floating solar and offshore wind. A concrete look at whether wave energy is finally ready for prime time. #WaveEnergy #CorPowerOcean #OceanEnergy #BlueEconomy #RenewableEnergy #ClimateTech #OffshorePower #EnergyTransition #WavePower #MarineEnergy #CleanEnergy #Decarbonization #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #ClimateAction #SustainableTech #Portugal Keep every episode free: buymeacoffee.com/fexingo
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    10 mins
  • The Solar Graveyard Problem and How One Startup Fixes It
    Jun 27 2026
    Solar panels are flooding the market, but what happens when they die? In this episode, Lucas and Luna explore the growing problem of end-of-life solar waste and the startups racing to solve it. They focus on one company, SolarCycle, which has developed a process to recover 95% of the value from retired panels, including silver, silicon, and aluminum. With over 100 million panels expected to be decommissioned annually by 2030, this is a trillion-dollar opportunity hiding in plain sight. Lucas breaks down the economics: a typical 300-watt panel costs about 10 dollars to recycle today but contains roughly 15 dollars in recoverable materials — and that gap is closing fast. Luna raises the question of regulation: the EU already mandates producer responsibility, but the US lags. They discuss how policy, innovation, and scale could turn a waste crisis into a circular economy win, and why investors are starting to pay attention. #SolarCycle #SolarPanelRecycling #RenewableEnergy #CircularEconomy #ClimateTech #SolarWaste #CleanEnergy #Sustainability #Business #Technology #Podcast #FexingoBusiness #BusinessPodcast #ClimateAction #WasteToValue #GreenTech #SolarEnergy #Recycling Keep every episode free: buymeacoffee.com/fexingo
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    9 mins
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