2023 saw a notable shift in climate tech investments – resilient yet slowing. But what does 2024 hold? 🤔

In this webinar we will dive into the opportunities and challenges ahead of us together with industry titans Murray McCaig (ArcTern Ventures), Iris ten Have (Extantia), and data-driven economist and lecturer Thomas Mosk (Queen Mary University of London).

Overview:
0:00 Welcoming words
00:58 Agenda
01:09 Carbon Equity in a nutshell
02:20 Introducing the speakers
06:53 What surprised you most about climate tech in 2023?
10:50 What is your number one prediction for climate tech in 2024?
14:29 Are there enough investment opportunities for all this big money flooding the market?
15:25 What is your number one prediction for climate tech in 2024?
17:03 - Will climate investment increase, decrease or remain stable in 2024?
20:40 How might elections and uncertainty about policy direction affect climate investment?
22:47 Where do you see interest rates and inflation heading? How may these trends affect climate investments in 2024?
25:22 2023 was the year of the recession that never arrived - what is your expectation for 2024?
26:53 What were the biggest technological breakthroughs in 2023?
30:50 Audience Q&A: Amongst the various sub sectors in climate tech, where do you see capital being prioritized to?
33:40 Audience Q&A: Which industries/topics within climate (e.g., biofuels, EVs, agriculture, AI, etc.) are you most excited about?
36:15 Audience Q&A: "During the gold rush is a good time to be in the pick and shovel business” - what are the pick and shovel of climate tech? What are in your view the best profitability bets?
40:24 What climate tech verticals have been worst affected by high interest rates? What is the way forward for these models?
42:51 How do you see the market for voluntary carbon credits develop in the coming year?
45:59 Audience Q&A: What do you expect in the future with respect to implementing AI in carbon technology?
48:12 What innovations are you seeing that can help solve grid congestion in the near term and at scale?
50:18 Audience Q&A: how do you see the emergence of different carbon removal technologies? which pathways are you most excited about in 2024?
51:49 What are your perspectives on the amount of funding or climate tech developments in emerging markets?
52:42 What trends in valuations are you expecting to see/or already seeing? What is your outlook for valuations?
56:20 What do you expect the exit environment to look like in 2024?
57:42 Conclusion