The Keep Cool Podcast

Nick Van Osdol
The Keep Cool Podcast

Climate tech is constantly evolving. Why? To help solve the most important challenges facing our planet. With so much innovation it’s hard to pick out the companies to watch, and it’s even harder to connect them to the wider climate tech picture. That’s why The Keep Cool Show is here. Join host Nick Van Osdol as he dives deep into the latest technologies shaping climate solution technology, but also zooms out to help investors and anyone working in the industry join the dots and get a broader view of what’s really going on. Every week Nick is joined by a climate tech founder, investor or operator, discussing how they’re working to solve climate change. He’ll join the dots in real time, bringing out the nuances, trends and patterns in the industry. If you’re a climate tech professional already working in the industry, looking for the next big opportunity or simply curious about the space, this is the show for you. Episodes every other Thursday. Subscribe wherever you get your podcasts.

  1. 31 OCT.

    *LIVE SHOW* E71: Scaling highly versatile biogas tech, with Stephan Herrmann, CEO of Reverion, and Sebastian Heitmann, Co-Founder and Partner at Extantia Capital.

    Description: Stephan Herrmann, Co-founder & CEO of Reverion, and Sebastian Heitmann, Co-Founder and Partner at Extantia Capital—an investor in deep decarbonization technologies—joined Nick for a live discussion in New York City to explore breakthroughs in Reverion’s biogas energy technologies and discuss the state of energy and climate tech in general across the world. Reverion is redefining biogas, enabling up to 5x revenue additions for biogas plant operators by converting excess renewable energy into green gas, all while enhancing grid stability. In this episode, the trio discusses the following: Biogas Tech Evolution: Biogas has evolved beyond traditional combustion engines, with Reverion integrating fuel cells and electrolysis to maximize efficiencies. Reverion’s tech enables biogas plants to operate when renewable power is scarce and then flip on a dime to produce green methane when there’s an excess of renewable power, transforming downtime into additional revenue and benefits for other stakeholders from the plant to the grid.The Role of Biogas in a Decentralized Grid: As power grids shift to include more intermittent sources like wind and solar, biogas offers dispatchable energy that can balance grid demands. Stephan and Sebastian explain the unique benefits of Reverion’s solution and how it can help meet the needs of modern, dynamic energy systems.Market Fit and Commercialization: Stephan shares his journey from PhD research to piloting the first plants and securing customer interest across Europe and beyond. Reverion is now poised to expand across markets, including the U.S., where biogas remains an underutilized resource.Diverse Climate Impact and Benefits: Reverion’s systems offer not just power but pure CO₂ streams for carbon capture and utilization. This positions it as part of the bioenergy ecosystem alongside solutions like biogas carbon capture and storage (BECCS). Versatility is a crucial strategy for business building or climate outcomes, like reducing carbon dioxide and methane emissions and producing dispatchable clean energy for a resilient power grid.Broader Climate Tech Landscape: Nick and the guests wrap up with a discussion on geothermal, carbon capture, geological hydrogen, and much more, including the macroeconomic environment and the outlook for energy and climate tech solutions. Listen in for insights on balancing innovation, energy demands, a changing world, and expanding climate solutions globally. Timestamps: 00:02:07 - Live Podcast from Climate Week NYC 00:03:07 - Guest Introductions 00:04:14 - Stephan's Journey to Reverian 00:07:35 - Extantia Capital 00:10:12 - Technical Overview of Fuel Cells 00:13:41 - Market Applications of Fuel Cells 00:16:59 - Summary of Energy Grid Transition 00:20:10 - Introduction to Biogas 00:24:20 - Importance of Methane Emissions 00:25:50 - Reversion’s Commercialization Journey 00:28:00 - Technical Components of Reverian's System 00:33:35 - Hydrogen and Methane Production 00:36:39 - Series A Fundraising 00:39:44 - Audience Q&A: Logistics and Transportation 00:45:08 - Audience Q&A: Ideal Customer Locations 00:46:26 - Audience Q&A: Efficiency Comparison 00:48:18 - Audience Q&A: Green Ammonia Production Learn more about Reverion here: https://reverion.com/ …and Extantia Capital here: https://extantia.com/ If you love listening to The Keep Cool Show, please leave me a 5-star review on Rate My Podcast: a href="https://ratethispodcast.com/keepcool"...

    1 h 1 min
  2. 19 AOÛT

    E70: Making greener steel at significant scale with Tim Hill of Nucor

    Description: Nick is joined by Tim Hill, the General Manager of Sustainability Solutions for Nucor Corporation. Nucor is the largest steel producer and recycler in North America. Plus, Nucor produces steel via a larger circular and electricity-powered process; their steel uses recycled scrap and is made in electric arc furnaces (EAF) instead of blast and basic oxygen furnaces (BF/BOF). This makes Nucor not just one of the largest steel producers in the world, but a leader in steel decarbonization. Whereas green steel is often something that’s referred to as a future possibility, much greener steel is already available domestically today. In addition to these points, Nick and Tim discuss the following…: Misconceptions about ‘hard to abate’: A necessary reframe for the fact that steel is often seen as a ‘hard to abate’ sector, given that Nucor already offers steel that In comparison, emits only 0.77* tons of CO2 per ton of steel produced for Scopes 1-3. That’s less than one third the GHG intensity of BF-BOF steelmaking (Worldsteel).Additional decarbonization: There are many areas where Nucor can achieve additional emissions reductions along their supply chain, including in sourcing renewable and cleaner power. This is an area where Nucor is leading the market with numerous technological partnerships. Global leadership: How can Nucor’s expertise in greener steel manufacturing spread to the rest of the world? There’s a lot of work to do to decarbonize steel; Nucor finds itself in a powerful leadership position, not just to export greener steel to markets globally, but to shape and influence how the entire world approaches decarbonization. … and much more! Timestamps: 00:02:17 - Guest Introduction: Tim's Career at Nucor 00:04:47 - Nucor's Enterprise Strategy and Decarbonization 00:05:08 - Common Misconceptions About U.S. Steel Industry 00:07:08 - Nucor's Leadership in Steel Recycling 00:11:19 - U.S. vs. Global Steel Production Methods 00:14:17 - Nucor's CO2 Emissions Compared to Global Averages 00:17:06 - History of Nucor's Decarbonization Journey 00:21:46 - Market Evolution and Customer Demand 00:25:56 - Catalytic Demand for Clean Energy 00:28:12 - Decarbonizing Remaining Emissions 00:31:05 - Investments in Fusion and Hydrogen Technologies 00:34:42 - Policy and Regulatory Frameworks 00:38:39 - Opportunities for Nucor in Global Markets 00:42:26 - Broader Climate and Energy Topics Learn more about Nucor and their sustainability efforts here: https://nucor.com/sustainability If you love listening to The Keep Cool Show, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/keepcool Thank you so much. Plus, stay up-to-date on all things Keep Cool here: https://keepcool.co/ and follow Nick on Twitter: https://twitter.com/nickvanosdol and LinkedIn: https://www.linkedin.com/in/nicholasvanosdol/

    49 min
  3. 2 JUIL.

    E69: Understanding the full scope of the Loan Programs Office with Arpita Bhattacharyya

    Nick is joined by Arpita Bhattacharyya, Chief Climate Officer at the Department of Energy's Loan Programs Office, where she helps understand common barriers that slow down deployment in the Loan Programs Office's $200+ billion portfolio of deals. Her work also entails understanding the community engagement, equity, and communication considerations necessary to develop and fund new programs and projects, like the LPO's Tribal Energy Financing Program. Specifically, Nick and Arpita discussed: Tribal Energy Finance Program: Arpita shares insights into the Tribal Energy Finance Program, highlighting how the LPO provides specific technical assistance for tribes across the country to develop new clean energy projects like solar and storage microgrids to enhance energy resilience and sovereignty. Nick and Arpita also discuss the success of the Viejas microgrid project as a template for future tribal energy initiatives.Industrial Decarbonization: Nick and Arpita delve into the challenges and opportunities inherent to industrial decarbonization, focusing on sectors like low-carbon cement and steel. Arpita emphasizes the need for patient capital and innovative solutions. We also discuss how the federal government's investments in industrial decarbonization projects signal a shift towards a more holistic energy transition and a broader lens of sustainability.Community Engagement and Communication: Arpita highlights the foundational importance of effective community engagement for the entirety of the energy transition. Timestamps: 00:03:23 - Arpita's Background in Climate Work 00:05:12 - Role at the Loan Programs Office 00:06:31 - Disambiguation of Government Offices and the Department of Energy's Mandate 00:10:03 - Work at the Loan Programs Office in 2024 00:12:08 - Tribal Energy Finance Program Stewardship 00:17:39 - Viejas Microgrid Project Overview 00:22:10 - Templatizing Solar and Storage Projects 00:25:07 - Addressing Program Challenges 00:30:03 - Speeding Up the Loan Programs Office Process 00:36:02 - Communicating Energy Transition Benefits 00:40:05 - Challenges in Industrial Decarbonization Don't miss out on this podcast if you're interested in learning more about the state of climate tech, the energy transition, and the DOE's Loan Programs Office in said transition. Subscribe on Spotify, Apple, Google, or your favorite podcast platform. Learn more about the Loan Programs Office and projects like the Viejas Tribe microgrid on their website: https://www.energy.gov/lpo/loan-programs-office + https://www.energy.gov/lpo/articles/lpo-announces-conditional-commitment-viejas-microgrid-build-renewable-utility-scale If you love listening to The Keep Cool Show, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/keepcool Thank you so much. Plus, stay up-to-date on all things Keep Cool here: https://keepcool.co/ and follow Nick on Twitter: https://x.com/nickvanosdol and LinkedIn: a href="https://www.linkedin.com/in/nicholasvanosdol/" rel="noopener noreferrer"...

    48 min
  4. 10 JUIN

    E68: Investing in water with Tom Ferguson, Founder and Managing Partner at Burnt Island Ventures

    Nick is joined by Tom Ferguson, Founder and Managing Partner at Burnt Island Ventures, one of the first venture capital firms focused on investing in startups driving innovation in water-focused applications and industries. Despite touching nearly everything on Earth, water is an under-discussed, under-invested in, and under-resourced category. As a result, innovation in the space often lags other areas that get more attention, whether fintech, crypto, or AI. At the same time, water is one of several categories that could see the most disruption due to climate change. Hence, Tom & team are on a mission to not just invest well in water but to grow the category as a whole. As part of their conversation, Nick & Tom also discussed: Scope & Definition: Nick & Tom spend time breaking down and decomposing what is even meant by ‘water’ when we try to understand it as an industry. Portfolio Companies: Tom runs through seminal examples of several portfolio companies that underscore the types of companies Burnt Island Ventures invests in and the impact they’re targetingStorytelling and Intangibles: Nick & Tom stress the need for better storytelling in the water sector to attract more investment and public interest. Timestamps: 00:01:23 - Tom's Journey into Water Investment 00:03:23 - Breaking Down the Water Investment Landscape 00:06:09 - Challenges in Water Sector Investment & Reframing the Industry 00:13:07 - Burnt Island Ventures' Mission 00:15:51 - Highlighting Portfolio Companies 00:22:03 - FundOne Portfolio Overview 00:27:00 - The Overlooked Importance of Water in Various Sectors 00:34:17 - The Importance of Storytelling + The Role of Investors in Water Sector 00:37:00 - Cross-Cutting Issues in Climate and Energy 00:39:53 - The Role of Water in Climate Adaptation Don't miss out on this podcast if you're interested in learning more about the state of climate tech, the energy transition, and  investing in water and what the ‘water’ category as a whole even entails and represents. Subscribe on Spotify, Apple, Google, or your favorite podcast platform. Learn more about Burnt Island Ventures on their website and LinkedIn: https://www.burntislandventures.com/ If you love listening to The Keep Cool Show, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/keepcool Thank you so much. Plus, stay up-to-date on all things Keep Cool here: https://keepcool.co/ and follow Nick on Twitter: https://twitter.com/nickvanosdol and LinkedIn: https://www.linkedin.com/in/nicholasvanosdol/

    46 min
  5. 27 MAI

    E67: Decarbonizing hydrogen and carbon black by splitting methane with Monolith Materials CEO, Rob Hanson

    Description: Nick is joined by Rob Hanson, the CEO of Monolith, a company building methane pyrolysis plants to turn methane into hydrogen and carbon black, both of which are critical products for global industries and which are predominantly produced with significant emissions footprints today. Monolith’s process aims to decarbonize hydrogen and carbon black production while commercializing to scales of clean production not seen almost anywhere else in the world. Nick and Rob also discuss the duality of methane’s inherent economic value and its staggering cost to the environment, especially as a major global warming driver, as well as: Technical ins and outs: Among other things, one of the pieces of technologies Monolith has built is one of the world’s largest plasma torches. Not sure what that means? Listen for more.What it’s like working with the DOE’s Loan Programs Office: While the Loan Programs Office's risk appetite doesn’t suit itself to every type of project, Rob breaks down under what circumstances working with the LPO can be a powerful partnership to scale critical clean technologies.Sustained will for the energy transition: Why ‘sustainability’ is about a lot more than just greenhouse gas emissions and other ‘green’ metrics. Timestamps: 00:03:08 - Methane's role across environmental and economic impact 00:04:11 - Rob's background and journey to Monolith 00:06:10 - The Role of DOE's Loan Programs Office  00:09:03 - Deep dive into Monolith's technology and development 00:19:08 - Carbon Black production and usage 00:26:33 - Challenges and rigor required to work with the LPO 00:30:08 - Monolith's future production capacity and impact 00:33:32 - The importance of economic viability without green premiums 00:36:07 - Sustained will and what the energy transition holistically requires 00:38:33 - Perception of the energy transition in the Midwest 00:41:47 - Calls to action  Don't miss out on this podcast if you're interested in learning more about the state of climate tech, the energy transition, and the role of hydrogen in decarbonizing industry. Subscribe on Spotify, Apple, Google, or your favorite podcast platform. Learn more about Monolith on their website and LinkedIn: https://monolith-corp.com/ / https://www.linkedin.com/company/monolith-corp/ If you love listening to The Keep Cool Show, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/keepcool Thank you so much. Plus, stay up-to-date on all things Keep Cool here: https://keepcool.co/ and follow Nick on Twitter: https://twitter.com/nickvanosdol and LinkedIn: a href="https://www.linkedin.com/in/nicholasvanosdol/" rel="noopener noreferrer"...

    44 min
  6. 13 MAI

    E66: Building flywheels of irreversible momentum for methane monitoring & measurement

    Description: Nick is joined by Jigar Shah, the Director of the DOE’s Loan Programs Office, and Ian Dickinson, the CEO of LongPath Technologies, to discuss the commercialization of novel methane monitoring technologies to accelerate lower-hanging fruit in methane mitigation. Specifically, Jigar, Ian, and Nick discuss the ongoing methane measurement technologies LongPath is building for oil and gas infrastructure in the Permian Basin and what climate, economic, safety, and regulatory impacts are being driven by a step-change in methane measurement and monitoring technologies. Further, Jigar, Ian, and Nick also discuss: Bridging financing gaps: The Loan Programs Office’s role in financing climate and energy technologies to create “flywheels of irreversible momentum,” in Jigar’s words. Momentum for methane: The range of tailwinds coalescing right now for methane measurement and mitigation that are accelerating the work of companies like LongPathThe oil and gas industry’s role: What does the oil and gas industry think of trends in methane measurement and monitoring, whether from a technology perspective or with respect to new regulations coming to the fore in the U.S. to price methane emissions? Timestamps: 00:03:31 - Loan Programs Office's Support for Climate Tech Companies 00:04:40 - Methane's Impact on Global Warming vs. Lack of Financing 00:05:16 - Economic Incentives to Address Methane Leaks 00:08:33 - Technologies for Methane Detection and Monitoring 00:10:26 - LongPath's Development and Commercialization 00:15:15 - Safety Benefits of Novel Methane Monitoring 00:18:45 - Operational and Compliance Challenges in Methane Management 00:22:40 - EPA's Methane Regulations and Industry Impact 00:27:29 - Potential Global Impact of Methane Management Technologies 00:30:12 - Broader Economic and Environmental Benefits of Methane Reduction 00:31:38 - LPO's Goals and Impact on Hard Tech Innovation 00:33:40 - Working with the Loan Programs Office 00:35:09 - Other Exciting Developments in Climate Tech and Energy Don't miss out on this podcast if you're interested in learning more about the state of climate tech, the energy transition, and the role of DOE's Loan Programs Office in accelerating the energy transition in the U.S. and globally. Subscribe on Spotify, Apple, Google, or your favorite podcast platform. Learn more about LongPath Technologies on their website and LinkedIn: https://www.longpathtech.com/ / https://www.linkedin.com/company/longpathtech/ Learn more about the DOE’s Loan Programs Office on their website and LinkedIn: https://www.energy.gov/lpo/loan-programs-office / https://www.linkedin.com/company/doe-loan-programs-office/ If you love listening to The Keep Cool...

    38 min
  7. 29 AVR.

    E65: Building the common operating picture for climate action with Vibrant Planet

    Nick and Allison Wolff, CEO of Vibrant Planet, discuss the platform Allison and company are building to accelerate environmentally and economically sound outcomes in natural resource management, wildfire risk mitigation, and more. Whether your interest stems from curiosity around optimal use cases for AI and machine learning in climate action or nature-based solutions ranging from proactive land management to mitigate wildfires or the reintroduction of beavers, there’s something in this episode for everyone. Specifically, Nick and Allison discuss: How Vibrant Planet’s platform is a perfect case study of using AI and ML for climate actionRapid outcomes Vibrant Planet has driven by digitizing natural resource management processes and uniting all required stakeholders more seamlessly Underappreciated opportunities for significant impact in nature-based solutions, as well as underappreciated careers that people interested in climate work should consider Timestamps: 00:03:51 - The Multifaceted Impact of Vibrant Planet's Platform 00:10:44 - The Pre-Digital State of Fire Risk Management 00:14:16 - The Importance of AI in Vibrant Planet's Platform 00:19:28 - Global Expansion and Key Use Cases 00:24:03 - Business Model and Customer Base 00:25:44 - Emerging Markets and the Future of Carbon and Biodiversity Credits 00:32:20 - A Concrete Example of Vibrant Planet's Impact 00:36:07 - Challenges and Concerns for the Future 00:42:14 - Calls to Action and Keeping Up with Vibrant Planet Don't miss out on this podcast if you're interested in learning more about the state of climate tech, the energy transition, and the future of nature-based solutions work to mitigate and adapt to climate change. Subscribe on Spotify, Apple, Google, or your favorite podcast platform. Learn more about Vibrant Planet on their website and LinkedIn: https://www.vibrantplanet.net/ / https://www.linkedin.com/company/vibrant-planet/ If you love listening to The Keep Cool Show, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/keepcool Thank you so much. Plus, stay up-to-date on all things Keep Cool here: https://keepcool.co/ and follow Nick on Twitter: https://twitter.com/nickvanosdol and LinkedIn: https://www.linkedin.com/in/nicholasvanosdol/

    44 min
  8. 22 AVR.

    SPECIAL EPI: How Glassdome digitizes and accelerates industrial decarbonization

    Nick and Josh Charnin-Aker, Glassdome’s co-founder and CTO, as well as TJ Yoon, Product Manager, discuss how Glassdome is building a platform and a deeply experienced team to accelerate sustainability in manufacturing, heavy industry, and more. Not only does this involve building a first-in-class digital product to help customers like SK manage things like product carbon footprint calculations, but it also entails getting their hands dirty to collect novel, primary data from manufacturing environments and supply chains. Specifically, Nick, Josh, and TJ discuss: The new base layer for manufacturing and industrial decarbonization Glassdome is buildingThe regulatory environment and specific rules and regulations necessitate a much deeper understanding of supplier and factory-level data from manufacturersHow deeper and digital intelligence will accelerate sustainability outcomes in what are traditionally thought of as ‘hard-to-abate’ industries Timestamps: 00:03:27 - Overview of Glassdome's Business Focus 00:06:12 - EU and SEC Regulatory Landscape 00:08:45 - EU Battery Regulations and Challenges 00:12:07 - EU Battery Regulation Impact on Manufacturers 00:14:04 - Facilitating Deeper Data Understanding in Manufacturing Supply Chains 00:20:01 - Differentiation from Other Carbon Accounting Software 00:21:37 - Acquiring Data from Outdated Manufacturing Equipment 00:23:31 - Granularity of Emissions Data in Manufacturing 00:25:46 - Macro vs. Micro-Level Emissions Analysis 00:27:03 - Opportunities for Manufacturing Decarbonization  00:30:08 - Global Shifts in Manufacturing Sustainability 00:39:41 - The Broader Context of Sustainability Beyond Emissions 00:42:10 - Call to Action for Listeners and Job Seekers Don't miss out on this podcast if you're interested in learning more about the state of climate tech, the energy transition, and the role of better data to accelerate industrial decarbonization. Subscribe on Spotify, Apple, Google, or your favorite podcast platform. Learn more about Glassdome on their website and LinkedIn: https://glassdome.com/ / https://glassdome.com/ If you love listening to The Keep Cool Show, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/keepcool Thank you so much. Plus, stay up-to-date on all things Keep Cool here: https://keepcool.co/ and follow Nick on Twitter: https://twitter.com/nickvanosdol and LinkedIn: https://www.linkedin.com/in/nicholasvanosdol/

    46 min

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À propos

Climate tech is constantly evolving. Why? To help solve the most important challenges facing our planet. With so much innovation it’s hard to pick out the companies to watch, and it’s even harder to connect them to the wider climate tech picture. That’s why The Keep Cool Show is here. Join host Nick Van Osdol as he dives deep into the latest technologies shaping climate solution technology, but also zooms out to help investors and anyone working in the industry join the dots and get a broader view of what’s really going on. Every week Nick is joined by a climate tech founder, investor or operator, discussing how they’re working to solve climate change. He’ll join the dots in real time, bringing out the nuances, trends and patterns in the industry. If you’re a climate tech professional already working in the industry, looking for the next big opportunity or simply curious about the space, this is the show for you. Episodes every other Thursday. Subscribe wherever you get your podcasts.

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