New Wave.

Hugo Rauch

Where the next wave of climate tech begins. newwavenewsletter.substack.com

  1. #93 - Patrik Möller - CorPower Ocean - "Wave energy could surpass global nuclear capacity."

    -5 ДН.

    #93 - Patrik Möller - CorPower Ocean - "Wave energy could surpass global nuclear capacity."

    Brought to you by Heights: A design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Riding the Next Energy Wave Why wave energy might become the missing piece of the 24/7 clean power puzzle. We’re joined by CorPower Ocean co-founder & CEO Patrick Müller, an engineer and deeptech entrepreneur building one of the world’s most advanced wave energy companies. In this episode, we dive into the future of wave energy, and unpack what it really takes to turn one of the ocean’s harshest environments into a scalable source of clean electricity. Patrick explains why wave energy has historically failed, what changed technically over the last decade, and why CorPower believes it can finally make ocean power commercially viable. In our conversation, we covered: → Why wave energy could become a multi-terawatt global opportunity → The brutal engineering challenge of surviving 18-meter ocean waves → How CorPower’s “phase control” technology boosts energy capture 3x → Why wave energy complements solar and wind instead of competing with them → The economics behind 24/7 clean power systems → Why modular “Lego-style” deployment matters more than giant machines → The role of grants, public support, and first commercial projects → Why data centers may become one of wave energy’s biggest customers → How CorPower spent nearly 14 years de-risking the technology before scaling One of the most interesting parts of the conversation was Patrick’s framing of the ocean as a giant natural battery. Instead of generating power only when the wind blows or the sun shines, wave energy captures energy already “stored” in ocean swells, creating a much smoother and more predictable production profile. And that changes the economics of clean energy systems entirely. According to CorPower, adding wave energy into a renewable mix can significantly reduce the amount of storage and grid infrastructure required to reach near-constant clean electricity. ✨ Leave a review and share the episode if this conversation challenged the way you think about growth, innovation, and sustainability. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

    39 мин.
  2. #92 - Timothée Parrique - "You can’t save the climate with capitalism"

    12 МАЯ

    #92 - Timothée Parrique - "You can’t save the climate with capitalism"

    Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Can Capitalism Survive the Planetary Boundaries? We’re joined by Timothée Parrique (website), researcher in ecological economics at the University of Lausanne and one of the leading voices challenging the idea that endless economic growth can coexist with a finite planet. In this episode, we dive into the uncomfortable tension between capitalism, climate innovation, and ecological limits, and unpack what it would actually take to build an economy that operates within planetary boundaries. From venture capital and climate tech to sufficiency, cooperation, and post-capitalist systems, this conversation pushes far beyond the usual climate debate. In our conversation, we covered: → Why climate change may be the easiest ecological crisis to solve → The difference between innovation… and “exnovation” → Why green growth hasn’t reduced ecological overshoot fast enough → Why capitalism structurally depends on expansion and growth → The limits of venture-backed climate solutions → Why policy alone won’t solve the transition → The role of NGOs, cooperatives, and non-profit models in a post-growth economy → Why degrowth is not collapse, but a planned downscaling of production and consumption → The hidden contradiction between finance and nature → Why cooperation, not competition, may define the next economic system ✨ Leave a review and share the episode if this conversation challenged the way you think about growth, innovation, and sustainability. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

    1 ч. 2 мин.
  3. #91 - Ahmed Ismail - Dunia - Where AI meets material discovery

    5 МАЯ

    #91 - Ahmed Ismail - Dunia - Where AI meets material discovery

    Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 When AI hits the atom Why the future of materials discovery won’t be built on simulations alone. We’re joined by Ahmed Ismail, Co-founder & COO of Dunia, a Berlin-based deeptech company building AI- and robotics-powered systems to accelerate the discovery and scale-up of industrial breakthrough materials. In this episode, we dive into one of the biggest bottlenecks in climate and industrial innovation: materials discovery, and unpack why the real opportunity is not just asking AI to invent new formulas, but building the physical infrastructure to test, validate, and scale them. In our conversation, we covered: → Why so many scientific breakthroughs still depend on serendipity — and how AI might increase the frequency of those “lucky” moments. → The difference between AI-generated materials, simulation-first approaches, and autonomous industrial labs. → Why the sim-to-real gap is the central challenge in AI for materials: what looks perfect on a computer often fails in a reactor. → How Dunia built IRIS, an autonomous industrial lab designed to generate high-quality, device-level data for real-world applications. → Why the future may belong to vertical, industry-specific AI systems — not one general “ChatGPT for materials.” AI for good. 🔥 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

    1 ч. 21 мин.
  4. #90 - Carl-Magnus Norden - Decade Energy - Powering the next generation of trucks

    28 АПР.

    #90 - Carl-Magnus Norden - Decade Energy - Powering the next generation of trucks

    Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Charging the Transition Why electric trucks won’t scale without rethinking energy infrastructure We’re joined by a Carl-Magnus Norden, a veteran entrepreneur and founder of Decade Energy, previously behind Volta Trucks, one of Europe’s most ambitious electric truck startups. In this episode, we dive into why electrifying transport isn’t just a vehicle problem, it’s an energy system problem, and unpack what it really takes to build the infrastructure layer before the demand fully arrives. In our conversation, we covered: → Why the “electric vs hydrogen” debate is effectively over for trucks → Lessons from building (and losing) Volta Trucks, and why it still mattered → Why trucking is a “big boys game” requiring massive upfront capital → The real bottleneck: grid access, not vehicle technology → Why depots are the key to scaling truck charging → Decade’s strategy: secure power before trucks arrive → Turning battery storage into revenue via grid services → Europe vs China vs Tesla: who wins the electric truck race? → Why resilience and energy independence are becoming critical drivers → The long-term vision: software orchestrating trucks, batteries, and grids At the core: the transition won’t fail because of trucks, it will fail because of power. Let’s go electric! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

    54 мин.
  5. #89 - Lea Strumberger - KfW Capital - The LP Perspective on Raising a Climate Fund

    21 АПР.

    #89 - Lea Strumberger - KfW Capital - The LP Perspective on Raising a Climate Fund

    Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** Thanks you, Morning for hosting the podcast this week. Get 20% off your next meeting room (in Paris), just say you’re coming from Hugo at New Wave. **** 🌊 Inside an LP’s Mind What it really takes to raise climate-tech funds. We’re joined by Lea Strumberger, investor at KfW Capital, where she focuses on climate tech, impact, and deep tech investments. In this episode, we dive into how LPs actually make decisions, and unpack what it really takes to raise your second fund in today’s climate market. In our conversation, we covered: → Why Fund II is a completely different game, and what LPs expect now → The truth about DPI, TVPI, and what “performance” really means early on → How to build trust with LPs (hint: it’s still a people business) → The Series B funding gap in Europe, and why it’s still unresolved → What climate sectors worked (energy), and where we got it wrong (food/alt protein) → Why climate is no longer “impact”, but a real investment vertical ✨ If you want to help this show, don’t forget to leave a review on Apple Podcasts or Spotify. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

    48 мин.
  6. #88 - Andy Lubershane - Energy Impact Partners - Energy Carriers and the Future of Fuel [5/5]

    19 АПР.

    #88 - Andy Lubershane - Energy Impact Partners - Energy Carriers and the Future of Fuel [5/5]

    Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 The Fuel Problem No One Talks About Why replacing fossil fuels isn’t just about energy, it’s about how we carry it. We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel. In this episode, we dive into energy carriers, and unpack what it really takes to replace fossil fuels not just as energy sources, but as the backbone of global storage and transport. In our conversation, we covered: → Why fossil fuels are two things at once: energy source + perfect carrier → The uncomfortable truth about batteries (even lithium-ion) → Why planes, ships, and global trade still have no real solution → The limits of hydrogen — and why it may not scale as hoped → Breakthrough storage: iron-air, thermal, and sodium-ion → Metal fuels — the most radical (and promising) bet for global energy transport Fossil fuels aren’t just powerful, they’re incredibly convenient. They store energy cheaply, move easily, and scale globally. Beating them requires more than incremental innovation. It requires something closer to a civilizational leap. This is episode five of a five part series. Subscribe to receive every episode. 👇 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

    42 мин.
  7. #87 - Arnaud Tran - Voltaback - Charging Is the Real Bottleneck to Electrification

    14 АПР.

    #87 - Arnaud Tran - Voltaback - Charging Is the Real Bottleneck to Electrification

    Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Decentralizing the Fuel Station Why EV charging, not the car, is the real bottleneck to electrification We’re joined by Arnaud Tran, Co-founder & CEO of Voltaback, a company building the software layer for charging corporate electric vehicles at home. In this episode, we dive into the hidden infrastructure problem behind EV adoption, and unpack what it really takes to turn fragmented, at-home charging into a scalable system for companies. In our conversation, we covered: → Why EV adoption is accelerating, but the system around is breaking → The “decentralized fuel station” problem companies didn’t anticipate → Why charging at home is 3-4x cheaper, and still underused → How Voltaback tracks, measures, and reimburses charging with precision → The data challenge behind energy loss (and why accuracy matters) → Why corporate fleets, not consumers, drive EV adoption → The China vs Europe gap in EV infrastructure and scale → How scheduling charging could unlock another 25% savings → What happens when millions of EVs hit the grid at once Let’s go electric! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

    44 мин.
  8. #86 - Andy Lubershane - Energy Impact Partners - Drilling for Hydrogen and Heat [4/5]

    10 АПР.

    #86 - Andy Lubershane - Energy Impact Partners - Drilling for Hydrogen and Heat [4/5]

    Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Drilling for the Future of Energy Can geologic hydrogen and deep geothermal actually power the world? We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel. In this episode, we go deep underground, into geologic hydrogen and geothermal, and unpack what it really takes to unlock planet-scale, zero-carbon energy from beneath our feet. In our conversation, we covered: → Why hydrogen went from “Swiss Army knife” to overhyped, and where it actually matters → The brutal economics of green hydrogen vs. gray hydrogen (and why cost still dominates) → Geologic hydrogen: drilling for a naturally occurring clean fuel → The wild uncertainty: from niche resource to “powering civilization for millennia” → Why geothermal today is tiny, and what’s blocking it from scaling globally → The real bottleneck: drilling deeper (and why it’s harder than it sounds) → Why deep geothermal could outperform fusion, if we solve the engineering This is episode four of a five part series. Subscribe to receive every episode. 👇 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

    37 мин.
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Where the next wave of climate tech begins. newwavenewsletter.substack.com

Информация

  • Автор
    Hugo Rauch
  • Годы выхода
    2023 - 2026
  • Выпуски
    93
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Hugo Rauch
  • Сайт подкаста
    New Wave.

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