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1、INNOVATION ECONOMYSector Spotlight:Climate Technology2026Executive summaryClimate technology,or climate tech,is a key driver of the transition to a low-carbon economy,and venture activity within the sector remains steady.Funding continues to flow into startups focused on grid reliability and expandi

2、ng energy storage as power demand accelerates.That demand is rising due to multiple forces,including economy-wide electrification and the rapid buildout of AI and data-center infrastructure.Investors continue to seek battery and grid modernization technologies as theyre foundational to a flexible an

3、d resilient energy system.Solutions focused on the critical minerals supply chain are also gaining momentum,reflecting their relevance to the scalability of energy transition.Later-stage financing remains a gating factor,especially as companies move from pilots to first-of-a-kind(FOAK)deployments an

4、d onto commercial scale.We are dedicated to supporting founders that are working on climate and sustainability solutions.-Robert Keepers-Robert KeepersHead of Climate Technology:2Robert KeepersHead of Climate Technology,Commercial Banking Authors:Nick CandyHead of Innovation Economy InsightsJulie Ts

5、angInnovation EconomyInsights AnalystVincent HarrisonInnovation EconomyInsights AnalystContents01Macro landscape02Climate tech taxonomy and backdrop03Startup investment trends04Financing the transition301Macro landscape12,000TWh2,500TWh3,000TWh3,500TWh4,000TWh4,500TWh5,000TWh199019921994199619982000

6、2002200420062008201020122014201620182020202220242026EElectricity consumptionElectricity net generationDemand for power is rising;renewables are an important part of the solution5ELECTRICITY CONSUMPTION CLIMBS AS DATA CENTERS SCALE0GW10GW20GW30GW40GW50GW60GW70GW202020212022202320242025SolarBattery st