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
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What is The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies?
The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies is a business podcast hosted by Fexingo, with 196 episodes on record and a Required Pod Score of 80.
About the host
Fexingo hosts The Climate Tech Podcast with Fexingo: Energy, Sustainability, and Decarbonization Companies, a business show with 196 episodes published.
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Episode #200
How Waste Heat Is Powering The Next Energy Revolution
Sep 29, 20269 minS4
Most industrial heat is wasted. In this episode, Lucas and Luna explore how waste heat recovery technology is turning lost energy into a new revenue stream. We look at the economics of capturing exhaust from factories and data centers, why the margin is shifting in 2026, and what it means for heavy industry decarbonization without needing new power plants. #WasteHeatRecovery #IndustrialEfficiency #Decarbonization #EnergyStorage #CircularEconomy #GreenTech #Sustainability #ClimateInnovation #CarbonReduction #EnergyTransition #BusinessPodcast #FinanceNews #TechTrends #CleanEnergy #FexingoBusiness #LucasAndLuna #IndustrialTech #NetZero Keep every episode free: buymeacoffee.com/fexingo
How Carbon Capture Is Rewiring Industrial Footprints
Sep 28, 202614 minS4
Carbon capture and storage has moved from experimental pilot projects to a core operational expense for heavy industry. We examine how cement, steel, and chemical manufacturers are integrating point-source capture systems to meet net-zero mandates without halting production. The conversation looks at the economics of capture rates, the logistics of transporting CO2 via pipeline networks, and the emerging role of permanent mineralization in verifying removals. With regulatory frameworks like the Inflation Reduction Act’s Section 45Q tax credits now mature, we break down why this is no longer just an environmental compliance cost but a competitive differentiator in global supply chains. #CarbonCapture #DirectAirCapture #ClimateTech #Decarbonization #IndustrialEngineering #NetZero #GreenSteel #CementIndustry #CO2Storage #SustainableBusiness #EnergyTransition #CircularEconomy #ClimatePolicy #FexingoBusiness #BusinessPodcast #CleanTech #HeavyIndustry #CarbonFootprint Keep every episode free: buymeacoffee.com/fexingo
How Thermal Storage Solves Renewable Intermittency
Sep 27, 202614 minS4
Renewable energy is cheap but intermittent, creating a grid stability crisis that batteries alone cannot solve. In this episode, Lucas and Luna explore how industrial-scale thermal energy storage turns excess wind and solar power into heat, storing it in molten salt or solid blocks for hours or days. We examine the economics of dispatchable clean heat, why steel and cement plants are adopting these systems, and what this means for the broader decarbonization of heavy industry by late 2026. #ThermalEnergyStorage #IndustrialDecarbonization #GridStability #MoltenSaltTechnology #CleanHeat #HeavyIndustry #RenewableIntegration #SteelProduction #CementManufacturing #DispatchablePower #FexingoBusiness #BusinessPodcast #ClimateTech #Sustainability #EnergyTransition #InfrastructureInvesting #CarbonReduction #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
We talk about the massive water consumption required to cool hyperscale data centers and how tech giants are pivoting from traditional cooling towers to air-based or closed-loop systems. With global AI demand driving energy and water usage to record highs, we examine whether the industry can scale without depleting local aquifers, looking at specific efficiency metrics and the economic trade-offs between power and water scarcity. #DataCenters #WaterScarcity #AIInfrastructure #CoolingSystems #Sustainability #TechPolicy #ResourceEfficiency #ClimateTech #EnergyGrid #CorporateStrategy #ESGReporting #DigitalInfrastructure #EnvironmentalImpact #BusinessPodcast #FexingoBusiness #LucasAndLuna #CleanTech #WaterFootprint Keep every episode free: buymeacoffee.com/fexingo
We talk about water as if it is infinite, but the economics of freshwater are shifting fast. This episode looks at how industrial users like Apple and Microsoft are treating water risk as a balance-sheet issue. We examine why companies are paying premium prices for recycled wastewater in California and Arizona. The core lesson is that water is no longer a utility cost; it is a strategic asset. Listen to understand how scarcity drives innovation in desalination and reuse. #WaterScarcity #CorporateStrategy #SustainabilityFinance #BusinessResilience #ClimateTech #FexingoBusiness #BusinessPodcast #WaterRisk #CircularEconomy #IndustrialEfficiency #ResourceManagement #CleanTechnology #SupplyChain #EnvironmentalEconomics #CorporateGovernance #WaterReuse #StrategicPlanning #GreenInvesting Keep every episode free: buymeacoffee.com/fexingo
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