CERA Week 2024

Sources and Stories from Silverline Clients

Welcome to Silverline at CERA Week 2024 – your gateway to the latest sources and narratives from Silverline Clients!

If you’re here, it means you’re keen on uncovering compelling sources and storylines for your CERA Week 2024 reporting assignments. However, our offerings extend far beyond this event. Keep this link handy throughout the year for continued access to insights from Silverline and its kickass clients.

Among our roster, three out of four companies below are pushing the boundaries of technology across various market segments, ranging from geothermal to linear generators and beyond. Meanwhile, Clean Energy Ventures stands out as a leading early-stage financier of the clean economy.

**Please note: A few of the clients below will be making significant customer/corporate announcements during CERA Week**

HYDROGEN: Meet Advanced Ionics

Corporate Boilerplate:

Advanced Ionics is a technology provider for the production of green hydrogen, committed to accelerating global decarbonization. Through its water vapor electrolyzer technology, the company seeks to enable the large-scale production of green hydrogen for heavy industry at a low cost. Advanced Ionics has been recognized for its technology as a finalist in the Bloomberg NEF Pioneers Awards, S&P Global Energy Transition Technology of the Year, and TechCrunch Disrupt. For more information, visit https://advanced-ionics.com/.

Noteworthy Customers:

  • Repsol Foundation

  • Advanced Ionics’ future customers would be industrial manufacturers (ammonia, petrochemical, steel).

Topics of Interest:

  • Disruptive climatetech:

    • Advanced Ionics is BP-backed and funded.

    • Advanced Ionics has support from Repsol, Mitsubishi Heavy Industry, Gatemore Capital Management, Clean Energy Ventures, and more.  

  • Global electrolyzer market:

    • Advanced Ionics can speak on the electrolyzer market valuation. 

    • Advanced Ionics is its own category of electrolyzer, separating itself from incumbent technologies like Alkaline, AEM, and PEM. Advanced Ionics lowers the purchase cost but also the electricity (operational) requirements for electrolysis to 35 kWh/hr. 

    • There is plenty of demand in the market.

  • Green hydrogen trends:

    • Advanced Ionics can speak on the state of the hydrogen market in general and the hope/hype of green hydrogen.

    • Advanced Ionics can also provide insight into why Advanced Ionics believes the Hydrogen industry is so fragmented.

  • Business growth and workforce development:

    • Advanced Ionics is committed to Milwaukee. 

    • Advanced Ionics was a finalist for the best place to work for environmental change in Milwaukee. 

    • Advanced Ionics’ technology was a finalist in the following: Bloomberg NEF Pioneers Awards, S&P Global Energy Transition Technology of the Year, TechCrunch Disrupt, and 2024 Fourth Revolution Awards Innovation of the Year presented by mHUB.

    • Advanced Ionics was named a Top Darcy innovator and recently named to TIME’s Top Greentech Companies list.

    • Advanced Ionics received the most investment of any Wisconsin startup in Q3 2023.

  • Policy: 45V:

    • Advanced Ionics can speak on the benefits of the new guidelines and how Advanced Ionics meets the three proposed pillars.

FINANCE: Meet Clean Energy Ventures

Corporate Boilerplate:

Clean Energy Ventures helps scale global climate solutions, transforming technical innovations into market-leading commercial success. As the only climatetech venture capital firm that requires portfolio companies to enable gigaton-scale emissions reduction, CEV backs early-stage technologies with the potential to mitigate 2.5 gigatons of CO2e by 2050. Trusted by global strategics since its founding in 2017, CEV’s climatetech entrepreneurial, investing, and operating experience has been critical in helping companies scale technologies in hard-to-decarbonize industries. CEV funds companies across North America, Europe, and Israel. For more information, visit cleanenergyventures.com.

Clean Energy Ventures portfolio companies include SparkMeter (BEV/Shell backed), ClearFlame Engine Technologies (BEV/John Deere backed), LineVision (National Grid/Microsoft backed).

STORAGE: Meet Mainspring

Corporate Boilerplate:

Driven by its vision of the affordable, reliable, zero carbon grid of the future, Mainspring is delivering a breakthrough new category of power generation — the linear generator — to leading commercial, industrial, and utility customers to increase their energy resilience, generate cost savings, and meet their sustainability and climate goals.  Customers include Fortune 500 companies like Prologis, Kroger, and Lineage Logistics, as well as utilities like AEP, Florida Power and Light, and others. Based in Menlo Park, Calif., Mainspring is backed by top-tier investors. For more information on the company, technology, and products, please visit www.mainspringenergy.com

Noteworthy Customers:

Topics of Interest:

  • Green hydrogen-based generation for grid firming and resilience

    • Green hydrogen and ammonia carry enormous potential for long duration storage and power generation, that can not only decarbonize the grid but also address essential reliability, resilience, capacity, security, and affordability needs as the grid expands to meet the demands of electrification and comes under increasing climate, weather, and security threats. 

    • As we face the challenge to decarbonize, we also have the opportunity to move to a better, more modern, more stable and more equitable global energy future.

    • Clean fuels such as green hydrogen, green ammonia, and biogas all offer tremendous potential towards these goals.

  • Flexibility is essential in the transition to hydrogen.

    • Fuel-flexible technology in power generation offers significant capabilities and reduction of investment risk in the face of uncertainty that comes with an energy transition at this scale and timeframe. 

    • The world needs new solutions to manage this uncertainty. 

    • Entirely new levels of flexibility and choice, allowing for rapid adoption and dynamic switching to hydrogen as it becomes available over time will enable ongoing changes and capitalize on new developments in energy supply. 

  • The promise of hydrogen beyond “fossil-replacement.” 

    • If we don’t confine our thinking to a “rip and replace” mentality, the energy transition can more fully and rapidly take advantage of new ideas and approaches, as well as new technologies. 

    • We must look at energy system design – at the commercial level as well as utility-scale – that can capture new kinds of benefits, reduce risk, speed implementation, and make investments “future-proof” to unanticipated changes.

ADVANCED GEOTHERMAL: Meet Sage Geosystems

Corporate Boilerplate:

Sage Geosystems was founded in 2020 and is developing Geopressured Geothermal System (GGS) technologies deep in the earth. Sage Geosystems is the first company to demonstrate the ability to deliver cost-effective and commercially viable new generation geothermal (i.e., hot dry rock) with the company’s proprietary GGS design. The Sage Geosystems team has over 150 combined years in the oil and gas industry, with experience delivering major projects including Deepwater, Arctic, and Unconventional shales. The company is headquartered in Houston, Texas. 

Noteworthy Customers:

Topics of Interest:

Sage is a woman-led Houston-based company focused on geothermal energy and energy storage and Cindy will be available throughout the week to discuss the technology behind geothermal energy, Sage’s recent Series A announcement, and the company’s new, first-of-a-kind facility that is in the works and is expected to begin supplying electricity to the ERCOT grid by the end of this year. 

Sage’s first-of-a-kind facility (innovative uses of geothermal energy)

  • Sage’s recent funding announcement of $17 million will fund its next generation facility called EarthStore. 

  • Geothermal energy is a highly sustainable energy solution, which is showing success during test runs to expand at scale. 

  • Sage’s EarthStore facility can be paired with other renewable energy sources, including wind and solar, for ideal integration with renewable energy resources. 

Geothermal plus energy storage solution (this is unique to Sage!)

  • Sage’s solutions enable the efficient storage of energy during periods of low demand, maximizing the utilization of renewable energy sources such as wind turbines and solar arrays.

  • With Sage’s innovative EarthStore and Battery+ energy storage solutions, renewable energy production from wind turbines and solar arrays can operate seamlessly during off-peak periods. This includes night-time for wind turbines, when they generate the most energy, and springtime for solar arrays.

Looking Beyond CERA Week

At Silverline, we take pride in representing and partnering with innovative organizations, showcasing their contributions to industry advancement. Yet, our commitment doesn’t end with CERA Week.

If you’re eager to delve deeper into our complete client portfolio, simply fill out the form linked below. We’ll then invite you to participate in a Media Roundtable where our team will provide insights to journalists covering every facet of the clean economy, including investing, innovation, and equity.