Patrick Sieb and Tom Kline spoke with Jared Lynch from the Australian about how a potential Trump administration may impact the momentum of climate tech investments. Despite the headline-grabbing rhetoric around ending the “green new scam,” many of the factors supporting climate tech resilience appear robust, driven by market forces, state-level policies, and private investment.

Here are some key takeaways:

1. Policy Resilience: Not all policies can be easily unwound. Initiatives like production tax credits for renewables have bipartisan support and deep roots in the economy.
2. Market Forces: Renewables, including wind and solar, are now cost-competitive with fossil fuels. This shift is driven by market dynamics rather than policy alone.
3. Corporate Commitment: Leading companies, including Fortescue, Amazon, and Apple, are setting ambitious decarbonization targets and investing heavily to achieve them. This signals a strong commitment to climate tech, regardless (or in spite of) political leadership.

“Corporates are leaning in and taking action, irrespective of the policies… It’s about making them more profitable, de-risking their business, de-risking their supply chains.”

Climate tech is about more than emissions reduction—it’s a competitive edge in today’s market.

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