CI’S TEAM AND UNIQUE CAPABILITIES
CI’s unique platform is designed to accelerate industrial decarbonization and lower its cost. We understand the complex needs of the GHG- and infrastructure-intensive sectors and invest in the technical solutions required. Through our cross-functional team of over 60 professionals, we have developed first-hand knowledge of what is required for industry adoption of proven decarbonization technologies and how to support decarbonization success. The CI team’s credibility and network help us connect our innovators to the decision-makers in the private and public sectors in order to accelerate adoption and scale.
CATALYST FUND I
INVESTMENT PORTFOLIO BY SECTOR
INVESTMENT PORTFOLIO BY FOCUS AREA
IMPACT QUANTIFICATION AND TRANSPARENCY – A CRITICAL PART OF DEVELOPING THE CLIMATE INVESTMENT ECOSYSTEM
In 2022, we were delighted to publish our inaugural Impact Report. CI’s methodology and its portfolio’s 2021 impact were reviewed by a third-party consultant, ERM Certification and Verification Services. GHG reduction impact reporting is still nascent, so we have engaged proactively, over three years, to develop objective metrics which guide our investment decisions and measure our portfolio outcomes.
CI’s portfolio delivered an impact of 15.8 million tonnes of GHG emissions reduction in 2021, equivalent to the annual impact of 8GW of onshore wind generation* and over a third of the global CCUS capacity in 2021. This portfolio impact has more than doubled since CI’s measurement began in 2019.
Between 2019-2021, CI’s then 23 Catalyst Fund I portfolio companies realized a cumulative impact of 30MtCO2e of GHG emissions reduction. Both the cumulative and annual impact demonstrate the strong potential and early progress of our investment portfolio.
CI is a founding member of Project Frame, a group of 200 investors and climate experts working collaboratively on common methodologies for forward-looking GHG reduction impact estimation from investments.
We are delighted to have had our application to the UN’s Principles for Responsible Investment (PRI) accepted this year, an important validation of our commitment to transparent and responsible climate investment.
CI’S SUSTAINED CAPITAL MODEL – SUPPORTED BY ECOSYSTEM DEVELOPMENT
Our capital model, designed to accelerate impact within GHG-intensive sectors, allows us to support our investees at different stages of their development, so we can support their expansion as they grow, with a focus on maximizing their GHG reduction impact potential. Our continued partnership with OGCI member companies and the broader industrial ecosystem allows us to identify opportunity gaps and bring solutions to customers to support their net-zero ambitions. If you are a company or a project looking for investment
Climate investing and technology adoption remain in their early stages, despite the enormous sum of capital that has been invested in recent years. For impact to be delivered at the scale and speed required, it is imperative that investors, innovators and the private and public sectors collectively exchange ideas and collaborate to drive action. At CI, we combine our impact-first investment model with collaborative interaction and shared insights within our wider network, to encourage the development of the impact ecosystem.
To learn more about our ecosystem development work, please visit:
OGCI Annual Progress Report 2022
PORTFOLIO PROGRESS IN 2022 – ADDRESSING EMISSIONS AND ENERGY SECURITY
We have established a distinct market position, providing capital and expertise to support the development and GHG reduction impact potential of our investees. CI focuses on the most GHG-intensive sectors within energy, industry, built environment and transportation, where our approach is to deliver visible, transparent, meaningful results – partnering within our broad industrial network and collaborating widely to accelerate the impact our investments can make.
In 2022, we continued to provide funding to both new opportunities and existing investees. We welcomed Qnovo, F2V, Converge, ZincFive, Turntide and Keystate to our Catalyst Fund I portfolio, each delivering either energy efficiency or emissions reduction solutions – both integral to addressing and alleviating short-term and durable energy security.
Additionally, several of our existing portfolio companies successfully raised capital with our participation. As they grow, our companies know they can rely on our post-investment support.
REDUCING METHANE EMISSIONS
Technologies for CH4 measurement
Technologies and projects for CH4 mitigation
REDUCING CARBON DIOXIDE EMISSIONS
Technologies for reducing CO2 in industries
Technologies for reducing CO2 in transport
RECYCLING CARBON DIOXIDE (CCUS)
Projects for carbon capture and storage
Technologies for carbon capture and CO2 utilization
Investments made in 2022 * Solidia’s products feature in two categories
CI’s latest case studies on how our portfolio companies help their customers reduce emissions and costs. Read more
CI also invested in and supported the launch of China Climate Investments (CCI) fund this year. CCI’s investment objectives are fully aligned with Climate Investments’, and its investments in GHG emissions-reducing technologies and projects will be focused solely within China.
Going forward
We are very proud of our progress in expanding both our portfolio and its GHG reduction impact. We are also pleased to see the significant progress in the world’s view of the urgency of addressing climate change. However, much more still needs to be done in terms of tangible actions and results. At CI, we will continue our drive to deliver impact through our unique and proven approach. We welcome your partnership on this journey.
1
All references to “we”, “our” or “us” in this section refer to OGCI CI, not OGCI
*
Based on U.S. EPA’s standard wind power emissions equivalency formula