Breakthrough Energy

Energy powers prosperity. The innovation pipeline is stronger than ever. As founders, investors, and partners gather in Houston for the BEV Investor Summit, we’ll focus on what it takes to scale companies that can deliver affordable, reliable, clean energy across the world’s largest industries.

Our CTO Eric Toone explains why commercialization depends on customers, pricing, market size, and economics beyond the technology itself. Companies like @CarbonCure, @FormEnergyInc, @luxwall_inc, @Aeroseal_llc, and @tsconductorcorp show what it takes to move energy innovation to market.

One of the world’s most emissions-intensive materials is getting reworked. @Ecocem's ACT cement moves into a full-scale project in Ireland. bit.ly/4nMtQaX

The hardest part of energy innovation is the middle: the gap between the lab and fully scaled technology. @BillGates explains why deployment is the opportunity now, and why new ways to finance these projects matter.

Another barrier removed for high-performance buildings. @luxwall_inc just became the first vacuum insulation technology validated for Structural Silicone Glazing façade systems. More efficiency, without changing the way modern buildings get built. bth-energy.com/49PFgET

Critical metals are strategic materials. BE-backed Boston Metal raised $75M to scale its MOE platform—recovering high-value metals from low-grade feedstocks and industrial waste streams. Diverse inputs. Lower costs. More resilient supply chains. bth-energy.com/4v6sLgw

AI’s constraint: moving power to the rack. @heronpower outlines an 800 VDC data center architecture designed to cut electrical cost, labor, build time, and power delivery losses. Better power delivery helps AI infrastructure scale with less strain on the grid. bth-energy.com/4v4hYDB

A different path to hydrogen. Mantle8 raises €31M to explore geologic hydrogen at scale. Subsurface, drilling, real assets—where new supply can change the economics and beat business as usual. bth-energy.com/4ffpuXF

An early bet: used batteries still have real work left to do. @RedwoodMat is putting them back into service, powering data centers and supporting the grid with lower-cost storage. Faster to deploy. Built from what’s already here. bth-energy.com/4eQIlrL

A new push to bring fusion into the real world. @typeoneenergy x @TokamakEnergy x @AECOM → UK Infinity Fusion Consortium. Built to move from breakthrough → power plant. bth-energy.com/43cHbzA

A faster way to expand the grid. @tsconductorcorp scales next-gen conductors with a $134M South Carolina manufacturing buildout—doubling or tripling capacity on existing lines. Beating business as usual by upgrading what’s already there. bth-energy.com/4nthKDp

Energy demand is growing fast. The winners will be technologies that deliver more power, better economics, and real reliability. @fervoenergy going public is a major step for enhanced geothermal, and for the kind of infrastructure modern industry needs. Proud to have Fervo in our portfolio, and grateful for @TimMLatimer’s leadership in helping move this field forward. bth-energy.com/3PhUuM0

Now public on the Nasdaq, @fervoenergy's IPO marks a huge step for geothermal. Congratulations to @TimMLatimer and the whole Fervo team. We were Fervo’s first investor and are proud to have been with Tim from the beginning, supporting him on his bold journey to move enhanced geothermal from concept to commercial scale. Today, Cape Station is on track to be the largest next-generation geothermal project in the world. Clean, always-on power that supports industry, strengthens the grid, and creates jobs where it’s built—beating business as usual and transforming the foundational energy systems the world depends on.

Digital progress is constrained by physical infrastructure. We invest in scaling solutions to meet rising electricity demand. @RedwoodMat → second-life EV batteries as grid storage @luxwall_inc → glass that cuts building energy use and peak load @Lilac_Solutions → faster, cleaner lithium production More capacity, lower costs, stronger systems—supporting growth, resilience, and global competitiveness. bth-energy.com/42qRDmV

Food waste is a $400B problem. @Mill and @compassgroupusa are partnering to deploy Mill Commercial in Compass-operated kitchens beginning in 2027. The system reduces food scrap volume by 80% and uses AI-enabled waste data to support smarter procurement, streamlined operations, and lower food costs. bth-energy.com/3Px2yIN

Scaling crop nutrition where it matters. A $7M+ investment in St. Louis brings R&D and manufacturing together—strengthening US-based nitrogen supply for farmers facing volatile markets. @pivotbio is bringing more reliability from lab to field. bth-energy.com/4wdumCp

Real momentum in the physical economy—reflected in @TIME's most influential companies of 2026. @circ_earth is scaling textile recycling at industrial levels. bth-energy.com/48MEx6Y @RedwoodMat is turning batteries into infrastructure. @fervoenergy is scaling next-generation geothermal. bth-energy.com/3QN95zs Energy innovation unlocks capacity and our portfolio companies are doing just that.

Battery storage is ramping globally. Costs are falling. Demand is rising. Storage is taking on a larger role in how grids operate. @FormEnergyInc → 100-hour systems designed for longer-duration needs. Where new tech starts to beat business as usual. bth-energy.com/3QR9OQ5

The difference is clear: Standard window → heat passes through @luxwall_inc → blocks it (R-18) Now scaling with a second plant in Detroit, as shown by @BillGates.

Clean iron meets global steelmaking expertise with a new Electra x POSCO partnership—working toward commercial-scale production. bth-energy.com/4cQosja