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.

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

Fusion meets the grid. @CFS_energy files first-of-its-kind interconnection request with @pjminterconnect for a planned Virginia plant. From physics → power system. bth-energy.com/3Pg0Awc

Building where others aren’t. In Southeast Asia, our Fellows lead Jane Zhang is helping turn science → startups → deployment—supported by @Temasek + Enterprise Singapore. Energy innovation = competitive advantage. bth-energy.com/42IDnWy

AI-native strategies are entering power markets through a new partnership between Equilibrium Energy and a global commodities trading firm. Better decisions → more efficient markets → improved reliability and cost outcomes. bth-energy.com/4eUG4eV

This is where digital meets physical: a copper mine run end-to-end by software. @MarianaMinerals coordinates autonomous drilling, haulage, and refining through a single AI system. Unlocking constraints in how critical materials are produced and turning that into a competitive advantage for those who adopt the new technology. bth-energy.com/4t5EcUe

Pioneering a new way to refine lithium, @MangroveLithium has launched a commercial electrochemical refining facility in BC—1,000 tons/year, enough for ~25,000 EVs. A first in North America, reducing reliance on overseas processing and strengthening control over supply. bth-energy.com/4t27SBw

A new source of power for manufacturing, already built. With @Rivian, @RedwoodMat is turning 100+ EV batteries into 10 MWh of dispatchable, on-site energy. Cuts costs. Eases peak demand. Brings capacity online without waiting for new infrastructure. bth-energy.com/4cY3td8

First use of @CarbonCure in Hong Kong. With Hongkong Land + Gammon Construction, CO2-mineralized concrete is now in a major commercial project—cutting cement use with the same performance. The expansion aligns with new CEO Yuliya Kravtsov’s focus on global growth—bringing low-carbon concrete into more markets. bth-energy.com/4mTnWEr

A first-of-its-kind retrofit in NYC. With @luxwall_inc Transparent Insulation: ▪️2,000+ windows upgraded ▪️~20% energy reduction ▪️No facade replacement Lower costs, more comfortable spaces. A model for upgrading buildings at scale. bth-energy.com/3QZYjpi

International buildout is picking up speed as @TerabaseEnergy expands to Paris with a new R&D hub + 2 GW of solar projects managed with Construct by @EdpRenewables. From site data to digital twins, construction becomes repeatable—fewer surprises, faster builds. bth-energy.com/4eEPmM1

Rewriting how critical minerals get found: @KoBold_Metals is using AI, airborne sensors, and real-time data to guide lithium discovery—bringing more precision and efficiency to how resources are developed. bth-energy.com/4t9dw5b

Decarbonization comes down to economics. BE’s CTO Eric Toone on cost, constraints, and why $0 is the number that matters—across 130+ companies in our portfolio.

Momentum from our SEA Fellows: ▪️CRecTech x Pertamina: biogas → bio-methanol pilot in Indonesia link ▪️Qarbotech: IGF Demo Day winner (Malaysia → global stage) With support from @Temasek + Enterprise Singapore—building from regional hubs, scaling globally.

Autonomous trucks + software-defined operations are coming to copper mining. Integrated systems like MineOS are enabling coordinated, data-driven production—helping get more critical minerals out while creating new jobs. @MarianaMinerals is putting it into practice with @ProntoAI. bth-energy.com/4tdkZkg

From lab to scale—BE Fellows in action at @CERAWeek. ▪️@dioxycle: walking through breakthrough chemistry to industrial deployment ▪️@Molten_Ind: discussing prototype to commercial graphite ▪️Geokiln, Mantel, Othersphere: connecting with peers and partners at our Innovator Booth Plus, Breakthrough Energy Discovery spotlighted how universities are launching the next wave of founders.

US tech, global deployment. @Lilac_Solutions is piloting lithium recovery from geothermal brine in Indonesia, unlocking critical minerals from existing energy systems. Strengthening supply chains through global partnerships. bth-energy.com/42c7O7f

60,000 tons of carbon removal backed by a new agreement between @CarbonCasting and @jpmorgan. Compressed biomass → permanent storage Rural jobs Reduced wildfire risk A model that links carbon removal with real-world impact. bth-energy.com/4tbOrXP

There’s a limit to how much intelligence today’s infrastructure can produce per megawatt. Our 130+ company portfolio now includes @sygaldry_tech which just raised $139M to bring quantum into data centers—aiming to accelerate AI workloads and improve performance per watt. bth-energy.com/4cq396B

Geothermal has a major opportunity: always-on, carbon-free power in more places. Now it’s about making it possible to scale faster. @fervoenergy is helping lead that shift. bth-energy.com/4dIvszm

In a new white paper, @RedwoodMat breaks down its Redwood Energy platform: Repurposed EV batteries → grid-scale storage Up to 50% lower cost Deployable in 6–12 months Faster, more affordable energy infrastructure is what unlocks growth. bth-energy.com/3QhcoOT