Breakthrough Energy

Copper is essential to electrification and energy security. New approaches from @MarianaMinerals like autonomous mining could help expand domestic supply—starting with the reopening of a Utah copper mine. bth-energy.com/4bBW02H

Clean energy innovation is being deployed in real markets—across sectors measured in the trillions.

Top talent is choosing to build the future of energy. @Forbes' America's Best Startup Employers 2026 includes BE-backed companies across the innovation spectrum: @CFS_energy, @RedwoodMat, @Electric_H2, @FormEnergyInc, @TerabaseEnergy, @heirloomcarbon, @DandelionEnergy, and @stoke_space. Big missions. Strong teams. Energy innovation that creates jobs and strengthens the economy. bth-energy.com/4saV7Fa

What if the clean energy workforce is already trained? Enhanced geothermal is leveraging decades of oil & gas drilling expertise to unlock heat beneath our feet. Companies like @fervoenergy are showing how those skills translate to clean, firm power. Energy innovation that creates jobs and builds lasting economic strength. bth-energy.com/40ve7SN

In an update to investors, our Executive Director Rodi Guidero underscores the true heroes of energy innovation: founders, engineers, and operators taking real risks to build hard things. @fervoenergy, @CFS_energy, @FormEnergyInc, @luxwall_inc, @Aeroseal_llc, @KoBold_Metals, @pivotbio, and Rumin8 are just a few of the teams constructing plants, signing contracts, and entering markets measured in billions and trillions. The opportunity is significant. The work is complex. The journey is long, but worth it. Read more → bth-energy.com/47HN7TN

Europe’s energy resilience hinges on disciplined investment. Julia Reinaud, BE’s Senior Director in Europe, outlines a Smart Spending Test: back technologies that bend the cost curve, strengthen value chains, and scale from FOAK to NOAK. Execution, replication, and cost-down pathways will determine how quickly energy innovation reaches industrial scale. bth-energy.com/4sG0j3H

Factories under construction. Infrastructure coming online. Technologies operating in real markets. BE’s Executive Director Rodi Guidero discusses what it takes to build lasting companies in essential industries—and why execution at scale defines the opportunity ahead.

Contrails—the ice clouds planes leave behind—can trap heat and amplify aviation’s climate impact. The team at BE-backed Contrails.org is building tools to predict and avoid the small share that cause most warming. Adjust the trajectory. Cut the impact. bth-energy.com/413Fy68

Fertilizer prices are spiking ahead of spring planting. @pivotbio is responding by increasing production and lowering prices—delivering domestically produced nitrogen that can ship within 24 hours. Reliable supply. Lower costs. Strong yields. The company also relocated its HQ to Minnesota, deepening its roots in the ag heartland. bth-energy.com/40rgndC

Our Executive Director Rodi Guidero just released a new letter to investors ahead of the BEV Investor Summit and @CERAWeek. A decade into building new companies in the world’s foundational industries, the teams across our portfolio are constructing plants, securing long-term contracts, and scaling into trillion-dollar markets. 130+ companies ~10x follow-on capital raised Commercial infrastructure taking shape Read the full letter➡️ bth-energy.com/4s4UkWv

BE Fellows alum RIFT has raised €114M to advance the world’s first commercial iron fuel project. Industrial sectors need continuous high-temperature heat. RIFT’s circular iron fuel is designed to replace natural gas in those processes, with a first facility targeting ~340 GWh annually by 2029. bth-energy.com/4dbfyNy

Battery scale depends on refining scale. @MangroveLithium is developing an electrochemical pathway to lithium hydroxide—modernizing a critical choke point in the EV supply chain. Resilient materials systems power resilient energy systems. bth-energy.com/3NkhOHS

Waste carbon is becoming a manufacturing input. @dioxycle's new multi-year partnership with @LOrealGroupe will use carbon electrolysis to turn CO2 into high-performance, sustainable packaging materials. Circular chemistry. Drop-in performance. Scalable impact. bth-energy.com/4rWKIgn

Fertilizer volatility hits farmers first. @pivotbio's 2025 data shows growers replaced 33 lbs of synthetic nitrogen per acre in corn while increasing yields—and cotton trials delivered $30+ per acre returns. Stronger margins and more predictable input costs make new technologies easier to adopt at scale. Many companies say they care about the grower. Pivot Bio is proving it. bth-energy.com/3NaIoD4

Transmission is getting a new quality benchmark. @tsconductorcorp's AECC will be the first advanced conductor to pursue Kinectrics’ new HTLS certification—combining higher capacity with third-party verification to help utilities upgrade lines faster and with confidence. bth-energy.com/40JAKmo

Cement = ~8% of global emissions. @Ecocem's CEO argues Europe can make it a near-term decarbonization win by scaling proven low-clinker tech, without waiting for costly, long-lead infrastructure. What scales in Europe can scale globally. We back solutions that cut emissions while strengthening industry, improving efficiency, and keeping the materials that build our homes and cities affordable. bth-energy.com/4rGhrX0

1.9 billion tons of steel each year. 10%+ of global CO2 emissions. And the core chemistry hasn’t changed in thousands of years. Breakthrough's Cooper Rinzler breaks down what it will take to shift a $2T industry—from new reducing agents to new steelmaking methods, and circular steel at scale. Clean Steel in the Climate Tech Map → bth-energy.com/4cYiRaJ

@circ_earth expands its Fiber Club—bringing @madewell, @Reformation, C&A, @LenzingGroup, and Linz Textil together to aggregate demand and lower cost barriers to recycled textiles. Textile-to-textile recycling, moving from pilot to commercial scale. bth-energy.com/3P9PM2a

“Innovation is not just about the research…it’s about execution, deployment, and delivering tangible market value and impact.” — Jane Zhang We launched Breakthrough Energy Fellows – Southeast Asia with @Temasek and Enterprise Singapore to help science-based founders move hard tech from lab to market. Because scaling climate innovation in the region strengthens energy security and improves lives. bth-energy.com/4cBRIKT