research
TNI Energy Transition Research
True North Institute researches some of the most fundamental over-arching investment challenges that institutional investors will confront in the decade ahead.
featured research
April 2024
Energy Transition Investment Framework 2.0
This is the update to the 1st Edition published in 2022 which incorporates insights from our deep dives into many pillars of the energy transition (renewables, hydrogen, carbon taxes, CCUS, etc.). Here we quantify the extent to which the transition can progress on pure economic grounds and translate that into our six core energy transition investment themes
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- Funding The Hardest Climate Tech
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How Climate Tech First-of-a-Kind (FOAK) Projects Get Financed
This white paper explores how 18 pioneering climate technology companies overcame the notorious “valley of death” – the funding gap between proven pilot projects and full-scale commercial deployment. It identifies a clear funding pattern for First-of-a-Kind (FOAK) facilities: a blend of early-stage venture capital, government grants or loans, and strategic corporate investments or offtake agreements.…
Energy Transition Investment Strategies that Decarbonise the Real World
Guidelines for Institutional Investors Environmental, Social and Governance (ESG) investing policy must be, in principle, a good idea for all investors to the extent that incorporating potential E, S and G impacts into the evaluation of investment opportunities may help investors avoid negative surprises or to spot investment opportunities. But the term ESG takes on…
Clean Hydrogen Investment Framework
The most important things that all investors need to know about clean hydrogen There are few energy transition topics more controversial than clean hydrogen’s likely role, and it has huge investment implications, whether you are a public or private equity investor, and especially if you are a venture capital investor. For this reason, we spent…
The Role of Carbon Taxation in the Global Energy Transition
The cost of carbon abatement by any company over the next two decades is a key determinant of that company’s value today. Approximately half of the global economy or half the public companies in the world will see the cost of carbon abatement having a material impact on their valuation.
