Insights
Notes, papers, and the filter we use in diligence
Why we back specific technologies, plus the white papers and briefings we want in the market: New Nuclear, fusion, and energy efficiency.
Energy Storage
Why we backed Sinergy Flow
Zinc-sulfur redox flow for long-duration storage: power and energy scaled independently, without critical minerals.
Energy Storage aulium podcastEurope is not out of the battery race
Anna Teyssot on the aulium podcast: Europe's growing power gap, what it takes to go from a PowerPoint to a gigafactory, technical due diligence as a test of mindset, and where Europe can win in batteries.
Anna Teyssot
New Nuclear
Why we backed Blue Capsule
Industrial heat up to 750°C without a water source: a Na/Air exchanger built for hydrogen, cement and hard-to-abate heat.
Energy Storage
Why we backed VoltR
AI characterisation of used cells to rebuild performance-matched stacks: circular batteries, European resource autonomy.
New Nuclear
Why we backed Stellaria
A compact molten-salt AMR that renews 100% of its fuel in operation, recycling spent fuel and cutting the need for fresh uranium.
New Nuclear TeleborsaENEA and Exergon partner on advanced nuclear
A five-year agreement for joint scouting of SMRs and Gen IV advanced reactors. For Giuseppe Sangiovanni, Europe's nuclear revival depends on research, industry and investors working together.
Giuseppe Sangiovanni
New Nuclear
Document
New Nuclear: strengthening the sector’s appeal to investors
Second edition of our white paper on SMRs, AMRs and fusion: why the nuclear sector is shifting from bespoke megaprojects to standardised products, and why private capital is becoming its new engine.
Giuseppe Sangiovanni
New Nuclear
Why we reinvested in Otrera
Otrera has raised €17 million to take its fourth-generation sodium-cooled fast reactor into detailed design. We backed the team from day one, and we are doubling down alongside EDF and leading French nuclear industrials.
Giuseppe Sangiovanni
Energy transition
Everyone talks about AI. Few talk about the electricity it needs.
Data centres, electrification and reindustrialisation are driving structural power demand in Europe. The bottleneck is not only capital, but capital paired with deep technical expertise.
Energy transitionElectrification is a system transformation, not just more electrons
France is accelerating electrification, with around €10 billion a year of public support. The real challenge is the system around it: baseload power, storage and smarter demand.
New NuclearAfter the Paris summit: private capital is the missing link for new nuclear
Europe is turning back to nuclear, and public guarantees are a start. Turning European reactor innovation into industrial reality now depends on specialised private capital.
Energy Storage Natixis CIB webinarCharge Forward: innovating across the battery supply chain
Anna Teyssot on why industrial scale-up decides the fate of battery startups, and where Europe can win: manufacturing excellence and quality control.
Anna Teyssot
New Nuclear
Club Italie-France
Small modular reactors for heavy industry, and Exergon in Italy
Charles Beigbeder on SMRs installed at heavy-emitting industrial sites to supply both power and heat, Italy's nuclear revival and Exergon's upcoming Milan office.
Charles Beigbeder
Investing in deeptech
La Martingale podcast
Space, quantum, nuclear: the sectors set to take off
A conversation on why European deeptech matters, the strategic sectors to watch, new nuclear included, and how private investors can get exposure to them.
Charles Beigbeder
Investing in deeptech
Maddyness
Charles Beigbeder: building billion-euro deeptech funds
Why Audacia builds narrowly specialised deeptech funds such as Exergon, why molten-salt reactors could be a turning point, and why Europe still lacks late-stage venture capital.
Charles Beigbeder
New Nuclear
Natixis CIB webinar
Emission Impossible: achieving sustainability with nuclear energy
Giuseppe Sangiovanni joins Stellaria, Otrera Energy and Institut Montaigne to discuss nuclear's place in a low-carbon grid, the EU taxonomy and how nuclear startups get financed.
Giuseppe Sangiovanni