The 'Climatetech' Hype Cycle: Buy, Sell or Hold?


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By The Interchange: Energy Conversations From GTM and Greentech Media. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

We’re constantly going through waves of hype in different energy sectors: flexible solar panels, vertical-axis wind, electric planes, vehicle-to-grid, the smart home, blockchain. Some are real, some are not. Some just need to mature.

So what phase are we in now? In this episode, Shayle and Stephen are digging into different sectors and trends at various stages of the climate tech hype cycle.

They’ll decide whether to buy, sell or hold based on the current level of fanfare. In other words, do we think it's overhyped, underhyped or just right?

We’re going to do this for six sectors, some of which came from listeners.

  • Green hydrogen
  • Micromobility
  • Residential battery storage
  • Direct air capture (tons of people on twitter suggested this one)
  • Blockchain
  • Virtual power plants

And here’s Shayle’s climate tech hype cycle chart that we discuss on the show.

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