Net-Zero Ninety

The Net-Zero Ninety is a portfolio of innovative companies working on solutions to help solve the climate crisis. Read the profiles of ninety smaller, or lesser known, companies offering impactful solutions across energy supply, transport, industry, and agriculture. Each of the ninety is hand-chosen based upon our three key criteria; scalable sustainability, lean green economics, and a boat for the moat.

  • Can the company scale to meet the Net-Zero challenge?

    The products and services offered by the business must present a scalable opportunity big enough to directly, or indirectly, make a material reduction in greenhouse gas emissions (over half a billion tonnes CO2e per year). Supported by a combination of ample resources and accommodative supply chains.

  • Can the company offer a zero carbon solution which will compete with the carbon emitting alternative?

    Management must have a clear pathway to competitive economics through technological innovation, production efficiencies or scale.

    Supported by a low risk route to market, a clear technology roadmap, and viable learning curves to full scale economics that are equal to, or cheaper than, the fossil fuel status quo.

  • Can the business successfully cross the economic moat and disrupt the status quo?

    The company must offer a solution which provides a sustained competitive advantage to enable rapid deployment and lasting change.

    Supported by a rational use-case, x-factor appeal, and a socially visible beneficial impact.

NZ90 Quotes

“I believe the decarbonizing of the global economy is going to create the greatest investment opportunity of our lifetime. The next 1,000 unicorns won’t be search engines or social media companies, they’ll be sustainable, scalable innovators – startups that help the world decarbonize and make the energy transition affordable for all consumers.”

Larry Fink, CEO of Blackrock - the World’s Largest Investment Manager

‘Future returns in climate investing will be comparable to the biggest tech companies, "There will be eight Teslas, 10 Teslas"

Bill Gates, Co-chairperson of the Bill & Melinda Gates Foundation

Companies, and those who invest in them and lend to them, and who are part of the solution, will be rewarded. Those who are lagging behind and are still part of the problem will be punished.

Mark Carney, Former Governor of the Bank of England, UN Special Envoy on Climate Action and Finance

Browse the Net Zero Ninety or search for a target sector or company below. Company profiles added weekly.

Energy Storage, Green Hydrogen, Fuel Cells Mathew Hampshire-Waugh Energy Storage, Green Hydrogen, Fuel Cells Mathew Hampshire-Waugh

Ceres Power Holdings

Ceres license their proprietary Solid Oxide Fuel Cell (SOFC) technology for use in clean power generation. The company is also developing Solid Oxide Electrolyser Cell (SOEC) technology for green hydrogen production. Their SteelCellTM technology is highly efficient, fuel flexible, and robust, providing a great opportunity to scale with manufacturing partners to meet the Net-Zero challenge.

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Amenities, Electrified Heat Mathew Hampshire-Waugh Amenities, Electrified Heat Mathew Hampshire-Waugh

NIBE Industrier AB

NIBE’s portfolio is well positioned to enable the efficient electrification of heating for homes and businesses using established technologies and readily available materials combined with a roadmap to reduce life cycle emissions and improve ease of installation.

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