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The Long Position

A practitioner's insights on climate businesses and investments

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  • Climate Capital Activity in 2026
  • Investment Breakdowns

    Asuene’s acquisition spree: What does it reflect about the carbon footprint and sustainability reporting sector?

    August 3, 2026

    Asuene reflects a more extreme version of a series of M&As happening in the climate/carbon footprint management space. What caused this, and what does it mean for the Global South?

  • Investment Breakdowns

    Fervo Energy had the biggest climate tech IPO so far: But is the foundation for clean, firm power solid enough?

    July 6, 2026

    Fervo Energy’s $1.89B IPO is the biggest climate tech IPO on record. But it is still pre-revenue, banking on continued AI demand. Can it, and other clean firm power enterprises, deliver against the hype?

  • Investment Breakdowns

    Axius Water: The co-build blueprint for India’s climate MSME opportunity

    July 2, 2026

    Axius Water was constructed by a combination of PEs bringing specific expertise. The template has lessons for how PE entering India can look at MSMEs and family-owned businesses within the climate sector.

  • Investment Breakdowns

    Chestnut Carbon raised the biggest climate tech funding tranche of 2025: What makes it stand out?

    April 21, 2026

    Chestnut Carbon raised $250M in 2025, making it the largest fundraise in climate tech for the year. What makes their business so solid in a highly competitive and volatile carbon market?

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