Accelerate adoption of affordable clean-Tech solutions in both Industrial and consumer lifecycles
It is widely established & unanimously accepted that we as a planet & populace are in a race against time to reverse the impacts of climate change and stay within the 1.5 Degree temperature increase limit. To achieve this, we need to accelerate adoption of affordable clean-Tech solutions in both Industrial and consumer lifecycles.
At Yugo Capital, we work to identify entrepreneurs who are building Enterprise or Consumer Solutions which can help speed up this goal. We see some early positive signs, with over $130 Trillion in Balance Sheet Assets from Financial Institutions that have already been pledged to fight climate change and make a concerted effort towards Net Zero, cost of capital for ‘Low Carbon’ investments is now lower than that of ‘High Carbon’ investments.
Over the last 18 months, there has been an increasing consensus across the globe that ‘Impact Investment’ goals and Asset Manager Fiduciary Responsibility- Maximization of Investor Returns have been converging. Moreover, approximately, over an extended 24 month investment period, stakeholder value and shareholder value are similar if not the same.
At Yugo Capital, we work to identify entrepreneurs who are building Enterprise or Consumer Solutions which can help speed up this goal. We see some early positive signs, with over $130 Trillion in Balance Sheet Assets from Financial Institutions that have already been pledged to fight climate change and make a concerted effort towards Net Zero, cost of capital for ‘Low Carbon’ investments is now lower than that of ‘High Carbon’ investments.
Over the last 18 months, there has been an increasing consensus across the globe that ‘Impact Investment’ goals and Asset Manager Fiduciary Responsibility- Maximization of Investor Returns have been converging. Moreover, approximately, over an extended 24 month investment period, stakeholder value and shareholder value are similar if not the same.
Practice Areas
Considering the gravity of climate change, the race to net zero and the encouraging policy & investment focus, that unlike before is a result of cooperation at Federal Government and Global levels; Yugo Capital aims to work with founders building solutions in
Climate Tech- Industry Verticals
Horizontal Segments
Application Areas
Climate Tech- Industry Verticals
- GHG Emission Contribution: 29.4%
- Key Challenge Areas:
- Process Emissions Reduction
- Material Emissions Reduction
- Replacement, Upgradation, Retrofitting of Existing Equipment
- Yugo’s Primary Area of Interest:
- Low GHG Raw Material substitutes
- Process Efficiency
- Industrial Waste- Management, Reduction & Reuse
- Low Water consumption Methods
- Low GHG Iron, Steel, Aluminium and Cement
- GHG Emission Contribution: 20.7%
- Operational Emissions account for 2/3rd while embodied emissions which incorporates
the Materials + Construction Processes account for the other 1/3rd
- Operational Emissions account for 2/3rd while embodied emissions which incorporates
- Key Challenge Areas:
- Construction Method Efficiency
- Building Energy Consumption Mechanisms
- Building Heating & Cooling Mechanisms
- Yugo’s Primary Area of Interest
- Raw Material Substitutes with Low Carbon Emissions
- Energy Management
- Water Consumption & Waste reduction
- GHG Emission Contribution: 20.1%
- Key Challenge Areas:
- Bio-Tech led food production methods
- Farming practices
- Natural Environment: Modification & Management
- Food Loss & Food Waste Reduction: SCM efficiency
- Yugo’s Primary Area of Interest
- Alternative Crops: High Product & Financial Yields + Increased Carbon Capture &
Sequestration - Supply Chain Efficiency to reduce Food Loss
- Alternative Crops: High Product & Financial Yields + Increased Carbon Capture &
- GHG Emission Contribution: 16.2%
- Growth in Emissions: 71% since 1990- Fastest growing sources of emissions globally
- Key Challenge Areas:
- Efficiency increase in movement of Goods & people + Transport Systems
- Micro-mobility development, EV and underlying Infrastructure (charging nodes,
shared mobility) - Battery Tech- for Mobility & associated Infra
- Yugo’s Primary Area of Interest
- Supply Chain Design overhaul
- Batteries & Fuel Cell Technologies
- GHG reduction in Shipping
- GHG Emission Contribution: 13.6%
- Key Challenge Areas:
- Alternative Fuels: Production & Distribution
- Grid Management, Energy Storage, Load Management, Supply <> Demand balancing
- Energy Systems Efficiency
- Yugo’s Primary Area of Interest
- Micro-Grids & other Energy Storage solutions
- Alternative Fuels
- Energy production, T&D efficiency
- GHG Emission Contribution: Unmeasured
- It is estimated that Portfolio Emissions or ‘Financed Emissions’ are about 700 times
higher than direct emissions.
- It is estimated that Portfolio Emissions or ‘Financed Emissions’ are about 700 times
- As the maturity in understanding the ‘Financed Emissions’ space is nascent, we believe a very
critical part of the puzzle is to:- Accurately measure current emission levels
- Alter Cost Of Capital for High GHG portfolios
- Estimate physical risks to Insured Assets- and increase premiums.
Horizontal Segments
A. GHG Capture, Removal & Storage
B. Climate Change Management & Reporting
B. Climate Change Management & Reporting
Application Areas
- Data Solutions for Climate Impact Measurement, Inference Predictions
- Mitigation Solutions
- Climate Change Adaptation Solutions
- Understanding sectoral tipping points
- Examining technological maturity & their proximity to tipping points
- Emissions reduction potential &
- Investment Volumes
