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Category thesis

high conviction 28 technologies

Clean Energy

Clean energy generation is technically solved and economically dominant for new capacity; the remaining challenges are grid integration, storage, and the geopolitics of supply chains.

The thesis

Category overview

Solar PV at sub-$0.02/kWh is the cheapest electricity source in history. Offshore wind faces cost overruns. Nuclear fusion has unprecedented private capital. Grid modernisation is the binding constraint — 4-7 year interconnection queues. The challenge has shifted from generation to storage, grid integration, and geopolitics of supply chains.

Technologies tracked

28 total

Agrivoltaics Atmospheric water generation Carbon capture and storage Carbon markets and credits Climate adaptation technology Concentrated solar power Direct air capture Energy harvesting Enhanced rock weathering Geothermal energy Green hydrogen Green steel Grid modernisation Heat pumps High-temperature superconductors Hydrogen storage Nuclear fusion Nuclear microreactors Nuclear waste recycling Ocean carbon removal Offshore wind energy Perovskite solar cells Small modular reactors Solar photovoltaics Solid-state transformers Sustainable aviation fuel Tidal and wave energy Water recycling and reuse

The rest is inside

The full signal stack, KPIs and catalysts — live.

Every position is backed by talent flows, research and patent velocity, operational signals and a dated catalyst calendar. Log in to CanaryIQ to read the full analysis behind the verdict.