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New Wave.

Hugo Rauch

Where the next wave of climate tech begins. newwavenewsletter.substack.com

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58:20

Fabien Koutchekian (Genomines): Can Plants Replace...

New Wave. ·

2026/02/05

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Mining Without MinesHow plants could unlock the next wave of critical metals.We’re joined by Fabien, Co-Founder & CEO of Genomines, a company rethinking how the world sources nickel, not by digging deeper, but by growing smarter.In this episode, we dive into a radical idea at the heart of the energy transition: what if we could produce critical metals using plants instead of mines? Fabien walks us through hyper-accumulator plants,

33:32

Katie Marsh (Recupere): Fixing Europe’s Copper Problem

New Wave. ·

2026/02/02

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Building a Sovereign Copper SupplyWe’re joined by Katie Marsh, Co-Founder & CEO of Recupere Metals, a next-gen industrial company rethinking how copper is produced for electrification.Fresh off a €5M seed round closed in just 30 days, Katie shares how Recupere is turning scrap copper into high-performance electrical wires, without smelting, without green premiums, and without compromising on quality.In this episode, we dive into the

36:45

Jacob Bro (2150): Closing a €210M Fund for Urban...

New Wave. ·

2026/01/26

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Building Cities Without Breaking the SystemWhy urban climate tech must be faster, better, and cheaper to truly scale.We’re joined by Jacob Bro, General Partner at 2150, one of Europe’s most thoughtful urban climate investors, fresh off the close of €210m Fund II.In this episode, we dive into what it really takes to fund the next generation of urban climate infrastructure, and why climate tech is no longer a “vertical,” but a defining

54:08

Joško Bobanović (Sofinnova Partners): The VC Playbook...

New Wave. ·

2026/01/22

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 A VC Playbook for Industrial BiotechWhat it really takes to turn great biology into scalable, venture-backable companies.We’re joined by Joško Bobanović, Partner in Industrial Biotech at Sofinnova Partners, one of Europe’s most experienced investors at the intersection of biology, industry, and climate.In this episode, we dive into how industrial biotech companies are really built, from lab-grade science to full-scale production, and

53:19

Martijn Lopes Cardozo: Circular Economy VC Playbook

New Wave. ·

2026/01/18

Subcribe to the newsletter:New Wave | Hugo Rauch | Substack****Thank you to this week’s sponsor:Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator programs for emerging fund managers. Join for expert coaching, training, financial support, and a strong community. Apply here.****🌊 Why Circularity Is the Real Climate LeverWhy staying within planetary boundaries demands a rethink of how we design, use, and reuse everything.We’re joined by

51:38

Jahed Momand: AI, Nature & Pre-Seed Bets

New Wave. ·

2026/01/14

Subcribe to the newsletter: New Wave | Hugo Rauch | Substack****🌊 Pricing Nature As An AssetWhy the next wave of climate returns will be built on data, ecosystems, and riskWe’re joined by Jahed Momand, General Partner at Cerulean Ventures, a pre-seed fund backing founders applying AI and software to the physical world, from nature and oceans to grids, steel, and supply chains.In this episode, we dive into what “investing in nature” actually means, and unpack how turning ecosystems into measurable,

27:57

Jessica Burley: Funding the Physical World in Europe

New Wave. ·

2026/01/09

Thank you to this week’s sponsor:Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator programs for emerging fund managers. Join for expert coaching, training, financial support, and a strong community. Apply here.***🌊 Hardware Is Hard. That’s the Point.What it really takes to fund, build, and scale climate hardware in EuropeWe’re joined by Jessica Burley, Investor at Planet A Ventures, one of Europe’s leading climate and deep tech VCs

53:52

Erik Engellau: How To Commercialize Science

New Wave. ·

2026/01/06

Thank you to this week’s sponsor:Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator programs for emerging fund managers. Join for expert coaching, training, financial support, and a strong community. Apply here.***🌊 How To Commercialize ScienceWhy Europe’s world-class research rarely becomes global companies, and how to fix it.We’re joined by Erik Engellau-Nilsson, Founder of Norrsken Launcher and former CEO of the Norrsken Foundation, one

45:28

AI for Materials: Breakthrough or Illusion?

New Wave. ·

2025/12/19

Sign up to New Wave's newsletter. ***This week on New Wave Weekly:👉 AI won’t magically invent new materialsAlphaFold worked because biology had great data. Inorganic materials don’t. Sparse datasets, missing thermodynamics, and poor characterization remain the biggest blockers.👉 The real moat is synthesis, not modelsFrom rare-earth-free magnets to catalysts, value is created in the lab: making, characterizing, and scaling materials that actually work in the real world.👉 Vertical beats generalist

45:03

Anna Finizio: Inside Europe’s Largest LP (EIF)

New Wave. ·

2025/12/17

Thank you to this week’s sponsor:Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator programs for emerging fund managers. Join for expert coaching, training, financial support, and a strong community. Apply here.***🌊 A New Swell Has ArrivedHow the European Investment Fund is shaping the next generation of climate VCs.We’re joined by Anna Finizio, Investment Manager at the European Investment Fund (EIF) Green-Tech, one of Europe’s most

21:30

[Live @ Supercluster] #5: Microgrids, storage, and...

New Wave. ·

2025/12/14

🌊 Simon Belka on fixing the grid.Why long-duration storage and microgrids may define the next energy system.We’re joined by Simon Belka, Co-Founder of Shifted Energy, a long-duration energy storage startup building compressed-air systems for the decentralized grid.In this episode, we dive into one of the biggest paradoxes in clean energy: we’re producing more cheap renewable electricity than ever, yet still burning gas because the grid can’t move or store it fast enough. In our conversation, we

20:49

[Live @ Supercluster] #4: The state of European...

New Wave. ·

2025/12/14

🌊 Eglantine Dupuy on what the data says about European climate tech.Why deep tech is winning, VC is retreating, and corporates are stepping in.We’re joined by Eglantine Dupuy, Research Associate at Dealroom.co, where she tracks Europe’s climate and deep tech ecosystem through one of the most comprehensive data platforms in venture.In this episode, we take a hard look at European climate tech in 2025, what’s slowing down, what’s quietly accelerating, and why the next wave will look very different

26:52

[Live @ Supercluster] #3: From pilot to scale: EDF on...

New Wave. ·

2025/12/14

🌊 David Ferguson on pilot-to-scale partnerships.Why corporate-startup partnerships fail and how to design the ones that actually work.We’re joined by David Ferguson, Head of Innovation (UK) at EDF, a 20-year energy veteran working at the intersection of climate, technology, and large-scale infrastructure.In this episode, we dive into why corporates love pilots but struggle to scale them, and unpack what it really takes for startups and big utilities to build collaborations that survive beyond the

35:53

[Live @ Supercluster] #2: Investing in industrial...

New Wave. ·

2025/12/14

🌊 Marc Lechantre on industrial decarbonization.We’re joined by Marc Lechantre, Partner at Axeleo Capital’s Green Tech Industry Fund. After 15 years in the automotive industry, Marc now backs the founders building the factories, materials, and energy systems that actually move the climate needle.In this episode, we dive into industrial climate tech, and unpack what it really takes to finance, scale, and de-risk hardware-first startups in Europe.We covered:→ Why software alone won’t solve climate

26:00

[Live @ Supercluster] #1: Why Europe needs more...

New Wave. ·

2025/12/14

Sam Goodall on Europe’s Climate Tech “Supercluster”In Paris, I sat down with Sam Goodall, CEO of Cambridge Cleantech and co-founder of the Climate Tech Supercluster.We unpacked a question I kept hearing:Why does Europe lead in climate innovation, but fall behind on scale?Sam’s take is refreshingly clear: Climate tech is spread too thin. We miss an obvious “Silicon Valley” to go to.That’s why he created the Supercluster approach: a series of events across Europe (London, Paris, Amsterdam) that

21:56

Marion Schuppe: Makesense Announces €25M Pre-Seed...

New Wave. ·

2025/12/11

Makesense just closed its €25M pre-seed fund:So we sat down with Marion Schuppe to unpack what it really takes to build an impact-first VC from a nonprofit DNA.👉 Fundraising: fun, exciting.. exhaustingWhat does it take for a nonprofit-rooted team to win over LPs and triple their fund size? More trust-building, cooperation, and resilience than most people think.👉 Why pre-seed impact investing needs small fundsMarion explains why “bigger is not better” at pre-seed, and why Makesense is doubling down

45:42

The Food Tech Playbook: What Actually Scales

New Wave. ·

2025/12/05

This week on New Wave Weekly:👉 Why food & ag still scare generalist VCsDespite being a $8T industry employing more people than any other, exits are small, timelines are long, and the science is heavy. So why does capital hesitate? And what are they missing?👉 Where the real opportunities are in food techFrom ingredients with 1% inclusion rates, to functional foods, to GLP-1 alternatives, to sugar-free sweet proteins, which models actually scale in venture timelines?👉 Food as Medicine: the next

37:33

Sid Khullar: Raising $10M (Pre-Seed) to Build the...

New Wave. ·

2025/12/04

🌊 The Excellence of Machines, Inside Aris Machina’s $10.7M Pre-SeedHow do you build an agentic operating system for manufacturing, and why now?We’re joined by Siddharth “Sid” Khullar, Co-Founder & CEO of Aris Machina, the company building an agentic OS for complex manufacturing, starting with batteries. Sid previously led Software & AI at Northvolt, where he experienced firsthand the success and failure of the company as well as the manufacturing complexity that inspired Aris Machina’s creation.In

48:13

Douglas Sloan: How Impact LPs Pick Funds

New Wave. ·

2025/12/02

Thank you to this week’s sponsor:Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator programs for emerging fund managers. Join for expert coaching, training, financial support, and a strong community. Apply here.***🌊 A New Swell Has ArrivedInside Better Society Capital’s approach to returns, impact, and the next gen of funds.We’re joined by Dougie Sloan, Head of Venture at Better Society Capital, the UK’s largest social impact investor and

49:02

AI for Manufacturing: Can Agents Take Over?

New Wave. ·

2025/11/28

This week on New Wave Weekly:👉 Aris Machina lands a monster “pre-seed”Founded by two former Northvolt leaders — including Peter Carlsson — Aris Machina wants to build the agent OS for manufacturing, unifying messy factory data into a global optimization layer. But can you really standardize manufacturing when every plant is different?👉 AI for Manufacturing: hype cycle or real inflection?Europe and the U.S. saw multiple rounds this week alone — Aris, Forges, Drift — as investors wake up to $8T in

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