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New Wave.

Hugo Rauch

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

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37:26

[4/5] Geologic Hydrogen & Geothermal | Andy...

New Wave. ·

2026/04/10

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Drilling for the Future of EnergyCan geologic hydrogen and deep geothermal actually power the world?We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel. In this episode, we go deep underground, into geologic hydrogen and geothermal, and unpack what it really takes to unlock planet-scale, zero-carbon energy from beneath our feet.In our conversation, we covered:→ Why hydrogen went from “Swiss

51:44

Torsten Kolind (UGV): Can Geothermal Scale Beyond...

New Wave. ·

2026/04/07

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Drilling the Future, Can Geothermal Power Everything?From 0.01% to 8%, what it takes to unlock next-gen geothermal at scale.We’re joined by Torsten Kolind, Co-founder of Underground Ventures, a specialist VC fund backing next-generation geothermal technologies.In this episode, we dive into why geothermal, one of the most reliable and abundant energy sources, remains almost invisible today, and unpack what it really takes to turn a

33:58

[3/5] How cheap can solar really get? Andy Lubershane...

New Wave. ·

2026/04/03

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Crazy Cheap RenewablesWhat if solar becomes the cheapest energy source on Earth?We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel. In this episode, we dive into the future of ultra-cheap solar, and unpack what it really takes to push renewables into a new cost paradigm that reshapes global energy systems.In our conversation, we covered:→ Why solar’s cost curve has been one of the biggest

36:26

James Gutman: The Iran War Is Accelerating Europe’s...

New Wave. ·

2026/03/31

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Energy Security Is Climate StrategyWhy geopolitics may become the strongest accelerator of Europe’s energy transition.We’re joined by James Gutman, strategist at The Carlyle Group and a longtime commodities and energy expert with experience spanning Ford, Goldman Sachs, and hedge funds.In this episode, we dive into the collision between geopolitics, energy markets, and climate innovation, and unpack what it really takes for Europe to

24:50

[2/5] Is it worth betting on fusion? Andy Lubershane...

New Wave. ·

2026/03/26

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Fusion, and Other Fusion-Level BetsWhy the dream of limitless clean energy is still alive, and why the real question is cost, not physics.We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel. In this episode, we dive into nuclear fusion, the most ambitious energy technology on the table, and unpack what it really takes to turn a scientific breakthrough into a commercially viable power

33:55

[1/5] The Case for a Nuclear Renaissance | Andy...

New Wave. ·

2026/03/19

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 The Case for a Nuclear RenaissanceWhy fission might be the most under appreciated climate bet of our time.We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel. In this first of five episode, we dive into nuclear fission as a “fusion-level bet”, and unpack what it really takes to build a scalable, secure, and low-emissions energy system beyond hydrocarbons.In our conversation, we covered:→

34:33

Abhi Desai (Desai Ventures): The Missing Link in...

New Wave. ·

2026/03/17

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 The Methane Blind SpotWhy one of the most powerful climate levers stayed invisible, and what it takes to build around it.We’re joined by Abhi Desai, Solo GP at Desai Ventures (an Indian family office), an early-stage investor focused on deep tech solutions across methane detection, satellites, and climate infrastructure.In this episode, we dive into methane, the overlooked climate lever, and unpack what it really takes to build and

32:56

Jared O'Leary (SirenOpt): Fixing Advanced Manufacturing

New Wave. ·

2026/03/10

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 The Invisible Problem Inside Every FactoryWhy advanced manufacturing is still wildly inefficient — and how real-time sensing could unlock the next wave of climate tech.We’re joined by Jared O’Leary, Co-founder of SirenOpt, a deep-tech company building real-time sensing systems for advanced manufacturing.In this episode, we dive into why even the world’s most advanced factories operate with massive hidden inefficiencies, and what it

42:21

Otto Birnbaum (Revent): Conviction, Follow-Ons & 100x...

New Wave. ·

2026/03/04

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Obsession, Timing & the 50x DecisionWhat it really takes to back, and double down on, a climate breakout.We’re joined by Otto Birnbaum, Founding Partner at Revent, an early-stage fund backing companies at the intersection of climate, demographic, and technological change. Revent was an early investor in tem, which recently raised a $75M round. In this conversation, we unpack what happens inside a fund when a breakout company emerges,

52:00

Thor Gutierrez (Sirona): Is Direct Air Capture a...

New Wave. ·

2026/02/26

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Removing CO₂ at 420 ppmIs direct air capture a distraction, or a necessity for net zero?We’re joined by Thor Gutierrez, Founder & CEO of Sirona Technologies, former Tesla engineer now building one of Europe’s most ambitious direct air capture (DAC) companies.Direct air capture fascinates as much as it divides.Some see it as essential for net zero.Others call it an expensive distraction.In this episode, we unpack what it really takes

43:48

Fabian Heilemann (AENU): The 2026 Playbook for...

New Wave. ·

2026/02/18

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 No Green Premium, The 2026 Climate VC PlaybookWhy price parity, resilience, and market-rate returns are the only strategy that works now.In 2022, climate was hot. Capital was cheap. ESG was mainstream.Today? The pendulum has swung.In this episode, with Fabian Heilemann, General Partner at AENU, we dive into what has fundamentally changed in climate investing, and what founders and GPs must do now if they want to build real businesses

39:03

Sarah Sclarsic (Voyager): Electrification is the New...

New Wave. ·

2026/02/12

Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****Listen now:Apple // Spotify // YouTube🌊 The Inflection Point Nobody NoticedWhy electrification, materials innovation, and better unit economics are reshaping climate VC.We’re joined by Sarah Sclarsic, General Partner & Co-Founder at Voyager Ventures, a transatlantic VC firm backing foundational innovations across energy, materials, and machines.Sarah has spent decades building companies in climate, crafting federal policy, and

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

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