Insights
Notes, papers, and the filter we use in diligence
Why we back specific technologies, plus the white papers and briefings we want in the market: New Nuclear, fusion, and energy efficiency.
Resources
Papers and briefings
New Nuclear
Why AMRs, heat and the European fuel cycle are investable now — and where fission and fusion split.
BriefingFusion: the next wave
A zoom on Europe’s scientific bench, from CEA to ITER, and the supply-chain companies that will actually ship.
White paperEnergy Efficiency & AI
The IEA’s 3% rule, wasted energy, and the diagnostics, materials and software that make nuclear and storage work at scale.
Stories
Why we invested
Why we backed Sinergy Flow
Zinc-sulfur redox flow for long-duration storage: power and energy scaled independently, without critical minerals.
New NuclearWhy we backed Blue Capsule
Industrial heat up to 750°C without a water source — a Na/Air exchanger built for hydrogen, cement and hard-to-abate heat.
Energy StorageWhy we backed VoltR
AI characterisation of used cells to rebuild performance-matched stacks — circular batteries, European resource autonomy.
New NuclearWhy we backed Stellaria
A compact molten-salt AMR that renews 100% of its fuel in operation — recycling spent fuel and cutting the need for fresh uranium.