Climate CEOs

Hosted by Chris Wedding — CEO Coach | CEO, Entrepreneurs for Impact

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Episodes

340

Latest episode

Oct 2026

Language

EN-US

About the show

The leading twice-weekly, ad-free podcast for entrepreneurs, investors, & executives in energy, infrastructure, & climate. Get practical insights on raising capital, commercialization, business strategy, scaling startups, project finance, M&A, corporate innovation, and executive leadership. Explore AI infrastructure, data centers, power and grid, nuclear energy, critical minerals, energy storage, industrial technology, advanced manufacturing and materials, geothermal, biotech, carbon removal, forestry, mobility, and climate tech. Plus, career advice, healthier habits, and book recommendations.

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60 recent

October 27, 20268 min

Your Sales Pipeline Is Fiction: "The Mom Test"

Your CRM probably contains millions of dollars in imaginary revenue. Climate tech and energy startups often mistake customer interest for buying intent. “Really interesting” and “this fits our decarbonization strategy” feel good, but they don’t pay the bills. This episode applies lessons from The Mom Test to help founders separate compliments (like your mom would make) from real demand and build an evidence-based pipeline, not an optimistic one. Seven things you’ll learn in this episode: Interest isn’t intent. A compliment from a prospect is not evidence of demand. Diagnose before you pitch. Spend more of the first meeting understanding the customer’s problem than explaining your technology. Quantify the pain. If the customer can’t put a dollar value on the problem, solving it may not be urgent. Find the budget. Innovation teams may love your technology without having authority or money to buy it. Identify the real buyer. Learn who controls the budget and who ultimately signs off. Demand commitment. A credible opportunity should produce a concrete next step, not another “let’s stay in touch.” Audit your pipeline ruthlessly. Revenue forecasts built on enthusiasm instead of budget, authority, urgency, and commitment are mostly fiction. Read more: https://entrepreneursforimpact.substack.com/p/the-sales-mistake-that-kills-climate -- More stuff: Join our private CEO peer group in energy, infrastructure, industrial tech, and climate tech: → ⁠⁠⁠entrepreneursforimpact.com⁠⁠⁠ Join 40,000+ and read our free Climate CEOs newsletter: → ⁠⁠⁠entrepreneursforimpact.substack.com⁠⁠ Listen to similar Climate CEOs podcast episodes: → The $1.5 Billion Solar Heat Project Replacing Fossil Fuels | GlassPoint: https://podcasts.apple.com/us/podcast/the-%241-5-billion-solar-heat-project-replacing-fossil/id1561411048?i=1000797249318 → The $440M Bet to Reinvent Climate Innovation | NY Climate Exchange: https://podcasts.apple.com/us/podcast/the-%24440m-bet-to-reinvent-climate-innovation-ny/id1561411048?i=1000796086419 → "Give First" Mindset: VC Investor Lessons That Catalyzed 4,500+ Startups | Brad Feld: https://podcasts.apple.com/us/podcast/give-first-mindset-vc-investor-lessons-that-catalyzed/id1561411048?i=1000722651181 Help our podcast guests and leave a rating or review on Apple or Spotify. → Thanks in advance! Join 97,000+ and take my (possibly free) course, Renewable Energy & Green Building Entrepreneurship: → ⁠⁠⁠coursera.org/learn/renewable-energy-entrepreneurship⁠

October 23, 202646 min

Can AI Find the Next Billion-Dollar Lithium Deposit? | Atana Elements

What if AI could find billion-dollar critical mineral deposits hiding in forgotten geological data? Atana combines oil-and-gas geology, proprietary datasets, and AI to discover and de-risk lithium and other critical mineral resources faster. Company bio: Atana uses AI, data science, and subsurface expertise to discover and de-risk overlooked critical mineral deposits. The company has secured 1.5 million acres of mineral rights and is initially focused on lithium, with plans to expand into other critical minerals. Guest bio: Tom Wilson is CEO of Atana and previously helped scale direct lithium extraction company Lilac Solutions through its Series C. His background spans oil and gas, geology, critical minerals, technology, and project development. Seven things you’ll learn in this episode: Borrow from adjacent industries. Proven oil-and-gas tools can transform mining. Proprietary data can be the real AI moat. Models improve quickly; unique datasets are harder to replicate. Look for stranded assets. New technology can make overlooked resources valuable. Own the upside. Atana secures mineral rights instead of merely selling technology. De-risk, then sell. Match each project stage with the right cost of capital. Make good decisions quickly. Speed often beats waiting for perfection. Do 10% more. Small extra efforts compound across work and life. -- More stuff: Join our private CEO peer group in energy, infrastructure, industrial tech, and climate tech: → ⁠⁠⁠entrepreneursforimpact.com⁠⁠⁠ Join 40,000+ and read our free Climate CEOs newsletter: → ⁠⁠⁠entrepreneursforimpact.substack.com⁠⁠ Listen to similar Climate CEOs podcast episodes: → Critical Minerals: $20M for AI-Driven Mining in Nickel, Lithium & Silver Discoveries | Earth AI https://podcasts.apple.com/us/podcast/critical-minerals-%2420m-for-ai-driven-mining-in-nickel/id1561411048?i=1000703979931 → Lithium Extraction: 40% Lower Costs with Electrochemistry | Lithios:⁠⁠ https://podcasts.apple.com/us/podcast/a-new-way-to-extract-lithium-from-americas-hardest/id1561411048?i=1000754012245 → Sustainable Mining: Microbes Extract Copper & Lithium | Endolith:⁠⁠ https://podcasts.apple.com/us/podcast/sustainable-mining-microbes-extract-copper-lithium/id1561411048?i=1000711847281 Help our podcast guests and leave a rating or review on Apple or Spotify. → Thanks in advance! Join 97,000+ and take my (possibly free) course, Renewable Energy & Green Building Entrepreneurship: → ⁠⁠⁠coursera.org/learn/renewable-energy-entrepreneurship⁠

October 20, 202653 min

The $1.5 Billion Solar Heat Project Replacing Fossil Fuels in Heavy Industry | GlassPoint

Industrial heat consumes more energy globally than electricity, yet it remains one of the hardest parts of the economy to decarbonize. GlassPoint has spent nearly two decades figuring out how to make solar heat cheaper than burning fossil fuels at industrial scale. Company bio: GlassPoint is an industrial heat company using concentrated solar thermal technology and molten-salt storage to deliver low-cost, 24/7 process heat. Its projects serve energy-intensive industries including aluminum, mining, ethanol, pulp and paper, and oil and gas, with projects ranging from hundreds of megawatts to gigawatt scale. Guest bio: Rod MacGregor is the founder and CEO of GlassPoint and a five-time venture-backed entrepreneur with an IPO among his previous companies. He founded GlassPoint to tackle industrial heat, which accounts for roughly 26% of global energy use. Seven things you’ll learn in this episode: Why industrial heat is not “hard to abate” so much as “too cheap to abate.” Why customers buy decarbonization technology for economics and energy security, not primarily climate. How putting giant solar mirrors inside greenhouses dramatically reduced GlassPoint’s capital and operating costs. Why combining mature technologies can be more powerful than inventing everything from scratch. How GlassPoint stores solar heat in molten salt to supply industrial steam day and night. Why startups should dominate one application and industry before expanding into adjacent markets. Why entering Middle Eastern markets requires years of local presence and relationship building, not fly-in sales. -- More stuff: Join our private CEO peer group in energy, infrastructure, industrial tech, and climate tech: → ⁠ ⁠entrepreneursforimpact.com⁠ ⁠ Join 40,000+ and read our free Climate CEOs newsletter: → ⁠ ⁠entrepreneursforimpact.substack.com⁠ Listen to similar Climate CEOs podcast episodes: → The Climate Investments Unlocking the Next 100 Projects: ⁠https://podcasts.apple.com/us/podcast/the-climate-investments-unlocking-the-next-100-projects/id1561411048?i=1000792745961⁠ → 7 Lessons for Hard-Tech Startups | Vanessa Chan (Time100 List): ⁠https://podcasts.apple.com/us/podcast/7-lessons-for-hard-tech-startups-vanessa-chan-time100-list/id1561411048?i=1000791062281⁠ → The Climate Tech Map: Where Capital and Innovation Are Still Missing | Speed & Scale, Doerr Capital: ⁠https://podcasts.apple.com/us/podcast/the-climate-tech-map-where-capital-and-innovation/id1561411048?i=1000787128813⁠ Help our podcast guests and leave a rating or review on Apple or Spotify. → Thanks in advance! Join 97,000+ and take my (possibly free) course, Renewable Energy & Green Building Entrepreneurship: → ⁠ ⁠coursera.org/learn/renewable-energy-entrepreneurship⁠

October 13, 202650 min

The $440M Bet to Reinvent Climate Innovation | NY Climate Exchange

Climate change may be one of the biggest forces reshaping the global economy, yet we still treat climate collaboration like a pop-up event. The New York Climate Exchange wants to change that with a $440M first phase on Governors Island that brings business, universities, government, and innovators together year-round. Guest bio: Sanjayan Muttulingam is CEO of the New York Climate Exchange and former CEO of Conservation International. A scientist, conservation leader, and former CBS News contributor, he has spent his career connecting climate science, capital, business, and public engagement. Company summary: The New York Climate Exchange is building a global climate hub on Governors Island, minutes from Wall Street. Its planned mass-timber, geothermal, and solar-powered campus will combine research, education, workforce development, business collaboration, and convening space, with ambitions to eventually inspire similar exchanges in cities worldwide.— Seven things you’ll learn in this episode: 1. Build for permanent problems. Don’t treat enduring challenges like pop-ups. 2. Sell opportunity, not fear. Customers need a reason to want the future. 3. Make the economics work. Impact without profitability won’t scale. 4. Execution beats commitments. Ambition is easy; delivery is hard. 5. Ask for help. Do your homework first, then make the ask. 6. Protect your top three. Let lesser priorities fall off the list. 7. Think in decades. Build around forces that outlast short-term cycles. — Four more things: Join our private CEO peer group in energy, infrastructure, industrial tech, and climate tech: → ⁠entrepreneursforimpact.com⁠ Join 40,000+ and read our free Climate CEOs newsletter: → ⁠entrepreneursforimpact.substack.com ⁠ Help our podcast guests and leave a rating or review on Apple or Spotify. → Thanks in advance! Join 97,000+ and take my course, Renewable Energy & Green Building Entrepreneurship: → ⁠coursera.org/learn/renewable-energy-entrepreneurship

October 7, 202647 min

What 45 Climate CEOs Are Teaching Me About Leadership

Today I’m sharing a conversation where the tables are turned: I was a guest on the Supercool podcast with my friend Josh Dorfman, the cofounder of climate tech startup Plantd. We get into: Why I built Entrepreneurs for Impact, and what I’ve learned from working closely with 45 investor-backed CEOs. What climate and energy CEOs are struggling with right now, from fundraising and customers to hiring and scaling. Why the leadership style that gets a company started often won’t get it through the next stage. What I learned from moving between environmental science, private equity, entrepreneurship, and teaching at Duke and UNC. How 25+ years of meditation has changed the way I think about ambition, stress, leadership, and performance. And why did I create a cartoon version of my photo for this episode? I don't really know. Check out more episodes with Josh at Supercool: https://podcasts.apple.com/us/podcast/supercool/id1758404839 -- Extra stuff Join our private CEO peer group in energy, infrastructure, industrial tech, and climate tech: → entrepreneursforimpact.com Join 40,000+ and read our free Climate CEOs newsletter: → entrepreneursforimpact.substack.com Help our podcast guests and leave a rating or review on Apple or Spotify. → Thanks in advance! Join 97,000+ and take my course, Renewable Energy & Green Building Entrepreneurship: → coursera.org/learn/renewable-energy-entrepreneurship

October 2, 202612 min

The Climate Investments Unlocking the Next 100 Projects

Most climate investors ask which project offers the best return. A better question: Which investment makes the next 100 projects easier, cheaper, and faster? This episode explores the Transition Acceleration Framework developed by CalSTRS, Generate Capital, and Rhodium Group, and why catalytic capital can have an impact far beyond a single project. Seven things you’ll learn in this episode: Why the best climate investment may be the one that unlocks the next 100 projects. How catalytic capital can lower costs and risks for future projects. Why first-of-a-kind projects often fall between venture capital and infrastructure finance. How early projects can build supply chains, workforce, permitting pathways, and customer confidence. Why different stages of commercialization require different types of capital. How investors can measure impact beyond the emissions reduced by a single project. Why the biggest opportunity may be funding the transition from 0 → 1, so conventional capital can fund 1 → n. Read more here: https://entrepreneursforimpact.substack.com/p/where-does-the-next-climate-dollar -- Are you a VC- or PE-backed CEO building in energy, infrastructure, or climate tech? Join 50 CEOs, plus 50 investors and post-exit founders, who help each other make better decisions on capital, strategy, scaling, and leadership. See if the CEO community is a fit → entrepreneursforimpact.com Get smarter on energy, infrastructure, and climate tech in 2 minutes. Join 40,000+ professionals getting practical insights on startups, investing, commercialization, strategy, and leadership. Get the free newsletter → entrepreneursforimpact.substack.com Help more people find this podcast. If this episode was useful, take 20 seconds to follow the show or leave a rating on Apple Podcasts or Spotify. It helps bring these conversations to more entrepreneurs, investors, and executives.

September 29, 202644 min

70% of U.S. Substations Are Outdated...Here’s What's Next | NovaTech Automation

Roughly 70% of U.S. substations were built before modern digital technology. Now AI, renewables, batteries, and EVs are forcing a century-old grid to become something fundamentally different. Company bio: NovaTech Automation provides automation, monitoring, and control technology for electric utilities, with equipment in roughly 25% of U.S. substations. Founded in 1979, the family-owned company helps utilities modernize aging infrastructure while integrating increasingly complex power sources and loads. Guest bio: Conrad Oakey is CEO of NovaTech Automation and the second generation to lead the 45-year-old company. A Duke MBA, he has helped expand the business while navigating utility sales, acquisitions, succession, and technological change. Seven things you’ll learn in this episode: Why the grid must shift from “plan and predict” to “sense and respond.” Why 4% power-demand growth changes the economics of grid innovation. How to sell new technology into deeply risk-averse utilities. Why customer pull matters more than technically elegant innovation. How a $10K product can expand into a $100K integrated solution. Why buying an established business can beat starting from zero. Why NovaTech kills roughly 98 of every 100 product ideas. -- Are you a VC- or PE-backed CEO building in energy, infrastructure, or climate tech? Join 45 CEOs and 45 investors and post-exit founders who help each other make better decisions on capital, strategy, scaling, and leadership. See if the CEO community is a fit → entrepreneursforimpact.com Get smarter on energy, infrastructure, and climate tech in 2 minutes. Join 40,000+ professionals getting practical insights on startups, investing, commercialization, strategy, and leadership. Get the free newsletter → entrepreneursforimpact.substack.com Help more people find this podcast. If this episode was useful, take 20 seconds to follow the show or leave a rating on Apple Podcasts or Spotify. It helps bring these conversations to more entrepreneurs, investors, and executives.

September 25, 20269 min

The 6 People You Should Never Hire

Hiring mistakes can cripple a startup in energy, infrastructure, or industrial technology. This simple three-trait framework helps CEOs spot great team players and six dangerous hiring archetypes before they join the company. The Frramework: Adapted from Patrick Lencioni’s "The Ideal Team Player," this episode applies three traits to climate tech hiring: humble, hungry, and smart, meaning emotionally intelligent. Even talented candidates can fail when one of these traits is missing. Seven things you’ll learn in this episode: Why humble + hungry + smart is a powerful hiring filter. Why character can matter more than climate or energy expertise. How the Accidental Mess-Maker creates problems despite good intentions. Why the Lovable Slacker can quietly slow a fast-growing startup. How to recognize the ambitious, charismatic Skillful Politician. Why Bulldozers can deliver results while damaging the team around them. The one interview question that matters: Which virtue is missing? Read more here: https://entrepreneursforimpact.substack.com/p/which-climate-tech-character-did -- Are you a VC- or PE-backed CEO building in energy, infrastructure, or climate tech? Join 45 CEOs and 45 investors and post-exit founders who help each other make better decisions on capital, strategy, scaling, and leadership. See if the CEO community is a fit → entrepreneursforimpact.com Get smarter on energy, infrastructure, and climate tech in 2 minutes. Join 40,000+ professionals getting practical insights on startups, investing, commercialization, strategy, and leadership. Get the free newsletter → entrepreneursforimpact.substack.com Help more people find this podcast. If this episode was useful, take 20 seconds to follow the show or leave a rating on Apple Podcasts or Spotify. It helps bring these conversations to more entrepreneurs, investors, and executives.

September 22, 202647 min

7 Lessons for Hard-Tech Startups | Vanessa Chan (Time100 List)

What kills hard-tech startups usually isn’t the technology. It’s everything surrounding it: unit economics, supply chains, customers, workforce, financing, and the long road from demonstration to deployment. Guest bio: Dr. Vanessa Chan is an entrepreneur, engineer, angel investor, and educator who works at the intersection of technology, commercialization, and business. She previously served as Chief Commercialization Officer at the U.S. Department of Energy and now leads innovation and entrepreneurship at the University of Pennsylvania’s Engineering program. She was also a partner at McKinsey & Company, where she co-led its innovation practice. TIME named her to its TIME100 Climate list of influential climate leaders in 2024. She holds three patents and, outside of work, runs her own pottery studio. Seven things you’ll learn in this episode: Technology readiness isn’t enough: founders also need to systematically reduce market, supply chain, workforce, regulatory, community, and economic risks. A startup doesn’t need to eliminate every risk before raising capital, but it needs data, explicit assumptions, and a credible plan for driving each major risk down. Commercialization ultimately comes down to three questions: Do customers want it, will they pay enough for it, and can you deliver it at a cost that lets the value chain make money? The hardest financing gap in hard tech often sits between development and demonstration, when first-of-a-kind projects remain expensive, but traditional capital wants proven economics. America’s capital providers may need new structures that spread risk across the first several deployments instead of waiting to finance the eighth or ninth project. Founders trained as technologists need to replace “technology push” with “market pull,” including talking to customers long before the technology is finished. Some of the best entrepreneurial training comes from getting comfortable without a rubric: observe problems, ask why, experiment, build networks, and learn how to find answers you were never taught. -- Are you a VC- or PE-backed CEO building in energy, infrastructure, or climate tech? Join 45 CEOs and 45 investors and post-exit founders who help each other make better decisions on capital, strategy, scaling, and leadership. See if the CEO community is a fit → entrepreneursforimpact.com Get smarter on energy, infrastructure, and climate tech in 2 minutes. Join 40,000+ professionals getting practical insights on startups, investing, commercialization, strategy, and leadership. Get the free newsletter → entrepreneursforimpact.substack.com Help more people find this podcast. If this episode was useful, take 20 seconds to follow the show or leave a rating on Apple Podcasts or Spotify. It helps bring these conversations to more entrepreneurs, investors, and executives.

September 18, 202615 min

15 Rules for Building Billion-Dollar Projects On Time, On Budget

Big projects routinely blow their budgets, schedules, and sometimes the companies building them. But research across 16,000+ projects reveals surprisingly consistent rules for getting them right. In this solo episode, I translate lessons from How Big Things Get Done by Bent Flyvbjerg and Dan Gardner into practical strategies for entrepreneurs building factories, energy projects, infrastructure, and other capital-intensive businesses. Seven lessons for entrepreneurs: Assume your forecast is too optimistic. Compare your project with what actually happened on similar projects, not just your own projections. Plan slowly so you can build quickly. Mistakes are cheap on paper and brutally expensive once construction starts. Don’t innovate everywhere at once. A breakthrough project can combine mostly proven components with a small amount of genuinely novel technology. Find your LEGO brick. Standardization, repetition, and modularity can dramatically reduce cost, complexity, and execution risk. Hire people with scars. Your first commercial project should not also be your contractor’s first attempt at building one. Shrink the window of vulnerability. Every extra month creates more exposure to inflation, tariffs, elections, supply chains, and other surprises. Align incentives before construction begins. Structure contracts so everyone wins when the project succeeds, rather than profiting from delays and change orders. Read about all 15 tips here: https://entrepreneursforimpact.substack.com/p/15-rules-for-building-big-projects -- Are you a VC- or PE-backed CEO building in energy, infrastructure, or climate tech? Join 45 CEOs and 45 investors and post-exit founders who help each other make better decisions on capital, strategy, scaling, and leadership. See if the CEO community is a fit → entrepreneursforimpact.com Get smarter on energy, infrastructure, and climate tech in 2 minutes. Join 40,000+ professionals getting practical insights on startups, investing, commercialization, strategy, and leadership. Get the free newsletter → entrepreneursforimpact.substack.com Help more people find this podcast. If this episode was useful, take 20 seconds to follow the show or leave a rating on Apple Podcasts or Spotify. It helps bring these conversations to more entrepreneurs, investors, and executives.

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