Breakthrough Energy

Investing in energy innovations to accelerate the path to net-zero.

[Breakthrough Energy @Breakthrough]

Energy powers prosperity.

The innovation pipeline is stronger than ever. As founders, investors, and partners gather in Houston for the BEV Investor Summit, we’ll focus on what it takes to scale companies that can deliver affordable, reliable, clean energy across the world’s largest industries.

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@heronpower + @LG_ensol are pairing US-made batteries with solid-state transformers to help storage projects deploy faster, use less space, and deliver stronger economics. Two domestically manufactured technologies, one higher-performing storage platform. https://t.co/TKi8SLqh4F

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The opportunity is in the messy middle—where technology has to become infrastructure.

[Breakthrough Energy @Breakthrough]

@fervoenergy’s IPO is bigger than one company.

It’s a signal for geothermal commercialization: firm power, contracted customers, and capital moving toward real infrastructure.

This is the ecosystem BE has been building—and continues to build.

https://t.co/pQbq7zEVQe

[Breakthrough Energy @Breakthrough]

A new Tennessee facility from @sorteratech = doubled aluminum scrap processing capacity.

Aluminum demand is rising. Too much usable metal still gets lost.

AI-powered sorting helps recover more of it and bring domestic supply back into circulation.

https://t.co/Xa1C1iOZ6C

[Breakthrough Energy @Breakthrough]

Rebuilding America means transforming the physical economy.

@BrimstoneEnergy, @RedwoodMat, and @luxwall_inc in our portfolio and BE Fellow @HerthaMetals are moving commercial work forward across cement, batteries, buildings, critical minerals, and steel.

Better products. Real infrastructure. Business as usual under pressure.

https://t.co/vRs00HqW3K

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Steelmaking has only changed a few times in history. Each shift took decades.

@BillGates shares why clean steel is one of the hardest deployment challenges: the product has to perform, the cost has to come down, and the industry has to move.

That is deployment in action.

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Those white lines behind planes can trap heat.

Contrails account for an estimated 1–2% of human-caused warming, and a small share of flights drives much of that impact.

The https://t.co/r05sdVIWGC Impact Explorer (https://t.co/Ew0hcp6kzQ) gives airlines per-flight data to see where small adjustments can make the biggest difference. Built with support from @Googleorg.

https://t.co/UXCInWuz9N

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As our Executive Director Rodi Guidero says: a big idea is only the first step. Execution is everything.

Ten years ago, we were looking for ideas that could change the energy system. Today, BE-backed @fervoenergy is a public company, and its Cape Station project in Utah is deployment in action: on track to deliver hundreds of megawatts of clean, always-on power.

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Data centers are a key driver of next-gen infrastructure. BE is joining Elemental Impact, @amazon, @Google, @Meta, and @Microsoft on the Data Center Innovation Initiative to help scale technologies across energy storage, cooling, and low-carbon materials. https://t.co/QtMgwnWqFz

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Five gigawatt-hours. 24/7 industrial energy.

BE portfolio company @antoraenergy is helping meet rising demand for affordable, reliable power from US industry and data centers.

With @POETbiofuels, the company has commissioned a major thermal battery project in South Dakota that moved from initial construction to delivering energy in under 12 months.

Hard deployment. Real demand. Commercial speed.

https://t.co/NqZXJ7qdMA

[Breakthrough Energy @Breakthrough]

Rice feeds more than half the world.

Rize + Temasek Life Sciences Laboratory are scaling low-emission rice across Southeast Asia after trials showed 30–35% methane reductions, higher yields, and better farmer returns.

A better product for farmers, food security, and the region.

https://t.co/O74RDOF4SA

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Our CTO Eric Toone explains why commercialization depends on customers, pricing, market size, and economics beyond the technology itself.

Companies like @CarbonCure, @FormEnergyInc, @luxwall_inc, @Aeroseal_llc, and @tsconductorcorp show what it takes to move energy innovation to market.

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One of the world’s most emissions-intensive materials is getting reworked.

@Ecocem's ACT cement moves into a full-scale project in Ireland. https://t.co/IrG2AaiX8u

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The hardest part of energy innovation is the middle: the gap between the lab and fully scaled technology.

@BillGates explains why deployment is the opportunity now, and why new ways to finance these projects matter.

[Breakthrough Energy @Breakthrough]

Another barrier removed for high-performance buildings.

@luxwall_inc just became the first vacuum insulation technology validated for Structural Silicone Glazing façade systems.

More efficiency, without changing the way modern buildings get built.

https://t.co/rJXNdLzdKw

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Critical metals are strategic materials.

BE-backed Boston Metal raised $75M to scale its MOE platform—recovering high-value metals from low-grade feedstocks and industrial waste streams.

Diverse inputs. Lower costs. More resilient supply chains.

https://t.co/qrJy7hSGwn

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AI’s constraint: moving power to the rack.

@heronpower outlines an 800 VDC data center architecture designed to cut electrical cost, labor, build time, and power delivery losses.

Better power delivery helps AI infrastructure scale with less strain on the grid.

https://t.co/mbnB1zG8KI

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A different path to hydrogen.

Mantle8 raises €31M to explore geologic hydrogen at scale.

Subsurface, drilling, real assets—where new supply can change the economics and beat business as usual.

https://t.co/ej6BnVcjyX

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An early bet: used batteries still have real work left to do.

@RedwoodMat is putting them back into service, powering data centers and supporting the grid with lower-cost storage.

Faster to deploy. Built from what’s already here.

https://t.co/brAN14oP72

[Breakthrough Energy @Breakthrough]

https://t.co/vlbrtL2klp