Why the next energy tech unicorn won't own a single electron
25 mars 2026
16:21
Southern Europe has more renewable energy than its grid can handle. That's a structural risk – but also a great business opportunity, argues Fernando Casado, co-founder and general partner at Spanish climate tech fund Inclimo.
Southern Europe seems to have too much clean energy. And that’s a problem most investors still underestimate.
As a climate tech investor, reviewing more than 800 climate tech startups per year and working closely with energy companies across Europe, I’ve seen the same pattern repeat itself: solar capacity keeps growing, but the grid is increasingly unable to absorb it. Grid congestion – not generation – is ...