Insights
Learn more about
The Gist
The Gist is the monthly newsletter of The Ad Hoc Group that covers everything at the intersection of climate tech and policy. Subscribe at the link here to have The Gist mailed to your inbox each month.
The Ad Hoc Gist: Defending the Grid From Wildfires
While the Trump team has frozen federal climate spending and is purging federal employees working on climate policy, calling it “wasteful,” we expect that they will likely come to terms with reality on at least some key issues — even if they use different language to describe it.
That’s because the electric grid is undeniably under attack from wildfires and other forms of extreme weather. Yes, some companies and investors are backtracking from their climate commitments. But when it comes to climate risk and resilience, utilities and their rating agencies are not.
In this month’s Gist, AHG partner Julia Hamm shares how a new class of startups is emerging to help utilities prevent wildfires from taking down the grid. Without a reliable and resilient grid, the Trumpian goals of energy dominance and winning the AI race will prove out of reach.
The Ad Hoc Gist: The Inauguration is Over. Now What? Predictions for 2025
2025 is off to quite a start. LA is on fire. Homes, schools, and entire neighborhoods have vanished. The loss is profound for so many. We all know someone affected.
Last week, the Biden administration doled out its final climate billions before exiting stage left. On Monday, the Trump administration released a flurry of executive orders launching an all-out assault on Biden’s climate legacy.
In this month’s Gist, we turn to allies to share their predictions for the year. From resilience to AI to carbon removal, there’s a lot on the docket. One thing is certain: 2025 will not be dull.
The Ad Hoc Gist: The Big Energy Surprises of 2024
As the holiday season begins, our trusted senior advisors reflect on the biggest energy surprises of 2024 and why they matter for the climate and the energy transition. From artificial intelligence’s unquenchable thirst for energy to the existential demands of an increasingly vulnerable electric grid, a lot has changed this year.
Blog
Follow our blog for updates from The Ad Hoc Group.
People as Moat – Ad Hoc Expands into Search
In climate tech, we talk a lot about, well, technology. But talk with most CEOs and they’ll share that the hardest part of their job is figuring out how to hire and retain the right people. In my experience, a company’s ability to hire and effectively onboard the right people is what differentiates successful businesses from those that falter. Because, as a CEO, you can have a great vision, but if you don’t have the right people, you can’t execute it.
Press
Where the Smart Climate Tech Venture Money Is Going in 2025
This year is shaping up to be a dramatic one for climate tech investors.
Donald Trump’s return to the White House is set to shift the US landscape, with the possible rollback of key provisions in the Inflation Reduction Act, Energy Department loans drying up and weaker regulations. Beyond the US, the prospect of more trade wars is scrambling the economy in ways that will determine which climate tech sectors to bet on.
Meanwhile, headwinds for hydrogen are throwing doubt on its viability, and artificial intelligence is now fully on investors’ radars.
The Regulator’s Dilemma, Part 3
Virtual power plants (VPPs) are poised to revolutionize the power sector by orchestrating distributed energy resources (DERs) — like smart thermostats, household appliances, solar panels, batteries, and electric vehicles — into real-time networks of dispatchable capacity. The opportunity is especially significant for advanced VPPs, which aggregate multiple device types, are fully automated and optimized by price signals, provide multiple reliable grid services, are compensated on a pay-for-performance basis, and serve as a true supply-side resource.
Advanced VPPs can offer grid operators significant value by reducing stress on generation, transmission and distribution infrastructure at lower cost than conventional solutions like large-scale batteries, peaker plants, or additional poles and wires.
C&IÂ customer needs are rapidly changing. How can utilities maximize their relationship?
In the blink of an eye, large commercial and industrial customers present big challenges and opportunities.
Commercial and industrial customers have historically been boring to utilities. As long as power was reliable and reasonably priced, utilities hardly ever heard from these customers. They were so boring that, according to a 2023 J.D. Power study, only 15% of C&I customers even had a utility account rep assigned to them. The feeling has been mutual. A representative from a major C&I customer with a large trucking fleet recently said “why would I want to talk to a utility? My job is to move boxes from warehouses to stores.”
Podcast
Hear more from our leadership on My Climate Journey and Technopolis.