Planetary Technologies
@planetaryops.bsky.social
https://www.planetarytech.earth
Our mission is to invest in scalable technologies that can help the world mature beyond fossil fuels at the pace necessary to avoid unsustainable warming.
We aspire to leave the planet in better shape than we found it.
Our mission is to invest in scalable technologies that can help the world mature beyond fossil fuels at the pace necessary to avoid unsustainable warming.
We aspire to leave the planet in better shape than we found it.
We are pleased to announce the acquisition of Parse Biosciences @parse.bsky.social by Qiagen. Congratulations to the founders and employees at Parse!
corporate.qiagen.com/English/news...
corporate.qiagen.com/English/news...
QIAGEN to acquire Parse Biosciences, expanding its Sample technologies portfolio into highly scalable single-cell solutions
Parse Biosciences is a fast-growing innovator in single-cell sample preparation, with technologies used in more than 3,000 labs across over 40 countries Acquisition strengthens QIAGEN’s presence in th...
corporate.qiagen.com
November 4, 2025 at 7:42 PM
We are pleased to announce the acquisition of Parse Biosciences @parse.bsky.social by Qiagen. Congratulations to the founders and employees at Parse!
corporate.qiagen.com/English/news...
corporate.qiagen.com/English/news...
Cyclic Materials is getting the rare earth recycling supply chain lined up.
Cyclic Materials and VACUUMSCHMELZE Expand Partnership to Recycle Rare Earth Magnet Manufacturing Waste in the U.S.
www.cyclicmaterials.earth/resources/cy...
Cyclic Materials and VACUUMSCHMELZE Expand Partnership to Recycle Rare Earth Magnet Manufacturing Waste in the U.S.
www.cyclicmaterials.earth/resources/cy...
Cyclic Materials and VACUUMSCHMELZE Expand Partnership to Recycle Rare Earth Magnet Manufacturing Waste in the U.S. - Cyclic Materials
The companies have signed a 10-year exclusive agreement for recycling 100 percent of the magnet production by-products (i.e. swarf) that will be produced at VAC's impressive new manufacturing facilit...
www.cyclicmaterials.earth
October 22, 2025 at 3:04 PM
Cyclic Materials is getting the rare earth recycling supply chain lined up.
Cyclic Materials and VACUUMSCHMELZE Expand Partnership to Recycle Rare Earth Magnet Manufacturing Waste in the U.S.
www.cyclicmaterials.earth/resources/cy...
Cyclic Materials and VACUUMSCHMELZE Expand Partnership to Recycle Rare Earth Magnet Manufacturing Waste in the U.S.
www.cyclicmaterials.earth/resources/cy...
New blog post:
Where data is available, it is clear that renewable generation supports grid stability. Claims otherwise are not supported by data.
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High Renewable Electricity Generation is Correlated with Increased Grid Stability
www.planetarytech.earth/posts/high-r...
Where data is available, it is clear that renewable generation supports grid stability. Claims otherwise are not supported by data.
🔌💡
High Renewable Electricity Generation is Correlated with Increased Grid Stability
www.planetarytech.earth/posts/high-r...
August 20, 2025 at 3:12 AM
New blog post:
Where data is available, it is clear that renewable generation supports grid stability. Claims otherwise are not supported by data.
🔌💡
High Renewable Electricity Generation is Correlated with Increased Grid Stability
www.planetarytech.earth/posts/high-r...
Where data is available, it is clear that renewable generation supports grid stability. Claims otherwise are not supported by data.
🔌💡
High Renewable Electricity Generation is Correlated with Increased Grid Stability
www.planetarytech.earth/posts/high-r...
Production of fuel requires capital.
Incineration of the fuel is incineration of that capital.
Incineration of the fuel is incineration of that capital.
July 14, 2025 at 8:05 PM
Production of fuel requires capital.
Incineration of the fuel is incineration of that capital.
Incineration of the fuel is incineration of that capital.
More nice progress from portfolio company Cyclic Materials www.cyclicmaterials.earth, which today announced a motor recycling partnership with Lime.
Operations start in the next few weeks.
#circulareconomy
www.cyclicmaterials.earth/news/cyclic-...
Operations start in the next few weeks.
#circulareconomy
www.cyclicmaterials.earth/news/cyclic-...
Cyclic Materials and Lime Announce Pioneering Partnership to Recycle Electric Motors from North American Micromobility Fleet - News - Cyclic Materials
Cyclic Materials (“Cyclic”), a pioneer in the circular supply of rare earth elements (REEs), and Lime, the world’s largest provider of shared micromobility electric vehicles, announce a strategic agre...
www.cyclicmaterials.earth
May 20, 2025 at 4:06 PM
More nice progress from portfolio company Cyclic Materials www.cyclicmaterials.earth, which today announced a motor recycling partnership with Lime.
Operations start in the next few weeks.
#circulareconomy
www.cyclicmaterials.earth/news/cyclic-...
Operations start in the next few weeks.
#circulareconomy
www.cyclicmaterials.earth/news/cyclic-...
Nice coverage in the FT of Solvay's shift to using recycled rare earth elements in partnership with portfolio company Cyclic Materials cyclicmaterials.earth.
#REE #recycling #criticalmaterials
www.ft.com/content/db79...
#REE #recycling #criticalmaterials
www.ft.com/content/db79...
Solvay expands rare earths production as Chinese export curbs highlight risks to Europe
Belgian company hopes La Rochelle plant will help it meet 30% of European demand by 2030
www.ft.com
May 14, 2025 at 5:08 PM
Nice coverage in the FT of Solvay's shift to using recycled rare earth elements in partnership with portfolio company Cyclic Materials cyclicmaterials.earth.
#REE #recycling #criticalmaterials
www.ft.com/content/db79...
#REE #recycling #criticalmaterials
www.ft.com/content/db79...
Portfolio company Cyclic Materials today announced a $20M investment in its first full scale rare earth recycling facility in Arizona.
Investors now include Microsoft, Hitachi Ventures, BMW iVentures, ArcTern, Fifth Wall, and Amazon.
cyclicmaterials.earth
www.businesswire.com/news/home/20...
Investors now include Microsoft, Hitachi Ventures, BMW iVentures, ArcTern, Fifth Wall, and Amazon.
cyclicmaterials.earth
www.businesswire.com/news/home/20...
Cyclic Materials to Invest Over USD $20M in its First Commercial Facility in the United States
Cyclic Materials, the advanced recycling company creating a circular supply chain for rare earth elements (REEs) and other critical materials, today announce...
www.businesswire.com
April 24, 2025 at 2:06 AM
Portfolio company Cyclic Materials today announced a $20M investment in its first full scale rare earth recycling facility in Arizona.
Investors now include Microsoft, Hitachi Ventures, BMW iVentures, ArcTern, Fifth Wall, and Amazon.
cyclicmaterials.earth
www.businesswire.com/news/home/20...
Investors now include Microsoft, Hitachi Ventures, BMW iVentures, ArcTern, Fifth Wall, and Amazon.
cyclicmaterials.earth
www.businesswire.com/news/home/20...
Congratulations to portfolio company Tandem PV @tandempv.bsky.social on raising $50M to commercialize tandem perovskite modules manufactured in the U.S.
Current module efficiencies are at 28% and are expected to reach 30% by late 2025.
www.tandempv.com/news/tandem-...
Current module efficiencies are at 28% and are expected to reach 30% by late 2025.
www.tandempv.com/news/tandem-...
Tandem PV Raises $50M to Take Back U.S. Leadership With New Perovskite Solar Manufacturing | Tandem PV
www.tandempv.com
March 4, 2025 at 10:23 PM
Congratulations to portfolio company Tandem PV @tandempv.bsky.social on raising $50M to commercialize tandem perovskite modules manufactured in the U.S.
Current module efficiencies are at 28% and are expected to reach 30% by late 2025.
www.tandempv.com/news/tandem-...
Current module efficiencies are at 28% and are expected to reach 30% by late 2025.
www.tandempv.com/news/tandem-...
The Sun Has Won, Part 1: Market Inevitabilities In Electricity Production (2022)
"The marginal cost of electricity production by PV and wind is zero. To produce ongoing value at fossil-fueled electricity plants requires the constant incineration of capital."
www.planetarytech.earth/posts/the-su...
"The marginal cost of electricity production by PV and wind is zero. To produce ongoing value at fossil-fueled electricity plants requires the constant incineration of capital."
www.planetarytech.earth/posts/the-su...
Planetary Technologies is an investment fund with the mission to find scalable technologies that can help the world mature beyond fossil fuels at the pace necessary to avoid unsustainable warming. Pla...
Today we publish the first in depth Research Report from Planetary Technologies. Here is the PDF: “ The Sun Has Won, Part 1: Market Inevitabilities In Electricity Production ”, by Rob Carlson , Mana...
www.planetarytech.earth
January 31, 2025 at 7:37 PM
The Sun Has Won, Part 1: Market Inevitabilities In Electricity Production (2022)
"The marginal cost of electricity production by PV and wind is zero. To produce ongoing value at fossil-fueled electricity plants requires the constant incineration of capital."
www.planetarytech.earth/posts/the-su...
"The marginal cost of electricity production by PV and wind is zero. To produce ongoing value at fossil-fueled electricity plants requires the constant incineration of capital."
www.planetarytech.earth/posts/the-su...
There is a new installment of The Sun Has Won out today.
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Research Note: Historical and Planned U.S. Electricity Generation
www.planetarytech.earth/posts/the-su...
🔌💡
Research Note: Historical and Planned U.S. Electricity Generation
www.planetarytech.earth/posts/the-su...
December 10, 2024 at 10:21 PM
There is a new installment of The Sun Has Won out today.
🔌💡
Research Note: Historical and Planned U.S. Electricity Generation
www.planetarytech.earth/posts/the-su...
🔌💡
Research Note: Historical and Planned U.S. Electricity Generation
www.planetarytech.earth/posts/the-su...
New publication examining scenarios for global PV installations out to 2050.
The Sun Has Won Research Note: Discerning Trends in PV Installation Data
www.planetarytech.earth/posts/the-su...
The Sun Has Won Research Note: Discerning Trends in PV Installation Data
www.planetarytech.earth/posts/the-su...
Planetary Technologies is an investment fund with the mission to find scalable technologies that can help the world mature beyond fossil fuels at the pace necessary to avoid unsustainable warming. Pla...
www.planetarytech.earth
October 20, 2024 at 11:02 PM
New publication examining scenarios for global PV installations out to 2050.
The Sun Has Won Research Note: Discerning Trends in PV Installation Data
www.planetarytech.earth/posts/the-su...
The Sun Has Won Research Note: Discerning Trends in PV Installation Data
www.planetarytech.earth/posts/the-su...
Here's a nice column in the @financialtimes.com on our portfolio company SunTrain and #Trainsmission, shipping electrons in batteries by rail.
We can connect generation and customers 5-10 years faster by rail than by building new wires.
Let's roll.
#energysky
www.ft.com/content/e7ba...
We can connect generation and customers 5-10 years faster by rail than by building new wires.
Let's roll.
#energysky
www.ft.com/content/e7ba...
How to ship sunlight
[FREE TO READ] Repurposing railways for solar energy transportation is one way to address the energy challenge
www.ft.com
May 30, 2024 at 6:23 PM
Here's a nice column in the @financialtimes.com on our portfolio company SunTrain and #Trainsmission, shipping electrons in batteries by rail.
We can connect generation and customers 5-10 years faster by rail than by building new wires.
Let's roll.
#energysky
www.ft.com/content/e7ba...
We can connect generation and customers 5-10 years faster by rail than by building new wires.
Let's roll.
#energysky
www.ft.com/content/e7ba...
#German wholesale electricity prices have now fallen most of the way to their pre-war level, and appear to be on a trajectory to continue falling.
Compared to peer European economies, German wholesale electricity prices are trending to the lower end of the distribution.
Compared to peer European economies, German wholesale electricity prices are trending to the lower end of the distribution.
March 18, 2024 at 7:10 PM
#German wholesale electricity prices have now fallen most of the way to their pre-war level, and appear to be on a trajectory to continue falling.
Compared to peer European economies, German wholesale electricity prices are trending to the lower end of the distribution.
Compared to peer European economies, German wholesale electricity prices are trending to the lower end of the distribution.
The rise in renewable generation is contemporaneous with 1) an increase in stability of the #German grid, 2) an increase in GDP, and 3) a reduction in CO2 equivalent emissions.
March 18, 2024 at 7:08 PM
The rise in renewable generation is contemporaneous with 1) an increase in stability of the #German grid, 2) an increase in GDP, and 3) a reduction in CO2 equivalent emissions.
The #German #electricity #grid became more stable between 2006 and 2023, while the share of renewable electricity generated across the grid grew from 6% to 55%
March 18, 2024 at 7:07 PM
The #German #electricity #grid became more stable between 2006 and 2023, while the share of renewable electricity generated across the grid grew from 6% to 55%
Published today: The Sun Has Won Research Note: German Renewables Growth and Economic Impacts
#Germany continues its progress toward a cleaner, greener, more efficient economy.
www.planetarytech.earth/posts/the-su...
#Germany continues its progress toward a cleaner, greener, more efficient economy.
www.planetarytech.earth/posts/the-su...
Planetary Technologies is an investment fund with the mission to find scalable technologies that can help the world mature beyond fossil fuels at the pace necessary to avoid unsustainable warming. Pla...
www.planetarytech.earth
March 18, 2024 at 7:04 PM
Published today: The Sun Has Won Research Note: German Renewables Growth and Economic Impacts
#Germany continues its progress toward a cleaner, greener, more efficient economy.
www.planetarytech.earth/posts/the-su...
#Germany continues its progress toward a cleaner, greener, more efficient economy.
www.planetarytech.earth/posts/the-su...
Here is a new Research Note in series The Sun Has Won:
China Solar PV Installation Trends And Implications
Full PDF here:
www.planetarytech.earth/posts/the-su...
China Solar PV Installation Trends And Implications
Full PDF here:
www.planetarytech.earth/posts/the-su...
February 27, 2024 at 5:38 PM
Here is a new Research Note in series The Sun Has Won:
China Solar PV Installation Trends And Implications
Full PDF here:
www.planetarytech.earth/posts/the-su...
China Solar PV Installation Trends And Implications
Full PDF here:
www.planetarytech.earth/posts/the-su...
Previously:
"We are now in an era in which every dollar spent on new PV displaces higher cost fossil-fueled electricity production."
The Sun Has Won, Part 1: Market Inevitabilities In Electricity Production
www.planetarytech.earth/posts/the-su...
"We are now in an era in which every dollar spent on new PV displaces higher cost fossil-fueled electricity production."
The Sun Has Won, Part 1: Market Inevitabilities In Electricity Production
www.planetarytech.earth/posts/the-su...
Planetary Technologies is an investment fund with the mission to find scalable technologies that can...
www.planetarytech.earth
October 19, 2023 at 4:32 PM
Previously:
"We are now in an era in which every dollar spent on new PV displaces higher cost fossil-fueled electricity production."
The Sun Has Won, Part 1: Market Inevitabilities In Electricity Production
www.planetarytech.earth/posts/the-su...
"We are now in an era in which every dollar spent on new PV displaces higher cost fossil-fueled electricity production."
The Sun Has Won, Part 1: Market Inevitabilities In Electricity Production
www.planetarytech.earth/posts/the-su...
More info here on the upcoming clinical trial for Lumen Bio's breakthrough biologic for preventing C. dificile reinfection:
www.linkedin.com/posts/finrow...
www.linkedin.com/posts/finrow...
Brian Finrow on LinkedIn: Lumen Bioscience awarded $16.2 million to advance C. difficile treatment |...
Big news today from Lumen Bioscience's C. difficile infection prevention program (LMN-201): funding for our our large, late late-stage trial (the REPREVE… | 13 comments on LinkedIn
www.linkedin.com
October 17, 2023 at 8:28 PM
More info here on the upcoming clinical trial for Lumen Bio's breakthrough biologic for preventing C. dificile reinfection:
www.linkedin.com/posts/finrow...
www.linkedin.com/posts/finrow...
LMN-201 is the most complex biologic ever developed, composed of three antibodies that neutralize separate domains on the same protein, along with a lysin that specifically targets C. dificile. This complexity is only possible due to Lumen Bio's vast economic advantage.
www.lumen.bio/news/lumen-b...
www.lumen.bio/news/lumen-b...
Lumen Bioscience awarded $16.2 million in DoD funding to advance LMN-201 through late-stage trials ...
www.lumen.bio
October 17, 2023 at 8:27 PM
LMN-201 is the most complex biologic ever developed, composed of three antibodies that neutralize separate domains on the same protein, along with a lysin that specifically targets C. dificile. This complexity is only possible due to Lumen Bio's vast economic advantage.
www.lumen.bio/news/lumen-b...
www.lumen.bio/news/lumen-b...
And here is a story on CNN about Lumen Biosciences @LumenBio winning the Wilkes Climate Prize for its proposal to reduce methane emissions from cattle.
www.usatoday.com/story/news/n...
www.usatoday.com/story/news/n...
Cow farts are bad for Earth, but cow burps are worse. New plan could help cows belch less.
Both ends of a cow produce methane, but 97% of all the methane gas from a cow is released by belching. A company wants to help them belch less.
www.usatoday.com
September 22, 2023 at 9:57 PM
And here is a story on CNN about Lumen Biosciences @LumenBio winning the Wilkes Climate Prize for its proposal to reduce methane emissions from cattle.
www.usatoday.com/story/news/n...
www.usatoday.com/story/news/n...
More here on Lumen Biosciences winning the Wilkes Climate Prize.
www.linkedin.com/posts/finrow...
www.linkedin.com/posts/finrow...
Brian Finrow on LinkedIn: Cow farts are bad for Earth, but cow burps are worse. New plan could help�...
Congrats to Mark Heinnickel, Nhi Khuong and the rest of the Lumen Bioscience team for winning the inaugural Wilkes Climate Prize today for a novel approach to…
www.linkedin.com
September 22, 2023 at 9:56 PM
More here on Lumen Biosciences winning the Wilkes Climate Prize.
www.linkedin.com/posts/finrow...
www.linkedin.com/posts/finrow...
Congratulations to portfolio company @LumenBio for winning the inaugural Wilkes Climate Prize!
Lumen beat 77 international teams with their proposal to drastically reduce methane emissions from dairy and beef cattle by targeting methanogens using proteins grown in Spirulina.
Lumen beat 77 international teams with their proposal to drastically reduce methane emissions from dairy and beef cattle by targeting methanogens using proteins grown in Spirulina.
Climate Prize - The Wilkes Center for Climate Science & Policy
Lumen Bioscience wins historic $1.5M Wilkes Center Climate Prize Lumen Bioscience is the inaugural winner of the $1.5 million Wilkes Center Climate Prize at the…
wilkescenter.utah.edu
September 22, 2023 at 9:54 PM
Congratulations to portfolio company @LumenBio for winning the inaugural Wilkes Climate Prize!
Lumen beat 77 international teams with their proposal to drastically reduce methane emissions from dairy and beef cattle by targeting methanogens using proteins grown in Spirulina.
Lumen beat 77 international teams with their proposal to drastically reduce methane emissions from dairy and beef cattle by targeting methanogens using proteins grown in Spirulina.
Congratulations to portfolio company Industrial Microbes @iMicrobesInc on securing a grant to scale up production of a process that turns waste (ethanol, methanol, and CO2) into widely used plastics!
Another step towards displacing petrochemicals using biology.
www.biomade.org/news/new-pro...
Another step towards displacing petrochemicals using biology.
www.biomade.org/news/new-pro...
BioMADE Announces Nine Projects, $18.7 Million to Advance Domestic Bioindustrial Manufacturing and D...
www.biomade.org
September 14, 2023 at 10:37 PM
Congratulations to portfolio company Industrial Microbes @iMicrobesInc on securing a grant to scale up production of a process that turns waste (ethanol, methanol, and CO2) into widely used plastics!
Another step towards displacing petrochemicals using biology.
www.biomade.org/news/new-pro...
Another step towards displacing petrochemicals using biology.
www.biomade.org/news/new-pro...