Is Electrification the New Default?

New Waves
New Waves

Why electrification, materials innovation, and better unit economics are reshaping climate VC.

Sarah Sclarsic
Feb 12, 2026
39 min
Contributors:
Voyager Team
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Why Industrialization Requires Decarbonization

For most of modern history, industrial growth and decarbonization were treated as separate problems. Industry scaled first. Emissions were dealt with later. That separation no longer holds.

Jan 21, 2026
17 mins
Sarah Sclarsic

Nare Janvelyan: Backing World-Changing Climate

In this episode of the OVNIs Podcast, host Marie Outtier welcomes Nare Janvelyan, investor at Voyager, for a deep dive into the unlikely path that brought her from Harvard’s chemical physics labs to the world of climate-tech venture capital.

Nov 21, 2025
34 min
Nare Janvelyan, PhD

How VCs Evaluate Deep Tech Startups

This week on New Wave Weekly: Why chip cooling is becoming a climate story, how to actually diligence deep tech, and Europe’s deep tech moment

Nov 14, 2025
41 min
Jake Kent

Anthro, Alameda

David Mackanic and Joe Papp began as two PhDs rethinking how batteries are built. Today, they’ve opened Anthro Alameda — the largest advanced battery electrolyte facility in the world, and the first of its kind on American soil.

Nov 5, 2025
5 mins
Albert Dong

The VC Case For "Boring" Industries

Why old-school sectors like steel, cement, mining, and logistics may be the best places for climate founders to win (if you can crack GTM and avoid CapEx traps).

Oct 31, 2025
29 min
Matthew Blain

AI Agents Want to Run Your Factory — Should We Believe the Pitch?

This week on New Wave Weekly:

Oct 28, 2025
49 min
Matthew Blain

Scaling The Future of Energy Storage

As clean energy deployment surges, the race is on for long-term storage solutions that go beyond traditional lithium-ion batteries. From sodium-ion and solid-state to flow batteries and CO2-based storage, breakthrough technologies are poised to transform the grid and power a more resilient, sustainable future.

Oct 22, 2025
42 min
Matthew Blain

Betting on the Inevitable: Climate Tech’s Free Market Future

As climate policy shifts, can the energy transition thrive without government support? In this episode, Voyager VC Director Leonardo Banchik joins Simon Leich to reveal why the drive to decarbonize isn’t just surviving – it’s accelerating.

May 20, 2025
40 min
Leonardo Banchik, PhD

Critical Materials

Anthony DeOrsey, Research Manager at Cleantech Group, and Nare Janvelyan, Investor at Voyager Ventures, discuss the evolving landscape of critical materials and the strategies for onshoring key supply chains.

Mar 19, 2025
10 min
Nare Janvelyan, PhD

Leo Banchik - Director, Voyager Ventures

The constantly evolving technologies of the energy transition and what we might see from them in the future

May 7, 2024
56 min
Leonardo Banchik, PhD

Venture Capital and Climate Change Come Together

Voyager Ventures Co-Founders and Managing Partners Sierra Peterson and Sarah Sclarsic join Bloomberg's Ed Ludlow to discuss the rise in VC investing in climate tech, give an update on their first fund that raised $100M earlier this year, and share what trends they're looking at.

Sep 26, 2022
5 min
Sarah Sclarsic
Sierra Peterson

Blackbird Impact Summit: Investing for the climate

The Blackbird Impact Summit is a startup-focused online event uniting founders, operators and investors on action-focused sustainability topics over three days from March 15-17 2022.

Mar 17, 2022
48 min
Sierra Peterson