Modern life is made possible by the chemicals industry: from our materials to our food, the global economy would not exist without industrial chemicals. In this letter, Voyager examines pathways and opportunities for decarbonizing chemical production at worldwide scale.
Today’s grid is the largest machine in the world. In this letter, Voyager examines the imperative to greatly expand our existing long-distance power transmission grids, and the innovation required within our local grids and the business models that connect generators, utilities, and consumers. Interconnection is essential, but so too is intra-connection: building within the constraints of the existing grid.
We are in a new age of fire seasons, which run hotter, longer, and more extreme than in recorded human history. In this letter, we examine the expanding fire season, its implications for the global carbon cycle, and how technology, policy, and finance can address this new reality.
Advances in battery technology will remake our power and transport systems. Storing energy everywhere enables us to electrify everything.
Climate stabilization will be a story of human capability: a global economy run by new climate workers, in new climate jobs.
The world's data centers consume 1% of global electricity generation. Making their growth more efficient and more effective means more than just new power sources - it means new models, and new physics.
Reaching net zero emissions requires more than just decarbonizing power and cars. It requires tackling a whole host of machines - two billion of them, in fact.
California experienced an extraordinarily wet and snowy winter. This event is not unique, there or elsewhere, and it is just the start to a future of climate-driven extreme precipitation.
Global trade moves $35 trillion of goods and services a year, and supply chains account for 60% of global carbon emissions. Adapting both to a net zero future requires new ground truths.
Reliable, inexpensive, and above all zero-carbon power is essential to Voyager’s investment theses. As investors, we recognize both the opportunity and imperative to build for the future – enabling electrons for tomorrow.
Today’s stressors to the energy system and supply chains are acute, but they do not need to become chronic.
This is the first of a series of letters that Voyager will write on climate change, technology, investment, and the long-term value created at their intersections.
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