CLIMATETECH & SUSTAINABLE INVESTING

Our ClimateTech & Sustainable Investing research focus is guided by two key principles: Sustainability and Resiliency. We define sustainability by the ability of a product or service to lower the overall carbon footprint and/or reduce resource consumption. This can be driven by a variety of factors including renewable power generation, renewable fuels and chemicals, energy efficiency, resource management, emissions control, and the broader bioeconomy. We measure resiliency by the ability of the company’s business model and product to sustain long-term growth; is it flexible enough to adjust and navigate through a variety of external events; and will drive demand for the company’s product or service likely to perform above average through economic cycles, regulatory shifts, geopolitical volatility, and pandemics.

Recent Sector Insights

CLIMATETECH & SUSTAINABLE INVESTING
Gevo, Inc. (NASDAQ: GEVO)
2Q22 Results: SAF Sales Agreements Worth $2.1 Billion Signed with Multiple Airlines; Company Strengthens Balance Sheet with Equity Finance
· Update Note · 09 Aug 2022

On August 8, 2022, Gevo announced its 2Q22 earnings results. The company recorded $0.1 million in revenue compared with $0.3 million in 2Q21. The decrease was due to the Luverne facility being run on an as-needed basis for the company’s development initiatives.

CLIMATETECH & SUSTAINABLE INVESTING
Weekly Sustainable Investing Surveyor: Week Ended August 5, 2022
· Industry Report · 08 Aug 2022

Last Week’s Research Crown Electrokinetics Corp. (CRKN) • Shareholder Letter: Update on Recently Announced Public Offering, Debt Financing, and Transition to Customer Acquisition

CLIMATETECH & SUSTAINABLE INVESTING
Crown Electrokinetics (NASDAQ: CRKN)
Shareholder Letter: Update on Recently Announced Public Offering, Debt Financing, and Transition to Customer Acquisition
· Update Note · 02 Aug 2022

On August 1, 2022, Crown Electrokinetics provided an update on the recently announced equity funding, debt financing, and transition to customer acquisition.

CLIMATETECH & SUSTAINABLE INVESTING
Weekly Sustainable Investing Surveyor: Week Ended July 29, 2022
· Industry Report · 01 Aug 2022

Last Week’s Research Aspen Aerogels, Inc. (ASPN) • 2Q22 Results: Revenue Jumps 44.1% Y/Y with Growing PyroThin Demand; Net Loss Widens to $24.1 Million SES AI Corp. (SES) • New AI-Powered Battery Software to Generate Recurring Revenue; CEO Discusses 2022 Key Milestones

CLIMATETECH & SUSTAINABLE INVESTING
Aspen Aerogels, Inc. (NYSE: ASPN)
2Q22 Results: Revenue Jumps 44.1% Y/Y with Growing PyroThin Demand; Net Loss Widens to $24.1 Million
· Update Note · 29 Jul 2022

Revenue grew 44.1% Y/Y and 18.8% Q/Q to $45.6 million, driven by increasing market adoption of the company’s PyroThin thermal barriers in the EV market and healthy growth in the energy and industrial infrastructure. Complete results can be accessed here.

CLIMATETECH & SUSTAINABLE INVESTING
SES AI Corp. (NYSE: SES)
New AI-Powered Battery Software to Generate Recurring Revenue; CEO Discusses 2022 Key Milestones
· Management Series · 26 Jul 2022

SES is both a hardware and a software company. It is the only Li-Metal company that has entered into A-sample joint development agreements (JDAs) with major OEMs. SES will deliver these A-sample batteries to GM, Hyundai, and Honda by the end of 2022.

CLIMATETECH & SUSTAINABLE INVESTING
Weekly Sustainable Investing Surveyor: Week Ended July 22, 2022
· Industry Report · 26 Jul 2022

Last Week’s Events EVmo, Inc. (YAYO) • EVmo, Inc. VP of Engineering Michael Harris discusses the company’s technology and how it enables growth.

CLIMATETECH & SUSTAINABLE INVESTING
Aqua Metals, Inc. (NASDAQ: AQMS)
2Q22 Results: EPS Improved by $0.08 Y/Y; Company Strengthens its Customer Base by Signing First Letter of Intent in Lithium-ion Battery Recycling
· Update Note · 22 Jul 2022

In 2Q22, Aqua Metals continued to focus on research and development activities to improve its capacity to recycle lithium-ion battery metals and prepared to commission lead AquaRefining at ACME Metals’ facility. The company wasn’t in commercial production and had no significant revenue. Complete ...

CLIMATETECH & SUSTAINABLE INVESTING
Crown Electrokinetics (NASDAQ: CRKN)
Company Raises $1 Million to Strengthen the Balance Sheet as it Drives Toward Commercialization
· Update Note · 20 Jul 2022

On July 20, 2022, Crown Electrokinetics announced the pricing of an underwritten public offering of 1.25 million shares of its common stock at $0.80 per share, yielding $1 million in gross proceeds.

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