2023-02-20-PitchBook-2022年四季度碳与排放技术报告（英）_12页_10mb

Carbon & Emissions Tech Q4 2022 Analysis Summary

1. Market Overview: Q4 2022 saw the carbon & emissions tech sector achieve record-decade deal value ($2.9 billion), slightly lower than Q3's peak ($5.0 billion), but still above pre-2021 levels. 2022 total deal value matched 2021's record, with increased deal count. The European Deal of the Year (Biden Administration's carbon capture funding) received significant interest.

2. Key Investment Trends: Investment was strongest in carbon tech ($4.2 billion), manufacturing (incl. green chemicals, batteries), recycling (lithium, plastics), and green construction. VC activity remained concentrated globally.

3. Major Deal Highlights (Q4 2022):

   • Svante: $318M Series E, focusing on carbon capture manufacturing.
   • Solugen: $200M Series D, advancing green chemical production.
   • Redwood Materials: $154M late-stage funding for battery recycling campus.

4. Emerging Opportunities: Significant potential in ocean carbon capture technologies, representing a diverse set of strategies (e.g., ocean alkalinity enhancement, phytoplasm capture, seafloor carbon storage). Biological approaches (e.g., mycelium) for biodegradable and bio-based materials are also gaining traction.

5. Selected Company Highlights: MycoWorks, a leader in fungal-based biomaterials (mushroom leather substitutes), raised substantial Series C funding for scaling Fine Mycelium applications.

6. VC Activity & Market Map: Investment distribution across Carbon Tech, Carbon Removal (incl. biological/ocean), Manufacturing, Recycling, Land Use, and Built Environment. While Land Use Tech funding dropped, Manufacturing and Recycling saw increases. Abiotic/Oceanic carbon capture is a less explored but growing segment.

This summary highlights the sector's resilience, key players, investment hotspots, and frontier technologies.