What’s the state of REALLY advanced energy? Is there a breakthrough on the horizon that would really change the game in energy? Fusion? Small Modular Nuclear Reactors? Is Cold Fusion or LENR real? How much work is actually going into the area? Are VCs funding it? Can the 1st and 2nd laws of thermodynamics be […]
About Neal Dikeman
Neal is a venture capitalist and executive. He is currently Senior Venture Principal of Royal Dutch Shell, and concurrently serves on the board of American Electric Technologies Inc (NASDAQ:AETI), as well as Chairman of Greenhome LLC. He was a founding partner of Jane Capital Partners LLC, a cleantech merchant bank whose clients have included the technology arms of multinational energy companies. He has served as a director of several technology companies, is chief blogger for Cleantech Blog, named one of the 50 Best Business Blogs by the London Times, and chairs industry portal Cleantech.org.
He is a cofounder of venture backed smart grid company Smart Wire Grid, Inc., where he served as founding CFO and director, and venture backed carbon IT startup Carbonflow, a Jane Capital spin-out in SaaS worfklow for the carbon markets where he served as founding CEO and raised the first two rounds of finance.
He advised Meridian Energy Ltd of New Zealand on the creation and launch of its solar business, and prior to that he cofounded Jane Capital spin-out SC Power Systems, Inc. and its successor Zenergy Power plc (AIM:ZEN) in superconductor technology for the power grid, helped launch WaiterPad POS Systems, Inc. in wireless hospitality POS solutions, and led the spin-out of Fideris, Inc. in fuel cell test & measurement. He previously served as Director of Business Development for Globalgate, the parent company of Yellowpages.com, and as an associate at private equity fund manager Doyle & Boissiere. Before entering private equity, he began his career in energy investment banking at Bankers Trust, and has a B.A. from Texas A&M University.
Note: all comments and opinions written on this site are his alone, and do not reflect policy or opinion or Shell, Greenhome LLC, or American Electric Technologies, Inc.
Entries by Neal Dikeman
When people ask me, are investors making money in cleantech, I tell them yes, but not by whom or in what you thought they were. Most of the analyses of cleantech exits do not differentiate for venture backed companies. So we conducted our own study. In the last 10 years, Cleantech.org’s Cleantech Venture Backed M&A […]
It’s Presidential Election year. Ergo, time to discuss our 40 year whacked out excuse for an energy policy. Royally botched up by every President since, umm? Objectives: Make US energy supply cheap for the US consumer and industry, fast growing and profitable for the American energy sector, clean, widely available and reliable, and secure, diversified, […]
It never ceases to fascinate me the massive amount of impact commodity price swings have on business plans. Apple, Google, Facebook, they don’t deal with this. Commodity price swings just don’t hit their bottom line. But in cleantech, well, government and policy is king, commodity and resource shocks are queen, you and I are […]
This week’s news: US NRC freezes decisions on new reactor, license renewal applications “The US Nuclear Regulatory Commission voted unanimously Tuesday not to issue final decisions on granting licenses to build new nuclear power reactors and 20-year license renewals to existing ones, pending resolution of the agency’s waste confidence rule overturned by a court in June. […]
We all know energy is global, and as much policy driven as technology driven. We have a quote, in energy, there are no disruptive technologies, just disruptive policies and economic shocks that make some technologies look disruptive after the fact. In reality, there is disruptive technology in energy, it just takes a long long time. […]
By Guest Blogger Charles Waitman I spent a day at Intersolar North America in San Francisco, considered by some to be North America’s premier exhibition and conference for the solar industry. My career, to date has been in the oil industry. This was my second Intersolar conference. These are my observations. PV dominated the conference. […]
by Neal Dikeman The other night I answered an ad on Craigslist. Not surprising, since buying and selling things on craigslist is kind of my hobby. But this one was for solar panels. 180 Wp panels from a wholesaler. Offering for $190 ea if I bought one, or $180 if I bought 20 or more, […]
By Tao Zheng, with David Anthony, an active cleantech venture capitalist, who passed away in April 2012. The sun is the champion of all energy sources, in terms of capacity and environmental impact. The sun provides earth with 120,000 terawatt (TW) energy, compared to technical potential energy capacity of single digit TWs from other renewable sources, […]
As previously reported by GigaOm and others, one of our bloggers, cleantech venture capital investor, David Anthony, of VC firm 21 Ventures, took his own life last month. We are saddened he is no longer with us. For those who are able to attend, there is a Facebook announcement of his memorial service on the […]
By Neal Dikeman A quote in a recent Wired article claiming cleantech is getting pounded epitomizes the zero sum mentality prevalent in the renewable energy and cleantech discussion. ‘Even solar’s biggest allies on Capitol Hill — people such as Edward J Markey, a top Democrat on the House Energy and Commerce Committee — fear the […]
Ok. Deep breath. The first time I modeled solar costs and started reviewing the first PPA solar models, was nearly 8 years ago now. And they were ugly then. As in, fully loaded some $0.60-0.90 /kwh ugly, no matter how rosy the solar pollyannas were. That’s why it took a German Feed in Tariff of near […]
One of my friends, John Moore. the CEO of Acorn Energy (NASDAQ:ACFN), recently sold off their rapidly growing CoaLogix investment for a quick return. I caught up with John to get the story. So John, who the hell is Acorn Energy anyways? Acorn Energy (NASDAQ:ACFN) is the Sun Studios of the energy sector. We have […]
Yup. Solyndra’s going BK. Taking with it US government loans to the tune of $10 for every taxpaying household in the country and $500K or so for every job it created for one year. But seriously, raise your hand if you DIDN’T see this coming. Like, OK, those with their hand’s raised, you are no […]
Last night while watching Office reruns, I realized I’d been remiss, and a lot’s had been happening in the public equities end of the cleantech sector. Not to mention yesterday’s billion dollar BK broiler announcement by the one-time Next Greatest Thing, Solyndra. So, with my usual aplomb, I thought I’d simply peanut gallery what’s “Hot or […]
By Neal Dikeman I had a chance to chat today with Dr. Charlie Gay, the President of Applied Material’s solar division. You may recall, we broke the story in the blogosphere 5 years ago about Applied’s entry into solar, which was anchored with a highly touted and very aggressive strategy for turnkey large format amorphous […]
Energy is life, the rest runs on it. Since the 70s through every presidential administration and every Congress, we have had an energy policy that boiled down to fighting the cold war through oil and getting lucky on locally sourced coal and gas. It’s not a zero planning energy policy, we’ve spent money, defined policies, […]
Large scale energy has proven almost as elusive a Yeti, and perhaps almost as all world saving juicy as the silver bullet for the werewolf or the Holy Grail itself (and not the Monty Python kind). Energy storage for nearly 15 years has been the energy tech and cleantech version of the ultimate “but-if”. I.E., […]
The Economist had an article in a recent issue about the “anthropocene” period, our new geologic era, where mankind is the dominant force in the geology of the planet. A period where our agriculture, cities, dams, etc literally have and will permanently change the face of the earth itself, forever. The article suggests that we […]
It struck me the other day that I may have been looking at the recent spate of cleantech IPOs backwards. Perhaps instead of lamenting the dearth of profitable healthy companies going public on major exchanges in our sector, what we should be considering is whether early and still risky IPOs mean cleantech venture capitalists are […]