Generate

In our most recent edition of our Generate: Intelligence newsletter, we tracked the latest energy and infrastructure data stories: - After a tough period for infrastructure fundraising, Q1 set the stage for what promises to be a strong year for private infrastructure. Fundraising for unlisted, closed-end vehicles reached $48.2 billion raised, already more than half of all that was raised last year: https://lnkd.in/g_cn6ehc - The number of cargo vessels leaving China destined for the U.S. fell sharply in April under a cloud of tariff uncertainty – foretelling empty shelves for retailers as soon as end of May, early June: https://lnkd.in/gxCAMMuV - Clean electricity sources provided more power to the U.S. grid than fossil fuels across the entire month for the first time in March 2025. Clean electricity accounted for 50.8% of the U.S. electricity mix, with solar power increasing 37% compared to March 2024: https://lnkd.in/gKdJBAcG - At the start of this century, the Detroit Three, formerly known as the Big Three, sold 29% of the world’s cars. Now they sell 13% or so. Along with the geographical retreat there has been a product line retreat, with their U.S. product share only holding up within the truck segment: https://lnkd.in/gvXdrwsP Read the full newsletter: https://lnkd.in/giXKSAiR Subscribe for more Generate: Intelligence analysis: https://lnkd.in/g95r2_md

Earlier this month, Generate Cofounder and CEO Scott Jacobs took the stage at Milken Institute Global Conference 2025, sharing stories of how Investing in a Clean Economy can deliver top-tier returns and crucial outcomes for the customers and communities who depend on these solutions. Scott was joined by an expert panel including Nili Gilbert, CFA, CAIA of Carbon Direct, Areije Al Shakar of BeVentures (Bapco Energies), Mark Berryman of Capricorn Investment Group and moderator Leslie Kaufman of Bloomberg. This was just the latest stop for Scott. The week prior, he participated in the BloombergNEF Summit, where he spoke to the economic value proposition driving outcomes for infrastructure solutions. Thank you to all those who have convened with us these last few weeks as we work to rebuild the world together. #MIGlobal #BNEFSummit

Our latest Generate: Intelligence Expert View by Logan Goldie-Scot cuts through the noise of tariff uncertainty to examine the enduring tailwinds supporting the U.S. energy and infrastructure markets. https://lnkd.in/gk-3xB5M View Logan's underlying slide deck: https://lnkd.in/gVrvvhGf

Scott Jacobs took the floor at the #BNEFSummit in New York Wednesday to discuss the issue that has animated Generate since our founding: Customers and communities want — and benefit from — sustainable solutions, yet there aren't enough flexible solutions providers available to them. "Customers and communities benefit from the economic value proposition of solar and storage. These are solutions that are economic to adopt today — and better, cheaper, and more resilient than their alternatives," Scott explained during the panel. Thank you to BloombergNEF for hosting, and to Scott's fellow panelists: Hans Kobler of Energy Impact Partners, Andrée-Lise Méthot of Cycle Capital, Karen Fang of Bank of America, Mario Fernandez of Breakthrough Energy , and moderator Mark Daly of BloombergNEF.

The April edition of our Generate: Intelligence newsletter is now live! In it, we explore the latest U.S. energy and infrastructure market data and policy updates, including Q1 infra #fundraising numbers; shipping trends, and what they mean for coming supply chain issues; a new report on #AI, #electricity demand, and #climate impact; the latest on the House’s budget bill, and more. Our Expert View by Logan Goldie-Scot looks at the current state of U.S. #energy and #infrastructure in the wake of tariff uncertainty. Logan cuts through the noise to examine the enduring tailwinds supporting these markets. Read it here: https://lnkd.in/giXKSAiR Subscribe here: https://lnkd.in/gxyPX9jK

Investing in clean energy solutions, like solar and energy storage, is not only sustainable — it also makes economic sense. Generate's Scott Jacobs will speak to the role of investors in supporting the buildout of these technologies and ensuring their lasting profitability next Tuesday, May 6, at the Milken Institute Global Conference 2025. Learn more about his session, and watch it live, here: https://lnkd.in/g_sR-HNv #MIGlobal

Over the last couple of days at the #BNEFSummit, a consistent message across the various panels and conversations has been that US infrastructure is resilient, and the fundamentals drivers are stronger than ever. This aligns nicely with our latest Generate:Intelligence piece on the decade ahead for US infrastructure. This began as a slide deck but for those that prefer the written word, link below. https://lnkd.in/eYp_D2a8

Once a Generator, always a Generator! Our CEO and Cofounder Scott Jacobs reunited with leading energy and sustainability innovators and funders — and Generate alumni — at Elemental Interactive 2025, hosted by Elemental Impact, this week. Rebuilding the world takes collaboration across sectors and capital markets, and we're very grateful for the lasting community developed by our shared mission and purpose. #SFCW

Thank you to everyone who joined us at San Francisco Climate Week for our breakfast panel, “Investing with an Operator’s Mindset.” The panel featured a thoughtful conversation with Generate COO Nam Tran Nguyen, Antora Energy CFO Rene Griemens, Cultivate Power Cofounder Brian Matthay, California Energy Commission Chair David Hochschild, and Bloomberg ClimateTech Editor Brian Kahn as moderator. Together, we explored why bridging the gap between capital and real-world solutions means thinking like an operator. Physical projects don’t succeed on funding alone—they need a deep understanding of how things actually get built and stay running. Couldn’t make it? Nam Nguyen expanded on these ideas in her latest piece for Generate: Intelligence: https://lnkd.in/gbZV264y #SFCW #ClimateWeek

Thank you to everyone who joined us at San Francisco Climate Week for our breakfast panel, “Investing with an Operator’s Mindset.” The panel featured a thoughtful conversation with Generate COO Nam Tran Nguyen, Antora Energy CFO Rene Griemens, Cultivate Power Cofounder Brian Matthay, California Energy Commission Chair David Hochschild, and Bloomberg ClimateTech Editor Brian Kahn as moderator. Together, we explored why bridging the gap between capital and real-world solutions means thinking like an operator. Physical projects don’t succeed on funding alone—they need a deep understanding of how things actually get built and stay running. Couldn’t make it? Nam Nguyen expanded on these ideas in her latest piece for Generate: Intelligence: https://lnkd.in/gbZV264y #SFCW #ClimateWeek