Investment Note5 min read
Investment Notes: MAKO
Why we invested in a retrofittable biomimetic film that cuts skin friction drag and fuel burn on aircraft flying today
Chris Jenkins
Twynam / Research
Ideas from
the frontier.
Deep dives, insights and investment notes from our engineers and investors.
Latest Research
23 articles
Investment Note6 min read
Twynam backs Vertical Oceans to scale AI shrimp farms
Investing alongside SOSV in autonomous, AI-controlled shrimp farms that cut cost, disease and carbon footprint
Olivia Xiang
Deep Dive Report29 pages
Deep Dive Report: Copper - The Metal of Electrification
Mapping copper's structural supply constraints, processing bottlenecks, and the most defensible investment opportunities across the value chain
Elissa Glorie
Insight6 min read
Geopolitical Shock and the Acceleration of the Clean Transition
How Strait of Hormuz volatility is exposing fossil dependence and accelerating the economic case for decarbonisation
Jonathan Green
Insight10 min read
The Next Wave of Electrification Won't Be Won by Generation
Why the electrification bottleneck is shifting from generation to delivery, and where the venture opportunities lie
Chris Jenkins
Insight12 min read
Enteric Methane: What Actually Works
Evaluating vaccines, feed additives, and seaweed-based inhibitors for scalable ruminant methane reduction
Elissa Glorie
Deep Dive Report55 pages
Deep Dive Report: Industrial Heat Pumps in China
China's industrial heat pump opportunity represents a US$70B market with significant decarbonisation potential
Olivia Xiang
Insight6 min read
Precision Aquaculture: How AI Improves Sustainable Protein Production
Data-driven approaches to sustainable seafood production
Tong Zhang
Insight8 min read
Three Things We Learned From Investing in Hachiko
Operational insights from building distributed solar and storage
Edward Sabey
Investment Note5 min read
Investment Notes: Hachiko
Investment thesis for distributed energy infrastructure
Edward Sabey
Insight8 min read
Methanogenesis and the Global Carbon Cycle
Understanding enteric methane production pathways
Jonathan Green
Insight10 min read
From Mine to Megawatt: The Minerals Supporting Decarbonisation
Critical mineral supply chains for the energy transition
Jonathan Green
Investment Note6 min read
Adia Thermal: Making heat pumps a feasible solution
Advanced thermal management for industrial applications
Edward Sabey
Investment Note5 min read
Investment Notes: PlasmaLeap Technologies
Plasma synthesis for zero-carbon ammonia production
Chris Jenkins
Investment Note6 min read
Investment Notes: Vycarb
Direct ocean CO₂ capture through mineral carbonation
Elissa Glorie
Insight8 min read
Decarbonising Cement | Shades of Grey – the everywhere material
Low-carbon pathways for the cement industry
Jonathan Green
Insight9 min read
Green Fertiliser: How We Can Sustainably Feed the World
Unit economics of electrified ammonia synthesis
Edward Sabey
Insight10 min read
Riding the Wave of Ocean Carbon Dioxide Removal
Electrochemical pathways for gigatonne-scale atmospheric CO₂ removal
Edward Sabey
Insight8 min read
Decarbonising Cooling
Alternative refrigerants and caloric cooling cycles
Edward Sabey
Insight7 min read
Data is Physical
The energy footprint of data centers and computing
Chris Jenkins
Insight5 min read
Asia is a Critical Priority in the Climate Race - Here's Why
Why Asia is central to global decarbonisation
Jonathan Green
Insight11 min read
We're Going to Need a Lot More Electricity
Forecasting global electricity consumption trends
Chris Jenkins
Insight6 min read
Direct Air Capture - Is it Full of Air?
Technical and economic analysis of DAC technologies
Chris Jenkins
Written by the Twynam Team
Deep technical expertise meets operational experience.
