🔮 Unveiling the Mysteries of the Musk-Trump Partnership and it's impact on Cleantech. My predictions for 2025-2028.
Trump + Elon: Entering a new age for Nuclear, Solar + Batteries Energy to support the AI Boom? Bonus Whitepaper: How to leverage this new investment opportunity.
If John D. Rockefeller was alive today, what would he be building? Where would he be investing? Today’s Elon Musk is richer than Rockefeller (yes, at an equivalent US dollar value), and after supporting Democrats for many years, he recently decided to go Republican.
“Drill baby drill!” those were the words of Trump during the recent presidential campaign. In the meantime, Trump won the election thanks to the support of today’s Pope of solar energy + storage and AI.
Weird combo? Well yes, and that’s where things are getting interesting for us. Let’s unveil this together.
🏆 America’s Energy Advantage as the Foundation for AI Leadership.
The United States is strategically positioning itself to lead the global artificial intelligence (AI) sector, with energy production playing a pivotal role.
Doubling Energy Production to Dominate AI
The U.S. Department of Energy (DOE) has announced initiatives to enhance America's global leadership in AI, recognizing that advanced AI applications require substantial energy resources. The DOE's "AI and Energy" report outlines opportunities to modernize the grid and support a clean energy economy, emphasizing the need for increased energy production to support AI infrastructure (Source).
Cheapest Industrial Energy in the West
Following the Nord Stream pipeline sabotage in September 2022, Europe's energy security was significantly impacted, leading to higher energy costs across the continent. In contrast, the U.S. has capitalized on its abundant natural gas resources, becoming the world's largest exporter of liquefied natural gas (LNG). In November 2024, U.S. LNG exports to Europe surged, with Europe receiving 68% of total U.S. LNG exports, highlighting the U.S.'s role in providing affordable energy to the West (Source).
This energy advantage not only positions the U.S. as a leader in AI but also sets the stage for a significant transformation in clean technology.
🔗 The Elon Musk and Trump Alliance: Supercharging AI and Clean Tech
The convergence of Elon Musk's technological innovations and Donald Trump's energy policies could catalyze an unprecedented advancement in AI and clean technology.
Donald Trump: Emphasizing Energy Independence
Expansion of Oil: Trump prepares wide-ranging energy plan to boost gas exports and oil drilling, sources say (Source). Under Trump's presidency, looking ahead to 2025-2028, a renewed emphasis on fossil fuels could further boost production. The U.S. Energy Information Administration (EIA) forecasts that U.S. crude oil production will average 13.7 million b/d in 2025, with continued growth anticipated through 2028.
Large-Scale Nuclear, Solar, and Energy Storage Projects: Directly benefitting Elon’s Gigafactories, but not only. Trump openly mentioned that supporting policies encouraging private-sector investment in renewable energy has facilitated the growth of large-scale solar farms and energy storage systems, aligning with Musk's vision for sustainable energy infrastructure.
US Government supporting Elon’s businesses: Further in that direction, after some research, Elon is already in big business with the US government (and Trump of course), here is a table illustrating how:
Elon Musk: Clean Energy, Advancing AI, and Industrial Autonomy
AI for Autonomous Vehicles: Tesla's Full Self-Driving (FSD) technology demonstrates the transformative power of AI in transportation, enhancing efficiency and sustainability while setting global benchmarks for autonomous mobility.
Solar Energy and Storage: Through initiatives like SolarCity and Tesla Energy, Musk has driven the adoption of solar power integrated with advanced energy storage systems, paving the way for a more resilient and sustainable energy infrastructure.
Industrial Autonomy: Musk's focus extends beyond transportation, with AI-driven industrial autonomy poised to revolutionize manufacturing and supply chains. By leveraging AI-powered robotics and automation, industrial autonomy can increase productivity, reduce waste, and enable more efficient, localized production—a direct challenge to China’s dominance in this domain. Tesla's Gigafactories exemplify this shift, blending clean energy with AI-driven processes to redefine large-scale manufacturing.
The collaboration between Musk's technological advancements and Trump's energy policies has the potential to drive a new era of energy innovation, combining traditional energy resources with cutting-edge clean technologies to establish the U.S. as a leader in AI and climate tech.
⚙️ The New Era of Cleantech and AI: A Modern Industrial Revolution.
Cleantech Meets AI: A Race for Leadership in the West
If the U.S. is poised to dominate AI and energy production, we are on the brink of a new industrial revolution, akin to the transformative eras shaped by industrial titans like Rockefeller and Carnegie over a century ago. As of now, all the pieces on this chessboard are aligning to make it a reality.
Industrial Scale Transformation: Industries such as steelmaking, cement production, and transportation are being redefined by the integration of AI and clean technologies. AI-driven systems are optimizing energy usage, reducing emissions, and promoting sustainability on a large scale.
Unprecedented Investment: Venture funding in clean AI has increased from $3 billion in 2019 to nearly $8 billion in 2023, indicating a strong commitment to advancing these technologies.
Unparalleled Venture funding in clean energy technologies: The United States is set to triple its nuclear power capacity by 2050, aiming to add 200 gigawatts of new capacity to meet rising energy demands and achieve net-zero emissions. This includes over $50 billion allocated to the Department of Energy in the FY2024 spending bill to develop clean and secure energy sources. (Source).
Note that 2 of the 16 companies mentioned in this table ( ❤️ heart) are in our Atlas Capital Nano Fund 1 portfolio. You don’t want to miss out. Invest with us.
Case Study: Atlas Capital’s portfolio, Avalanche Energy.
To support this revolution, with Atlas Capital, we invested in Avalanche Energy's groundbreaking micro nuclear fusion technology to fuel the AI revolution. Compact, scalable, and clean, their reactors ensure abundant energy for AI infrastructure, aligning with our vision for a sustainable, innovative future.
Avalanche Energy, a Seattle-based startup, is pioneering the development of compact fusion machines designed to provide clean, abundant energy across various applications. Their flagship technology, the Orbitron, is a micro-fusion reactor that confines high-energy ions in precise orbits, enabling efficient fusion reactions within a device small enough to be handheld.
In April 2023, Avalanche Energy achieved a significant milestone by reaching 200 kilovolts in their micro-fusion reactor. This advancement was accompanied by a successful $40 million Series A funding round, led by Lowercarbon Capital with participation from Founders Fund and Toyota Ventures.
The compact nature of Avalanche's fusion technology allows for rapid design iterations and on-site hardware development. This approach facilitates the deployment of fusion energy solutions in diverse environments such as powering data centers essential for the growth of AI in the United States and beyond.
⚡Join the Revolution 🤖
At Atlas Capital, we have been at the forefront of investing in transformative GreenTech and Climate Tech companies since 2021. If you are ready to accelerate impactful climate solutions and lead the AI-driven clean energy movement, we invite you to partner with us.
📄 Get Insights: Download our exclusive Whitepaper on Clean Tech + AI, including 10 suggested dealflow companies & the top 10 Stocks list to check out, and more insights to stay ahead of the curve & seize the opportunities in this fast-changing era.
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Let’s work together to support building the next greener, industrial revolution.
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