Opportunity
Sustana
A Massive Investment Opportunity
Over a billion people globally lack access to reliable cooling solutions. Modern life depends on managing heat. Cooling systems and thermal technology are crucial for computing, food, education, health, energy, agriculture, real estate, economic development, and grid stability. With climate change, access to cooling technology and reliable cold chain is increasingly recognized as a vital human aspiration by various global organizations.
Climate-oriented investors have invested over $1 trillion in climate transition endeavors, with some 50% invested in electric vehicles, renewables and a handful of capital intensive verticals such as “green hydrogen” and “direct air capture.” These investments have demonstrated the power of targeted public sector incentives to drive capital formation, but have effectively sucked the “oxygen” out of the room for high impact investments in energy-efficient cooling technology and cold chain services. The time has come for next generation climate investors to direct investment capital to expanding the modern cold chain on a global basis and scaling innovative cooling tech companies. Adaptation depends on cold chain investment.
Sustana is building a global cooling partnership to direct investment to scaling cold chain companies and energy efficient thermal technology. Together with our corporate, investor and development partners, Sustana will channel capital efficiently to private sector cold chain and thermal technology companies that can scale. While our team has observed tremendous innovation in cooling technologies pioneered in North America, Europe, and Asia, we recognize the most rapidly growing markets are in emerging markets that are “hot.”
Impact funds such as the Sustana Cooling Partnership can play a catalytic role in delivering cold chain services to distributed markets faster than government and NGO programs. Impact funds have the ability to harness capital from strategic corporate investors, energy investors, family foundations seeking to make an impact as well as capital gains, development institutions like IFC, and opportunistic go-anywhere investors who seek to benefit from global growth. With your support, Sustana will demonstrate that climate-oriented investors can invest in cold chain solutions to the challenges faced by companies on every continent and literally billions of people adapting to a changing climate.