Briefings
Sector briefings and field notes from Verana's advisory work across climate technology, grid infrastructure and industrial decarbonisation. Free to download and share with attribution.
Market Note · Grid & Infrastructure · July 2026
Why the energy transition hinges on transmission and distribution infrastructure - and where it is stuck. Connection queues, permitting timelines, transformer lead times and grid congestion, with the signals to watch and the investment angle for each bottleneck, across the US and Europe.
PDF · 3 pages · 0.2 MB
Field Note 01 · July 2026
Why strong European climate technology stalls between engineering proof and the next investable milestone - a classification and sequencing problem, not a technology problem. With data on the 2025 European venture fundraising contraction, oversubscribed EU net-zero grant capital, and anonymised field patterns from Iberia, Southern Europe and the Baltics.
PDF · 2 pages · 0.4 MB
Sector Briefing · Energy Transition & Grid
Europe's grid investment super cycle and the enabling infrastructure behind negative emissions: demand drivers from electrification and AI load, interconnection and supply-chain bottlenecks, regulatory unlocks, and where value accrues across grid-enhancing technologies, asset intelligence and flexibility.
PDF · 9 pages · 0.6 MB
To discuss any of these briefings, or to request the underlying analysis, write to elaine@veranaventures.com.