The Green Blueprint · 2026-05-06 · 45 min
The global financial system is undergoing a structural shift into a "volatile new world order," where unpredictability is the norm, and climate tech is uniquely exposed. Venture investor Susan Su says the war in Iran is complicating the landscape. That's because about 40% of the world's capital comes from just four Gulf states, and those states are exploring whether the war allows them to invoke force majeure to legally exit binding financial commitments to fund billion-dollar projects - including energy projects. It's a move that's creating a chilling effect on large, long-term investments. Susan's warning for founders? "Be default alive by any means necessary." With the next 18 to 24 months predicted to be a brutal filtering environment, she recommends extending financial runways to three years, if at all possible. In this episode, Susan talks with Lara about why founders should act urgently and highlights the increasing availability of pockets of catalytic capital and downside-protected debt products as funding options. Credits: Hosted by Lara Pierpoint. Produced and edited by Ross Kenyon and Anne Bailey. Technical direction by Sean Marquand.
Form Energy's manufacturing breakthrough81 / 100Why the climate tech ‘missing middle’ is a massive opportunityThe perovskite bet that could transform solarHow Supercool Earth's microbes could ease the water crisisThe Green Blueprint is back for a second season!