# Donald Kendall from New Climate Ventures

Page: https://stenobird.com/podcast/energytech-startups-5673200/donald-kendall-from-new-climate-ventures
Text version: https://stenobird.com/podcast/energytech-startups-5673200/donald-kendall-from-new-climate-ventures.md
Podcast: [Energytech Startups](https://stenobird.com/podcast/energytech-startups-5673200)
Published: 2026-03-31T12:00:00+00:00
Episode link: https://energytechstartups.collide.io/episodes/donald-kendall-from-new-climate-ventures
Audio file: https://media.transistor.fm/128fcd4b/2a315eb3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/energytech-startups-5673200/episodes/donald-kendall-from-new-climate-ventures
Duration seconds: 3232

## Resource

Venture capital in the energy transition is getting more complicated, but Donald R. Kendall Jr., General Partner at New Climate Ventures, says the multi-trillion dollar opportunity isn't going anywhere. We get into how they find picks and shovels plays in crowded markets, what $100 oil means for climate startups, why management teams matter more than technology, and what it actually takes to get a first-of-a-kind project financed. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward. Apply today at collide.io Click here to view the episode transcript. 0:00 New Climate Ventures and Investment Thesis 8:00 Data Centers, Cooling, and Energy Independence 10:00 $100 Oil and What It Means for the Energy Transition 14:00 SAF, Carbon Alternatives, and Portfolio Companies 21:00 Don's Background in Project Finance and Early Renewables 26:00 SolarCity, Financial Engineering, and Residential Solar 32:00 What Makes a Fundable Team 38:00 The State of Venture Capital for Climate 42:00 Why Invest in Climate Over AI 43:00 Houston's Role in the Energy Transition 49:00 Most Exciting Technologies Right Now 51:00 Wildlife Conservation and Closing https://twitter.com/collide_ai https://www.tiktok.com/@collide.io https://www.facebook.com/collide.io https://www.instagram.com/collide.io https://www.youtube.com/@collide_io https://bsky.app/profile/collide-ai.bsky.social https://www.linkedin.com/company/collideai

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## Transcript

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