Inside SF Climate Week 2026: A CleanStart Perspective

Inside SF Climate Week 2026: A CleanStart Perspective

Last week I joined more than 60,000 attendees at San Francisco Climate Week 2026 — the Bay Area’s sprawling, nine-day convergence of climate leaders, founders, investors, policymakers, and advocates. With 650-plus events spread across the city, SFCW has become one of the largest climate gatherings in the world, and this year’s edition made clear just how fast California’s clean energy ecosystem is evolving.

Over several packed days, I attended panels and summits covering everything from next-generation battery technology and data-center power demands to wildfire-driven insurance crises, net-zero transportation, climate foresight tools, and the economic engine of the clean economy. Here’s what stood out:  Despite headwinds from Washington, D.C., California’s clean economy continues to generate innovation, jobs, and economic growth. That reinforced the importance of the work we do at CleanStart–helping innovators turn bright ideals and ambitious goals into deliverable action through bringing those ideas to the market.

Battery Innovation Summit: Where Deep Tech Meets Deployment

The Battery Innovation Summit, held April 22–24 during Climate Week, was a standout. This wasn’t a generic climate panel — it was a commercialization-focused convening of 300-plus leaders from across the battery, energy storage, electrification, and power infrastructure sectors. Founders, engineers, investors, OEMs, utilities, and policymakers gathered to align around what actually matters: deployment and scale.

The summit zeroed in on a theme that was impossible to ignore across Climate Week: data centers are reshaping the energy conversation. The explosive growth of AI-driven computing is creating massive new electricity demand, and the battery and grid storage sectors are racing to respond. Discussions explored how deep-tech batteries — from long-duration storage breakthroughs to novel chemistries — can serve e-mobility, grid reliability, and the data-center buildout simultaneously. For clean energy advocates like CleanStart, this convergence is a reminder that the energy transition is no longer just about replacing fossil fuels — it’s about building entirely new energy infrastructure to support a digital economy that didn’t exist a decade ago.

Investable startups, supply chain strategy, and the manufacturing-to-deployment pipeline were recurring themes. The message was clear: the technology is ready, but capital, permitting, and supply-chain coordination remain the bottlenecks.

Climate Foresight and Resilience: Making Complexity Legible

At the Climate Foresight & Resilience event, hosted at 9Zero and presented as part of SF Climate Week’s programming, the conversation turned to how investors and builders can make better decisions in a world where climate outcomes are too complex for intuition and too dynamic for static models.

Anthos presented on causal intelligence — the idea that capturing expert knowledge as computable causal models can reveal where leverage actually lives in complex systems. Cool Climate Collective shared their internationally recognized Three Futures Test, a foresight framework that stress-tests climate ventures across divergent scenarios to build portfolios grounded in resilience rather than optimism. And Resilience Investments introduced a framework for putting California’s public assets to work in a new model for wildfire risk reduction, grid resilience, and the state’s insurance crisis.

For CleanStart, these tools matter. The clean tech startups and innovators we work with need more than great technology — they need frameworks for navigating regulatory uncertainty, wildfire risk, and shifting capital markets. Foresight isn’t a luxury; it’s infrastructure for decision-making.

Wires & Fires: Electricity, Insurance, and California’s Economic Future

One of the most sobering sessions I attended was Wires & Fires: The Intersection of Electricity, Insurance Markets, and a Resilient California Economy, presented by Pleiades Strategy and the Natural Resources Defense Council as part of the Pleiades Salon series.

The panel laid bare a difficult reality: Californians are caught between rising electricity costs and skyrocketing insurance premiums, both driven by climate change. Ratepayers are absorbing billions in wildfire safety and liability costs. Insurance policyholders face higher bills or outright cancellations as wildfires threaten their communities. The FAIR Plan — California’s insurer of last resort — is growing rapidly, potentially becoming the state’s largest insurer. And at the end of the line, local and state governments are covering firefighting, disaster response, and rebuilding costs while investing comparatively little in prevention.

The expert conversation brought together energy, insurance, and policy perspectives to explore how California can build a cleaner, safer grid and a more insurable state. For anyone working in clean energy in California, this session was a critical reminder that the energy transition doesn’t happen in isolation — it’s entangled with wildfire policy, insurance markets, and economic affordability in ways that demand cross-sector solutions.

Achieving a Net-Zero Transportation Future

Transportation is the leading source of greenhouse gas emissions in the United States and one of the largest expenses for American families, consuming roughly 15 percent of most household budgets. The Money, Planning, People, Policy panel — also part of the Pleiades Salon — tackled the question of what it actually takes to build a net-zero transportation system.

The discussion brought together experts and policymakers working on the front lines of transportation transformation — from local transit funding fights for Muni and BART’s future in the Bay Area, to the uncertain trajectory of electric vehicle deployment, to rethinking land-use planning at a fundamental level. The panel emphasized that achieving net-zero transportation requires mobilizing four critical ingredients: money, planning, people, and policy. None of them can be skipped.

This is core territory for CleanStart. Our work on clean transportation — from CARB’s incentive programs and the SHIFT initiative to emerging clean aviation technologies — is part of this larger systems puzzle. The panel reinforced that turning climate ambition into actual infrastructure is messy, urgent, on-the-ground work.

The Clean Economy: Opportunities Rising

I also attended E2’s The Clean Economy: Opportunities Rising event, co-hosted with the SF Chamber of Commerce, Chambers for Innovation and Clean Energy, and the Clean Energy Leadership Institute (CELI). Held at 9Zero, the evening featured a fireside chat with Kate Gordon — former Senior Advisor to U.S. Energy Secretary Jennifer Granholm and to Governor Gavin Newsom — and E2 Executive Director Bob Keefe, who discussed his new book Clean Economy NOW.

A panel followed featuring Nancy Pfund of DBL Partners, Samantha Grassle of Elemental Impact, and Apoorv Bhargava of WeaveGrid, alongside CARB Chair Lauren Sanchez, who highlighted state action driving innovation — including the leveraging of California’s bedrock Cap-and-Invest program. The panel was moderated by CELI Executive Director Richenda Van Leeuwen.

The through-line was clear: despite headwinds from Washington, D.C., California’s clean economy continues to generate innovation, jobs, and economic growth. Smart state policy, coupled with private and public investment, is creating real opportunities. For CleanStart, this panel underscored why our work connecting clean tech startups with the policy and capital ecosystem is so important.

9Zero: The De Facto Hub of Climate Week

If there was a single physical center of gravity for SF Climate Week 2026, it was 9Zero Climate Innovation Hub at 350 California Street. As the Official Hub of SFCW for the third consecutive year, 9Zero hosted dozens of events and welcomed thousands of visitors through its doors — and that was just the daytime programming.

After hours, 9Zero became the de facto networking hub of the entire week. Hallway conversations, impromptu introductions, and late-evening exchanges over drinks connected founders with investors, policymakers with engineers, and advocates with operators in ways that no single panel or keynote could replicate. Some of the most valuable conversations I had all week happened in those informal moments at 9Zero — the kind of serendipitous connections that make in-person gatherings irreplaceable.

For a community of founders, investors, scientists, and innovators working to drive climate action, 9Zero embodies exactly the kind of collaborative infrastructure the clean energy ecosystem needs.

Key Takeaways for CleanStart

Across the sessions I attended, several themes kept surfacing:

The data-center energy boom is reshaping clean energy priorities. Battery storage, grid reliability, and long-duration technologies are no longer “nice to have” — they’re essential infrastructure for a digital economy. Clean energy providers need to think bigger about scale and speed.

California’s wildfire, insurance, and energy affordability challenges are deeply interconnected. Solving any one of them requires addressing all three. The clean energy transition must account for ratepayer costs, infrastructure resilience, and insurance market dynamics simultaneously.

Net-zero transportation demands more than technology. Funding, planning, workforce development, and policy alignment all have to move together. The Bay Area’s transit future — and California’s broader EV and clean transportation strategy — depends on this coordination.

Foresight and resilience frameworks are becoming essential tools for climate capital. Investors and builders alike are moving beyond optimism-based planning toward scenario-tested, systems-aware strategies.

California’s clean economy is growing despite federal headwinds. State policy, particularly CARB’s leadership and the Cap-and-Invest program, continues to drive innovation and attract investment. The business case for clean energy in California is strong and getting stronger.

Get Involved

SF Climate Week demonstrated that the clean energy transition is accelerating — and that California remains at the forefront. Here’s how you can stay engaged:

Connect with CleanStart: Learn more about our work advancing clean energy, clean transportation, and clean technology in California at CleanStart.org. Sign up for our newsletter and join an upcoming CleanStart Perspectives webinar to hear directly from the innovators and policymakers shaping the transition.

Contact your state legislators: Policies that support clean energy investment, grid resilience, insurance reform, and transportation electrification need champions in Sacramento. Let your representatives know these issues matter to you.

Explore the Climate Week community: Climate Week Sacramento is right around the corner.  If you missed SFCW this year, start planning for 2027. Organizations like 9Zero, E2, and the Clean Energy Leadership Institute offer year-round programming and community for anyone working on climate solutions.

It Wasn’t All Work

Networking Opportunities were frequent in the evening. I ran into Deep Dive Accelerator Alumni, Leslie Shariden of Planet Cents, at the Social Impact SF Climate Week Mixer where entrepreneurs all got a chance to pitch. Leslie pitched Planet Cents and I even pitched CleanStart. There was the popular Investor & Founder networking event at 9zero and Heatmap News put on the Heatmap House Party on the Historic Klamath Ship.

Leslie Shariden, Planet Cents

Want to get involved in Climate Week in Sacramento!  Sign up now for the Capital Valleys Forum on May 8th and visit Sac Climate Week’s site. 

Capital Valleys Forum

Sac Climate Week

Thomas Hall

ABOUT THE AUTHOR

Thomas is the Executive Director of CleanStart. Thomas has a strong background in supporting small businesses, leadership, financial management and is proficient in working with nonprofits. He has a BS in Finance and a BA in Economics from California State University, Chico. Thomas has a passion for sustainability and a commitment to supporting non-profits in the region.

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2024 Clean Tech Predictions: Hits, Misses, and Surprises

2024 Clean Tech Predictions: Hits, Misses, and Surprises

Our 2024 Predictions Score: 6.5 Out of 11—See How We Fared!

Our bold predictions for 2024 were a little too bold–but we try to be provocative.  Still, we got 5 of 11 right, 3 partially right, and 3 dead wrong.  The biggest surprise was how much investment landed in the region for making captured carbon dioxide into fuels and chemicals.  We were off by a factor of at least 4.  The biggest miss was about rooftop solar costs.  They went up not down. Find out more as we score ourselves below. 

1. Higher PG&E Rates Will Open New Opportunities For Rooftop Solar to Rebound

Somewhat correct.  The boom has mostly been in adding storage systems on new installations and retrofitting existing ones.  But the overall rate of installations of rooftop solar currently are low.  There was a burst of activity as customers able to have the old NEM 2.0 rates grandfathered rushed to get equipment installed.  There were some bright spots. Through California’s 2024 legislative activity, solar customers are indeed gaining new incentives for energy storage solutions. The CPUC’s expansions to community solar and new energy storage initiatives—like the Disadvantaged Community Green Tariff (DAC-GT)—support both new and existing solar users, especially those in underserved areas. This allows low-income households to offset their energy costs while gaining access to solar-generated energy without the need for individual installations.
Additionally, Assembly Bill 1373 enhances the landscape for existing solar customers by promoting large-scale storage options, allowing households with solar systems to store excess daytime energy more effectively. However, none of these reversed the downward trend. 

2.  Texas Will Make New Solar Installations Twice As Fast As California

Correct.  Not only has California slipped behind Texas, it appears that, once the full-year data are published, California will also rank behind Florida.  

Total Solar Installations in MW (Utility-Scale and Customer-Owned)
State 2022 2023 First half 2024
Texas 4,898 11,728 5,459
Florida 2,067 3,220 2,942
California 5,115 6,359 2,292

Source:  Solar Energy Industries Association, Sept. 9, 2024

Texas has also overtaken California in 2024 as the leading state for utility-scale solar energy, adding a significant 3,293 MW of new solar capacity by mid-year. Texas now leads the U.S. with 21,932 MW of utility-scale solar, capturing about 20% of the country’s total solar capacity. This shift aligns with previous predictions that Texas would rapidly expand in this area, as large-scale installations in California face limitations, particularly due to curtailments during times of peak solar generation.  California remains focused on integrating more storage to handle excess generation, which could help it regain momentum in utility-scale solar growth down the line

3. The Installed Costs of Residential Solar Will Decline Once Again

Wrong.  It went up instead.  The cost of residential solar has jumped to the highest it’s been in 8 years, sitting at $5.18, just a cent below the $5.19 of 2016. California’s shifting policies, particularly with the NEM 3.0 adjustment, have dampened demand, contributing to higher prices as solar installers navigate regulatory changes and costlier installation logistics. More than 22,000 solar jobs have been lost since NEM 3.0 was introduced, which is 22% of all solar jobs in California.

4. Nationwide There Will Be Over $250 Million in Investment in Carbon Dioxide Utilization Projects, Creating Significant Amounts of Renewable Fuels And Chemicals

Correct.  There has been a notable increase in funding for carbon dioxide utilization projects in the U.S. aimed at transforming CO₂ emissions into renewable fuels and chemicals, driven by both public and private sector interest. The Department of Energy’s Office of Clean Energy Demonstrations (OCED) recently announced a substantial $1.3 billion funding initiative to support transformational projects that aim to reduce emissions significantly. This funding alone is far above our expectations, but there are smaller-scale opportunities worth highlighting. For example, the DOE has earmarked $41 million for projects specifically focused on renewable-to-liquids (RtL) technology, which leverages renewable energy, water, and CO₂ to produce liquid fuels. This approach aligns with similar efforts made by companies like Infinium, a Sacramento-headquartered venture that is focused on producing sustainable aviation fuel (SAF) from captured CO₂. SAF is particularly advantageous for decarbonizing the aviation industry, which has limited alternatives to conventional fuels.
The National Academies have also highlighted the potential for CO₂ to serve as a raw material for sustainable chemical manufacturing, emphasizing the need to address research gaps in efficiency and scalability for these technologies to become commercially viable.

5.  Two More High-Power EV Charging Stations Will Begin To Be Built in The Region With Capacities Over 10 MW

Half-right.  The Sacramento County WattEV Innovative Freight Terminal (SWIFT), located near I-5 and south of the Sacramento International Airport had already been announced.  Voltera this year announced plans to develop two new charging locations in California, specifically designed to meet the needs of zero-emission vehicle fleets. One of those is in West Sacramento.  While other sites are under development, nothing more was announced in 2024.  So, one out of two.  Not too bad.

6.  New Investments in Clean Tech Companies in The Region Will Top $150 Million

Correct, but underestimated.  We undershot this one, thanks to one of Sacramento’s most successful new companies, Infinium. In 2024, the Greater Sacramento Valley has indeed seen clean tech investments continue to surge, with aggregate funding now estimated at well over $1.5 billion, driven by a combination of substantial private and public sector support. A significant portion of the region’s investment momentum comes from Infinium’s $1.1 billion funding deal with Brookfield Asset Management. This investment is intended to accelerate Infinium’s development of eFuels, synthetic fuels produced from captured waste carbon, and clean hydrogen, which is critical for supporting California’s clean fuel transition goals.

In addition, SMUD received a $10 million state grant to support a long-duration battery storage project in partnership with ESS Tech, Inc. And CalSEED awarded $150,000 grants to seven companies in the Sacramento Valley, including three in Davis, aimed at advancing clean energy innovations. 

7.  A Third Long-Duration Energy Storage Project Will Be Launched in Northern California

Bingo.  Hydrostor is developing the Willow Rock Energy Storage Center in Kern County, a 500 MW Advanced Compressed Air Energy Storage (A-CAES) facility. Set to provide 4,000 MWh of storage, this facility is designed for eight hours of energy output, making it ideal for grid support during periods of low renewable generation. Hydrostor’s system utilizes underground caverns to store compressed air, which is then released to generate electricity, offering a reliable alternative to traditional battery storage.

8.  The Value Of an Offset Ton of Carbon Dioxide in California Markets Will Increase Slowly

Half-right.  The price of carbon allowances in the cap and trade program has increased modestly, while in the Low Carbon Fuel Standard credits market, the price has been declining. However, in both markets there has been volatility, more so in the LCFS case.  

Annual Average $/ton CO2
Year Cap-and-Trade Allowances LCFS Credit Prices
2024 $35.23 $62
2023 $33.03 $75
2022 $28.45 $125

9.  It Will Be The Year of the USED Electric Car

Correct!  But…In 2024, the used electric vehicle (EV) market experienced significant growth, driven by the increasing turnover of fleet vehicles and a cumulative total of over 4.7 million plug-in hybrid and fully electric cars sold in the U.S. This surge has made pre-owned EVs more accessible to a broader range of consumers.  The influx of used EVs has led to a notable decrease in prices, making them more attractive to budget-conscious buyers. For instance, the average price of a used EV in August 2024 was $26,839, which is 11.4% less than comparable gas-powered cars and 9.8% less than hybrids. This price drop is attributed to an oversupply of new cars, a slowdown in EV sales, and pricing incentives on aging inventory.

Despite the growing appeal of used EVs, maintenance and repair remain significant challenges. The specialized nature of EV components requires technicians with specific training and expertise. However, there is a limited availability of such technicians, leading to potential difficulties in servicing these vehicles.

10.  Commitments to the First Small (less than 20 MW) Offshore Wind Deployments Will Be Made for a Site Off the North Coast

Didn’t happen.  RWE from Germany is the big player in the North Coast, planning to install 1600 MW of wind turbines on huge floating platforms 20 miles offshore for its Canopy Project, but not until the middle of the next decade.  We still believe something smaller will go faster, but with the antipathy toward offshore wind in the new Administration, that may be true only if it were in State waters. 

11. The EV Premium Will Disappear

Wrong.  The anticipated decline in electric vehicle (EV) prices has not continued in 2024. Instead, the gap between EV prices and the overall new car market has widened compared to recent years. In 2024, the average price paid for a new EV is 16% higher than the average for all new vehicles. This marks a reversal from 2023, when EV prices were closer to parity, averaging only 8% more than the overall market. In 2022, EV prices were around 15% higher than the average ICE car.  One part of the reason for the trend is that despite the introduction of affordable EVs, most new introductions to the space have been very expensive, fully-loaded models which is dramatically raising the “average price paid” for an EV.  At the same time, BYD has introduced a small car with a modest range that sells for $13,000 in mainland China.

Key Takeaways

  • Carbon Utilization Projects: Surpassed funding expectations and proved a bright spot in cleantech innovation.
  • Solar Trends: Storage retrofits and community programs are gaining traction but haven’t reversed the rooftop solar decline.
  • EV Market: Used EV sales are booming, but affordability challenges persist in the new car market.

2024 taught us that even in a volatile industry, cleantech resilience and innovation continue to push boundaries. Stay tuned for our 2025 predictions—what surprises will the future hold?

The Role of Stable Carbon Pricing in Climate Action Success

The Role of Stable Carbon Pricing in Climate Action Success

On November 21, CleanStart hosted an engaging discussion with Dr. Mark Trexler, CEO of Climatographers and a leading analyst on climate change policy. Dr. Trexler shared critical insights into the complexities of carbon markets in the U.S. and abroad, shedding light on the challenges and opportunities in the fight against climate change.

Why Carbon Pricing Matters

Dr. Trexler emphasized that the future of carbon reduction hinges on two key factors:

  1. The price of carbon allowances or credits
  2. The stability of these prices over time

Unlike Europe, where carbon allowance prices have remained relatively steady at approximately $75 per ton, the U.S. lacks a unified national market. Instead, state-led programs dominate the landscape, particularly on the West Coast. These markets, while pioneering, have shown significant volatility.

A Snapshot of U.S. Carbon Markets

  • California’s Low Carbon Fuel Standard (LCFS): Prices peaked at over $221 per ton in June 2022 but plummeted to under $45 in May 2024. They have since rebounded to $70 per ton.California's Low Carbon Fuel Standard
  • California’s Cap-and-Trade Program: After a long stagnation at $15 per ton, prices surged to $45 in 2021 but have since settled at $30 per ton.California's Cap and Trade Program Carbon Allowance Prices
  • Washington State’s Carbon Market: Initially fluctuating around $30 per ton, prices climbed back above $50 following the November election, which rejected an initiative to repeal the program.

What Stable Pricing Means for Progress

Dr. Trexler stressed that carbon pricing needs to strike a delicate balance:

  • Prices should remain between $50 and $100 per ton to encourage investment without triggering a backlash.
  • Stability is crucial to reduce risks for industries making long-term investments in emission-reduction strategies. What needs to emerge is a deep forward market that provides prices for allowances ten or more years into the future.

California’s Air Resources Board is taking steps to tighten carbon emission restrictions, which could drive up allowance prices. However, without a robust forward market to ensure price stability, uncertainty may continue to hinder progress.

A Global Perspective

While U.S. carbon markets struggle with volatility, European carbon allowances offer a more stable model. This steadiness has helped industries in Europe adopt cleaner practices with greater confidence. Could the U.S. learn from this approach?

Looking Ahead

With four decades of experience, Dr. Trexler brings a wealth of knowledge to the discussion. He voiced concerns about potential challenges ahead, including policy shifts under new administrations and legal battles over state-led carbon programs. Despite these uncertainties, he remains optimistic about the role of carbon pricing in driving climate action.

Catch the Full Discussion

Want to dive deeper into Dr. Trexler’s insights? Watch the full recording of the event here. You’ll hear about his thoughts on global trends, policy risks, and actionable strategies for the future of carbon markets.

Gary Simon

ABOUT THE AUTHOR

Gary Simon chairs the CleanStart Board, bringing with him a wealth of experience from over 45 years in business, government, and non-profit sectors. Gary applies his deep understanding and experience to support the growth of clean energy initiatives and startups. His work is instrumental in guiding the organization towards achieving its goals of promoting sustainable energy solutions.

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