Here are some areas of the climate change investing landscape that I am following closely:

1. Materials and Mining - getting the raw inputs we need for battery and electric motor manufacturing

2. Batteries - building new cathode materials and batteries themselves

3. Electrification - using electric alternatives for transport, manufacturing etc.

4. Grid level storage - self explanatory

5. Resiliency - resi solar, potable water, local energy storage etc.

6. Project finance/lending/enablement for all the above

7. Recycling - recapture as much of #1 and feed back into #2 with minimal emissions and water

If there are any particular non obvious companies in these areas that you love, please let us all know...