欧洲的电气化；2024年初创企业和风险投资报告

Page/ 2Intoday's world,business growth is directly linked to environmentaldegradation, and we consume the resources of approximately 1.7 Earths everyyear.One important element that we are heavily dependent on is fossil fuels. These areused for electricity, transport, heating, and cooling, as well as in the creation ofplastics, textiles, household products, and more. We need to find more sustainableways to grow our business.The good news is thatwe can replace 75% of fossil fuel consumption in severalsectors with clean energy production.This opens opportunities for many new companies to enter new business areassuch as solar and wind energy, electric vehicles, batteries, heat pumps, and more.These companies will want to start quickly and grow fast, while, at the same time,drawing on the experience of other companies that have built and scaled beforethem.SAP is in a unique position to help companies transition their business modelto one that's more sustainable.At the same time, SAP supports scaleups with itsbroad and deep industry knowledge in defining their business model and businessprocesses, based on 50 years of experience. With SAP's latest cloud solutions, anyscaleup with high growth ambitions can start small and scale later.Foreword Our team,GROW with SAP for scaleups, is dedicated toproviding scaleupcompanies with the tools, services, and solutions they need to continuegrowing. We help companies scale their business, boost operational efficiencies,and expand with confidence – all through our SaaS platform. Backed by bestpractices, it can help you manage core business functions like finance, accounting,operations, production, human resources, and travel expenses, all powered byBusiness AI.With all this in mind we created with the help of Dealroom a report to give somemore insights into electrification and electrifying:●Climate tech●The energy sector●The transportation sector●The building and industrial sectorThanks for reading. Letʼs dive in!"Stephan FesterHead of SAP Global Battery Practice Page/ 3European Climate Techfunding, includingnon-equity financing, is ontrack to total a record high$50B raised.The Energy and Electrification industries make up alarge share of European Climate Tech Venture Capital(VC) funding, 62% of which has been directed tothese segments in the past five years.Electrification contextThe path toward transitioning away from fossil fuelsinvolves powering our electricity with clean energysources, advancing the grid to handle the increasedload, and electrifying as many sectors and processesas possible.This includes key areas like transportation,buildings, and industry, where moving to electricpower can promote a more sustainable future.What you need to know. Transportation is historicallythe most heavily fundedsector in European Energyand Electrification.In 2024, Energy took first place for the first time since2016 with $2.1B raised so far while Transportationcame in a close second with $1.9B raised so far.Electrifying industrialprocesses stands to ignitethe most change due to itscurrentenergy-intensiveness.Startups working toward that goal are still relativelyyoung and have received close to $300M in VCfunding in the past 5 years but have seen fastgrowth.In the Buildings electrification industry, Residentialsolar has attracted the most funding, followed byheat pumps. $40BElectrification andEnergy VC fundingraised in Europesince 2020.$10BVC fundingallocated toEuropean EVbatteries since 2021. 69%Share of Europeanrenewables VCfunding allocated toSolar energy since2021.17xIncrease in VCfunding allocated toEuropean industrialelectrification since2020. 1Electrification andClimateTech2Electrifying theEnergysector3Electrifying theTransportsector4Electrifying theBuilding & Industrialsectors Page/ 5Source:Dealroom.co,RMI: ʻThe Cleantech revolutionʼ 2024,ʻThe future of European competitivenessʼ 2024●Aroundtwo-thirds of primary energy from fossilfuels is wastedin its production and transportation.Moreover, only around20% of the worldʼs finalenergy today comes from electricity.●●European consumers paid €600 billion for fossilfuelsfrom third countries in 2022, highlighting thepotential cost savings from investing in renewableenergy infrastructure.●●Moreover,European industry pays 158% more forelectricity and 345% more for natural gas than theUS.●●In contrast,renewables provide energy securityasthey are 100x more abundant than fossil fuels andevery country has them.●●Currently,86% of the global population live incountries that import fossil fuels. Governments arethus looking to reduce that reliance to mitigategeopolitical and economic risks.Today, fossil fuels account for most of the worldʼs energy consumption, buttwo-thirds of their primary energy is wasted.Energy system flows of fossil fuels, RMI▊Coal▊Oil▊Gas▊Biomass▊Electricity▊Other Page/ 6Source:Dealroom.co, RMIThe net-zero transition boils down in large part to electrifying everything we canand cleaning up energy generation.PowersRe