The Climate Cycle

We know heat pumps work - they’ve been around for decades - but actually getting them into homes is a challenge. The gap is structural: high upfront costs, a buying process stuck in the 90s, and a supply chain stacking layers of margin between the manufacturer and your home.
We talk with Stephen Lake, founder and CEO of Jetson, a home electrification company focused on making the transition to electric systems more affordable and sustainable. Jetson was started by the same team that built and sold North (formerly Thalmic Labs) to Google. They raised a $50M Series A earlier this year and are operating in Vancouver, Colorado and Massachusetts.
Jetson is giving heat pumps the DTC treatment and vertically integrating the entire experience - from hardware to install -building a system that functions more like mass production than a typical HVAC company.
What we cover:
Why home heating is a bigger emissions lever than switching to an EV
The structural barriers keeping heat pump adoption low - and Jetson’s thesis for closing the gap
Jetson’s strategy for turning one-off installations into a repeatable process
How Jetson thinks about entering new markets- The cold-climate and cost myths that are still slowing adoption
What a fleet of connected homes means for the customer experience
The grid integration play: demand response, time-of-use optimization, and what comes next
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Can Toronto become a global climate hub - and put Canada on the map?
Becky Park-Romanovsky is a global leader in sustainability and climate action, with a track record of launching and scaling climate-focused initiatives across multiple continents. She founded Toronto Climate Week, co-founded Climate North, is a lecturer on Social Entrepreneurship at IE University in Madrid, and previously developed carbon offset projects across the Americas, Africa, Middle East, and Eastern Europe.
TOCW is a decentralized platform - part convener, part infrastructure layer for Canada's climate ecosystem. Their October kickoff was planned as a single day with 20 events. Instead, it drew 100 events, 5,000 attendees, and representation from 30 countries - with zero international outreach. The full week runs June 1–7 with 200+ events across 16 tracks.
We get into:
Toronto's potential as a climate hub - where it's strong and who still needs to come to the table
Why corporate climate action isn't slowing down even as public commitments disappear
The strategy behind radical inclusion - arts, sports, culture
Building the infrastructure to turn a week of conversations into measurable outcomes
What Canada's climate ecosystem looks like if Toronto gets this right
We're happy to be supporting TOCW in their inaugural year as a media partner.
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The battery storage market is growing - and the supply chain feeding it runs largely through overseas cell manufacturers. At the same time, the first wave of EV batteries is aging out of vehicles, with nowhere obvious to go.
Moment Energy is building the infrastructure to address both problems at once, repurposing retired EV battery packs for commercial energy storage. Their platform takes battery cells that still hold around 80% of their original capacity and redeploys them as stationary battery energy storage. Unlike competitors sourcing cells from overseas, Moment's feedstock is already here: in EVs across Canada and the US.

Sumreen Rattan is co-founder and COO of Moment Energy. The company closed a US$15M Series A from Amazon's Climate Pledge Fund and Voyager Ventures, secured a $20.3M DOE grant for a Texas gigafactory, and holds supply agreements with Nissan North America and Mercedes-Benz.
What we cover:
Moment’s second-life thesis - why a battery with 80% capacity remaining is too valuable to recycle

Putting together supply partnerships with Nissan and Mercedes-Benz

Data centres as a new customer category

The domestic supply chain advantage as FEOC rules reshape North American procurement

What's slowing energy storage deployment in Canada

Building at gigafactory scale and solving the talent gap

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Canada's carbon removal sector punches well above its weight. We're home to leaders in direct air capture, mineral and ocean pathways and international companies are moving projects to Canada. The question is whether Canada will move ambitiously enough to capitalize before the window closes.
Na'im Merchant is the Executive Director of Carbon Removal Canada, the country's leading CDR advocacy non-profit. In March 2026, his organization helped anchor the Advance Carbon Removal Coalition - a $100M commitment from the federal government, RBC, BMO, and Shopify to back Canadian projects by 2030.
Carbon Removal Canada is the connective tissue the sector needed: a technology-agnostic, independent organization that coordinates policy, organizes the ecosystem, and builds the demand signals that help projects get financed. Their economic modelling shows CDR starts saving Canada money by 2035, cutting the marginal cost of reaching net zero by over 50% by 2050.
What we cover:
Why Na'im left global health for carbon removal
What $100M actually unlocks - and why a government buyer matters
The economic argument: how CDR saves Canada money on the path to net zero
Industrial integration: mining, steel, and forestry as CDR opportunities
Trough of disillusionment or normal maturation?
The US pullback: genuine competitive opening for Canada, or missed opportunity?
What policy and capital levers need to be pulled to realize this gigatonne-scale potential
Links:
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The green fuels transition has a cost problem. Mandates are arriving, corporate targets are being set, but sustainable aviation fuel and renewable diesel keep stalling on the same issue: price.
Jochem Kamstra is the founder of Secant Fuel, a Canadian startup turning CO2 into syngas, the building block for low-carbon fuels like methanol and sustainable aviation fuel. Secant Fuel uses heat - not electricity - to create its fuels, allowing them to better compete with fossil fuels on price, and a distributed production model that integrates with industry.
That's the threshold that has eluded this space for decades. Hit it, and the addressable market is measured in trillions.
In this episode:
Why Secant can hit fossil fuel price points when green hydrogen couldn't
The surprising challenge of finding CO2 feedstocks, and it’s scarcer than you’d expect
How carbon utilization changes the project economics of carbon capture
The case for distributed, smaller-scale production and selling direct
Why picking the right markets is key to success - and where Secant Fuel is finding traction
What Europe's SAF mandate and Canada's Clean Fuel Regulations mean for the market
Why investors now demand cheaper-than-fossil, not just greener-than-fossil
What the Hard Climate venture builder model gave Secant that a traditional incubator couldn't
Links:
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→ Full show notes and resources
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→ Feedback or guest ideas: [email protected]