An article by Tal Shahaf, published on Ynet, follows a comprehensive market outlook authored by NetZero Tech Ventures.
The analysis draws on NetZero’s extensive hands-on experience investing in and working with climate and energy startups, offering a forward-looking view of where capital is expected to flow in 2026. It reflects the team’s deep sector knowledge and long-term perspective on how global priorities in climate, energy, and infrastructure are evolving.
According to NetZero’s outlook, 2026 will mark a clear shift in investor priorities. The global agenda is shifting from “advancing the energy transition” to a more pragmatic goals: delivering resilient, abundant, and clean power to meet surging demand and strengthen energy and resources resilience sovereignty. At the same time, the bar has risen for climate-tech companies, where investors now expect to see a credible route to low costs and products that satisfy demand regardless of policy swings.
NetZero identifies the following as key focus areas for 2026:
- Reliable clean power: geothermal, advanced nuclear, and dedicated data-center energy solutions
- Grid resilience: utility-scale grid modernization
- Data-center cooling: technologies for energy-intensive compute infrastructure
- Supply-chain independence: critical minerals, circular manufacturing, and advanced recycling for AI, defense, and advanced manufacturing
Read the full article (in English): link