Food waste, and the limits of landfills
Investment in energy infrastructure has so far been the central means by which private capital firms are helping to tackle the climate crisis. But another major contributor to global emissions comes from key industrial processes such as food decomposition and steel production.
In this episode of Stories of Transformation we are joined by Cory Steffek, a managing director at Ara Partners, a private markets investor which is supporting the decarbonisation of some of these processes.
We discuss the firm’s investment thesis (1:00); preparing the sector for larger pools of capital (2:48) and the exit opportunities that could exit moving forward (5:01); Ara’s investment in food waste, and the opportunity presented by demands on landfills (5:44); Divert’s defensible moat (8:58); balancing financial returns with ethical investing (10:41); and Ara’s approach to value creation (13:09).
