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Minding the Gap

Closing the “Missing Middle” in Energy Infrastructure Finance

In this expert spotlight session we sat down with Kurt Waltzer, Senior Advisor at the Clean Air Task Force (CATF), to tackle the most critical bottleneck in the energy transition: the “Missing Middle.” While venture capital fuels early innovation and infrastructure funds seek mature assets, there is a massive financing gap for the first-of-a-kind (FOAK) commercial projects that the world desperately needs.

Kurt Waltzer - Focused on driving energy system level ...

Waltzer introduces the framework of Systemic Bankability, arguing that decarbonization is no longer just a technology challenge, but a systems engineering challenge involving finance, policy, and risk management. From the lessons of the nuclear and gas industries to the unique infrastructure hurdles in the Global South, this conversation provides a roadmap for moving climate tech from promising pilots to bankable, repeatable reality.

See full analysis of our discussion here.

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