Platform

Public Equities.

We invest across global capital markets with a focus on identifying sectors and business models that have the potential for outsized economics from industrial decarbonization and growth in power demand. Our investment process seeks to harness a differentiated set of scientific source materials and underwrite investment ideas that can deliver returns that compound over multiple years.


Co-Investments.

Mercator works closely with research institutions, National Labs, associated industry networks and scientific founders in the launch of new ventures focused on innovative and differentiated pathways to decarbonization at the forefront of science.

  • Eion was one of the first innovators in the deployment of enhanced rock weathering as a tool to deliver high quality durable carbon dioxide removal. Mercator believes that negative emissions is an essential tool to delivering against decarbonization goals.

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  • The harnessing of new computational tools and advanced analytics is delivering a meaningful shift in the pathway to commercial fusion energy. The team at Thea are reimagining the stellarator reactor design with the use of these tools.

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  • The challenge to reduce emissions in heavy duty transport will require solutions that meet the unique duty cycles within commercial trucking. Hydrogen as a fuel is going to be one such solution and the team as CSH2 are designing a refueling infrastructure that will meaningfully accelerate the pathway to total cost of ownership comparable to incumbents.

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Academic Partnerships.

We believe building an understanding of the pathways to decarbonize society globally requires a set of source references that extends beyond those traditionally deployed by public equity investors. The research and detailed analysis conducted within academia and across National Labs, provides a source of insight that Mercator has harnessed and championed since launch.

Mercator sponsors research across a number of institutions and has partnerships and connections which allow access to faculty in working on diligence and investment themes.

  • The Andlinger Center for Energy and the Environment at Princeton is a multidisciplinary research and education center, whose singular mission is to develop technologies and solutions to accelerate a path to emissions reduction. A key focus of the center is to translate fundamental knowledge into practical solutions that enable sustainable energy production and the protection of the environment and global climate from energy-related anthropogenic change.

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Princeton University.

  • Columbia University's Electrochemical Energy Center is a nationally recognized institute focused on strategies to address energy storage and conversion. Our partnership with CEEC gives us access to faculty and researchers from across the School of Engineering and Climate Sciences.

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Columbia University.