Energy efficiency is the invisible backbone of industrial decarbonization. Whether in electric mobility, clean energy systems, or advanced manufacturing, the ability to manage heat effectively determines both performance and sustainability. Yet, insulation, one of the simplest levers for efficiency, remains underserved by innovation and dominated by low-performance materials.

From mobility and electronics to infrastructure and energy, advanced materials are enabling a new wave of performance, efficiency, and sustainability. As investors in deep science and emerging technologies, we see them not as a vertical but as a horizontal platform — one that quietly powers progress across industries.In this piece, we define what advanced materials are, explore where and how they’re being adopted, and examine the capital flows accelerating their development.