taking notes

3 things to know this week: Apps open for accelerator, energy innovator bets on Houston, and more

Houston energy transition folks — here's what to know to start your week. Photo via Getty Images

Editor's note: Dive headfirst into the new week with three quick things to catch up on in Houston's energy transition.

Apply now: Greentown Labs, Evonik launch accelerator to boost sustainability in personal care products

Greentown Labs and Evonik have launched the Greentown Go Make 2025 accelerator to support startups developing sustainable technologies for the personal care industry. Photo via Evonik.us

Greentown Labs and its corporate partner, Germany-based chemicals company Evonik, are calling for submissions to a new program geared at accelerating more sustainable personal care products.

The Greentown Go Make 2025 accelerator, which is based in both Greentown's Houston and Boston-area locations and open to companies from around the world, as launched applications now through January 23.

"Designed to accelerate startup-corporate partnerships to advance climatetech, this Greentown Go program is focused on increasing sustainability within the personal-care industry through the development, introduction, and commercialization of technologies that reduce products’ manufacturing-related emissions and end-of-life environmental impact," reads a news release from Greentown. Read more.

Big deal: Houston company's $2B carbon-negative fuel project to rise in Southeast Texas

Pathway Energy has announced a major sustainable aviation fuel project in Port Arthur, Texas. Rendering courtesy of Pathway Energy

Houston developer of ultra carbon-negative fuels projects Pathway Energy announced a series of commercial-scale sustainable aviation fuel (SAF) facilities with the first being based in Port Arthur, Texas.

The project, estimated to be valued at $2 billion, will be one of the largest decarbonization projects in the world.

Pathway plans to bring commercial SAF to market with its years of experience in waste and biomass conversion processes and technologies that include biomass gasification, Fischer-Tropsch, biomass power generation, and complex biorefinery and industrial processes. Pathway will be working with companies like Sumitomo SHI FW, who will supply the project with gasification process technology packages and power production. Pathway Energy also announced a strategic partnership with Drax Global, which is a biomass feedstock provider.

"We are happy to debut with the best technology and industrial partners in the industry on a market opportunity with global significance," Steve Roberts, CEO of Pathway Energy, says in a news release. "With the ultra negative carbon intensity achieved through our process, Pathway Energy is poised to lead a global market for ultra negative fuels, driving large scale emission reductions across the aviation sector." Read more.

Listen in: This Houston innovator's innovative corrosion detection tech is vital to the future of energy

Anwar Sadek of Corrolytics joins the Houston Innovators Podcast to discuss his company's growth and move to Houston. Photo courtesy

Houston-based Corrolytics approach is to help revolutionize and digitize microbial corrosion detection — both to improves efficiency and operational cost for industrial companies, but also to move the needle on a cleaner future for the energy industry.

"We are having an energy transition — that is a given. As we are bringing new energy, there will be growth of infrastructure to them. Every single path for the energy transition, corrosion will play a primary role as well," Anwar Sadek, co-founder and CEO of Corrolytics, says on the Houston Innovators Podcast.

The technology Sadek and his team have created is a tool to detect microbial corrosion — a major problem for industrial businesses, especially within the energy sector. Sadek describes the product as being similar to a testing hit a patient would use at home or in a clinic setting to decipher their current ailments. Read more.

Trending News

A View From HETI

No critical minerals, no modern economy. Getty images

If you’re reading this on a phone, driving an EV, flying in a plane, or relying on the power grid to keep your lights on, you’re benefiting from critical minerals. These are the building blocks of modern life. Things like copper, lithium, nickel, rare earth elements, and titanium, they’re found in everything from smartphones to solar panels to F-35 fighter jets.

In short: no critical minerals, no modern economy.

These minerals aren’t just useful, they’re essential. And in the U.S., we don’t produce enough of them. Worse, we’re heavily dependent on countries that don’t always have our best interests at heart. That’s a serious vulnerability, and we’ve done far too little to fix it.

Where We Use Them and Why We’re Behind

Let’s start with where these minerals show up in daily American life:

  • Electric vehicles need lithium, cobalt, and nickel for batteries.
  • Wind turbines and solar panels rely on rare earths and specialty metals.
  • Defense systems require titanium, beryllium, and rare earths.
  • Basic infrastructure like power lines and buildings depend on copper and aluminum.

You’d think that something so central to the economy, and to national security, would be treated as a top priority. But we’ve let production and processing capabilities fall behind at home, and now we’re playing catch-up.

The Reality Check: We’re Not in Control

Right now, the U.S. is deeply reliant on foreign sources for critical minerals, especially China. And it’s not just about mining. China dominates processing and refining too, which means they control critical links in the supply chain.

Gabriel Collins and Michelle Michot Foss from the Baker Institute lay all this out in a recent report that every policymaker should read. Their argument is blunt: if we don’t get a handle on this, we’re in trouble, both economically and militarily.

China has already imposed export controls on key rare earth elements like dysprosium and terbium which are critical for magnets, batteries, and defense technologies, in direct response to new U.S. tariffs. This kind of tit-for-tat escalation exposes just how much leverage we’ve handed over. If this continues, American manufacturers could face serious material shortages, higher costs, and stalled projects.

We’ve seen this movie before, in the pandemic, when supply chains broke and countries scrambled for basics like PPE and semiconductors. We should’ve learned our lesson.

We Do Have a Stockpile, But We Need a Strategy

Unlike during the Cold War, the U.S. no longer maintains comprehensive strategic reserves across the board, but we do have stockpiles managed by the Defense Logistics Agency. The real issue isn’t absence, it’s strategy: what to stockpile, how much, and under what assumptions.

Collins and Michot Foss argue for a more robust and better-targeted approach. That could mean aiming for 12 to 18 months worth of demand for both civilian and defense applications. Achieving that will require:

  • Smarter government purchasing and long-term contracts
  • Strategic deals with allies (e.g., swapping titanium for artillery shells with Ukraine)
  • Financing mechanisms to help companies hold critical inventory for emergency use

It’s not cheap, but it’s cheaper than scrambling mid-crisis when supplies are suddenly cut off.

The Case for Advanced Materials: Substitutes That Work Today

One powerful but often overlooked solution is advanced materials, which can reduce our dependence on vulnerable mineral supply chains altogether.

Take carbon nanotube (CNT) fibers, a cutting-edge material invented at Rice University. CNTs are lighter, stronger, and more conductive than copper. And unlike some future tech, this isn’t hypothetical: we could substitute CNTs for copper wire harnesses in electrical systems today.

As Michot Foss explained on the Energy Forum podcast:

“You can substitute copper and steel and aluminum with carbon nanotube fibers and help offset some of those trade-offs and get performance enhancements as well… If you take carbon nanotube fibers and you put those into a wire harness… you're going to be reducing the weight of that wire harness versus a metal wire harness like we already use. And you're going to be getting the same benefit in terms of electrical conductivity, but more strength to allow the vehicle, the application, the aircraft, to perform better.”

By accelerating R&D and deployment of CNTs and similar substitutes, we can reduce pressure on strained mineral supply chains, lower emissions, and open the door to more secure and sustainable manufacturing.

We Have Tools. We Need to Use Them.

The report offers a long list of solutions. Some are familiar, like tax incentives, public-private partnerships, and fast-tracked permits. Others draw on historical precedent, like “preclusive purchasing,” a WWII tactic where the U.S. bought up materials just so enemies couldn’t.

We also need to get creative:

  • Repurpose existing industrial sites into mineral hubs
  • Speed up R&D for substitutes and recycling
  • Buy out risky foreign-owned assets in friendlier countries

Permitting remains one of the biggest hurdles. In the U.S., it can take 7 to 10 years to approve a new critical minerals project, a timeline that doesn’t match the urgency of our strategic needs. As Collins said on the Energy Forum podcast:

“Time kills deals... That’s why it’s more attractive generally to do these projects elsewhere.”

That’s the reality we’re up against. Long approval windows discourage investment and drive developers to friendlier jurisdictions abroad. One encouraging step is the use of the Defense Production Act to fast-track permitting under national security grounds. That kind of shift, treating permitting as a strategic imperative, must become the norm, not the exception.

It’s Time to Redefine Sustainability

Sustainability has traditionally focused on cutting carbon emissions. That’s still crucial, but we need a broader definition. Today, energy and materials security are just as important.

Countries are now weighing cost and reliability alongside emissions goals. We're also seeing renewed attention to recycling, biodiversity, and supply chain resilience.

Net-zero by 2050 is still a target. But reality is forcing a more nuanced discussion:

  • What level of warming is politically and economically sustainable?
  • What tradeoffs are we willing to make to ensure energy access and affordability?

The bottom line: we can’t build a clean energy future without secure access to materials. Recycling helps, but it’s not enough. We'll need new mines, new tech, and a more flexible definition of sustainability.

My Take: We’re Running Out of Time

This isn’t just a policy debate. It’s a test of whether we’ve learned anything from the past few years of disruption. We’re not facing an open war, but the risks are real and growing.

We need to treat critical minerals like what they are: a strategic necessity. That means rebuilding stockpiles, reshoring processing, tightening alliances, and accelerating permitting across the board.

It won’t be easy. But if we wait until a real crisis hits, it’ll be too late.

———

Scott Nyquist is a senior advisor at McKinsey & Company and vice chairman, Houston Energy Transition Initiative of the Greater Houston Partnership. The views expressed herein are Nyquist's own and not those of McKinsey & Company or of the Greater Houston Partnership. This article originally appeared on LinkedIn on April 11, 2025.


Trending News