Planckton Data co-founders were recently featured on Energy Tech Startups Podcast. Courtesy photo

There’s a reason “carbon footprint” became a buzzword. It sounds like something we should know. Something we should measure. Something that should be printed next to the calorie count on a label.

But unlike calories, a carbon footprint isn’t universal, standardized, or easy to calculate. In fact, for most companies—especially in energy and heavy industry—it’s still a black box.

That’s the problem Planckton Data is solving.

On this episode of the Energy Tech Startups Podcast, Planckton Data co-founders Robin Goswami and Sandeep Roy sit down to explain how they’re turning complex, inconsistent, and often incomplete emissions data into usable insight. Not for PR. Not for green washing. For real operational and regulatory decisions.

And they’re doing it in a way that turns sustainability from a compliance burden into a competitive advantage.

From calories to carbon: The label analogy that actually works

If you’ve ever picked up two snack bars and compared their calorie counts, you’ve made a decision based on transparency. Robin and Sandeep want that same kind of clarity for industrial products.

Whether it’s a shampoo bottle, a plastic feedstock, or a specialty chemical—there’s now consumer and regulatory pressure to know exactly how sustainable a product is. And to report it.

But that’s where the simplicity ends.

Because unlike food labels, carbon labels can’t be standardized across a single factory. They depend on where and how a product was made, what inputs were used, how far it traveled, and what method was used to calculate the data.

Even two otherwise identical chemicals—one sourced from a refinery in Texas and the other in Europe—can carry very different carbon footprints, depending on logistics, local emission factors, and energy sources.

Planckton’s solution is built to handle exactly this level of complexity.

AI that doesn’t just analyze

For most companies, supply chain emissions data is scattered, outdated, and full of gaps.

That’s where Planckton’s use of AI becomes transformative.

  • It standardizes data from multiple suppliers, geographies, and formats.
  • It uses probabilistic models to fill in the blanks when suppliers don’t provide details.
  • It applies industry-specific product category rules (PCRs) and aligns them with evolving global frameworks like ISO standards and GHG Protocol.
  • It helps companies model decarbonization pathways, not just calculate baselines.

This isn’t generative AI for show. It’s applied machine learning with a purpose: helping large industrial players move from reporting to real action.

And it’s not a side tool. For many of Planckton’s clients, it’s becoming the foundation of their sustainability strategy.

From boardrooms to smokestacks: Where the pressure is coming from

Planckton isn’t just chasing early adopters. They’re helping midstream and upstream industrial suppliers respond to pressure coming from two directions:

  1. Downstream consumer brands—especially in cosmetics, retail, and CPG—are demanding footprint data from every input supplier.
  2. Upstream regulations—especially in Europe—are introducing reporting requirements, carbon taxes, and supply chain disclosure laws.

The team gave a real-world example: a shampoo brand wants to differentiate based on lower emissions. That pressure flows up the value chain to the chemical suppliers. Who, in turn, must track data back to their own suppliers.

It’s a game of carbon traceability—and Planckton helps make it possible.

Why Planckton focused on chemicals first

With backgrounds at Infosys and McKinsey, Robin and Sandeep know how to navigate large-scale digital transformations. They also know that industry specificity matters—especially in sustainability.

So they chose to focus first on the chemicals sector—a space where:

  • Supply chains are complex and often opaque.
  • Product formulations are sensitive.
  • And pressure from cosmetics, packaging, and consumer brands is pushing for measurable, auditable impact data.

It’s a wedge into other verticals like energy, plastics, fertilizers, and industrial manufacturing—but one that’s already showing results.

Carbon accounting needs a financial system

What makes this conversation unique isn’t just the product. It’s the co-founders’ view of the ecosystem.

They see a world where sustainability reporting becomes as robust as financial reporting. Where every company knows its Scope 1, 2, and 3 emissions the way it knows revenue, gross margin, and EBITDA.

But that world doesn’t exist yet. The data infrastructure isn’t there. The standards are still in flux. And the tooling—until recently—was clunky, manual, and impossible to scale.

Planckton is building that infrastructure—starting with the industries that need it most.

Houston as a launchpad (not just a legacy hub)

Though Planckton has global ambitions, its roots in Houston matter.

The city’s legacy in energy and chemicals gives it a unique edge in understanding real-world industrial challenges. And the growing ecosystem around energy transition—investors, incubators, and founders—is helping companies like Planckton move fast.

“We thought we’d have to move to San Francisco,” Robin shares. “But the resources we needed were already here—just waiting to be activated.”

The future of sustainability is measurable—and monetizable

The takeaway from this episode is clear: measuring your carbon footprint isn’t just good PR—it’s increasingly tied to market access, regulatory approval, and bottom-line efficiency.

And the companies that embrace this shift now—using platforms like Planckton—won’t just stay compliant. They’ll gain a competitive edge.

Listen to the full conversation with Planckton Data on the Energy Tech Startups Podcast:

Hosted by Jason Ethier and Nada Ahmed, the Digital Wildcatters’ podcast, Energy Tech Startups, delves into Houston's pivotal role in the energy transition, spotlighting entrepreneurs and industry leaders shaping a low-carbon future.


Yao Huang is the guest on the latest episode of the Energy Tech Startups Podcast. Courtesy photo

Tech entrepreneur turned climate investor is on a mission to monetize carbon removal

now streaming

The climate conversation is evolving — fast. It’s no longer just about emissions targets and net-zero commitments. It’s about capital, infrastructure, and execution at industrial scale.

That’s exactly where Yao Huang operates. A seasoned tech entrepreneur turned climate investor, Yao brings sharp clarity to one of the biggest challenges in climate innovation: how do we fund and scale technologies that remove carbon without relying on goodwill or government subsidies?

In this episode of the Energy Tech Startups Podcast, Yao sits down with hosts Jason Ethier and Nada Ahmed for a wide-ranging conversation that redefines how we think about decarbonization. From algae-based photobioreactors that capture CO₂ at the smokestack, to financing models that mirror real estate and infrastructure—not venture capital—Yao lays out a case for why the climate fight will be won or lost on spreadsheets, not slogans.

Her message is as bold as it is practical: this isn’t about saving the planet for the sake of it. It’s about building profitable, resilient systems that scale. And Houston, with its industrial base and project finance expertise, is exactly the place to do it.

The 40-Gigaton Challenge—and a Pandemic Pivot

Yao’s entry into climate wasn’t part of a long-term plan. It was sparked by a quiet moment during the pandemic—and a book.

Reading How to Avoid a Climate Disaster by Bill Gates, she came to two uncomfortable realizations:

  1. The people in power don’t actually have this figured out, and
  2. She would be alive to suffer the consequences.

That insight jolted her out of the traditional tech world and into climate action. She studied at Stanford, surrounded herself with mentors, and began diving into early-stage climate deals. But she quickly realized that most of the solutions she was seeing were still years away from commercialization.

So she narrowed her focus: no R&D moonshots, no science experiments—just deployable solutions that could scale now.

Carbon Optimum: Where Algae Meets Infrastructure

That’s how she found Carbon Optimum, a company using algae photobioreactors to remove CO₂ directly from industrial emissions. Their approach is both elegant and economic:

  • Install algae reactors next to major emitters like coal and cement plants.
  • Feed the algae with flue gas, allowing it to absorb CO₂ in a controlled system.
  • Harvest the algae and convert it into valuable commodities like bio-oils, fertilizer, and food ingredients.

It’s a nature-based solution, enhanced by engineering.
One acre of tanks can capture emissions and generate profit—without subsidies.

“This is one of the few solutions I’ve seen that can scale profitably and quickly,” Yao says. “And we’re not inventing anything new—we’re just doing it better.”

The Real Problem? It’s Capital, Not Carbon

As an investor, Yao is blunt: most climate startups are misaligned with the capital markets.

They’re following a tech startup playbook—built for SaaS, not steel. But building climate infrastructure requires a completely different approach: project finance, blended capital, debt structures, carbon credit integration, and regulatory incentives.

“Climate tech is more like real estate or healthcare than software,” Yao explains. “You don’t raise six rounds of venture. You build a stack—grants, equity, debt, tax credits—and you structure your project like infrastructure.”

It’s not just theory. It’s exactly how Carbon Optimum is expanding—through partnerships, offtake agreements, and real-world deployments. And it’s why she believes many climate startups fail: they don’t speak the language of finance.

Houston’s Role in the Climate Capital Stack

For Yao, Houston isn’t just a backdrop—it’s a strategic asset.

The city’s deep bench of project finance professionals, commodity traders, lawyers, and infrastructure veterans makes it uniquely positioned to lead the deployment phase of climate solutions.

“We’ve been calling it the wrong thing,” she says. “This isn’t just about climate—it’s an energy transition. And Houston knows how to build energy infrastructure at scale.”

Still, she notes, the ecosystem needs to evolve. Less education, more execution. Fewer workshops, more closers.

“Houston could be the epicenter of this movement—if we activate the right people and get the right projects over the line.”

From Carbon Capture to Circular Economies

The potential applications of Carbon Optimum’s algae platform go beyond carbon capture. Because the output—algae biomass—can be converted into:

  • Renewable oil
  • High-efficiency fertilizers (critical in today’s geopolitically fragile supply chains)
  • Food ingredients rich in protein and nutrients
  • Even biochar, a highly stable form of carbon sequestration

It’s scalable, modular, and location-agnostic. In island nations, Yao notes, these systems can offer energy independence by turning waste CO₂ into local energy and fertilizer—without needing to import fuels or food.

“It’s not just emissions reduction. It’s economic sovereignty through circular systems.”

Doing, Not Just Talking

One of Yao’s key takeaways for founders? Don’t waste time. Climate startups don’t have the luxury of trial-and-error cycles stretched over years.

“Founders need to get real about what it takes to scale: talent, capital, storytelling, partnerships. If you’re not ready to do that, maybe you should be a CSO, not a CEO.”

She also points out that founders don’t need to hire everyone—they need to tap the right networks. And in cities like Houston, those networks exist—if you know how to motivate them.

“It takes a different kind of leadership. You’re not just raising money—you’re moving people.”

Why This Episode Matters

This conversation is for anyone who’s serious about scaling real solutions to the climate crisis. Whether you’re a founder navigating capital markets, an investor seeking return and impact, or a policymaker designing the frameworks — Yao Huang offers a grounded, urgent, and actionable perspective.

It’s not about hope. It’s about execution.

Listen to the full episode of the Energy Tech Startups Podcast with Yao Huang:


--
Hosted by
Jason Ethier and Nada Ahmed, the Digital Wildcatters’ podcast, Energy Tech Startups, delves into Houston's pivotal role in the energy transition, spotlighting entrepreneurs and industry leaders shaping a low-carbon future.


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Texas awards $73M for Houston-area grid resilience project

grid funding

Texas Gov. Gregg Abbott announced millions in funding for energy resilience projects around this state this week, with one major project set to impact the greater Houston area.

As part of the Texas Energy Fund's Outside of ERCOT Grant Program, the state announced a roughly $73 million agreement with the Sam Houston Electric Cooperative to replace and upgrade more than 9,000 electric poles and improve other equipment in Montgomery, Liberty and Hardin counties. The agreement is the first for the fund's Outside of ERCOT Grant Program, which supports state projects outside of the state's largest grid.

The multibillion-dollar Texas Energy Fund aims to "finance the construction, maintenance, and modernization of electric facilities across Texas." It was approved by voters in 2023. Other programs within the fund include the:

  • In-ERCOT Generation Loan Program
  • Completion Bonus Grant Program
  • Texas Backup Power Package Program

“The Texas Energy Fund delivers real results for Texans and strengthens the electric systems that families, businesses, and communities depend on,” Abbott said in a news release. “This grant to Sam Houston Electric Cooperative will replace thousands of vulnerable utility poles to better withstand severe weather and ensure a more reliable and resilient grid in East Texas.”

The Houston-area project, nicknamed Steel Anchor, is expected to be completed by June 2031. According to the release from the governor's office, the Sam Houston Electric Cooperative’s territory is one of the most hurricane-prone service areas in the state. The cooperative serves more than 38,000 Texas consumers

“Over the past decade, Sam Houston EC has strategically replaced poles to improve the strength of its electricity distribution system. This grant will boost the Cooperative’s ongoing grid-hardening and resiliency program,” Doug Turk, CEO of the Sam Houston Electric Cooperative, added in the release.

Following the announcement of the Sam Houston funding, Abbott's office also awarded another $200 million from the Outside of ERCOT Grant Program to upgrade approximately 700 miles of power equipment in Northeast Texas. The equipment is operated by Southwestern Electric Power Company, which serves more than 192,000 Texas consumers. The project will include improvements to 200 circuits, replacing aging copper wire with aluminum alloy conductors and replacing existing utility poles.

Additionally, the state announced its seventh Texas Energy Fund loan agreement for a 570 megawatt natural gas power plant in Sherman, Texas. The 20-year loan of up to $411 million is between the Public Utility Commission of Texas and Rayburn Electric Cooperative and is part of the fund's In-ERCOT Generation Loan Program. Rayburn will build the facility near its existing Rayburn Energy Station 1 in the Texoma region. It will connect to the ERCOT North Load Zone.

“When Texas voters overwhelmingly approved the Texas Energy Fund, they gave us a mandate to secure new, reliable power generation for Texas,” PUCT Chairman Thomas Gleeson added in a release. “The TxEF is delivering on that promise, and Rayburn Electric Cooperative’s new 570 MW power plant is proof. We are ensuring Texas families and businesses have power they can depend on for years to come.”

Solar manufacturer announces massive new facility in Houston area

coming soon

SEG Solar has announced plans to open a new 1.15 million-square-foot solar module facility in Tomball—its third in the Houston area.

The news comes just weeks after the Houston-based solar manufacturer announced its second facility, which will be located in Cypress. It’s expected to open in August.

The latest 4.6-gigawatt facility in Tomball will include an assembly factory and a warehouse. Construction is slated to wrap in March 2027, with commercial panel production planned to begin in May 2027. Once completed, the facility will bring SEG’s annual U.S. module manufacturing capacity to 10.6 gigawatts, according to a news release from the company, one of the largest totals in the country.

The facility will produce heterojunction technology (HJT) modules, which the company says will add to the number of n-type solar panels made in the U.S. HJT modules are known to be more durable and are well suited for hotter climates.

“Designed to support next-generation HJT technology and FEOC-compliant production, the facility ensures reliable, high-efficiency solar solutions,” Raymond Bailey, sales manager at SEG Solar, said in a LinkedIn post. “ Alongside upstream integration in Indonesia and potential U.S. cell manufacturing, we are strengthening supply chain resilience amid evolving trade policies.”

SEG opened its $60 million, 250,000-square-foot facility in Houston in 2024 to house its production workshops, raw material warehouses, administrative offices, finished goods warehouses, and supporting infrastructure. The continued expansion is part of SEG’s long-term goal of becoming one of the largest 100 percent U.S.-owned module manufacturers.

Houston chemical co. completes successful field trial of cleaner natural gas processing tech

successful trial

Houston-based Merichem Technologies has announced successful results from the field trial of its new hydrogen sulfide (H2S) removal technology in the Permian Basin.

The technology, known as ECOTREAT, removed more than 99 percent of hydrogen sulfide gas from natural gas streams, or “sour gas,” without producing solid waste during the month-long trial. It also showed sustained performance even when operating above the unit’s design capacity, according to a news release.

“The industry is continually seeking to reduce both the price and complexity of removing hydrogen sulfide from gas production, especially since oil production has shifted to increasingly sour sources, higher gas ratios, and higher water ratios,” Jeff Gomach, SVP, Merichem Technologies, said in a news release. “ECOTREAT met all its field trial objectives and provides a highly effective method for removing hydrogen sulfide to prevent equipment corrosion, ensure worker safety, meet environmental regulations, and maintain product quality for transport.

H2S found in natural gas can turn the gas toxic or hazardous and lead to corrosion in pipelines and processing equipment. However, standard H2S removal technologies create high levels of solid waste. ECOTREAT resolves many of those issues by using an aqueous-phase proprietary catalytic process that converts H2S into dissolved thiosulfate.

Next, Merichem says it plans to move the technology out of the pilot stage to full-scale commercialization.

Merichem, an 80-plus-year-old company, initially launched as a soap and industrial cleaning company. It eventually transitioned to focus on energy technology.

In 2024, Black Bay Energy acquired a portion of Merichem Process Technologies and Merichem Catalyst Products, which would become Merichem Technologies.