We’ve invested billions in reshoring manufacturing, hardening supply chains, and pursuing energy independence. But without resilient natural systems, those efforts rest on shaky ground. Energy and industry both rely on air, water, land, and minerals that are increasingly stressed, concentrated, or poorly managed.

Earth Systems is the base layer of resilience that enables energy abundance and industrial strength. It is about resource security as a national and industrial strategy.

Global supply chains are under strain. Disruptions, escalating tariffs, and rising labor costs are forcing a rethink of how and where critical components are made. At the same time, aging workforces and demand for higher output are driving a structural shift toward greater efficiency, automation, and resiliency. This technological shift is moving the industry beyond a focus on cost reduction to one of agility and risk mitigation.

With the advent of robotics, AI, and new software capabilities across the value chain, the next wave of manufacturing will be leaner, faster, and more efficient than ever before.

The global energy system is at an inflection point. Demand is rising relentlessly, driven by electrification, AI, and robotics, while traditional supply struggles to keep pace. The result is a multi-trillion-dollar race to build the next era of energy infrastructure. Energy-related venture deals have surged since 2020, reflecting both the urgency of the challenge and the scale of the prize.

At M1C, we invest in breakthrough generation, storage, and energy management technologies to power this future—where cheap, abundant energy is not optional but foundational.

Circularity Report

Energy Report

Carbon Markets Report

Mobility Report