Nordic Alpha Partners

In her new article, our Head of ESG Hannah Perregaard takes a detailed look at the complex EU regulation around Battery Energy Storage Systems and what it has meant for our investment in STABL Energy 🔋 As the world electrifies and more vehicles and machines rely on battery power, millions of tons of batteries will reach their first “end-of-life” cycle every year. At the same time, brand new batteries are discarded before ever being used, due to faulty production or transportation, and even unused batteries sit idle in warehouses due to overproduction.   Repurposing even a fraction of these batteries into stationary storage could save millions of tons of CO₂, while accelerating renewable energy integration. However, as the sector begins to pick up pace and European innovation starts to take off, we’re seeing a common pattern in terms of regulation from the EU 👮♂️ In the article, Hannah explains the dilemma and its implications in detail, while drawing on the direct effects it has had on our pioneering investment in the space 🔎

Our pioneering 3D print company DyeMansion has acquired ASM | Additive Surfaces 🤝 Together with Nordic Alpha Partners, Dyemansion is on a journey to consolidate the global 3D print processing sector, and the ASM acquisition marks the first part of its strategy to bring the industry forward. The move also adds an exciting new product to Dyemansion's vast offering of post-processing machines, giving its long list of clients access to entry-level vapor smoothing 🌪️ Keeping with our deep focus on sustainability, ASM's technology is based on a reusable solvent cartridge system, using only non-toxic, PFAS-free substances 🌱 Congratulations again to the entire team at Dyemansion and ASM, notably Felix Ewald, Philipp Kramer, Philipp Ziegler and Jakob Neuhäuser!

Why we invested in STABL Energy 🔋 Battery energy storage is one of the most powerful levers in the global energy transition. Without it, renewable power can’t scale, the grid can’t use it, and industries can’t balance peak loads. In short, all hopes of global electrification disappear ⚡️ But today’s battery storage systems come with two hidden barriers: high cost and low efficiency. That’s where STABL comes in. With a world-leading modular multilevel architecture, STABL can integrate batteries of varying ages, chemistries, and health levels into a reliable, and more efficient storage system. Even with severely aged batteries, STABL has proven a round-trip efficiency of its battery system of 94.6% vs market standards around 80-85%, making its solution truly unrivalled.   By automatically compensating and buffering weak modules, cutting conversion losses, and enabling seamless integration of all EV and Second-chance batteries, the results are staggering: - 67% longer battery lifecycle span ♻️ - At least 75% capacity guarantee for up to 15 years 📊 - Reduced operating costs by up to 70% 💸 - Increased resilience and flexibility for the grid 🔌 Globally, more than 1.2 million tons of EV batteries will reach end-of-first-life annually by 2030. At the same time, hundreds of thousands of new EV batteries are discarded before ever being used.    Repurposing even a fraction into stationary storage could save millions of tons of CO₂, while accelerating renewable energy integration.   STABL transforms this challenge into an opportunity: lowering costs, extending the lifecycle of critical raw materials and providing storage capacity to industries anywhere in the world via a fully containerised solution 🚚 Since Nordic Alpha Partners’ entry two years ago, the asset has grown by +500%, explored several new value streams and doubled down on meaningful industry partnerships. It was important for us to not just support a new battery player, but to support one that can change the entire battery value chain for good. That’s why we invested in STABL 🤝

Variolytics is a strong example of how advanced European industrial innovation and technology can drive both financial returns and very large sustainability impact. #EconomicSustainability #ReIndustrialization

Why we invested in Variolytics💧 Wastewater is one of the world’s hidden climate challenges 🌍 Treatment plants emit around 2.5% of global CO₂ — equal to the entire aviation industry! And the real culprit isn’t any of the foul-smelling gasses. It’s nitrous oxide (N₂O) - a greenhouse gas 300x more potent than CO₂ 💨 Emitted during the final phase of treatment, N₂O has historically been expensive and difficult to measure — and nearly impossible to reduce at scale – Until now. With world-first liquid-to-gas sensor technology spun out of the Fraunhofer Institute, combined with advanced AI, Variolytics enables wastewater operators to detect and analyse emissions real time. This results in: - Customised and tailored chemical treatment, cutting emissions by up to 50% - Reduced use of chemicals - General energy reductions by up to 20% In Europe alone, wastewater treatment plants emit around 35 million tons of greenhouse gases (CO₂e) annually — the majority from nitrous oxide. Cutting N₂O emissions by 50% could avoid over 17 million tons every year — the same as removing nearly 3.7 million cars from the roads. At the same time, rising energy costs, tightening EU climate regulations, and stricter compliance checks are putting wastewater plants under increasing pressure. Variolytics lowers running costs, makes EU compliance easy and gives time back to operators on the ground. The unique performance, low entry price and two-hour plug-and-play installation has resulted in 300% customer growth since our investment entry in 1Q25. It is a textbook example of our BCSA approach, identifying new technology that is Better, Cheaper, Simpler to integrate, and Available at scale. Delivering out-sized impact returns for the planet is key to Nordic Alpha Partners, and we believe Variolytics can turn wastewater treatment into part of the climate solution. That’s why we’re proud to have invested in the Variolytics technology and support the team on their journey. #whyweinvested #greentransition #greentech #watertech #decarbonisation #hypertransformation

Database™ has featured Nordic Alpha Partners's new corporate identity! Showcasing our website and new look on its "index of the finest" - Database referred to it as reflecting "precision, scalability, and bold ambition". We initiated the re-design to convey exactly that, while also creating an identity that highlights our unique focus on transformative industrial technology and operational value creation. The new platform also supports rich flows of insights, offers a more diverse set of services, and resonate with a wider group of stakeholders in the financial ecosystem. Thanks again to Urgent.Agency for the brilliant collaboration, creative ambition and for capturing the essence of Nordic Alpha Partners 🤝

What’s one of the biggest challenges in the construction industry? It’s simple: the power of the sun ☀️ From the moment a building is completed, solar energy is hitting its glass façade. Most of the energy arrives as heat — and anyone who’s stepped inside a greenhouse knows how glass traps heat 🌡️ The world’s current answer to this? External shading, various blinds, coatings, and huge air-conditioning systems 💸 But those systems are expensive to maintain, take up valuable space — and consume enormous amounts of energy. What if a solar "shield" was built directly into the glass itself? 🛡️ That’s exactly what MicroShade A/S has done: its next-generation and near-invisible membrane delivers the best light-to-energy ratio on the market — keeping buildings bright, comfortable, and energy-efficient while massively reducing the need for cooling. Cooling of buildings is responsible for a major share of global emissions. With MicroShade, there is finally a fully scalable solution that makes glass façades both sustainable and economical. Nordic Alpha Partners believes this technology can redefine how the world builds — and help bend the emissions curve! #greentransition #greentech #growthequity #decarbonisation #hypertransformation

Nordic Alpha Partners acquires the revolutionary solar shading technology of MicroShade A/S MicroShade has developed a patented 3D micro-structure that is seamlessly built into windowpanes – solving some of the most persistent challenges in construction: balancing solar heat, natural light, and outward visibility. Why it matters: 🏢 Buildings generate more than 30% of EU energy-related emissions ❄️ Heating & cooling alone account for ~25% of global CO₂ emissions 💡 MicroShade delivers a five-fold improvement in light-to-energy ratio compared to alternative shading solutions For real estate asset managers, the technology unlocks major cost savings and revenue potential: ✔ No need for external shading systems and their upkeep ✔ Smaller, less complex HVAC systems ✔ Valuable square meters reclaimed due to increased office flexibility and removal of double facades The result is lower operating costs, higher net operating income, and stronger asset valuations – while reducing emissions and improving tenant comfort.   With landmark projects already in place – including Copenhagen Towers, Nordea’s headquarters, and Lapp Group's head office – MicroShade is ready for accelerated international expansion.   👉 At Nordic Alpha Partners, we back technologies with both strong business cases and global decarbonisation potential, a mission we refer to as #EconomicSustainability. MicroShade is a prime example of that mission in action.   Thanks to Moalem Weitemeyer, especially Jakob Skafte-Pedersen, Thomas Enevoldsen and Fie Seibæk for their support to secure this transaction over the summer. See the full press release in the comments.   #Reindustrialisation #Decarbonisation #Greentech #ConstructionInnovation #RealEstate