Sightline Climate (CTVC)

Today, we’re proud to unveil Sightline Climate, our new market intelligence platform for the new climate economy. Built on the foundation of the CTVC newsletter, Sightline Climate’s subscription intelligence product goes beyond the inbox with data, tools, and frameworks to bring clarity to industry professionals navigating climate transition decisions. More than 20 leading investors, corporates, and governments already use the platform including the U.S. Department of Energy (DOE), BHP, and Galvanize Climate Solutions. ???Explore Sightline Climate here: https://lnkd.in/eppSXmJY The highlights: ?? Launching the Sightline Climate platform. We’ve launched a new market intelligence product for investors, corporates, and governments building and financing the new climate economy. Use Sightline Climate to chart your path across the evolving climate landscape and spot when inflection points happen in climate sectors and technologies. ?? Introducing “CTVC, by Sightline Climate”. We’ve rebranded our [parent] company name to Sightline Climate. After all, the new climate economy has grown beyond VC. But that’s all just an FYI, the name of this CTVC Newsletter won’t change. ?? The platform is live! The Sightline platform is already up and running, used daily by 20+ clients, from energy and industrial corporates, climate investors, major financial institutions, and governments, including the U.S. Department of Energy (DOE), BHP, Galvanize Climate Solutions, B Capital , Global Infrastructure Partners (GIP), and Acario Tokyo Gas. P.S. We're hiring! https://lnkd.in/eu4rCxnG (And don’t worry—the free CTVC newsletter isn’t going anywhere…well, except to get better and better ??). As seen in the CTVC newsletter: https://lnkd.in/eZzSCHp8 Press release: https://lnkd.in/eWgzQjxt https://lnkd.in/eppSXmJY

??? We hit CERAWeek 2025 — and the talk of the town was the demand for more power — and more problems. From tough talks on gas turbines to a potential nuclear renaissance, here’s what stood out. In deals: ?? $40m for specialty chemicals manufacturing (Scimplify) ?? $28m for direct air carbon capture (Capture6) ?? $28m for grid power storage (Equilibrium Energy) In other news: ?? Trump’s tariffs come into effect, shaking trade across industries ?? Northvolt files for bankruptcy amid EU support struggles ?? EPA’s deregulation efforts shake the clean energy sector ?? In job openings: Research Associate, Grid - Sightline Climate (CTVC) (Join us!!) Full Stack Founding Engineer - Fram Energy Investment Analyst - Angeleno Group Policy Manager - Carbon Business Council Full Stack Engineer -?Sunairio Strategic Finance Manager -?Lunar Energy Product Manager -?Verse Research and Data Insights Intern -?RMI Read more here: https://lnkd.in/g-cMwzpC . . . . . #CERAWeek2025 #CERAWeek #CERAWeek25 #EnergySector #OilAndGas #ClimateTechnology #ClimateTech #NaturalGas #Nuclear #Grid #PowerDemand #ArtificialIntelligence #AI #DataCenters

?? “Europe is almost going through the part of the climate tech cycle that the US was two years ago.” — Kim Zou, Sightline Climate CEO. ?? Europe’s climate tech sector is closing the gap, amid US political uncertainty and new EU strategic investment and policy momentum. According to our latest report, the start-up gap between the US and Europe shrank from nearly 25% to just 7% in 2024. (Link in comments below.) ?? Rachel Rees from the Financial Times explores the latest trends and what they mean for investors and founders, featuring insights from Sightline Climate (CTVC). Read more here: https://lnkd.in/dX5kdhRM . . . . . #ClimateTech #VentureCapital #Startups #Europe #UnitedKingdom #UnitedStates #Innovation #StartupEcosystem #EuropeanStartups #ClimateFinance #EnergyTransition #SightlineClimate

??? Is the bridge fuel of the energy transition a bridge to nowhere? There's a new problem for natural gas plants: a shortage of turbines, which threaten new gas plant projects and the ability to meet the grid’s load growth. In deals: ??$59m?for nuclear energy across two deals (Steady Energy & Renaissance Fusion) ?? $50m?for perovskite-silicon hybrid solar panels (Tandem PV) ???and?$30m?for DAC (Spiritus) In other news: ?? BP cancels green hydrogen projects ???solar stocks plunge (well, among others) ?? and new grid transmission investments. ?? In job openings: -Research internships & more at Sightline Climate (CTVC) (yes, we're hiring!) -Full Stack Founding Engineer?Fram Energy -Investment Analyst/ Senior Investment Analyst?Angeleno Group -Policy Manager,?Partnerships Manager?Carbon Business Council -Full Stack Engineer?Sunairio -Technical Reporting Analyst?CleanCapital -Client Engagement Manager,?Industrial Decarbonization Intern?Carbon Direct -Head of Platform?Superorganism -Vice President - Research & Innovation, Power Supply?Energy Impact Partners Read more here: https://lnkd.in/gpRhEuPz #ClimateTech #EnergyTransition #NaturalGas #GasTurbines #PowerMarkets #Startups #ClimateFinance #InvestmentTrends

?? Meet the FOAK Folks ???? First-of-a-kind (FOAK) climate projects are at a crossroads. With historic public investments now facing uncertainty, startups navigating these uncharted waters need strategic partners more than ever. In our latest newsletter, we dive into the evolving FOAK landscape and the key players de-risking these projects: David Yeh at Precursor and Julian Ryba-White at Mark1 share their insights on the challenges and opportunities of scaling FOAKs in today’s shifting investment climate. ?? Read the full Q&A and learn how a new class of advisors and service providers are helping bridge the gap between innovation and execution here: https://lnkd.in/guKgC-Bs #ClimateTech #FOAK #CleanEnergy #Innovation #StartupSupport #SustainableFuture #EnergyTransition #VentureCapital

Happy Monday!?In this edition: The EU is putting some steel in its climate commitments: With its new €100bn Clean Industrial Deal, Brussels is hoping to iron out some regulations and weld its industries back into shape. In deals: ? $150m?for electric vehicle charging stations ?? $34m?for dairy protein production ???and?$24m?for mineral exploration technology. In other news: ?? more chaos at US federal agencies ?? turbulence in SAF markets ??? and inside BP’s strategic shift. Read more here: https://lnkd.in/gVRssBxe . . . . #ClimateTech #emissions #EuropeanUnion #CleanIndustrialDeal #IndustrialTransition #EnergyTransition

?? Last call! ?? Do you want to help shape the future of Sightline's newsletter, CTVC — the industry-leading perspective at the intersection of climate tech and investment? ???? We want to hear from you in our readership survey (and we actually read each response!). This is your chance to tell us what you want from the newsletter going forward, from content to scheduling. Share your thoughts before we close the survey this Friday! ?? https://lnkd.in/g8zj6AUa . . . . #ClimateTech #Investment #CTVC #Sightline #ClimateInnovation #Survey #TechNews

The climate tech sector is evolving fast. What’s next? Our webinar with Kim Zou, CEO & Co-Founder of Sightline Climate (CTVC), explored the current and future state of the financing landscape. Click below to watch the replay and read the Sightline report. https://grp.hsbc/6045LRmwd #Innovation #ClimateTech

Happy Monday!? In this edition, we’re untangling the high-voltage drama at FERC, as a new executive order aims to crank up the heat on the independent energy market regulator. In deals: ???$82m for low-carbon cement ?? $32m for advanced power devices ? and $19m for synthetic fuels. In other news: ?????Japan’s new climate agenda ?????Germany’s new elections ?? and the DOE approves a SAF loan after delays. And it’s the last call for our readership survey, which will close at the end of the month! Read more here: https://lnkd.in/dp6s9iWP #FERC #ClimateTech #EnergyTransition

In this edition, we’re doing a postmortem of the short and sweet life of the SEC’s climate disclosure rules, which burned bright and faded fast. In deals: ?? $150m?for air energy storage manufacturing ??? $115?for vertical farming ?? and?$83m?for CO2 to chemical transformation technology. Plus, in other news: ??? political pullback at the EPA ?????a new European AI initiative (with climate provisions) ?? and UK energy subsidies try to balance renewables projects. And ICYMI, check out our Friday feature on?working capital for climate startups, and take our readership survey! Read more here: https://lnkd.in/gsDQZATc