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

ICYMI: Our 2024 Climate Capital Stack & New Funds report launched last week — our most exhaustive data and analysis of the climate transition funding landscape yet. The report includes three parts: 💰 The State of Climate Funds – the capital raised to invest in climate tech, and the fundraising trends driving it 📈 Dry Powder – the amount of undeployed capital, and what it’s earmarked for 🏦 The Climate Capital Stack – profiles on the critical financing layers of the Stack from venture to infra including key players, case studies, and challenges and opportunities in 2025 As part of this report launch, Sightline Clients now have access to live and updating Funds data on the platform — enabling our investor and LP clients to design climate-focused fundraising and investing strategies to maximize returns. Link to download the report in the comments, and if you’d like to learn how Sightline data and insights helps investors, banks, corporates and governments find commercial growth in climate transition solutions, reach out to [email protected]. . . . . #ClimateTech #DryPowder #NewFunds #ClimateFinance #ClimateInvestment #InvestmentTrends

Happy Monday! We know the year’s almost over, but who’s had a bigger year than AI and data centers? A handful of new announcements from Exxon, Shell, Google, and more show how emerging clean firm technologies are scaling up to power the sector. In deals: ⚡ $600m in data centers 🔋 $44 in lithium-ion energy storage 🛰 $35m in drone monitoring And in other news: 📜 US climate policy whiplash 🌏 big nuclear plans in Asia 🌱 clean energy FOAK project progress 💰 ICYMI: We released our new report on the 2024 Climate Capital Stack and Funds. 🔮 Plus, as we gear up for next year, take our climate tech oracle survey to give us your 2025 predictions (and have the chance to be featured when we write about them in January). Read more here: https://lnkd.in/gBSNJBGT

️🔥 Hot off the press, Bloomberg News featured Sightline’s new Climate Capital Stack and Funds report in a new article (which you can download at the link below in the comments). 💰 The article dives into the state of climate tech investing and the amount of dry powder stacking up, with our CEO Kim Zou telling Ethan Steinberg at Bloomberg that climate funds added $47 billion in assets under management, a 20% bump over last year, largely driven by financial heavyweights like Brookfield and TPG raising a second, third or even fourth climate-targeted fund. 📈 “These mega-funds coming out for their second fund is a positive signal in many cases because it's a proof point that their first fund was successful,” said Kim Zou, CEO and co-founder of Sightline Climate. 🔎 Check out the piece below, and read more insights in the report in the comments 👇 https://lnkd.in/d4mDu9x4 #ClimateTech #ClimateFinance #ClimateInvestment #ClimateCapitalStack #ClimateCapital #NewFunds

🚨 Big news: Our 2024 Climate Capital Stack & Funds Report is out now 🚨 Sightline’s latest three-part report reveals 2024’s trends in dry powder, fund formation, and the climate capital stack. 👇 Link to download in the comments. 🔎 We found a 20% increase in new climate fund AUM vs. 2023, despite a challenging macro backdrop. Funds now sit on $86bn of ‘dry powder’ as investors slow deployment. The majority of this dry powder (59%) is in infrastructure funds, signifying a maturing funding landscape. 🧠 Key Highlights: 💰 New climate AUM increased 20% YoY, bringing total AUM raised since 2021 to $164bn. Things are looking better than the market expected, but it’s mostly driven by a few climate mega-funds (e.g. TPG, Brookfield) coming back for more. ⛷️ In 2024, the stack of investable dry powder accumulated to $86bn. While investors started to chip away at the mountain, lowering it from 2023’s high, funds are deploying slower than they used to, and with considerably more discipline. 📈 Infrastructure funds made up almost 60% of the new climate AUM raised this year, a sign that climate investment is maturing, and that LPs are seeking out safe havens for their assets that provide sustainability upside. 🎯 18% fewer funds invested in a climate deal this year. Sector tourists have pulled back in order to retreat to more familiar software and AI-powered pastures, but dedicated climate funds remain – especially with Growth, PE, and Infra plays coming onto the scene as the climate tech cohort matures. Download the report here: https://lnkd.in/d8gdckps 🆕 Also, as part of this release, Sightline clients will have live and updating access to funds data on the Data section of our platform - empowering climate-focused investors and LPs to design fundraising and investing strategies to maximize returns. #ClimateTech #ClimateFinance #ClimateInvestment #ClimateCapitalStack #supportedby HSBC Innovation Banking

Happy Monday! Our newsletter is out — with a recap of the second annual Deploy24, the DOE’s conference focused on scaling critical climate tech, where we spent last week. While this event took on a different tone than last year’s after the election, leaders delivered a clear message: Keep calm, and carry on with the Biden administration’s legacy of climate action. In deals, $150m for limestone-based carbon development, $126m for e-methanol and SAF, and $91m for robotic recycling. In other news, ITC tax credit is here; the DOE’s investment spree; and big weeks in nuclear, methanol, and CCS. Read more here: https://lnkd.in/gdeG5qfe #ClimateTech #EnergyTransition #Deploy24 #DOE #ClimatePolicy

🔮🌎 Our 2025 climate tech oracle survey is here! Dust off your crystal ball and peer into the next twelve months of climate tech — take Sightline Climate's quiz predicting the big news, trends, and more on climate tech. Respond by the end of the year, and your answers could appear in a CTVC feature in January: https://lnkd.in/gwaE-9pV

🌍 The UN gives (carbon) credit where it’s due Big news from #COP29: The UN has approved Articles 6.2 and 6.4, laying down long-awaited standards for trading carbon credits. 🔁 Article 6.2: Countries can now trade emissions credits directly, fostering decentralized collaboration. 🛒 Article 6.4: A centralized market for rigorously verified credits through the Paris Agreement Crediting Mechanism (PACM). Why this matters: 🌱 Unlocks potential for significant investments in Carbon Dioxide Removal (CDR) and emissions reduction projects. 🌍 Could shift billions in capital from high- to low-income regions, fueling global decarbonization efforts. ⚠️ But critics warn the fast-tracked process bypassed negotiation norms—raising questions about future COP governance. Could this finally tame the "Wild West" of the Voluntary Carbon Market (VCM) and drive billions in climate investment? The stakes are high, and the race for accreditation is on. For insights into carbon markets, funding highlights, and what's next, dive deeper with Sightline Climate. Plus, as always, in deals: 🚗 $5.8bn for EV manufacturers ⚡ $318m for renewable energy services across two deals ⚡ and $100m for micronuclear reactors. Read more here: https://lnkd.in/gccGj_Zc #ClimateTech #CarbonMarkets #NetZero #SightlineClimate

This election mattered for a lot more than climate tech. Here are some early thoughts about the impact of the US election on long duration energy storage (LDES): 1. Over $500m of funding from the Office of Clean Energy Demonstrations is at risk. Form Energy has a lot to lose, with $208m in limbo across 3 projects 2. 45X (advanced manufacturing) tax credits are likely safe in the House while high tariffs on imports of lithium-ion batteries from China could support domestic production of electrochemical LDES techs 3. Increased LNG exports to Europe, and production in the US, will keep natural gas generation inexpensive and make LDES less attractive Read CTVC's high-level summary of the election's implications for Climate Tech here: https://lnkd.in/em_ZMA9P Sightline clients, access our full analysis of LDES, nuclear, fusion, geothermal, and more here: https://lnkd.in/e7hEmMhU

Drill, baby, drill? American lithium production and battery manufacturing could face an uncertain future under a second Trump Administration. 🪨🔋 The US election will have a big impact on climate tech, and the team at Sightline Climate (CTVC) have pulled together our thoughts into a set of articles on how that impact will be spread out across different sectors. My analysis of the Trump campaign's plans and policy positions shows that the American EV supply chain faces some potential challenges: 1. Trump has been an outspoken critic of EVs but his party has largely benefitted from efforts to onshore battery manufacturing and is likely to fight him on IRA modifications. 2. A repeal of Biden's legislation puts production and consumer-facing tax credits at risk, reducing EVs' competitiveness. Elon Musk would look to prevent that if named in the administration. 3. Proposed mine development streamlining could accelerate domestic supply of critical minerals, but at the expense of local communities and responsible resource use. While details remain vague, it's clear critical minerals and the EV supply chain will face competing priorities and political headwinds in a Trump 2.0 term. Businesses will need to think fast and keep an eye out for new opportunities over the next few years. Check out the high-level newsletter summary here: https://lnkd.in/ef9yeExF And for Sightline clients, check out the full write-ups on lithium, fuels, clean power, and much more here: https://lnkd.in/egR7amVv #CriticalMinerals #Lithium #EVSupplyChain #CleanEnergy #EnergyPolicy