Happy Monday! We’re back from CERAWeek in Houston, where more than 11,000 people packed into two conferences, against a backdrop of war in the Middle East, oil at ~$100/bbl, gas ...

Last week, Fervo Energy closed $421m in non-recourse debt financing for Cape Station, its flagship enhanced geothermal ...

The EU’s Carbon Border Adjustment Mechanism has arrived. We did the math to figure out just how expensive it gets, and who’s most exposed. In other news, the Trump administration’s $12bn critical ...

This week, we’re digging into the bottleneck defining the AI boom: power. Google just scaled demand response across its AI data centers, Equinix locked in 1GW of advanced nuclear, and developers ...

Everyone knows data centers are bringing new demands for power. You’ve likely seen countless variations of the “up and to the right” chart (we know we have). The IEA projects global data center ...

Today, we’re releasing Sightline’s H1 2025 Climate Tech Investment Trends report — your go-to recap of funding, deal flow, exits, investor activity, and what all this tells us about where climate ...

From “FOAK fatigue” to funding flux, climate tech investors are navigating a trickier, more tactical market in 2025. A few months ago, we fielded an investor market sentiment survey, in partnership ...

Happy almost Memorial Day! We’ve got a special one for you today before you head into your long weekend. In this newsletter, we’re bringing you a sneak peek of a recent client-only Sightline webinar, ...

Great seeing so many of you at San Francisco Climate Week last week! But ICYMI, we’ve rounded up all the hot topics, sharp takes, and whispered worries from the week — from FOAK funding gaps to tariff ...

After four years of historic public investment in clean energy, the future of first-of-a-kind (FOAK) climate projects now hangs in the balance. Under the Biden administration, billions in DOE loan ...

As the federal government’s new deluge of directives floods the zone with noise, there's everything but clarity. We’ve heard from you that the continued fallout from the DOE funding freeze has thrown ...