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

Happy Monday! Earnings season is here, and we read through the energy majors’ earnings report calls from last week so you don’t have to — and learned about the progress, and direction, of the energy transition. In deals: ⚡ $500m in sustainable gas utilization technology ✈️ $368m in electric aviation across 2 deals 🏗 $51m in glass-based thermal insulation. In other news: 🛬 German eVTOL maker Lilium’s rough landing 💸 the DOE’s $2 billion bet on lithium 💨 and offshore wind is going ahead in Maine. Read more here: https://lnkd.in/gGX__YWK . . . . #ClimateTech #Lithium #ElectricAviation #EnergyMajors #EnergyTransition #ClimateTechInvestment

Happy Monday! It’s officially spooky season, and the ghosts of critical minerals past are back again. This week, we’re digging into the news that Arkansas’ southwestern Smackover Formation region could be home to between 5 and 19 million tons of lithium. In deals: ⚡ $900m for pulsed magnetic inertial fusion 🏠 $100m for energy efficiency as a service 🌾 $70m for AI precision weed control In other news: ✈️ the eVTOL sector gets cleared for regulatory takeoff 🔌 the DOE announces billions for new grid projects 🏁 and the race to fusion heats up. Read more here: https://lnkd.in/gzbyV4nE . . . . . #ClimateTech #Smackover #Lithium #CriticalMinerals #EnergyTransition #DirectLithiumExtraction #ClimateTechInvestment #Fusion #CleanEnergy

In our new edition: Big Tech is going nuclear, with big news in small modular reactors. We’re diving into Amazon’s new deal with X-energy, where it’s paying prime for next decade delivery. In deals: 🔋 terralayr's $84m for battery storage solutions 🏠 Aira's $69m for heat pump installation ⚡ Koloma's $50m for geologic hydrogen In other news: 🏛 the courts say that the EPA can regulate power plant emissions (for now) 🚗 global EV sales drive ahead 🏭 and Brazil introduces new regulation for CCS as the sector grows Read more here: https://lnkd.in/gcftenVg

Happy Tuesday — this week, we’re putting on our policy wonk hats and diving into a new UK cap-and-floor scheme that could boost long duration energy storage projects — if the economics can pencil out. In deals: ⚒️  $491m for critical mineral exploration 🔋 $405m for iron-air multi-day energy storage 🚗 and $219m for hydrogen vehicle rental services. In other news: 🥅 BP abandons its decarbonization goals 🌪️ chaos in cat bond markets ⛏️ and Rio Tinto’s lithium play. Read more here: https://lnkd.in/gAzv_Mww

Happy Monday! Our newsletter is out — on ADM’s CCS project hitting a rocky patch, as corrosion and leaks drill into its climate ambitions, with potentially broader implications for CCS projects in the US. In deals: 🏠 $550m for sustainable data centers ✈️ $500m for electric vertical take-off and landing service 🚗 $471m for EV manufacturing In other news: 🌀 climate change-fueled Hurricane Helene’s devastation 🎤 climate onstage at the US VP debate 🚧 the US’ plans to restart decommissioned nuclear sites Read more here: https://lnkd.in/ga4WFiFv

As we wrap up New York Climate Week, we wanted to give a huge thank you to our incredible sponsors and attendees for making SightLive a reality! The support of our sponsor, HSBC Innovation Banking, and scale-up partner, Elemental Impact, helped us bring together the best of CTVC and Sightline — combining years of research, content, and community into an in-person event for the first time during this year's NYCW. To everyone who attended, thank you for joining us as we drove the narrative on climate tech commercialization. Together, we explored the most critical topics across the climate capital stack, from clean firm power to low-carbon materials and innovative financing models. And thanks to Emma Brawley for capturing the event. It was a great start to an impactful week, and we couldn't have done it without you. Check out our takeaways from the event, and looking forward to what's next: https://lnkd.in/gZYdt_bx #SightLive #NYClimateWeek #NYCW #ClimateTech #Commercialization #ClimateCapital #CleanEnergy #Sustainability

🌍 New York Climate Week 2024 Recap: Solutions over statements ICYMI: NYCW 2024 was a whirlwind! With over 900 official events and countless co-located ones, the climate community came together like never before. From bold policy moves at the UN to groundbreaking tech showcased by startups, NYCW wasn’t just about talking – it was about solutions. 🔑 Our top takeaways: 🌉 Capital stacks are evolving – bridging the Series B gap is critical. 🔓 Offtake agreements are the key to unlocking financing. 🏗️ FOAK projects need more creative partnerships to thrive. 🎯 Corporate sustainability goals are quietly being deprioritized, impacting carbon markets. ⚡ The grid isn’t ready for increasing energy demand – but innovation is pushing ahead. Our own SightLive event saw 500+ top climate leaders, policymakers, and investors dive into real-world solutions. From strategic partnerships to new financing models, we’re shifting from "what if" to "what’s next." (And more to come on that from us!) What were your favorite moments from NYCW 2024? Let us know below! And read our deep dive here: https://lnkd.in/gZYdt_bx #ClimateWeekNYC #ClimateTech #Sustainability #Innovation #SightlineClimate

New York Climate Week is officially up and running, and the CTVC team is on the ground. We kept this newsletter edition light ahead of this jam-packed week, but we've still got the biggest deals, news stories, jobs, and opportunities of the past week for you. Read more below ⤵️ . . . . . #ClimateTech #NewYorkClimateWeek #NYCW #ClimateCommunity #ClimateJobs

Excited to be at New York Climate Week next week — and host our inaugural event, SightLive! We’re moving from URL to IRL for the first time, bringing together the best from CTVC and Sightline for a full-day event at NY Climate Week. After years of research, content, and community building, we’re excited to drive the conversation on climate tech commercialization. From financing to offtake agreements, we'll be covering key insights across the climate capital stack—including clean firm power, industrial heat, low-carbon materials, fuels, and more. And special thanks to Elemental Impact and HSBC for making it all happen. We’ll see you there and see you throughout the week! Check out our events tracker for the full line of sight into NYCW: https://lnkd.in/gzzu-fbm #NewYorkClimateWeek #NYCW #ClimateTech #ClimateChange #ClimateSolutions #SightlineClimate #CTVC