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

🌍 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

What does Trump 2.0 mean for clean firm power? My take is clean firm is probably going to fare better than most other climate technologies. Nuclear in particular I expect to benefit, with strong republican support, the NRC being a federal regulator with NRC commissioners appointed by Trump, and deregulation being a potenital unblocked and cost reducer for new nuclear. But deregulation can cut both ways, with reduced regulation of coal and gas potentially delaying demand for new firm generation. 1. Nuclear fission could see a boost from deregulation and continued support, addressing its key weaknesses of cost and deployment speed. 2. Fusion energy might remain largely unaffected due to its reliance on private funding and recent regulatory agreements. 3. Geothermal could benefit from Republican support and potential federal land lease auctions, but face headwinds from fossil fuel favoritism. Of course today there's a lot of uncertainty, but some key things I'll be watching out for include: - Changes to EPA emissions rules and tax credits - Nuclear Regulatory Commission appointments and decisions - State-level clean energy mandates and Public Utility Commission elections Read our high-level summary here: https://lnkd.in/em_ZMA9P For Sightline clients, access the full analysis on nuclear, fusion, geothermal, and more here: https://lnkd.in/e-R4um_b #CleanEnergy #NuclearPower #FusionEnergy #Geothermal #EnergyPolicy #ClimatePolicy #EnergyTransition #AdvancedNuclear #CleanTech #RenewableEnergy #EnergyInnovation #ClimateAction

The renewable fuels industry is bracing for a bumpy ride under a second Trump administration. 🛢️🌽 The U.S. 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 biofuels, green hydrogen, and other low-carbon fuels face an uncertain future: 1. Balancing ag interests vs free market values will be a theme, with tension between incentives that benefit farmers and stated plans to cut IRA credits 2. Tax credits and subsidies for renewables, green hydrogen, and carbon capture tech could be at risk 3. Prioritizing fossil fuel production over climate policies will depress prices and squeeze biofuel margins While the details remain vague, it's clear the renewable fuels sector will need to navigate a minefield of 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 fuels, clean power, lithium mining, and much more here: https://lnkd.in/euM5kvnG #RenewableFuels #Biofuels #CleanEnergy #EnergyPolicy #SustainableFuels #SAF #RenewableDiesel #GreenHydrogen #AgBusiness #EnergyMarkets #ClimatePolicy #BusinessStrategy #EnergyTransition #BiofuelsIndustry

Happy Monday! Hope you recovered from last week’s whirlwind — and we've got you covered with a look at what Trump 2.0 might mean for climate tech, from clean firm power to clean fuels to critical minerals and more. Plus, in deals: ⚡ $552m in renewable energy development 🔋 $340m in battery cell manufacturing 🔋 $27m in mobile energy storage. And in other news: 💥 Elon Musk's potential influence on policy 📉 clean energy stocks fell after the election news 🗳️ climate policy momentum in local and state elections. Check out more insights from Sightline Climate, or subscribe for a deeper dive! #ClimateTech #RenewableEnergy #Trump #ClimatePolicy https://lnkd.in/gKmjYBEa

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