Research

From our blog

Topics at CERAWeek conference from agenda of 2026 versus 2025 comparison chart

CERAWeek 2026: Disruption is the new normal

Mar 27, 2026

Hot off the press: China’s 15th plan for the era of security

Mar 13, 2026

CCUS and AI gas pipelines

The AI boom wonʼt save the CCS project pipeline

Mar 3, 2026

Stacked bar chart showing data center pipeline by status over time. Announced capacity (yellow) dominates and peaks sharply in mid-period, with construction (teal) layered on top. Early years show mostly operational projects. Source: Sightline Climate.

Data center outlook: half of 2026 pipeline may not materialize

Feb 24, 2026

H126 LDES Leaderboard

Jan 28, 2026

It’s BYOCapacity, not BYOGeneration

Jan 12, 2026

$40.5bn and 8% uptick as power demand drives ’25 investment

Jan 6, 2026

LDES: Expensive, but just how expensive?

Dec 10, 2025

A tour of China's electrostate

Nov 21, 2025

Pipeline of long duration energy storage projects by operational date

Long duration energy storage: state of commercialization

Nov 19, 2025

Globalization in climate tech: Why Europe and emerging markets are taking the lead

Nov 11, 2025

Top Q3 2025 climate tech deals

Q3 2025’s top deals, exits, funds

Oct 6, 2025

Line chart: Heber 1 PPA price 2016–2052, resetting from $80/MWh to $86/MWh in 2026. Bar chart shows total contract value drops from $845.3M to $783M (−7.4%). Source: Sightline Climate.

A $783m PPA for geothermal: In search of the marginal megawatt

Sep 22, 2025

Benchmarking Long Duration Energy Storage (LDES): why Lithium-Ion still dominates the cost curve

Sep 9, 2025

Line chart showing Heber 1 geothermal PPA price trajectory from 2016-2052. A 2026 reset drops the price from $80 to $86/MWh baseline, cutting total contract value by $62.3m (7.4%) to $783m. Source: Sightline Climate, company filings.

The $783m PPA that keeps on drilling

Sep 2, 2025

AI in clean firm power: Nuclear fission

Aug 18, 2025

H1 2025 climate tech investment: Capital stacking up for energy security & resilience

Jul 1, 2025

Our 2025 climate tech investor pulse check

Jun 13, 2025

Canceled oced awards to industrial decarbonization projects by sector in dollar value for different verticals

OCED’s not-so-clean break

Jun 2, 2025

SMRs for GPTs: Google plugs AI into nuclear

May 12, 2025

EU: store, baby, store

May 8, 2025

A market map of grid technologies, hardware and software

The buildout after Spain's blackout

May 6, 2025

Maritime decarbonization options market map

Staying afloat in a shipping slowdown: innovations in maritime

May 2, 2025

New geo players percolating just below the surface

Apr 24, 2025

Carbon price futures, the future of carbon prices

Apr 24, 2025

Table showing tariff impacts across 13 climate tech sectors, from grid batteries (64.5% levy) and solar panels (36-46%) to wind turbines (34-54%) and EVs (25-54%). Critical minerals face Chinese export controls. Source: Sightline Climate.

Tariffs, trade wars, and climate tech

Apr 7, 2025

Q1 2025 roundup: top deals, exits, and new funds

Apr 4, 2025

Pipeline for DAC by geography

Stratos-pheric stakes in Direct Air Capture (DAC)

Apr 3, 2025

Line chart of industrial production in Euro area and the EU, seasonally adjusted

The nEU Deal on the Bloc

Mar 3, 2025

stacked bar cahrt of Total capacity in queue versus active s of january 2024 by power market

The power struggle at FERC

Feb 24, 2025

DOE infrastructure investments by sector and technology 2020-2024 stacked bar chart

Funding freeze fallout at the DOE

Feb 3, 2025

Trump's climate transition

Jan 21, 2025

Climate tech investment trends 2024: $30 billion and a 14% drop as the market finds its new normal

Jan 7, 2025

Diagram of SAF production pathways, showing feedstocks like waste oils, crops, and captured CO2 flowing through conversion processes including HEFA, fermentation, and gasification to produce sustainable aviation fuel.

Fueling carbon-free transport: the cost and complexity of creating drop-in alternative fuels

Sep 4, 2023