A letter from the co-founders, Kim Zou and Mark Taylor
After three years as Sightline Climate, we're becoming Currence, because the energy teams building the AI era need market intelligence designed for it.
The convergence of AI and power is the biggest infrastructure buildout of our lifetimes, and it's moving faster than any market we've tracked.
Cleantech 1.0 left behind cheap renewables that now enable the electrification of everything. The legacy of climate tech will be the load growth and security demands driving urgency for any energy and power solution that’s cheaper, faster, better, and cleaner.
We hear it from the teams we work with every day - energy companies, utilities, developers, banks, and investors. They’re making decade-shaping decisions around these solutions, but they’re using tools that aren’t fit-for-purpose: old-school market research that’s too slow to act on, and LLMs that can’t be trusted for billion-dollar investments.
So we built Currence. The best market intelligence has always delivered trusted proprietary data, models to benchmark and forecast, and the point of view of expert analysts. AI doesn't replace that, it supercharges it.
Currence combines the speed of AI with the trust of expert research. From day one, we built our own AI engine that now ingests thousands of sources into one live view of companies, projects, deals, and costs. On top, our human experts build what AI can't: project economic models, price benchmarks, ranked leaderboards. Together, it’s market intelligence that maps to how energy teams choose partners, forecast demand and price, and decide where to build, buy, or invest next.
More than 90 teams already run on the Currence engine, including Microsoft, bp, Southern Company, HSBC, BBVA, Siemens Energy, Galvanize, Global Infrastructure Partners, BHP, and Mitsui.
Launching: Data Centers & Power
Today we're also launching our first new product as Currence: Data Centers & Power, the intelligence layer for the AI-power buildout.
Power, not capital, is the bottleneck of the AI buildout, and by our own analysis roughly half of announced US capacity will never get built. Everyone else tracks the real estate. Currence tracks whether the project is real, connecting 1,000+ announced data center projects to the 35,000+ US power projects, equipment contracts, permits, and policy actions underneath them, each scored across eight credibility factors.
If you're weighing a PPA, hunting unsupplied projects, benchmarking the field, or separating real load from press releases, this one's for you. See more in our product launch or talk to the team to learn more.
What's staying
For clients, the Sightline platform you know is the same product with a new name: Compass, the innovation radar for energy and physical AI, covering companies, deals, investors, and sector landscapes across 1,300+ technologies. With a stronger focus on commercializing energy, grid, and power solutions, it helps the energy innovation and strategy teams, investors, banks, and governments in this buildout find the right solutions at the right time.
Your favorite newsletters CTVC and Powerstack keep going, and (will always) stay free.
What does Currence mean?
Capital flows. Electricity currents. Information at the speed of now. We work in a world of currents, and we named the company to capture that movement, and the faster data that helps you navigate it.
We want to hear from you
Community has always been at the heart of this project, and at a moment of real change in our markets and our company, your take matters more than ever. Over the coming weeks we'll take you behind the scenes on how we built the Currence engine, the same one powering the data you already use.
To start, join us on June 25 at 10am ET for a webinar on our relaunch and new research on the cost of data center delays. Register here. To learn more, talk to our team, and find us at our new home, currence.ai.
Reply and say hi, or share your thoughts at hello@currence.ai :)
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