Currence

Market intelligence to power the AI era.

[Currence @Currence_AI]

Sightline Climate is now Currence. It's a relaunch, baby.

[Currence @Currence_AI]

Read all about it: https://t.co/KFZ4t84QLz

[Currence @Currence_AI]

Sightline Climate is now Currence. It's a relaunch, baby.

[Currence @Currence_AI]

So we built Currence, which combines the trust of expert research with the speed of AI.

Our AI engine 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.

[Mike Schroepfer @schrep]

This was fun!

[Currence @Currence_AI]

Full interview: https://t.co/wEonns6Yf3

[Currence @Currence_AI]

New interview series from CTVC unlocked. @schrep sat down with @KimberlyZou and @SophiePurdom to talk about making the shift from the digital economy to the physical economy

[Shanu Mathew @ShanuMathew93]

Base case mid-teens GW comes online with ~50% of pipeline being delayed or cancelled year-to-year for data centers.

So that JPM delay quote ("The latest analysis based on satellite images shows that over 60% of data center capacity planned for completion in 2027 has not begun construction with another 7% delayed" ) is from the Eye on the Market series by Cembalest who is great. They cite "SynMax Vulcan Platform / IRR Energy, April 9, 2026" - anyone familiar or have access? Looks like mid-teens still expected to come online (which corroborated my base case on bottom-up math which I've shared many times - will link).

Closest comp is @climatetech_vc data that showed only ~5GW of 16GW expected to come online was under construction. Dated 2/24/26.

Looks like GS has ~20GW (44GW->64GW) by end of '26 and also cite: "Only about 50-60% of data center capacity scheduled for the next one to two years is expected to come online on time amid delays and cancellations".

[Currence @Currence_AI]

Where does climate tech stand in 2026?

Our very own @KimberlyZou on the @Redef_Energy pod with @gerardreid14 and @MegaWattXinfo

https://t.co/G9RkSTPsvP

[Currence @Currence_AI]

There is no perfect solution! Solar + BESS requires firming. EGS at existing sites is small in scale. Nuclear is slow. Gas + CCS has a long value chain.

The best course, as always, is to pursue a diversified procurement strategy.

The full project database behind this analysis covers 700+ generation projects with identified speed advantages, mapped against data centers in development.

[Currence @Currence_AI]

We just released a new report: The Fastest MW for data centers.

We mapped every realistic pathway to grid-connected clean power that could yield a speed advantage for US data centers.

You can download the public version of the report here: https://t.co/42MVOiRSG5

[Currence @Currence_AI]

The fastest pathway to new clean MWs is offtake from solar + BESS projects late in the interconnection queue in ERCOT.

We have a list of 545 of them.

Options also exist for geothermal, nuclear uprates, off-grid solar, and gas + CCS.

Over 22GW of clean power from these categories could start development this year and deliver in 2-3 years.

A further 7GW could deliver in 3-6 years.

[🎙Redefining Energy podcast @Redef_Energy]

🎙️Ep229. Climate Tech reinvented: from green molecules to green electrons
#spotify https://t.co/LswQeD8qcp
#applepodcast https://t.co/d28wFPPtZY

@gerardreid14 and @MegaWattXinfo invite @KimberlyZou Sightline Climate @climatetech_vc to discuss the reinvention of Climate Tech

[Heatmap News @heatmap_news]

The story of climate tech funding in 2026 is a tale of two points on the development curve, @katie_brigham writes.

While later-stage funds are still making investments, early stage funding is suffering, which could spell trouble in the years to come:

https://t.co/kVatfMvbMl

[Stephen Lacey @Stphn_Lacey]

This is turning into a game of telephone.

Yes, this is true *if* you can unlock spare capacity on the system creatively. This is why data centers weren't a problem historically -- because there was lots of excess capacity on the system.

It's important to understand what GridCARE is arguing in the initial commentary. This requires data centers to actually do the hard work, in partnership with utilities, to uncover and certify new capacity through demand flexibility, distributed solutions, and grid-enhancing tech. I do not see many data center developers *actually* doing this work, aside from a couple hyperscalers.

This is not magic. It takes an industry-wide effort to put in the work.

[Shanu Mathew @ShanuMathew93]

There’s a lot of cognitive dissonance in the power debate right now.

On one side: data centers are framed as the source of all evil, driving electricity bills higher and consuming every incremental megawatt.

On the other: people still haven’t fully internalized what broad-based electrification and decarbonization actually require. Electric vehicles, heat pumps, industrial electrification, reshoring, transmission upgrades, battery manufacturing, air conditioning growth, etc. This was always going to be an enormous power demand story.

That’s why I keep coming back to the same point: AI/data centers may be one of the best things to happen to grid investment in decades.

For the first time in a long time, you have:
-governments prioritizing infrastructure
-corporates willing to sign long-duration power contracts at above market prices
-capital markets willing to fund generation/transmission
-customers that can actually support the returns needed for massive buildouts

Does it solve everything perfectly? Of course not. There will be bottlenecks, local stress, permitting fights, bad projects, longer thermal runoff period,and periods of volatility.

But absent another generational supercycle where incentives align across utilities, policymakers, infrastructure developers, and private capital, this may be one of the strongest opportunities we get to materially modernize and expand the grid, ever!

Also a little convenient how some of the loudest proponents of gas stove bans, EV mandates, and broad electrification are suddenly treating data centers as the sole culprit behind higher power prices.

[Currence @Currence_AI]

If you can ride the data center wave, then you can definitely find the money to get your project built.

Our Head of Research Julia Attwood on the feast or famine vibes in climate tech!

Download the Dry Powder 2026 report for all the charts: https://t.co/dISJMfuth0