Currence

Market intelligence to power the AI era.

[Currence @Currence_AI]

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

[ESG Today @EsgToday]

Climate tech funding surges in H1 2026 on data center demand for power: report

https://t.co/wPnS2yV6Gt

@Currence_AI #climatetech #venturecapital #cleantech #datacenters #cleanenergy

[katie brigham @katie_brigham]

good graphs as always from @Currence_AI's H1 climate tech investment report: VC investment surged 55% YoY (largely thanks to low-carbon data center deals) even as total deal count fell 25%. meanwhile, the sector continues to consolidate, with energy acquisitions on the rise

[Shayle Kann @shaylekann]

0. Who has access to power

[Currence @Currence_AI]

Full interview here: https://t.co/i6iAhoF8S4
YouTube version here: https://t.co/PdmYAPhpBT

[Currence @Currence_AI]

The @JesseJenkins Powerstack interview is live. Here's his take on building back social license for data centers

[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.