#52 - Julia Attwood - Sightline Climate - Globalization in Climate Tech

Today on New Wave Weekly: Sightline Climate just released the Globalization in climate tech report (download it here). I sat down with Julia Attwood, Head of Research at Sightline, to chat about the key takeaways for European investors. 👉 Europe is committed to climate tech, but still missing the big checks Europe matches the US in number of deals and early-stage activity… so why are growth-stage rounds 31% smaller? Are we losing momentum at exactly the wrong moment? 👉 Policy is Europe’s superpower From the EU ETS and CBAM to the Clean Industrial Deal, Europe is quietly building the world’s most durable decarbonization incentives. Is this the “carbon price flywheel” moment? 👉 Project deployment: Europe takes the lead 55% of the global announced green cement capacity is in Europe, and 70% of what’s actually under construction. Industrial decarbonization is becoming a real market. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com