229. Climate Tech reinvented: from green molecules to green electrons - May26
From Redefining Energy by Laurent Segalen and Gerard Reid
May 18, 2026 · 33 min
About this episode
The episode discusses the evolution of Climate Tech, focusing on new narratives and funding shifts in the sector.
Where is Climate Tech heading? Certainly not dead — but constantly reinventing itself. So much so that you begin to wonder whether the label itself has outlived its original meaning. Laurent and Gerard welcome Kim Zou, co-founder and CEO of Sightline Climate , the data and research platform mapping the climate-tech economy, and author of some of the sector’s most influential newsletters, including CTVC and the newer Powerstack. Sightline has become essential reading for investors, utilities, corporates, and policymakers trying to understand where capital is flowing and how the energy system is evolving. Together, they explore how Climate Tech has transformed over the past decade. Decarbonisation alone is no longer the central narrative. Today, AI, energy security, and industrial resilience dominate the conversation — often pushing sustainability itself into the background. The discussion traces how funding has shifted from venture capital toward infrastructure and large-scale project finance. The spotlight has also moved away from “green molecules” — hydrogen, SAF, and carbon management — toward “green electrons”: virtual power plants, grid-enhancing technologies, and the race to…
People in this episode
Hosts: Laurent Segalen, Gerard Reid
Guest: Kim Zou
Topics covered
- Climate Tech
- decarbonisation
- AI
- energy security
- industrial resilience
- funding shifts
- innovation models
Keywords
- Climate Tech
- decarbonisation
- AI
- energy security
- green molecules
- green electrons
- infrastructure finance
- innovation models
Mentioned in this episode
Organizations: Sightline Climate, CTVC, Powerstack, BYD, CATL
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