If you've followed CTVC, you know what we do: cut through the noise in the fast-moving market of climate tech, surface what actually matters, and make it worth opening every week.
We're doing that again.
There's simply too much happening in power to contain it in CTVC alone, it needed its own title. We once coined the Climate Capital Stack, and turns out Power needed its own Stack too. Where CTVC maps the climate tech landscape, Powerstack operates at grid level, scoped around the power system and the moves and motives shaping the load growth era.
Powerstack is Sightline Climate's new weekly newsletter on the moves and motives shaping the load growth era. It's our new briefing for the people who own, build, finance, or influence long-lived power assets. Every Thursday, we distill 10,000+ signals into a clear view of what's changing and what it means.
Why now?
The power sector is in the middle of a structural reshaping — and it's happening all at once. Data center-driven load growth. Interconnection bottlenecks. New generation buildout. Rapid policy shifts. The trillion-dollar decisions about the grid over the next decade are being made right now.
But the landscape is fragmented. Practitioners are piecing together their view from LinkedIn hot takes, regulatory filings, earnings calls, and a half-dozen newsletters that cover energy broadly but power only at the surface level.
There's no single, trusted source that helps serious power market participants separate what's real from what's hype — one that shows you how policy, infrastructure, and capital are interacting, and tells you plainly what matters. Powerstack is that source.
What you get every week
It's our new briefing for the people who own, build, finance, or influence long-lived power assets. Every Thursday, we distill 10,000+ signals into a clear view of what's changing and what it means. Each edition will include:
The one thing to be sure to pay attention to this week, from FERC rulings to capacity auctions to hyperscaler procurements, along with our unvarnished take
Meter reading, a quick read on the numbers shaping the market, from project milestones, regulator rulings, and capital commitments
On the docket, a look at the upcoming rulings, auctions, policies, and company moves that could impact power assets and strategies
The latest Sightline research, data drops and events to join up with us at briefings and dinners, and meet the people you need to meet
Built on the Sightline Climate platform, not just an inbox
Most newsletters are assembled by scanning headlines. Powerstack is built on Sightline's AI-powered intelligence engine, which tracks 10,000+ signals across the power ecosystem, curated by our research team into the handful that actually matter for decisions each week.
It's written for the people in the room: developers, utilities, IPPs, power OEMs, infra investors, and bankers underwriting the next wave of power assets. We'll tell you what happened, who benefits, who's exposed, and why. Grounded in hard data. Not afraid to have an opinion. And yes, we promise it's actually fun to read.
Welcome to Powerstack. Let's get into it.
