Where the investment community allocates its money is typically a good tell of market trends. Recently, Sightline Climate conducted a survey of its clients to see what they thought 2025 would bring. There’s nothing scientific about the survey, but it still offers a sense of what people involved in the capital allocation business are thinking.
Today’s post summarizes some of the findings related to overall investment levels, what technologies are expected to be winners and losers, and which technologies are poised to break out.
I offer my take on the survey and encourage everyone to chime in with what you think is likely to happen this year.
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