Thanks for expressing interest in the U.S Clean Energy and Industrial Innovation report. The report is an in-depth analysis of how the shifting political priorities are impacting the investment landscape, and who the new winners and losers are in this new reality.
📣 Signals from the ground
The report provides a holistic view of how the wider ecosystem — companies, investors, corporates, and public bodies — are shaping the innovation landscape. By combining these dimensions, we provide both breadth (a wide spectrum of actors and activities) and depth (granular data at the company, deal, and project level). This helps reveal a more complete picture of how the U.S. innovation landscape is evolving — one that cannot be understood through investment metrics alone.
🌎 The Climate Tech funding gap
Generalist investors are increasingly pulling out of Climate Tech. The report looks at the impact on broader ecosystem and why specialists will struggle to fill the gap.
Below you can find our press releases and downloadable graphs. If you need any additional data, feel free to reach out to [email protected].
📗 Product Innovation (PI) Framework: Analysis of investment based on product category (hardware vs. software) and innovation type (breakthrough vs. adoption).
💰 Capital Stack Breakdown: A breakdown of funding by financial instrument including equity, debt, and grants and venture stage.
🗺 The Climate Tech Taxonomy: Funding and deal performance is analysed by using Net Zero Insight’s Taxonomy framework which categorises technologies based on climate challenge areas, sectors, solutions, and enabling technologies
We analyzed data from over 18k deals, 5k organisations and 8k investors between the period 01/01/2020 and 30/06/2025.