Private Markets / Emerging Spaces / Climate & Industrial Decarbonization

Climate & Industrial Decarbonization

Carbon removal, clean industrial processes, grid software, and climate adaptation.

31/100momentum · Cooling
50tracked companies
$112Bcombined valuation
$638Mcapital · 90d (5 deals)
$4.7Bcapital · 1y (19 deals)
16new entrants · 1y
-22.6%median secondary vs round (15 marks)

Momentum components — 4/4 computable

Funding acceleration31
Deal velocity50
News heat12
Secondary temp27

Components that cannot be computed are dropped and the weights renormalize — never faked to neutral.

Capital by quarter — disclosed rounds

24Q425Q125Q225Q325Q426Q126Q226Q3

Undisclosed amounts count as zero capital; deals still count.

#CompanyValuationSecondary vs RoundLast Round
1 Crusoe Energy Systems $30B as of 2026-03 +101.8% 2025-10-23
2 Switch $11B as of 2022-Q4 no mark 2022-12-06
3 Fervo Energy $10B as of 2026-05 +50.8% 2024-09-01
4 Octopus Energy $8.7B as of 2025-12 no mark 2024-05-07
5 Redwood Materials $4.5B as of 2025-Q4 -25.2% 2025-10-22
6 Aurora Solar $4.4B as of 2022-Q1 no mark 2022-02-14
7 Group14 Technologies $3.0B as of 2025-Q3 -56.4% 2025-08-20
8 TerraPower $2.5B as of 2022-Q3 no mark 2022-08-01
9 TAE Technologies $2.5B as of 2025-Q2 no mark 2025-06-01
10 Gradiant $2.1B as of 2026-Q2 +5.6% 2026-05-17
11 Climeworks $1.9B as of 2025-Q3 no mark 2025-07-02
12 Radiant $1.8B as of 2025-Q4 +11.7% 2025-12-15

Methodology. Emerging Spaces groups the tracked private-company roster into curated thematic spaces and scores each space's momentum 0–100 from four disclosed-data components: trailing-90-day capital vs the prior 90 days (40%), deal-count acceleration on the same windows (25%), news activity per tracked company over 30 days (20%), and the median secondary-market premium to last round across the space's marked names (15%). Components that cannot be computed are dropped and the weights renormalize — the basis is disclosed per space. Quarterly trends derive from dated, disclosed rounds; undisclosed amounts count as zero capital. An attention map of disclosed activity — not a prediction, not investment advice.