Climate Drift — sniff.trade

Climate Drift

Climate Drift - Skander Garroum and Marco Morawec's climate-solutions newsletter explaining decarbonization sectors, climate-tech funding, and…

8 episodes · 22 trades · 3 speakers

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TRACKED TRADES

@Climate Drift

3w

$41B in May. Wall Street's largest clean energy IPO ever. A €2.2B carbon-neutral lithium close. And a $500M hedge fund b

IDEAS · 2

FRVFRVOLONGFervo Energy is the premier winner of the AI power bottleneck, leveraging a 3 GW Google framework to turn geothermal into dispatchable baseload.$22.98-4.19%›EROEROCLONGEnchanted Rock bypasses grid interconnection delays by deploying natural-gas microgrids as a speed-to-power solution for data centers.$10.45-21.96%›

@Climate Drift

1mo

The Missing Unit

IDEAS · 1

DNADNALONGPioneer fermentation plant going live in Indiana this year proves the multi-tenant capacity thesis$8.19-6.19%›

@Climate Drift

2mo

$55B in April. America's $1B nuclear IPO. The largest reforestation fund ever closed. And a $5B green ammonia pledge in Egypt.

IDEAS · 3

XEXELONGAdvanced nuclear goes public and works: X-energy IPO priced above range, first big SMR listing of cycle$16.45-39.95%›TANTANLONGSolar-plus-storage hybrids now dominate and standalone solar is the exception; battery pairing wins$49.86-33.66%›KOIKOIDLONGChina humanoid robotics is industrializing; the actuator, sensor and integrator supply chain reprices up.$36.24-14.19%›

@Climate Drift

3mo

$22B in March. America's $450M nuclear bet on AI power. Europe's first iron fuel plant. And a gene-edited banana 75 years in the making just raised $105M.

IDEAS · 8

CEGCEGLONGUS is paying up for firm, dispatchable nuclear/geothermal power to run AI; structural, not cyclical$260.61-17.99%›OKLOKLOLONGAdvanced nuclear for AI data-center power is crystallizing into a fundable category, defense-tech backed$39.63-44.87%›EVTEVTLLONGVertical Aerospace is the eVTOL category leader hitting key technical milestones with $850M backing$1.26-46.33%›CTVCTVALONGTropic's gene-edited banana is a template for climate-resilient staple crops, deep-pocketed backers$77.39-3.98%›

+4 more ideas →

@Climate Drift

4mo

💸 Follow the Money: February 2026

IDEAS · 1

URNURNMLONGMoney is pouring into next-gen nuclear and fusion, and now private investors—not just governments—are leading the charge.$47.97-22.86%›

@Climate Drift

4mo

What is powering AI?

IDEAS · 2

NATNATGASLONGPower-hungry AI data centers can't wait years for grid hookups, so they burn natural gas now, lifting US gas demand.$2.84-7.96%›TANTANLONGSolar is being installed far faster than anyone predicts, led by China, so the whole solar industry is structurally underestimated.$49.86-15.33%›

@Climate Drift

5mo

💸 Follow the Money: January 2026

IDEAS · 1

URNURNMLONGThe US is spending billions to rebuild its own uranium supply and restart nuclear, so demand for uranium should keep climbing.$47.97-34.85%›

@Climate Drift

5mo

The hard part of hard tech

IDEAS · 4

QSQSLONGAmong solid-state battery startups, this company looks best placed to actually make its cells at car-factory scale, the real prize.$5.18-31.54%›BEBELONGAI data centers can't wait years for grid power, so they buy fuel cells that switch on in months; this company is the front-runner.$207.02+45.21%›OKLOKLOLONGMini nuclear reactors could give AI campuses 24/7 clean power; the win goes to whoever packages it so customers and lenders say yes.$39.63-40.32%›CEGCEGLONGRestarting an old nuclear plant is the cheapest fast way to give AI data centers huge clean power, and this firm is doing exactly that.$260.61-7.62%›