Weekly intelligence — Climate economy
Every week: the deals, the policy moves, and the investment logic behind the numbers. Written for professionals who need to understand the climate economy — not just follow it.
EU climate investment gap — per year — through 2030
Most climate media is written for people who want to feel good.
Microclimate is written for people who want to position.
The transition is happening regardless. The question is which sectors, geographies, and instruments absorb the capital first — and what the entry points look like right now. Every issue maps the deals, the policy moves, and the investment logic that professionals actually need.
01 —
Where climate finance is flowing. Which funds are raising, which bets are paying off, and what smart money is positioning for next.
02 —
Urban regeneration meets capital allocation. Real estate repricing, infrastructure investment, and the economic logic of the physical transition.
03 —
Which regulatory moves create or destroy market value. Policy noise turned into investment signal.
Issue #1 — March 2026
There is a number that explains almost everything happening in European climate finance right now: €344 billion. That is the annual gap between what Europe currently invests and what it needs to invest to meet its 2030 targets. Not the total gap over a decade. Per year.
When public instruments de-risk projects at scale — through guarantees, blended finance, first-loss tranches — the return profile on private capital changes. What was previously uninvestable becomes investable.
"The gap is not shrinking because the problem is being solved. It is shrinking because the infrastructure to route private capital into the transition is finally operational."
This week we tracked three deals that illustrate this shift. Partech closed a €300M growth fund linking carried interest to emissions performance. Montis VC reached a €50M first close in CEE energy transition. Goldman Sachs provided a $79M private credit facility to Andion CH4 for biogas expansion across Italy and the Nordics.
Four signals to watch — including why the €70B adaptation market is almost entirely unfunded, and what CBAM means for European manufacturers right now.
Annual EU climate investment gap
New global climate funds raised in Europe — 2025
EIB financing committed over next 3 years
Intelligence for professionals who need to understand the climate economy — not just follow it.
Read this week's issue →Join professionals across Europe and North America tracking where capital, policy, and technology converge in the climate transition.