Our Research
Our insights bring you actionable intelligence on sustainable innovation. Whether you have questions about investment trends or are looking for the next big disruptor, our insights help you assess innovation and stay ahead of rapidly changing investment trends and technologies across all six sectors.
Subscribers to our Monitor service receive detailed Sector Insights, Investment Insights and more throughout the year. Contact us to find out how to sign up for our Monitor service.
Subscriber Publication - Sector Insights
A REVIEW OF KEY TRENDS AND UPDATES,
FROM ACROSS OUR GLOBAL INNOVATION COMMUNITY
Gallium Onshoring
Gallium's traditional metal market is small, around $175M a year, but GaN is emerging as a major new demand driver through HVDC data center power architectures, opening up a much larger and faster-growing pool as hyperscalers push toward higher-voltage power delivery. That shifts the core question from whether the West can replace Chinese refining for existing uses to whether new supply can scale into this larger market before China's export leverage locks in a permanent security premium on price. Timing is the crux: whether GaN-driven demand outpaces any non-Chinese supply, recovery-based or otherwise, before it reaches meaningful volume.
This publication is part of our CTG Monitor Service.
Subscriber Publication - Investment Insights
THE QUARTERLY VENTURE DATA REVIEW BY CTG'S MONITOR SERVICE
Quarterly Insights - Q2 2026
Geopolitics continued to drive the second quarter of 2026 as conflict across the Strait of Hormuz and China's rare earth retaliation made supply chain resilience non-negotiable. Total funding closed out at $16.8B raised across 277 deals, with investors circling fewer sure bets for hardtech physical infrastructure (Stegra). Energy & power made up roughly half of that, at $8.8B (largely led by the data center buildout), with the remainder spanning critical minerals, aviation and space, and power infrastructure. Rounding off Q2 is the exit wave building underneath the raises: Fervo's Nasdaq listing, IPO plans from DayOne and Firmus, and a run of strategic acquisitions (Vaisala/Atmo, Fincantieri/Wsense). See our analysts' takes on what to expect in Q3.
This publication is part of our CTG Monitor Service.
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2026 Global Cleantech 100
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Sweden in the Global Cleantech Innovation Index 2017
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2026 APAC Cleantech 25
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