Decarb Weekly 1/15/2026

January, 2026|By Tim Troha

Decarb Weekly, by Industria Partners, is a collection of articles focusing on trends and transactions in industrial decarbonization and climate tech.

Chart of the Week:

US data-center power demand is set to surge from 34.7 gigawatts in 2024 to 106 gigawatts by 2035, putting growing strain on existing power systems. – BloombergNEF

Recent Market News:

Increasing demand from the tech industry is threatening to max out generation capacity in a 13-state region ranging from New Jersey to Kentucky. – The Wall Street Journal
Meta announced deals with three nuclear power generation companies to expand its capacity to power artificial intelligence with clean energy. – ESG Dive
According to the World Meteorological Organization, 2025 was among the planet’s three warmest years on record, confirming average temperatures have exceeded 1.5 degrees Celsius of global warming. – Reuters

Transactions:

1/14/2026: Sustainability software provider, osapiens, raised $100 million in a new Series C fundraising round, led by BlackRock and Temasek’s decarbonization-focused fund, Decarbonization Partners, at a valuation of over $1 billion. – ESG Today
1/14/2026: Diginex acquired PlanA.earth, an AI-powered carbon accounting and decarbonization platform. – Yahoo Finance
1/13/2026: Sofab Inks, a perovskite solar cell manufacturer and developer, raised a $5 million seed round from Keyhorse Capital. – Louisville Business First
1/13/2026: WSB acquired NEO Virtus Engineering, an engineering consulting firm specializing in photovoltaic and energy storage system design. – Business Wire
1/8/2026: Otovo acquired Solar Service Professionals, a solar service provider based in California. – Business Wire

In-Depth Read:
The US Transition Ahead: Booming Energy Demand, Shifting Mobility – BloombergNEF

Podcast:
Progress Amid Fragmentation: Energy Transition to 2030 – Switched On

Industria Partners provides focused strategic advisory services to industrial, climate, infrastructure, and energy companies at every point across the business cycle. Through industry connectivity, transaction experience, and expert execution, Industria delivers superior outcomes to its clients. Visit our website: Industria Partners

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