Decarbonization Weekly

Decarb Weekly 1/29/2026

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:

Under a moderate mitigation scenario, physical climate risk costs for S&P Global 1200 companies are projected to rise by roughly 85% to ~$1.6tn by the 2090s. – ERM Sustainability Institute

Recent Market News:

  • Charm Industrial, a carbon removal startup announced a 10-year offtake agreement with TD Bank to expand operations into Canada for 44,000 metric tons of biochar and bio-oil removal credits. – ESG Drive
  • Google signed three 20-year power purchase agreements with Clearway Energy Group to supply 1.17 gigawatts of carbon free energy projects, representing over $2.4 billion invested in clean energy infrastructure. – Clearway

Transactions:

  • 1/28/2026: J.F Lehman & Company acquired Tradewater, a provider of carbon offset credits that collects and eliminates the release of pollutants including halocarbons and methane. – Tradewater 
  • 1/26/2026: Gigablue, a marine carbon dioxide removal company closed a $20 million Series A led by Planet Ocean Capital. – Gigablue
  • 1/26/2026: GlassPoint, a generator of solar industrial heat energy closed a $20 million funding round led by N.I.S. New Investment Solutions. – GlassPoint

In-Depth Read:
2026 Annual Trends Report: Competing Pressures, New Approaches 

Podcast:
The State of the Climate 2026 | Ep242: Zeke Hausfather

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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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