Decarbonization Weekly

Decarb Weekly 1/8/2026

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: 

BloombergNEF expects annual global storage installations to exceed 100GW in 2026 for the first time and rise onward past 200GW over the coming decade. – BloombergNEF

Recent Market News:

  • The Department of the Interior paused the leases for “all large-scale offshore wind projects under construction” in the United States due to national security risks, costing the 700-MW Revolution Wind project an estimated $1.44 million per day. – ESG Dive
  • Standard Chartered issued its inaugural Green Bond in a EUR 1bn format, expanding the bank’s platform for Sustainable Finance issuance and directing capital toward climate and resource solutions in developing economies. – ESG News
  • President Trump announced that the United States would withdraw from dozens of international and U.N. entities, including the U.N. Framework Convention on Climate Change and the scientific Intergovernmental Panel on Climate Change, that “operate contrary to U.S. national interests” of focusing on oil, gas, and mining development. – Reuters

Transactions:

  • 1/7/2026: Constellation acquired Calpine Corporation from Energy Capital Partners, uniting Constellation’s nuclear fleet with Calpine’s natural gas and geothermal generation. – Constellation 
  • 1/6/2026: Pattern Energy acquired Cordelio Power, an independent power producer with an operating portfolio of over 1,860 MW of renewable power assets. – Pattern Energy
  • 12/30/2025: Okovate Sustainable Energy acquired the assets of Fundusol to establish a new frontier for data-driven precision in the co-location of solar energy and agriculture. – Renewable Energy Magazine
  • 12/26/2025: Tobe Energy received an investment from the University of Tulsa and Hurricane Ventures to accelerate the company’s mission to make clean hydrogen production cheaper, more efficient, and widely accessible. – PR Newswire
  • 12/22/2025: Alphabet acquired Intersect Power, a provider of data center and energy infrastructure solutions, for $4.75 billion in cash, plus the assumption of debt. – Alphabet

In-Depth Read:
4 trends that will shape ESG in 2026 – ESG Dive

Podcast:
Why Now is the Best Time in Decades for Climate Investing with Angeleno Group’s Daniel Weiss – Invested in Climate

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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