Decarb Weekly 10/1/2026
Decarb Weekly™, by Industria Partners, is a collection of articles focusing on trends and transactions in industrial decarbonization and climate tech.
Industria will be attending the NECA Convention in Las Vegas on October 5 – 6th. We encourage you to reach out to Julia McMillan or Ren Lubchenco to schedule time for additional dialogue and market insights.
Chart of the Week:
Natural gas remained the largest share of generation capacity transacted through M&A in H1 2026, reinforcing buyers’ focus on dispatchable power. – Deloitte
Recent Market News:
- The Environmental Defense Fund estimates that ~15 GW of U.S. clean-power projects were canceled during the first half of 2026, representing ~$24.5 billion of planned investment, while 26 GW of new clean-power capacity was added over the period. – Environmental Defense Fund
- A survey of U.S. clean-energy supply-chain participants found that 90% of surveyed buyers pay a premium for inputs that comply with prohibited foreign entity rules, with 31% of surveyed participants reporting premiums of 11 – 25%. – Crux
Transactions:
- 10/1/2026: Stryten Energy acquired C&D Technologies and Trojan Battery Company, together C&D Trojan, a provider of energy storage technologies for standby power applications across mission critical sectors including renewable energy. – Stryten Energy
- 9/30/2026: Algebris Green Transition Fund acquired Nadara-backed Vector Renewables, a provider of technical advisory, legal advisory, and asset management services for renewable energy assets. – Nadara
- 9/30/2026: Harrison Street Asset Management acquired Antin Infrastructure Partners-backed Vicinity Energy, a U.S. district heating and cooling platform decarbonizing cities through its proprietary eSteam offering. – Harrison Street
- 9/29/2026: CLEAResult acquired CHEERS, California’s state-approved energy code compliance platform, and its affiliate ConSol, an energy advisory firm supporting the energy transition. – CLEAResult
In-Depth Read:
Net zero without retreat: The winning path for companies on climate – ESG Dive
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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