Decarb Weekly 10/29/2026

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: 

Renewable energy infrastructure holds cost advantages over conventional generation, with a lower levelized cost of energy than new-build gas, coal, and nuclear generation. – CBRE

Recent Market News:

• EIG and Acwa established Plenum Power, a power infrastructure partnership targeting ~$4 billion in initial equity commitments to pursue acquisitions and development opportunities across conventional and renewable generation, energy storage, and related infrastructure. – EIG
• The U.S. Department of Energy launched a Battery Manufacturing Accelerator, to accelerate battery commercialization, reduce manufacturing costs, and strengthen domestic storage supply. – DOE
• The U.S. Environmental Protection Agency proposed revisions to the 2024 oil and natural gas emissions regulations, with the agency estimating ~$45 billion in regulatory cost savings. – EPA

Transactions:

• 10/26/2026: Hg acquired 3E, a provider of renewable energy technical advisory services and asset performance management software, with Galvanize Climate Solutions participating as a co-investor. – 3E
• 10/26/2026: WEG acquired L&S Electric’s Power Controls Solutions business, a provider of specialized control systems supporting hydropower generation, for $11 million. – WEG 
• 10/26/2026: SunHydrogen acquired a minority stake in NewHydrogen, a developer of clean hydrogen production technology designed to reduce emissions across carbon-intensive industrial sectors. – SunHydrogen
• 10/22/2026: Molins Ventures made a strategic investment in Methanol Reformer, a developer of modular systems converting methanol into hydrogen and electricity to support industrial decarbonization. – Molins

In-Depth Read:
The energy transition will require a multifaceted approach – McKinsey

Podcast:
BTM data centers’ looming methane surge – Catalyst with Shayle Kann

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