Decarb Weekly 10/30/2025

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: 

By 2040 the U.S. power mix is expected to shift to a balanced blend of renewables with wind and solar leading growth. – American Clean Power

Recent Market News:

• The All Aboard Coalition launched a $300 million fund to fast-track hydrogen, carbon capture, geothermal, and long-duration storage. – The Wall Street Journal
• KPMGs 2025 CEO Report found that 82% of CEO’s believe AI can accelerate emissions reduction and energy efficiency goals. – ESG News
• Mazama Energy hit a record 629 °F Enhanced Geothermal System in Oregon unlocking carbon-free baseload power with a target cost of 5¢/kWh. – Business Insider

Transactions:

• 10/30/2025: NorthX invested ~$2.4 million in four carbon dioxide removal companies: CarbonRun, Skyrenu Technologies, NULIFE Greentech, and pHathom Technologies. – Carbon Herald
• 10/30/2025: KKR-backed Contour Global raised over $350 million from global lenders and Tyr Energy to power its 324 MW Black Hollow Sun solar project in Colorado. – Reuters
• 10/29/2025: Elemental Clean Fuels acquired Cariboo Clean Fuels to accelerate the buildout of hydrogen, renewable natural gas, and clean fuel infrastructure. – Newswire 

In-Depth Read:
Fostering Effective Energy Transition 2025 – World Economic Forum

Podcast:
Five big questions about the future of energy – Catalyst

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