Decarbonization Weekly

Decarb Weekly 12/11/2025

December, 2025|By Tim Troha

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: 

lithium-ion battery pack prices have dropped 8% since 2024 to a record low of $108 per kilowatt-hour, despite rising metal prices. – BloombergNEF

Recent Market News:

  • The green economy was the second-fastest growing sector in the past decade and is expected to reach $7 trillion annually by 2030, according to Boston Consulting Group and the World Economic Forum. – ESG Dive
  • The United States Department of Energy awarded a total of $800 million in grants, originally allocated under the Infrastructure Investment and Jobs Act, to two nuclear projects developing different kinds of 300-megawatt light-water reactors. – Canary Media

Transactions:

  • 12/10/2025: Fervo Energy, a geothermal power company, raised $462 million from investors including Google to continue to develop a major project in Utah and fund new developments. – The Wall Street Journal
  • 12/10/2025: Natura Resources acquired Shepherd Power, a provider of renewable energy systems, power generation technologies, and sustainable infrastructure services. – Morningstar
  • 12/8/2025: Blue Current, a high-performance silicon solid-state battery company, raised a more than $80 million Series D extension funding round led by Amazon. – Business Wire 
  • 11/14/2025: Voya Energy raised a $13 million seed funding round to develop its new technology to produce carbon-free “metal fuels.” – ESG Today

In-Depth Read:
Supply Chains Struggle as Energy Transition Drives Surging Demand for Metals – BloombergNEF

Podcast:
Who benefits from the AI power bottleneck? – 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

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