Decarb Weekly 12/26/24

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: 

US investor-owned utility capital expenditures – Halcyon

Recent Market News:

• Meeting net zero emissions for eight hard-to-abate sectors will require an additional $30 trillion investment, with 43% for retrofitting and new assets and 57% from the ecosystem for infrastructure like clean power and carbon capture. – WEF

Transactions:

• 12/19/24: Deep Sky secured a $40 million grant from Breakthrough Energy Catalyst for its Deep Sky Alpha carbon removal project. – Finsmes
• 12/19/24: Verde Clean Fuels announced a $50 million equity investment from Cottonmouth Ventures, marking their second investment in Verde and making Cottonmouth the second largest shareholder. – Global Cleantech Capital
• 12/12/24: Terradot launched its enhanced rock weathering operations with $58.2 million in funding. – Carbon Herald

In-Depth Read:
Climate Compass Report – 2024

Podcast:
Is US solar growth truly unstoppable? – Wood Mackenzie

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