Decarb Weekly 2/12/2026

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: 

Over the next four years, energy producers are prioritizing technological upgrades (74%) and retrofits (71%), while maintaining strong commitment to greenfield development (64%), reflecting a balanced CapEx strategy between near-term optimization and long-term capacity expansion. – Womble Bond Dickinson

Recent Market News:

• Vision Ridge raised $2.4 billion for its Sustainable Asset Fund IV, with capital deployment focused on climate solutions. – WSJ
• TotalEnergies closed two long-term Power Purchase Agreements (PPA) with Google to provide 1GW of solar capacity for 15 years to power its Texas-based data centers. – TotalEnergies
• NineDot Energy closed $431 million in debt financing led by Natixis for the construction of 28 battery storage projects totaling 124MW across New York City. – Business Wire

Transactions:

• 2/12/2026: Zeitview acquired Insight M, an aircraft-based methane detection and analytics company. – Axios
• 2/6/2026: Terradot acquired Eion, an enhanced rock weathering (ERW) carbon removal company. – Business Wire 
• 2/5/2026: Flowserve acquired Trillium Flow Technologies’ Valves Division, provider of mission-critical valves in nuclear and traditional power generation. – Flowserve

In-Depth Read:
US Sustainable Investing Trends 2025/2026 Report

Podcast:
EVOL: Offshore wind in focus – Ming Yang, transmission charging and AR8

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