Decarb Weekly 3/5/2026

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: 

The U.S. power sector is projected to add a record 86 GW of utility-scale generating capacity in 2026, led by solar (43.4 GW, 51%) and battery storage (24.3 GW, 28%), reflecting sustained capital deployment into renewable energy infrastructure. – U.S. Energy Information Administration

Recent Market News:

• Beyond Alliance members including Amazon, Google, and JPMorgan announced $100 million in capital commitments through 2030 to fund superpollutant abatement. – Axios
• Brookfield, BCI, and NBIM announced Northview Energy, a $2.6 billion renewable infrastructure platform, seeded with 2.3 GW of contracted U.S. renewables with a framework for up to $1.5 billion for North American acquisitions. – Brookfield Renewable Partners 

Transactions:

• 3/4/2026: Svante Technologies, a carbon capture and removal provider, acquired Carbon Alpha to expand CCS and BECCS project development. – ESG Investing
• 3/4/2026: Partners Group backed Exus Renewables, a developer and operator of utility scale renewable energy projects, acquired Ozone Renewables to expand early-stage project pipeline. – PR Newswire
• 3/4/2026: Rebound Technologies, a provider of thermal energy storage and cooling systems, closed a $10.8 million Series A round led by Taronga Group. – Pitchbook
• 3/3/2026: AirMyne, a carbon removal company developing liquid solvent DAC systems, announced an investment from ENEOS Holdings. – AirMyne
• 2/27/2026: SHINE Technologies, a nuclear fusion company developing commercial fusion technology, raised $240 million led by NantWorks. – SHINE Fusion

In-Depth Read:
Electricity 2026: Analysis and forecast to 2030 – International Energy Agency

Podcast:
The Hidden Power Bill of Artificial Intelligence with MIT’s Vijay Gadepally – Energy vs Climate

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