Decarbonization Weekly

Decarb Weekly 5/28/2026

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: 

R&D spending by companies in energy-related sectors has continued to rise, though it slowed in 2025 to less than 2% growth. – IEA

Recent Market News:

  • Global sustainable funds drew net inflows of $3.5 billion in the first quarter of 2026, marking a return to positive global inflows after outflows of $27 billion in the fourth quarter of 2025. – Reuters
  • Enbridge announced a $1.2 billion solar-and-storage project in Wyoming to power Meta’s data centers, expanding the partnership to ~1.6 GW across North America. – Enbridge
  • Hadron Energy, a developer of light-water micro-modular nuclear reactors, completed its SPAC business combination with GigCapital7 Corp, raising roughly $31 million. – Hadron

Transactions:

  • 5/27/2026: Thea Energy, a developer of stellarator-based fusion power plants, raised a $100 million Series B led by the US Innovative Technology Fund. – Thea
  • 5/21/2026: Frontier Power USA, a long-duration energy storage company, acquired a 480 MWh portfolio of battery energy storage system development projects from Bimergen Energy Corporation. – Cerberus

In-Depth Read:
Liebreich: The Great Clean Energy Acceleration 2.0 – BloombergNEF

Podcast:
This Week in Cleantech (05/26/2026) – Iran conflict makes clean energy look more secure – Factor This

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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