Decarb Weekly 5/8/2025

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: 

ERCOT Battery Additions by Year – Jesse Peltan 

Recent Market News:

• Mitsui O.S.K. Lines has partnered with Climeworks to remove 13,400 tons of CO₂ from the air by 2030 using DAC, marking Climeworks’ first collaboration in the shipping industry. – Climeworks
• Microsoft has signed a three-year offtake deal for up to 3 million improved forest management (IFM) credits in the U.S., continuing its carbon removal credit buying spree after a similar agreement with Meta. – Carbon Pulse

Transactions:

• 5/6/25: CNaught has secured $4.5 million in seed funding to simplify carbon credit purchases for businesses. – TechCrunch
• 5/2/25: Ara Partners has launched an $800 million infrastructure fund aimed at decarbonizing industrial sectors and repurposing existing assets for low-carbon developments. – TechCrunch
• 4/29/25: Remora has raised $60 million in Series B funding to expand its carbon capture technology from trucking to freight rail. – Carbon Herald

In-Depth Read:
The Missing Middle – Jefferies

Podcast:
Critical minerals and renewables: A new era of energy security – Energy Evolution

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