Decarb Weekly 6/15/23

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: 

EPA Proposes Carbon Capture Mandate, but 45Q Will Still Drive CCUS Investment – BTU Analytics

Recent Market News:

• The US’ fragmented electric grid, built primarily to accommodate coal and gas plants, is becoming a major obstacle in the energy transition. – NY Times 
• The Global Arrangement on Sustainable Steel and Aluminum, aimed at levying tariffs on steel imported from countries that fail to meet climate obligations, is proving difficult for the US to impose. – WSJ

Transactions:

• 6/12/23: Duke Energy has agreed to sell its unregulated utility scale Commercial Renewables business to Brookfield Renewable in a deal valued at about $2.8 billion. – Reuters
• 6/12/23: Fiera Infrastructure and Palisade Infrastructure Group complete their joint acquisition of Amp US, a renewable energy and battery storage business. – PR Newswire

In-Depth Read:
The effect of carbon price on low carbon innovation – Nature
Podcast:
Hustling to save the planet at lowercarbon – Capital Allocators 

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.