Decarb Weekly 7/10/2025

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: 

Imports made up 17% of U.S. energy supply in 2024. – EIA

Recent Market News:

• Gigablue’s ocean-based decarbonization plan draws skepticism from researchers over data concerns. – AP
• EIA forecasts Brent crude oil prices to decrease below $60 next year, while electricity generation from solar power is expected to increase 19% by next summer. – EIA
• Arbor Energy is awarded a $41 million contract from Frontier Climate to remove 116,000 tons of carbon dioxide. – TechCrunch

Transactions:

• 07/09/2025: Lydian Energy secures $233 million in project financing from ING and KeyBank for three battery energy storage systems (BESS) projects totaling 550 MW. – HartEnergy
• 07/09/2025: Toronto-based R-LABS raises $3.5 million (CAD) to expand venture portfolio aimed at solving Canada’s climate and housing challenges. – BusinessWire
• 07/08/2025: Tulum Energy secures $27 million venture funding to launch industrial decarbonization project with steelmaker Ternium. – Yahoo!Finance
• 07/07/2025: Chloris Geospatial raises $8.5 million Series A for satellite-based forest-carbon analytics platform. – PRNewswire

In-Depth Read:
The Moment the Clean-Energy Boom Ran Into ‘Drill, Baby, Drill’ – WSJ

Podcast:
Inside the ‘Crazy Grid’: Why the Future of Energy Needs Everything, Everywhere, All at Once – iHeart

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