Decarb Weekly 7/2/2026

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: 

In 2025, global annual renewable capacity additions increased by 16%, reaching 800 GW. – IEA 

Recent Market News:

• Generation Investment Management, closed Sustainable Private Equity Fund II, raising over $1 billion to back scaled, mission-critical businesses driving sustainability transformation. – Generation 
• Bloom Energy and Brookfield expanded their partnership to finance clean fuel cell power for AI infrastructure, with Brookfield increasing its financing commitment from $5 billion to $25 billion. – Bloom Energy

Transactions:

• 7/1/2026: Pattern Energy, a developer and operator of clean energy and transmission infrastructure, closed a $546 million preferred equity investment from Nuveen Energy Infrastructure Credit for its SunZia project. – Power Technology
• 6/30/2026: KKR announced an agreement to acquire the US and Canadian operations of EDF Power Solutions, a developer and operator of renewable energy infrastructure, for approximately $4.2 billion. – KKR
• 6/25/2026: BeZero Carbon acquired Cedar, a platform that automates complex sustainability workflows and turns fragmented data into structured, auditable insights. – BeZero 
• 6/25/2026: Deep Sky, a developer of carbon dioxide removal projects, received a strategic investment from Sumitomo Mitsui Banking Corporation. – Deep Sky

In-Depth Read:
Green economy surpasses $10 trillion in market capitalization: LSEG – ESG Dive

Podcast:
Energy Infrastructure, AI, and Seed Investing on The Green Insider – The Green Insider

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