Decarb Weekly 7/30/2026

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 2026, U.S. fossil-fired generation growth is set to outpace China’s for the first time in decades as data center demand drives gas turbine orders, with solar PV growing 15%, wind 5.5%, hydropower 4.5%, and nuclear 1%. – IEA

Recent Market News:

• Tailwater Capital-backed Frontier Infrastructure Holdings, a developer of low-carbon infrastructure, and Carbonfuture, a facilitator of carbon removal, entered into an agreement for 750,000 carbon removal credits from Frontier’s ethanol bioenergy carbon capture and sequestration (BECCS) initiative. – Tailwater Capital 
• NTT Data and Engie announced a strategic partnership to support the decarbonization, energy resilience, and sustainable expansion of NTT’s global data center and AI infrastructure operations to support net-zero ambitions. – NTT

Transactions:

• 7/30/2026: Commonwealth Fusion Systems, a fusion energy company, raised $1 billion of additional equity financing, bringing its total capital raised to $4 billion. – Commonwealth
• 7/29/2026: Goldman Sachs Alternatives announced the acquisition of RWE Americas’ U.S. Distributed Clean Energy business, a developer and operator of clean energy assets across 16 states with a development pipeline of 1.2 GW. – Goldman Sachs
• 7/23/2026: Johnson Matthey completed its acquisition of CORMETECH, a manufacturer of technologies that clean the air of pollutants and gases emitted by industrial, refining, petrochemical, and power generation infrastructure. – Johnson Matthey

In-Depth Read:
S&P Global Launches New Carbon Registry with Verra – ESG News

Podcast:
From OpenAI to $500M in Project Finance for Forests | Living Carbon – Climate CEOs

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