Decarb Weekly 8/14/2025

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: 

Projected global shipping emissions under IMO Net-Zero Framework proposal. – Mongabay

Recent Market News:

• The U.S. rejects proposal made by the IMO aimed at reducing global greenhouse gas emissions due to cost concerns for citizens and businesses. – Reuters
• Thyssenkrupp Nucera abandons U.S. green hydrogen projects due to tax and spending changes initiated by the Trump administration. – Stocktwits
• According to the EIA, the U.S. power demand is set to reach record highs in 2025 and 2026, driven by data centers and electrification processes. – Reuters

Transactions:

• 08/13/2025: Apollo acquires majority stake in Kelvion to expand clean energy and industrial decarbonization solutions. – ESG News
• 08/11/2025: Zeo Energy acquires Heliogen for $10 million to expand energy generation and storage for industrial-scale facilities. – GlobeNewswire
• 08/07/2025: Energy Vault secures $300 million to launch Asset Vault to execute 1.5 GW of energy storage projects. – Businesswire

In-Depth Read:
U.S. Clean Energy Capacity Growth Gets Slower But Wider In 2025 – Reuters

Podcast:
Zero: The Race to Shrink Reactors, Grow Nuclear Power – Bloomberg

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