Decarb Weekly 8/27/2026

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 a survey of 50 US renewable energy developers, 58% reported project cost increases of 6 – 10% tied to federal permitting, with the worst cases adding more than 25% to project costs. – Crux

Recent Market News:

• Nuveen Green Capital raised over $1 billion in commitments at the first close of Nuveen CPACE Lending Fund IV to finance energy efficiency, water efficiency, and climate resilience upgrades for commercial buildings. – ESG Investing
• MassMutual Ventures launched Climate Technology Fund II, a $150 million venture capital fund targeting early-stage companies applying climate technology and AI across energy infrastructure, real estate, and natural resources. – Mass Mutual

Transactions:

• 8/26/2026: Erthwrks, a portfolio company of Beartown Holdings, acquired Arktos Environmental, a provider of Optical Gas Imaging (OGI) and Leak Detection and Repair (LDAR) services, expanding Erthwrks’ integrated suite of air compliance services. – Business Wire
• 8/25/2026: SitelogIQ, a portfolio company of AEA Investors, acquired IPOWER Alliance, a renewable energy project developer and integrator serving commercial and industrial customers. – SitelogIQ
• 8/25/2026: Aquila Energy, a renewable energy infrastructure company specializing in EPC solutions for distributed generation, utility-scale solar, and battery energy storage projects, received a strategic investment from CenterNode. – Business Wire
• 8/21/2026: Cloverleaf Infrastructure, a Sandbrook Capital and NGP Energy Capital-backed developer of clean-powered, ready-to-build sites for data centers, received a minority investment from NVIDIA. – Cloverleaf

In-Depth Read:
Governance Proposals rise as environmental and social filings plummet: Report – ESG Dive  

Podcast:
Built to last: Why insurers are helping design resilience into renewable energy and storage facilities – Energy Gang

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