Decarb Weekly 8/6/2026

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: 

US sustainable funds returned to positive territory in the second quarter of 2026, attracting nearly $3 billion in net inflows after 14 consecutive quarters of outflows. – Morningstar

Recent Market News:

• Private capital funds targeting environmental or social outcomes raised $31 billion in 2025, with impact-focused infrastructure funds accounting for $24 billion, and in 2026, impact-focused funds have raised $13 billion to date. – Financial Times
• Hydrogen Refueling Solutions and Baker Hughes entered into an agreement to develop large-scale hydrogen infrastructure, creating Hydrogen Filling Centers and refueling stations across Europe and international markets. – ESG News

Transactions:

• 8/5/2026: KMB Design Group acquired Hurricane Hill Development Company, an electrical engineering firm specializing in renewable energy design, utility-scale solar, battery storage, power systems for data centers, and telecommunications infrastructure. – KMB Design
• 8/3/2026: Base Power, a manufacturer of home batteries designed to support the grid, raised $1 billion in a Series D financing at a $13 billion post-money valuation, led by Ribbit, Addition, Valor Equity Partners, and JPMorgan’s Strategic Investment Group. – Reuters
• 8/3/2026: Valar Atomics, a developer and operator of nuclear energy for heavy industrial power, closed a $1 billion Series B financing led by Sequoia Capital and a $200 million credit facility. – Valar Atomics
• 7/30/2026: Antora Energy, an energy storage company providing thermal batteries that deliver power to industry, data centers, and the grid without supply-constrained critical minerals, closed $550 million in Series C funding co-led by G2 Venture Partners and Eclipse. – Antora Energy

In-Depth Read:
The stakes if the SEC axes climate disclosure rules – Reuters

Podcast:
Good Power: How Climate Communication Can Accelerate the Energy Transition – Climate Rising

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