Decarb Weekly 9/18/2025

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: 

Funding for climate-tech companies jumped nearly 60% in the first half of 2025. – Breakthrough Energy

Recent Market News:

• Galvanize launches its new $1.3 billion Credit and Capital Solutions strategy, aimed at providing flexible financing solutions for companies and projects across the energy transition value chain. – ESG Today
• Google signs a carbon removal agreement with Vaulted Deep, a waste management company, to remove 50,000 tons of CO2 by 2030. – Data Center Dynamics
• The U.S. EPA proposes ending its Greenhouse Gas Reporting Program for power plant owners and other sources of carbon emissions. – Utility Dive

Transactions:

• 09/17/2025: GridStrong secures $10 million in Seed funding to automate grid compliance and reliability. – Morningstar
• 09/17/2025: West Monroe acquires 2050 Partners to strengthen its position on AI-driven energy demand and clean energy transition. –  West Monroe
• 09/16/2025: Ara Partners acquires majority stake in Microtec to decarbonize concrete through advanced waste glass recycling. – Ara Partners
• 09/16/2025:  Chestnut Carbon, a nature-based carbon removal developer, raises $90 million in additional funds for its Series B financing, bringing total year-to-date funding to $250 million. – PR Newswire 
• 09/16/2025: Fourth Power raises $20 million to commercialize its modular, utility-scale thermal energy storage system. – Business Wire

In-Depth Read:
Strong power demand supports investment in US renewables – Wood Mackenzie

Podcast:
When to colocate data centers with generation – Catalyst

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