Decarb Weekly 9/3/2026

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 the first half of 2026, deal value across energy, natural resources, and chemicals increased 60.3% YoY, while deal volume declined 9.4% YoY. – KPMG

Recent Market News:

• The World Bank raised $4 billion through a new seven-year sustainable development bond, attracting more than $11 billion in orders from over 150 investors. – ESG Dive
• Aligned Climate Capital announced the launch and first close of its $500 million Aligned Solar Partners 7 fund, its seventh infrastructure fund focused on acquiring and developing distributed solar and energy storage projects across the U.S. – ESG Today
• Geothermal energy provider Fervo Energy announced a 396 MW PPA with Google, with an option to expand the agreement by approximately 600 MW by 2030. – Fervo Energy

Transactions:

• 9/1/2026: System One, a provider of technical outsourced services to end markets with mission-critical infrastructure, including renewable and nuclear power generation, closed a strategic investment from Oaktree Capital Management and StepStone Group. – System One
• 8/31/2026: ARRAY Technologies acquired Affordable Wire Management, a provider of wire management, cable protection, and balance-of-system solutions for the solar and energy storage industries. – ARRAY
• 8/25/2026: Brailsford & Dunlavey acquired Fangman Associates, an advisory firm specializing in strategic energy planning, expanding capabilities for institutions confronting aging utility systems and decarbonization commitments. – Brailsford & Dunlavey

In-Depth Read:
Trump’s Energy Policy could cost US 540 GW of renewables, says NRDC – ESG Dive

Podcast:
From EVs to BESS: Why capital is flowing to batteries – Aug26 – Redefining Energy

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