Decarb Weekly 1/2/25

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: 

Renewables are set to grow rapidly between now and 2030 – Canary Media

Recent Market News:

• Recent developments in the U.S. power sector include a potential tripling of data-center power demand by 2028, significant progress in decarbonization with wind and solar set to outpace coal generation in 2024, and utilities facing new challenges such as extreme weather and grid interconnection delays. – Canary Media
• Green-energy companies are scrambling to navigate the Republican sweep of the White House and Congress, fearing significant reductions to tax credits and tariffs on imports could reduce investment in new renewables plants by $350 billion over the next decade. – WSJ

Transactions:

• 12/24/24: Sunairio, a Baltimore-based climate and energy analytics startup, raised $6.4 million to expand its climate simulation technology, bringing the total funding to $8.8 million. – Finsmes

In-Depth Read:
2025 will be the year climate tech learns to love AI – TechCrunch

Podcast:
How Investing in Commodities Can Be a Hedge Against Uncertainty – WSJ

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