Decarb Weekly 6/11/2026
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:
Overcapacity remains a critical feature of global supply chains, mainly fueled by Chinese overinvestment, and continues to compress margins for key clean-tech products. – BloombergNEF
Recent Market News:
- MN8 Energy brought two utility-scale solar projects online, totaling 260 MWac under long-term PPAs with Microsoft, adding renewable power to ERCOT’s Houston load zone and PJM, two U.S. markets facing rising electricity demand. – ESG News
- JPMorgan Chase has increased its total carbon dioxide removal purchases with Charm Industrial to 90,000 tons and provided the company with a $20 million venture debt facility to catalyze growth. – Charm Industrial
- Northern Trust Asset Management launched two actively managed climate-focused UCITS equity funds, incorporating targeted reductions in portfolio carbon footprint and industry-specific climate risk assessments. – ESG Today
Transactions:
- 6/9/2026: Novara acquired Ensogo, a provider of AI-powered sustainability and ESG software that helps organizations streamline environmental reporting, improve operational visibility, and manage evolving compliance requirements. – Novara
- 6/9/2026: Veregy acquired JDC Energy Services, a provider of energy-efficiency engineering, procurement, and construction services. – GlobeNewswire
- 6/4/2026: Pathway Power, a U.S. utility-scale renewable and storage development platform, closed a preferred equity investment from Igneo Infrastructure Partners. – Igneo
In-Depth Read:
Liebreich: The Great Clean Energy Acceleration 2.0 – BloombergNEF
Podcast:
Surprising Trends in Global Electricity Generation – The 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
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