Decarb Weekly 8/20/2026

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, climate tech funding reached ~$41.3B even as the deal count fell to a record low, with capital flowing into fewer but larger deals. – State of Climate Tech

Recent Market News:

• Lotus Infrastructure Partners closed Fund IV, raising $1.8 billion for investments targeting infrastructure along the energy value chain that benefit from sustainability and energy transition trends. – ESG Investing
• Dimension Energy, a developer, owner, and operator of distributed energy infrastructure, closed $857 million in financing. – Dimension Energy
• Blue Earth Capital announced that it has raised over $200 million in investor commitments at the second close of its impact secondaries strategy, targeting sectors inclusive of climate action and the circular economy. – ESG Investing
• The All Aboard Coalition, a venture-capital collaboration, closed its inaugural All Aboard Fund, raising $133 million for investments in climate technology. – ESG Wise

Transactions:

• 8/19/2026: Power Planet, a geothermal development company advancing geothermal system projects, received investment from EIG Geothermal Catalyst Partners to support continued development of its Star Peak EGS Project. – EIG 
• 8/18/2026: Future Standard acquired a minority stake in KDC, a specialized infrastructure development and management firm with a background in traditional and renewable power plants. – Future Standard
• 8/18/2026: Thea Energy, a fusion power company advancing commercialization of zero-emission energy, closed an extension of its Series B funding with support from Brevan Howard Macro Venture, Aloniq, ALJ Investments, and Beyond Earth Ventures. – Thea Energy
• 8/13/2026: Kinematics acquired RenuTrak, a repowering solar solutions provider that upgrades critical components and controls to extend asset life and improve energy production. – Kinematics

In-Depth Read:
The climate strategy that most investors overlook – Reuters

Podcast:
Can AI revolutionize grid operations? – 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