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Hafslund Celsio Signs Carbon Removal Agreement with Microsoft
Base Power and GVEC Partner on Utility-Operated Distributed Battery Program
Emerald AI Launches with $24.5M to Transform AI Data Centers into Grid Allies
Landmark Cleve Hill Solar Park Reaches Commercial Operations
Arevon Secures $600 Million Credit Facility to Accelerate Renewable Energy Growth
Producers Midstream Launches Binding Open Season for Palo Duro Pipeline
The almost headlines
In case you missed
Google signs historic 200 MW fusion energy deal with CFS, investing deeper into clean firm power.
Largest corporate fusion offtake agreement signed for CFS’s ARC plant in Virginia.
Google doubles down with second capital investment to accelerate commercialization.
CFS’s high-temp superconducting tokamak aims to achieve net energy gain this decade.
Microsoft signs 10-year deal for 1.1M tons of carbon removal from Norway's leading waste-to-energy CCS project.
Agreement supports Hafslund Celsio’s Klemetsrud CCS facility, part of Norway’s Longship project.
Annual capture of 350,000 tonnes CO₂ expected starting 2029; 50% of CO₂ from biogenic sources.
Project sets a blueprint for decarbonizing 500+ waste incineration plants across Europe.
Residential batteries go utility-grade in Texas pilot with Base Power and GVEC.
GVEC to manage batteries in Lennar-built homes using Base Power’s platform.
Program offers full-home backup and could qualify for ERCOT's DER aggregation pilot.
First deployments began in June 2025 across GVEC’s 100,000-member territory.
Emerald AI unveils Conductor software to help AI data centers flex power use and ease grid strain.
Raised $24.5M in seed funding led by Radical Ventures, with backing from NVentures, CRV, Amplo, and notable figures like Jeff Dean and John Kerry.
Conductor software enables dynamic AI workload shifting to reduce energy demand during grid stress.
A Phoenix pilot cut power use by 25% during peak load events.
Addresses looming 50–100 GW data center demand spike by 2030.
Company aims to unlock up to 100 GW of untapped capacity and set grid-responsive computing standards.
UK’s largest solar project goes live with 373 MW and 150 MW of storage on the way.
Quinbrook completes the Cleve Hill Solar Park, the first Nationally Significant Infrastructure solar + storage project in the UK.
Peak commissioning output hit 0.7% of national demand; co-located 150 MW battery under construction.
Expected to avoid 142,000 tonnes of CO₂ annually and generate £114M in local economic benefits.
Arevon lands flexible green credit line to fuel solar and storage expansion across 17 states.
Facility includes $350M revolving loan and $250M project LC facility, expandable to $850M.
Arevon has 4.7 GW operating, 1.5 GW under construction, and 6 GW in development.
Wells Fargo led financing with sustainability-linked terms.
New €100M fund to back clean energy startups across the U.S. and Europe.
Joint ELTIF will invest in energy efficiency, sustainable mobility, and decarbonization tech.
Eni Next brings technical diligence; Azimut provides investment access across 20 countries.
Launch targeted for September 2025, with initial focus on U.S.-based startups.
Producers Midstream opens bidding for pipeline linking Permian and Mid-Continent gas markets.
Converts existing 16-inch line for interstate use with Q1 2026 in-service target.
Supports constrained Permian gas flow and AI-era industrial demand.
Open Season runs June 30–July 14 for long-term firm transport rights.
Innovex Expands Platform With Highly Accretive Acquisition of Citadel Casing Solutions
Innovex adds downhole tech specialist Citadel in a deal valued at 3.8x EBITDA, boosting U.S. cementing market share.
Entergy Completes Sale of its Natural Gas Distribution Business to Delta Utilities
Entergy exits gas business to sharpen focus on electric grid investments.
DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.
