SUNYA SCOOP

Haynesville CCS

May 1, 2025

BKV, Comstock to jointly develop CCUS projects at Haynesville gas facilities

Collaboration targets carbon capture at Bethel and Marquez plants in Texas.

  • BKV brings CCUS expertise; Comstock contributes Haynesville production footprint

  • Projects would establish CO₂ injection wells for onsite sequestration

  • Agreement is non-binding, with final terms under negotiation

Sunraycer signs 240 MWac solar agreements with Meta in Texas

Meta to procure 100% of environmental attributes from two solar sites powering ERCOT grid.

  • Midpoint (97.5 MWac) and Gaia (143 MWac) solar projects to reach COD in Q4 2025

  • Meta continues pursuit of 24/7 clean energy alignment

  • Sunraycer advancing 2 GW solar + 2 GW BESS pipeline across U.S.

  • Projects structured to support grid reliability and scalable capital access

Microsoft signs 335 MW wind PPA with Clearway Energy in West Virginia

Mount Storm project to use American-made turbines and power Microsoft’s sustainability goals.

  • Will generate millions in tax revenue and support local economic development

  • Adds to Microsoft’s growing portfolio of long-term clean energy contracts

  • Clearway now manages 11.8 GW of capacity across 26 states

TotalEnergies, OQEP break ground on ultra-low carbon Marsa LNG in Oman

Marsa LNG aims for <3 kg CO₂e/boe, sets standard for marine LNG bunkering in Middle East.

  • JV: TotalEnergies (80%) and OQEP (20%); COD expected Q1 2028

  • Facility fully electrified and powered by 300 MWp solar plant

  • Target market: marine fuel; LNG bunkering vessel Monte Shams to launch in Sohar

  • Part of Total’s shift to grow gas to 50% of its energy mix by 2030

Pioneer closes €1.1B sustainable infrastructure fund to back climate tech in Europe

Fund II exceeds €800M target to support energy transition and environmental investments.

  • Attracted pension funds, insurers, endowments, and global LPs

  • Classified Article 9 under SFDR; targets value-add, thematic investments

  • Investments include Yeager Energy and OG Clean Fuels

Remora pivots to freight rail with mobile carbon-capture tech, backed by $117M VC

Startup targets retrofits for diesel locomotives with 1 ton/hour CO₂ capture system.

  • Remora acquires 4,400-hp GE locomotive to test mobile capture tech in Detroit

  • Rail pilot partners include Union Pacific, Norfolk Southern, Pacific Harbor Lines

  • System liquefies CO₂ on board for resale; captures up to 90% of exhaust CO₂

  • $117M raised to date; $60M Series B led by Valor Equity (2023), with Lowercarbon, RyderVentures, and others

South Wind Exploration backed with $400M from Kayne Anderson for U.S. oil & gas assets

New E&P venture led by Flywheel Energy veterans targets onshore production plays.

  • $400M+ equity from Kayne Private Energy Income Fund III and management

  • Focus: acquiring and operating large, producing U.S. oil & gas assets

  • Builds on successful prior partnership at Flywheel Energy

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.