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Meta signs 791 MW w/ BX-backed Invenergy

June 26, 2025

Invenergy to Provide Meta with Nearly 800 MW, Supporting Data Center Operations

Meta signs 791 MW in new solar and wind PPAs to power AI data centers.

  • Agreements nearly double Meta–Invenergy collaboration to 1.8 GW.

  • Projects span Ohio, Arkansas, and Texas, supporting Meta's clean energy targets.

  • Meta receives renewable credits; Invenergy will deliver power to local grids.

Enfinity Global Expands U.S. Structured Credit Facility to $245 Million to Accelerate Renewable Energy Deployment

Enfinity boosts U.S. solar and storage pipeline with $245M in structured credit.

  • Nomura leads financing with backing from CIP, Generate, HSBC, and Versus Capital.

  • Funds will support Enfinity’s 22 GW clean energy portfolio buildout.

Anew Climate and Aurora Sustainable Lands Collaborate with Microsoft to Deliver Landmark 10-Year Agreement for Carbon Removal Credits

Microsoft signs 10-year deal for 4.8M nature-based carbon removal credits across five states.

  • Largest permanent working forest project in eastern U.S. in two decades.

  • Forests in NY, VA, WV, KY, and FL will use Improved Forest Management protocols.

  • Carbon credits issued under ACR v2.1; tracked using Anew’s AI-powered Epoch Platform.

  • Includes perpetual easements and rigorous monitoring to meet Microsoft’s durability standards.

  • Credits begin delivery in 2025 and support Microsoft’s Carbon Negative 2030 goal.

1PointFive Announces 50,000 Metric Ton Carbon Removal Agreement with JPMorganChase

JPMorgan signs 10-year DAC-based carbon removal deal with 1PointFive for 50,000 tonnes.

  • Carbon pulled from air at STRATOS DAC facility and stored via saline sequestration.

  • Aligns with JPMorgan’s net-zero strategy and support for DAC innovation.

  • 1PointFive continues scaling durable carbon removal tied to 1.5°C climate goal.

Frontier Infrastructure Holdings and Wild Assets Announce Major Offtake Agreement for High-Quality BECCS Carbon Removal Credits

Wild Assets to buy 120,000 tonnes of biogenic CDR credits from Frontier’s BECCS projects.

  • CO₂ captured from ethanol plants and shipped by rail to Sweetwater Hub in Wyoming.

  • Rail logistics offers a scalable alternative to pipelines amid permitting delays.

  • Deal reflects rising appetite for durable, verifiable carbon removal in voluntary markets.

  • Frontier backed by Tailwater Capital, with focus on low-carbon infrastructure.

Southern Company Gas Expands Clean Energy Portfolio with New Renewable Natural Gas Agreements

Virginia Natural Gas and Chattanooga Gas secure RNG deals to cut 18,978 tCO₂e.

  • RNG sourced from Texas landfills and waste streams, fully infrastructure compatible.

  • Backed by state policies like Virginia’s Energy Innovation Act and Tennessee’s RNG law.

  • Southern Company Gas aims for net-zero operational emissions by 2050.

Energy Transfer Expands LNG Supply Agreement With Chevron by 1.0 MTPA From Lake Charles LNG

Chevron ups Lake Charles LNG commitment to 3 MTPA under 20-year deal.

  • Henry Hub–indexed contract includes fixed liquefaction charges.

  • Supply contingent on FID; builds on December 2024 agreement.

  • Lake Charles LNG to leverage existing tanks and berths, tied to 130,000-mile pipeline network.

  • Agreement strengthens Energy Transfer's long-term LNG portfolio.

Coastal Bend LNG Initiates Development of 22.5 Mtpa LNG Export Facility

New Texas Gulf Coast project to deliver low-carbon LNG with integrated CCS.

  • Facility to include five 4.5 Mtpa liquefaction trains, storage, and cogeneration.

  • Carbon capture aims to monetize 45Q credits and offer cleaner LNG exports.

  • FERC pre-filing expected in 2025; development led by privately held Coastal Bend LNG.

Ambienta raises €500m for small cap strategy

Environmental investor Ambienta exceeds €450M target for small cap fund.

  • Focuses on sustainable European companies with ≤€150M revenue.

  • Deployments begin in Milan and Paris, led by senior sector experts.

Shell statement re BP

Shell publicly denies any intent to acquire BP.

  • No talks or offers have been made; Shell invokes Rule 2.8 of the UK Takeover Code.

  • Shell reserves right to revisit if approached by BP, a third party enters, or market conditions change.

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.