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The almost headlines
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Microsoft bets big on permanent CDR with one of the largest engineered removal deals to date.
Microsoft to buy 3.685M tonnes of CO₂ removal over 12 years
CO280 to retrofit U.S. pulp and paper mills using SLB Capturi tech
One of the largest engineered CDR deals to date
5 priority projects targeted by 2030; projects leverage waste heat/biomass
Google partners with Baseload Capital in Taiwan to scale 24/7 clean energy across Asia-Pacific.
10 MW of geothermal power to be added to Taiwan’s grid under new PPA
Builds on Google’s 2019 solar PPA leadership in the region
Leverages Taiwan’s geothermal potential along the Pacific Ring of Fire
Part of a broader push to replicate geothermal projects in Japan, Indonesia, and beyond
Supports Taiwan’s goal of 6 GW geothermal capacity by 2050
ArcLight makes a power play for AI-era energy demand with a strategic gas asset buy.
Buying from Osaka Gas USA and Kyuden International
Plant positioned to meet rising AI/data center power demand
ArcLight has managed 65 GW of assets since 2001
Modular, fuel-flexible power tech gets a boost as Mainspring locks in major backing.
Series F led by General Catalyst; Amazon and Temasek join
Tech offers dispatchable, low-emission, modular power (250kW to 100MW+)
Used in EV charging, data centers, and hospitals
$800M+ raised since commercial launch in 2020
Hydrogen gets a modular makeover as Fourier raises to push on-site production mainstream.
$18.5M Series A led by General Catalyst and Paramark
Modular systems for flexible, on-site hydrogen production
Addresses cost, transport, and scalability issues
Funds to expand manufacturing and commercial deployment
Apollo doubles down on distributed solar with a major investment in Illinois-based Summit Ridge.
Funding commercial solar rollout in Illinois via joint venture
Summit Ridge has 2GW+ pipeline serving 40K+ customers
Builds on Apollo’s $175M investment in 2022
Apollo’s climate investments now total ~$58B
LNG momentum builds as TotalEnergies inks a long-term deal for Train 4 capacity.
20-year agreement tied to Rio Grande LNG Train 4, priced off Henry Hub
Total of 4.6 MTPA now secured; FID still pending
Rio Grande could reach 48 MTPA capacity; CCS in development
One of the fastest greenfield LNG projects hits commercial ops in just 68 months.
Modular build helped navigate pandemic and natural disaster delays
Long-term contracts offer sub-$2/MMBtu liquefaction fees
Customers include European buyers with 20-year supply agreements
Next up: Plaquemines LNG, which achieved first gas Dec 2024
Total LNG capacity in development exceeds 100 MTPA, with CCS in planning
A new Permian-focused midstream player hits the market with deep-pocketed backing and veteran leadership.
Founded by former LM Energy team; focused on U.S. midstream buildout
Raised $250M+ from NGP, Old Ironsides, and management
Drew Bredthauer (ex-WTG Midstream) joins as President
Based in Dallas, targeting infrastructure development and acquisitions
Credit facility will fund major system upgrades across Reeves, Loving, and Ward counties.
$400M facility led by BOK Financial to support 2025–26 projects
Vaquero operates 400 MMcf/d Caymus gas plant in the Delaware Basin
Portfolio company of Yorktown Partners, focused on integrated midstream services
Emphasizing reliability, customer service, and community engagement
Northampton backs 85 MW Blueprint data centers in Austin
Infra-focused capital flows into AI-ready data centers with a new buildout in Texas.
Two sites planned, ready by 2026 with committed utility power
Avalanche Energy launches FusionWERX test facility
New Washington-based hub aims to fast-track compact commercial fusion tech.
Facility located in Richland, WA, will support fusion tech validation and testing
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.
