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TAE Technologies Raises $150M to Accelerate Commercial Fusion Power
TPG Rise Climate Acquires Aurora Energy Research from CGE Partners
Honeywell, Johnson Matthey, GIDARA, Samsung E&A Form SAF Alliance
rPlus Energies Secures $500M+ Tax Equity from RBC for Utah Solar-Storage
CarbonQuest enters food & beverage sector with CO₂ capture and reuse tech
ONEOK acquires full ownership of Delaware Basin JV for $940M
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In case you missed
Backed by Google, Chevron, and NEA, TAE pushes toward net energy and early 2030s fusion deployment.
Raised $150M+, bringing total equity funding to over $1.3B
Notable backers: Chevron, Google, NEA, and other strategic and institutional investors
Achieved stable plasma at 70+ million °C, a key milestone for fusion viability
Fusion approach: hydrogen-boron reaction (no long-lived nuclear waste)
Holds 1,500+ patents; fusion system is modular and scalable, sized like a natural gas turbine
Data-driven climate intelligence just got a big boost.
TPG Rise Climate takes a majority stake in Aurora Energy Research, a global energy analytics firm with 1,000+ institutional clients
CGE Partners will remain involved with a significant reinvestment
Aurora operates in 17 global offices across 40+ markets, delivering proprietary data and modeling tools
CEO John Feddersen and 22C Capital will co-invest in the next phase
TPG sees expansion in U.S. and Asia as key to growth
New industrial coalition to streamline sustainable aviation fuel production from waste.
Alliance integrates gasification + Fischer-Tropsch technology to convert biomass/MSW into SAF
Offers end-to-end execution with single-point accountability across engineering and operations
Targets 15% faster time-to-market and up to 10% capex savings
Supported by Ara Partners, backing GIDARA’s low-carbon waste-to-fuel mission
One of the largest solar-plus-storage projects in the U.S. locks in key financing.
$500M+ tax equity secured from RBC Community Investments for the 800 MW (400 MW solar / 1,600 MWh battery) Green River Energy Center in Utah
Long-term PPA with PacifiCorp; project to be completed by 2026
Expected to deliver $55M+ in local economic benefits and hundreds of construction jobs
Adds to $1B+ construction debt raised in 2024
First beverage customer in Washington will reuse beverage-grade CO₂ on-site, cutting emissions and supply costs.
System expected to capture 22,000 metric tons of CO₂ over 15 years
CO₂ purified to ISBT standards and reused in carbonation and bottling
Cuts scope 1 & 3 emissions vs. traditional CO₂ sourced via ethanol and ammonia
DCCS system is modular, sorbent-based, and deployable at small-scale industrial sites
Expands carbon capture market beyond utilities into circular product applications
PureWest’s ISO-verified gas and CleanConnect’s blockchain-backed registry power Gunvor’s low-carbon supply chain.
Gunvor to offtake PureWest’s verified low-carbon natural gas attributes, bundled or unbundled
Monitoring tech and ProveZero registry provide emissions traceability and transparency
Targeting industrial users seeking decarbonization solutions with carbon intensity data
PureWest’s Wyoming operations serve as the backbone of this verified gas supply
Converts 49.9% JV stake into full control of 700 MMcf/d gas gathering and processing business in the Delaware Basin.
Deal includes $530M in cash and $410M in equity with NGP
Assets span West Texas and New Mexico with strategic growth upside
ONEOK now fully owns 60,000-mile midstream network across key basins
Reinforces commitment to reliable gas infrastructure amid rising global demand
Cash-in, gas-out as Vermilion pivots to core assets.
Sells U.S. assets (5,500 boe/d, 81% liquids) for $120M cash + $10M WTI-contingent payments
Use of proceeds: debt reduction; targets $1.3B net debt and 1.3x ND/FFO by 2025 exit
Full exit from U.S. allows capital redeployment to Canada & Europe
Updated 2025 capex: $630–660M (down ~$100M)
Tullow, Kosmos, Ghana Sign Deal to Extend Jubilee & TEN Fields to 2040
New MOU extends production licenses, unlocks $2B investment, and paves way for 20+ new wells.
Sublime Systems Partners with U.S. Construction Giants to Deploy Clean Cement
Turner, DPR, and others back MIT spinout’s electrochemical cement with Swift Cement distribution program.
Ormat Reshuffles Leadership to Accelerate EGS and AI-Driven Growth
Geothermal giant doubles down on optimization and drilling innovation.
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.
