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Microsoft Inks 2.95M Ton CO₂ Removal Deal with CIP & Vestforbrænding
Sumitomo Signs £7.5B Investment Pact with UK for Clean Energy and Infrastructure
Masdar and Iberdrola Sign €5.2B UK Wind Deal, Energize German Project
Sunnova Picks Omnidian as Stalking Horse Bidder for Service Business in Chapter 11 Sale
Sumitomo Invests in Independence Hydrogen to Expand U.S. Supply
EnergyX Acquires 35,000 Acres of Smackover Lithium Brines for A$40M
Mach Natural Resources Announces $1.3B Deals in Permian and San Juan
Mach Natural Resources Announces $1.3B Deals in Permian and San Juan
The almost headlines
In case you missed
Sunya Stories episode #12 with David Heikkinen of WhiteHawk Energy.
You can find it on Spotify.
Waste-to-energy carbon capture gets long-term corporate backing.
Multi-year CO₂ offtake agreement from Danish WtE plant starts 2029.
CO₂ capture integrated with district heating for 10,000 households.
Microsoft praises alignment with EU waste directive and net-zero goals.
Deal spans offshore wind, CCS, hydrogen, and transit through 2035.
Sumitomo Corporation will invest £7.5B across UK projects in wind, hydrogen, carbon capture, and rail.
Major initiatives include Galloper and Five Estuaries offshore wind farms and North Sea CO₂ storage licenses.
The MOU reinforces UK–Japan clean energy ties and supports the UK’s Modern Industrial Strategy.
Partners now target €15B across UK, Germany, and the U.S.
Each holds 50% of 1.4 GW East Anglia THREE; serves 1.3M UK homes.
Baltic Eagle (476 MW) now fully energized; cuts 800,000 tCO₂/year.
Aims to triple global offshore wind capacity by 2030.
Omnidian bids $7M to acquire Sunnova’s residential solar servicing platform amid broader restructuring.
Deal covers O&M and customer service for large share of Sunnova’s installed base; bid deadline set for July 21.
Sunnova may sell this unit alone or in tandem with its solar asset portfolio; bankruptcy court to review July 11.
Transaction follows prior offer from unsecured noteholders for full company; Sunnova continues open bid process.
Acquisition adds modern, dispatchable power to ArcLight’s infrastructure portfolio.
ArcLight will acquire full economic interest in the 484 MW Middletown Energy Center, a 2018-built gas-fired plant in PJM.
The plant boosts ArcLight’s position in Ohio amid rising demand from AI and data centers.
Financial terms undisclosed; deal expected to close in 2025 pending regulatory approvals.
Decentralized hydrogen production gains global backing.
Invests in veteran-led Independence Hydrogen to scale local hubs.
Facility in Virginia recycles hydrogen for zero-emission sectors.
Targets underserved markets with modular, low-cost hydrogen.
Deal boosts EnergyX’s Arkansas footprint to nearly 50,000 acres, accelerating plans for a 50,000 tpa lithium refinery.
Acquires Daytona Lithium from Pantera for A$6M cash + A$34M in EnergyX stock, pending Q3 close.
Strengthens Project Lonestar and Black Giant pipeline; integrates LiTAS tech for high-efficiency lithium recovery.
EnergyX adds Worley as engineering partner and invites retail investors to participate in scaling U.S. lithium supply.
Production nearly doubles as Mach expands across three basins.
Acquiring 700,000 net acres and boosting production from 81 to 152 Mboe/d.
Adds Permian and San Juan Basin positions for $1.3B; mostly equity-funded.
Raises gas mix to 66% and preps for San Juan Mancos Shale drilling in 2026.
Viper Energy Prices $1.6B Senior Notes to Refinance and Fund Growth
Dual-tranche offering supports debt repayment and Sitio Royalties deal.
Abraxas Power Secures First-Ever Renewable Energy Permit in Maldives SEZ
Solar City project to supply up to 50% of Greater Malé’s electricity and advance Maldives’ 2030 net-zero goals.
Tikehau Capital Raises €1B to Fuel Egis’ Global Growth, Backed by Apollo, ADIA, and Neuberger Berman
Private equity continuation fund to double Egis’ size by 2028 through global M&A and decarbonization strategy.
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.
