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Neste Extends SAF Supply to Ontario Airport Through Deal with Amazon Air
Carbon Upcycling Closes $18M Investment Led by Builders Vision
Post Oak Energy Capital Announces Final Closing of Post Oak Energy Partners V
Deep Sky Announces Multi-Year Offtake Agreement with Rubicon Carbon
Plains All American Executes Definitive Agreements for $3.75 Billion Sale of NGL Business to Keyera
The almost headlines
In case you missed
Bill Gates-backed TerraPower secures $650M to build the U.S.’s first advanced nuclear plant.
Supports development of Natrium: a sodium-cooled reactor + energy storage hybrid.
First commercial unit underway, pending NRC approval.
Funding to accelerate domestic and international deployment.
Amazon becomes the first SAF user at Ontario Airport under new deal with Neste.
Supplies 7,500 metric tons of SAF to SFO and Ontario Airports through 2025.
SAF is blended with conventional jet fuel; first deliveries already underway.
SAF transported via pipeline at SFO and renewable diesel-fueled trucks at Ontario.
Reduces lifecycle emissions by up to 80% using renewable waste and residue.
Neste aims for 2.2M tons/year global SAF capacity by 2027.
CTP hits $50M+ in commitments for climate VC fund backed by CEFC, Qantas, and Airbus.
$15M each from Australian Ethical and CEFC anchors the Series A-focused fund.
Targets decarbonization tech in energy, transport, grid, and adaptation.
Builds on Australia’s policy clarity post-election and global momentum.
Fund backed by institutional investors and aims to link corporates with cleantech innovation.
New funding supports CO₂-enhanced low-carbon cement rollout at Ash Grove plant.
Converts industrial waste and CO₂ into SCMs for greener concrete.
Aims to localize materials, cut emissions, and fortify supply chains.
Backed by Builders Vision, BDC, Climate Investment, and Amplify Capital.
Houston-based Post Oak closes $764M for its fifth energy fund, focused on upstream deals.
$600M in core commitments plus $164M in co-investment capital.
Targets lower-middle market upstream and minerals plays in North America.
Five initial portfolio investments span Permian, Haynesville, and Utica.
Fund strategy centers on growth equity and yield-generating minerals.
Rubicon Carbon inks 2025–2033 offtake deal with Deep Sky for DAC carbon removal credits.
Deep Sky becomes first DAC partner in Rubicon’s carbon portfolios.
First Canadian facility to capture 3,000 tCO₂/year goes live this summer.
Deep Sky has raised $100M+ and uses a tech-agnostic approach.
Portfolio model aims to derisk delivery and scale early DAC.
Commonwealth LNG clears final regulatory hurdle; eyes FID by Q3 2025.
Final FERC order confirms 9.5 MTPA project in Cameron, Louisiana.
Major offtake deals secured with JERA, Glencore, and PETRONAS.
Project forecast to generate $11B in investment and $3.5B annual export revenue.
2,000 construction jobs and 270 long-term roles expected.
Mubadala holds 24.1% stake via SoTex HoldCo.
Plains exits Canadian NGL, selling business to Keyera for $3.75B to focus on crude.
Transaction expected to close in Q1 2026, pending approvals.
Plains to retain U.S. NGL and Canadian crude assets.
Proceeds estimated at $3B net after tax and expenses.
Anticipated $0.35 per unit special distribution to unitholders.
Talos Energy Announces Enhanced Corporate Strategy
Talos unveils a three-pillar plan to become a leading offshore pure-play producer.
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.
