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J.P. Morgan’s Kinexys Pilots Blockchain for Carbon Credit Tokenization
TotalEnergies Deepens AES Partnership with 1.5 GW of Renewables in the Caribbean
TotalEnergies Sells 50% of Portugal Renewable Portfolio for €178.5M
Venture Global Plaquemines LNG Closes $4B Senior Secured Notes Offering
Venture Global Signs 20-Year LNG Deal with PETRONAS for CP2 Facility
Delfin Midstream Secures Gas Turbine Supply, Preps for Fall FID
The almost headlines
In case you missed
New JV targets structured credit investments in American mining companies.
Focus on debt refinancing, acquisition funding, and development capital.
Second partnership following $1B committed to upstream oil & gas.
Breakwall manages; Vitol expands into critical mineral finance.
Crosses $1B in total funding as demand for high-integrity removals accelerates.
Largest 2025 carbon removal raise to date; investors include BigPoint and Partners Group.
Funds support tech scale-up, Mammoth plant, and cost-cutting innovations.
Climeworks now holds 6M+ tonnes of contracted supply; market projected to reach $1T by 2050.
New platform aims to build a standardized, interoperable digital carbon credit market.
Pilot partners include S&P Global, EcoRegistry, and ICR.
Covers full credit lifecycle: issuance, trading, retirement.
Tokenization improves portability and transparency in voluntary carbon markets.
J.P. Morgan continues expansion into climate tech infrastructure.
French energy major adds wind, solar, and storage to its Dominican and Puerto Rican assets.
Acquires 50% of AES's 1 GW portfolio in the Dominican Republic and holds 30% in Puerto Rico.
Combined AES-TotalEnergies portfolio delivers 2.5 TWh/year.
Move supports TotalEnergies’ 35 GW renewables goal by 2025 and 100 TWh by 2030.
Asset rotation in line with TotalEnergies’ capital optimization strategy.
Sold 50% of 604 MW wind, solar, and hydro assets in Portugal; retains operations and output purchase rights.
Assets have an average age of 16 years; deal supports long-term profitability in electricity.
Brings total Plaquemines LNG debt raised to $6.5B to date.
Two tranches: $2B each, maturing in 2034 and 2036.
Proceeds repay existing credit lines; secured by first-priority interest.
Facility produced first LNG in Dec 2024; now part of 100+ MTPA expansion plan.
Carbon capture integration remains a core strategy at all sites.
PETRONAS doubles down on U.S. LNG with 1 MTPA from Venture Global’s CP2 project.
Builds on existing deal for 1 MTPA from Plaquemines LNG.
CP2 Phase One is now ~75% sold (10.75 MTPA of 14.4 MTPA).
Calcasieu Pass began operations in April 2025; Plaquemines LNG started producing in December 2024.
FLNG export project stays on schedule with major vendor alignment.
Agreement with Siemens Energy for four SGT-750 turbines; first FLNG vessel due 2029.
Early works also signed with Samsung Heavy and Black & Veatch.
Project licensed by MARAD to export LNG from Gulf; targets 13.2 mtpa capacity.
Riley Permian Closes Acquisition of Silverback’s Eddy County Assets
Adds Permian Basin scale with newly acquired New Mexico oil and gas assets.
Prairie Operating Acquires DJ Basin Assets for $12.5M
Cash-funded, non-dilutive deal adds 11,000 net acres and 190 Boepd production.
Amplify Energy Sells Non-Operated Eagle Ford Assets for $23M
Sale frees up liquidity and positions company for more focused upstream growth.
APA Corporation Publishes 2025 Sustainability Progress Report
Company exceeds CO₂ reduction and safety targets in 2024.
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.
