The almost headlines
In case you missed
Scope: Svante provides solid sorbent CO2 capture tech; Tenaska handles transportation and storage.
Impact: Targeting 50M metric tons/year of CO2 storage across multiple projects in North America.
Strategy: Offering fully integrated, cost-effective CCS solutions for industrial emitters.
Origis Energy raises over $1B from Brookfield and Antin to expand its 25 GW renewable energy pipeline.
Operates 1 GW of solar and storage, with 3 GW under construction, ranked 5th-largest U.S. solar developer by S&P in 2024.
Funding accelerates solar and battery projects to meet surging clean energy demand.
Brookfield focuses on scaling operations, while Antin highlights Origis’s strong management and portfolio.
Deal Details: HASI partners with IGS Solar to fund a 71 MW solar portfolio starting in 2025, primarily through 25-year leases offering homeowners monthly electricity savings.
Expansion: The solar systems will span 11 states, focusing on New York, New Jersey, Pennsylvania, and Florida.
Track Record: IGS Solar has deployed $1B+ in residential solar leases for 30,000 homes since 2017.
Strategic Growth: HASI, managing $13B in climate-positive assets, supports IGS's expansion into new markets.
Series C Lead: Funded by Brookfield Asset Management, with participation from Japan Hydrogen Fund, Mitsubishi, DBJ, and others.
Acquisition: Adds 250+ patents and proprietary catalysts from Greyrock Technology to Infinium’s portfolio.
eFuels Innovation: Infinium’s ultra-low carbon eFuels cut GHG emissions by 90%+, with major clients like Amazon and American Airlines.
Technology Focus: Monetizing flare gas and renewable natural gas for power-to-liquid fuels, enabling use of existing infrastructure while reducing emissions.
Scale: Now operating 15 RNG projects in the Midwest, processing organic waste from farms.
Impact: Over 1.2M tons of CO2eq reduced, equal to planting 20M trees for a decade.
Method: RNG produced via anaerobic digestion; methane converted into transport fuel.
Partnership: Chevron supports operational scaling, with dairy farmers benefiting from economic and environmental gains.
Export Goal: Targeting 2M tonnes/year of green fuels, including 1M tonnes of green ammonia and methanol for global markets.
Infrastructure: Projects include port and bunkering facilities in India, Dubai, Southeast Asia, and terminals in the EU and UAE.
Production: AM Green plans to scale to 5M tonnes/year by 2030, supported by a 1M tonne green ammonia plant in Andhra Pradesh.
Product: QPac system delivers up to 20 MW per node, scalable to 200 MW, with 99.9% reliability.
Innovation: Hydrogen-ready, optimized for AI workloads, and operates at 65 dBA to meet noise regulations.
Deployment: Deliveries begin in 2025, with VoltaGrid capable of deploying 50 MW/month in the U.S.
Funding: Total raised now exceeds $270M, with backing from Aramco Ventures, SV Investment, and others.
Milestone: Demonstrated world’s first ammonia-powered maritime vessel in September 2024.
Technology: Converts ammonia into hydrogen and nitrogen for zero-emission power; applications in shipping, heavy industry, and power generation.
Funding Round: $32M Series C led by GenZero, with participation from Japan Airlines and Translink Innovation Fund, increasing total funding to over $60M.
Global Impact: Platform supports 100+ corporate subscribers, including UBS and Equinor, and offers ratings on 40+ platforms like Bloomberg.
Expansion Plans: Funds will scale ratings coverage for compliance markets like CORSIA and accelerate automation and AI capabilities.
Agreement Details: Second offtake covers 100,000 tonnes of biochar to be delivered by 2030, alongside Charm’s bio-oil solutions.
Tech Impact: Pyrolysis process transforms biomass into biochar and bio-oil, offering permanent carbon removal and soil health benefits.
Strategic Vision: Bio-oil storage and biochar applications align with Google's Net Zero goals, showcasing scalable climate solutions.
GridStor picks up a 200 MW / 800 MWh battery energy storage project from Black Mountain Energy Storage, targeting growing energy demand in the Southwest Power Pool (SPP) region.
The project, rolled out in two phases, aims to support the surge in power needs from data centers and other large customers.
Backed by Goldman Sachs Asset Management, GridStor continues its expansion with this second acquisition in under a year.
Oversubscribed: Fund II surpasses its $1B target, securing commitments from public pensions, insurers, endowments, and asset managers.
Focus Areas: Investments in water, energy, transportation, and utility infrastructure, including the Prospect Lake Clean Water Center.
Track Record: Successful exits from Fund I, including the Vista Ridge Water Pipeline and SiEnergy, bolster Ridgewood’s platform.
The South West Arkansas project targets 45,000 tonnes/year of lithium carbonate using DLE technology.
Backed by a $225M U.S. DOE grant, production is set for 2028, creating 400 jobs during construction and operation.
Standard Lithium (55%) and Equinor (45%) plan a Final Investment Decision by 2025, with the project subject to environmental compliance.
Discovery: 58,500-acre position in the Mancos Shale, with 3 Tcfe of gas potential—five times TXO's current reserve base.
Development Plan: Phase I targets a 3,520-acre block, estimated to hold 200–300 Bcf of reserves.
Economics: Strong natural gas pricing supports significant growth potential, with each well expected to yield ~25 Bcfe.
Platform Features: EIP streamlines OGMP 2.0 compliance, building framework-compliant methane inventories with empirical data.
Industry Backing: Co-developed with major oil and gas players, addressing measurement-informed methane accountability.
EMEP II will pursue U.S. onshore acquisition and development opportunities, focusing on the Williston Basin and other Rockies areas.
Launch: First edge compute unit in Detroit (2025); Riyadh deployment follows later in the year.
Funding Round: $15M Series A led by Amazon Climate Pledge Fund and Voyager Ventures, bringing total raised to $52M.
Rama Variankaval is Global Head of Corporate Advisory & Sustainable Solutions at J.P. Morgan. This group combines the capabilities of Corporate Finance Advisory, Center for Carbon Transition, Sustainable Solutions, and Infrastructure Finance Advisory.
We talk energy transition, carbon reduction, and the impact of AI on energy.
This episode is audio-only and you can find it on Spotify or Apple Podcasts as well.
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