The almost headlines
In case you missed
Rare earth magnet circularity gets a Made-in-America boost.
Apple to source 100% recycled rare earth magnets from MP Materials’ Texas facility starting 2027.
Recycled content will come from MP's Mountain Pass site via a new magnet recovery line.
Deal strengthens U.S. supply chain resilience and supports production of magnets for hundreds of millions of Apple devices.
Palo Alto buys 10,000 tons of CO₂ removal credits from DAC facility STRATOS.
CO₂ captured via Direct Air Capture in Texas, stored through saline sequestration.
Agreement reflects rising adoption of durable carbon removal solutions.
Capital to scale CCUS solutions and grow CO₂ utilization pipeline.
Lapis developing anchor carbon projects for industrial emitters.
45Q tax credit continues to bolster economic case for CCUS.
Cresta brings operational support and capital from $1.6B platform.
Deploying fast-track 50 MW gas + battery blocks for hyperscale AI compute.
Partnership will shorten datacenter power delivery timelines to 18 months.
Multi-year availability agreement ensures scale and reliability.
Conduit backed by Grey Rock; Gruppo AB expanding U.S. footprint.
Capital solutions aimed at decarbonization, biodiversity, and energy innovation.
Will jointly back growth-stage companies and infrastructure across energy and nature verticals.
Focus on flexible, cross-sector capital to tackle climate and resource transition challenges.
Mercuria commits 50%+ of new investments to renewables and energy transition assets.
Backed by BHP, Rio Tinto, and Breakthrough Energy Ventures for global scaling.
Uses AI and sensors to analyze drill core data in real time, boosting mineral discovery efficiency.
Funding led by Blue Earth Capital with participation from major mining strategics.
Aims to expand globally as demand for lithium, copper, and other critical minerals surges.
Backed by CAI, Kimmeridge, and S2G to meet spiking electricity demand.
Acquires U.S. Light Energy with a 250 MW pipeline; now over 400 MW developed to date.
Capital to accelerate community solar deployment amid data center and EV-driven load growth.
Institutional investor support reflects rising confidence in distributed energy infrastructure.
Strategic funding boosts global expansion of Amperon’s AI-powered forecasting.
Amperon operates in 15+ countries, serving utilities and grid operators.
AI models outperform traditional methods, aiding decarbonization efforts.
Backed by Acario and National Grid Partners to accelerate global growth.
Funding targets Asia expansion, stationary power, and maritime fuel systems.
Round led by Korea Development Bank and KDB Silicon Valley, now totals $300M+.
Developing clean ammonia-powered distributed generation with Pohang City.
Positioned to capitalize on Korea’s ammonia-hydrogen energy strategy by 2035.
New upstream E&P venture targeting Mid-Continent region oil and gas assets.
Led by ex-89 Energy leadership team, backed by $3B AUM Pearl Energy.
Focused on acquiring non-op working interests and deploying modern tech for returns.
Aims to capitalize on overlooked investment opportunities in a historically rich basin.
New pipeline aims to feed industrial, ag, and data center markets.
Connects Permian supply to Rockies Express Pipeline destinations.
Open season begins July 21; confidentiality required for details.
Focus on delivering low-cost gas to fast-growing U.S. regions.
211m of pay zone encountered in deep metamorphic buried hills play.
One of Texas' largest long-duration storage projects to go live in 2027.
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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.