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Andrew Schaper is Founder of Schaper Energy Consulting.
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Up to 2M tonnes/year CO₂ to be captured and stored from 500 MW plant.
Adds to Exxon’s 16M tonnes/year CCS customer portfolio
Leverages Gulf Coast CO₂ pipeline network
Supports low-carbon power for >500K homes

Competition galvanized 1,300+ teams; catalyzed $3.9B carbon removal market.
Runners-up: NetZero ($15M), Vaulted Deep ($8M), UNDO ($5M)
Winners removed 1,000+ net tonnes CO₂ using scalable methods
Backed by Musk Foundation to accelerate carbon tech commercialization

Newco targets 100+ MW builds in Tier I/II metros for AI/cloud clients.
4th North American data center investment for Stonepeak
Led by Yondr & Google veterans; 100+ facility track record
$73B AUM firm focuses on digital infra, energy, real estate

Backed by 8090 Industries, Durin targets high-cost, labor-limited mineral exploration with robotic rigs.
$3.4M pre-seed led by 8090; investors include a16z, Lux, Contrary, 1517, Bedrock, Day One
Prototype rig: 300m depth, 2.5” bore, sensor-equipped for future automation
Goal: fully autonomous rigs in 2–3 years, with data-guided models and auto pipe loading

Largest private EV debt financing in Canadian history backs 7Gen expansion.
Targets vans, trucks, buses, and charging infrastructure
Builds on Zenobē’s 2,000+ EV deployments across four continents
CA$1.6B in backing from KKR and M&G Infracapital

Backed by Apollo’s $100M equity, the JV targets 500 MW of community solar in NY & New England.
Bullrock to lead development, operations, and asset management
Apollo has deployed ~$58B in climate/energy transition in 5 years
Deal aims to improve local access to affordable clean energy

New firm led by Virginie Morgon aims to back regional champions in sustainability.
Focused on mid-market industrial, services, and tech firms
Targets supply chain resilience, sustainable logistics, and resource efficiency
Seven-partner team backed by TPG’s $246B AUM platform

Strategic bolt-on adds upstream and midstream assets in Appalachia.
Q1: 571 Bcfe sales, $1.04B FCF, $8.4B total debt
Raises 2025 guidance by 25 Bcfe; lowers capex by $25M
Olympus deal expected to boost EBITDA and FCF meaningfully

New platform targeting large-scale O&G assets across premier U.S. basins.
Built by team that sold XCL Resources for $2.64B in 2024
Targeting $500M to multibillion-dollar deal sizes

Reynolds Unit receives unanimous state approval, enabling Phase I lithium production by 2028.
Covers 20,854 acres, backed by Standard Lithium & Equinor
Q1 sees 33% YoY production growth as drilling is optimized for market flexibility.
Reducing rig count from 9 → 8; cutting 2025 capex by $100M

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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.
