



The almost headlines
In case you missed

You can find it on Spotify.


Collaboration targets carbon capture at Bethel and Marquez plants in Texas.
BKV brings CCUS expertise; Comstock contributes Haynesville production footprint
Projects would establish CO₂ injection wells for onsite sequestration
Agreement is non-binding, with final terms under negotiation

Meta to procure 100% of environmental attributes from two solar sites powering ERCOT grid.
Midpoint (97.5 MWac) and Gaia (143 MWac) solar projects to reach COD in Q4 2025
Meta continues pursuit of 24/7 clean energy alignment
Sunraycer advancing 2 GW solar + 2 GW BESS pipeline across U.S.
Projects structured to support grid reliability and scalable capital access

Mount Storm project to use American-made turbines and power Microsoft’s sustainability goals.
Will generate millions in tax revenue and support local economic development
Adds to Microsoft’s growing portfolio of long-term clean energy contracts
Clearway now manages 11.8 GW of capacity across 26 states

Marsa LNG aims for <3 kg CO₂e/boe, sets standard for marine LNG bunkering in Middle East.
JV: TotalEnergies (80%) and OQEP (20%); COD expected Q1 2028
Facility fully electrified and powered by 300 MWp solar plant
Target market: marine fuel; LNG bunkering vessel Monte Shams to launch in Sohar
Part of Total’s shift to grow gas to 50% of its energy mix by 2030

Fund II exceeds €800M target to support energy transition and environmental investments.
Attracted pension funds, insurers, endowments, and global LPs
Classified Article 9 under SFDR; targets value-add, thematic investments
Investments include Yeager Energy and OG Clean Fuels

Startup targets retrofits for diesel locomotives with 1 ton/hour CO₂ capture system.
Remora acquires 4,400-hp GE locomotive to test mobile capture tech in Detroit
Rail pilot partners include Union Pacific, Norfolk Southern, Pacific Harbor Lines
System liquefies CO₂ on board for resale; captures up to 90% of exhaust CO₂
$117M raised to date; $60M Series B led by Valor Equity (2023), with Lowercarbon, RyderVentures, and others

New E&P venture led by Flywheel Energy veterans targets onshore production plays.
$400M+ equity from Kayne Private Energy Income Fund III and management
Focus: acquiring and operating large, producing U.S. oil & gas assets
Builds on successful prior partnership at Flywheel Energy

Project to boost Missouri’s solar capacity by 50% and create $34M in local benefits.
Phase I COD: late 2025; Phase II: early 2026
Lexington site will process 100K tons of unsold food into energy, supporting Divert’s 30-facility national plan.
Will create ~60 jobs; backed by Nuveen with $90M investment
Convertible note supports shift toward full-service EV charging and digital revenue.
Two-tranche secured note: $15M + $35M; closes May 1, 2025
Upsized from $1.5B, the facility supports 33 GW+ development pipeline across the Americas.
Strong natural gas output, S&P 500 inclusion, and credit upgrade highlight quarter.
Net production: 6.79 Bcfe/d (92% natural gas); Q1 adjusted EBITDAX: $1.4B
Facility will cover PPA and interconnection obligations during project development.

What'd ya think of today's email?
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.
