Meta signs 791 MW in new solar and wind PPAs to power AI data centers.

  • Agreements nearly double Meta–Invenergy collaboration to 1.8 GW.

  • Projects span Ohio, Arkansas, and Texas, supporting Meta's clean energy targets.

  • Meta receives renewable credits; Invenergy will deliver power to local grids.

Enfinity boosts U.S. solar and storage pipeline with $245M in structured credit.

  • Nomura leads financing with backing from CIP, Generate, HSBC, and Versus Capital.

  • Funds will support Enfinity’s 22 GW clean energy portfolio buildout.

Microsoft signs 10-year deal for 4.8M nature-based carbon removal credits across five states.

  • Largest permanent working forest project in eastern U.S. in two decades.

  • Forests in NY, VA, WV, KY, and FL will use Improved Forest Management protocols.

  • Carbon credits issued under ACR v2.1; tracked using Anew’s AI-powered Epoch Platform.

  • Includes perpetual easements and rigorous monitoring to meet Microsoft’s durability standards.

  • Credits begin delivery in 2025 and support Microsoft’s Carbon Negative 2030 goal.

JPMorgan signs 10-year DAC-based carbon removal deal with 1PointFive for 50,000 tonnes.

  • Carbon pulled from air at STRATOS DAC facility and stored via saline sequestration.

  • Aligns with JPMorgan’s net-zero strategy and support for DAC innovation.

  • 1PointFive continues scaling durable carbon removal tied to 1.5°C climate goal.

Wild Assets to buy 120,000 tonnes of biogenic CDR credits from Frontier’s BECCS projects.

  • CO₂ captured from ethanol plants and shipped by rail to Sweetwater Hub in Wyoming.

  • Rail logistics offers a scalable alternative to pipelines amid permitting delays.

  • Deal reflects rising appetite for durable, verifiable carbon removal in voluntary markets.

  • Frontier backed by Tailwater Capital, with focus on low-carbon infrastructure.

Virginia Natural Gas and Chattanooga Gas secure RNG deals to cut 18,978 tCO₂e.

  • RNG sourced from Texas landfills and waste streams, fully infrastructure compatible.

  • Backed by state policies like Virginia’s Energy Innovation Act and Tennessee’s RNG law.

  • Southern Company Gas aims for net-zero operational emissions by 2050.

Chevron ups Lake Charles LNG commitment to 3 MTPA under 20-year deal.

  • Henry Hub–indexed contract includes fixed liquefaction charges.

  • Supply contingent on FID; builds on December 2024 agreement.

  • Lake Charles LNG to leverage existing tanks and berths, tied to 130,000-mile pipeline network.

  • Agreement strengthens Energy Transfer's long-term LNG portfolio.

New Texas Gulf Coast project to deliver low-carbon LNG with integrated CCS.

  • Facility to include five 4.5 Mtpa liquefaction trains, storage, and cogeneration.

  • Carbon capture aims to monetize 45Q credits and offer cleaner LNG exports.

  • FERC pre-filing expected in 2025; development led by privately held Coastal Bend LNG.

Environmental investor Ambienta exceeds €450M target for small cap fund.

  • Focuses on sustainable European companies with ≤€150M revenue.

  • Deployments begin in Milan and Paris, led by senior sector experts.

Shell publicly denies any intent to acquire BP.

  • No talks or offers have been made; Shell invokes Rule 2.8 of the UK Takeover Code.

  • Shell reserves right to revisit if approached by BP, a third party enters, or market conditions change.

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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.

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