Bill Gates-backed TerraPower secures $650M to build the U.S.’s first advanced nuclear plant.

  • Supports development of Natrium: a sodium-cooled reactor + energy storage hybrid.

  • First commercial unit underway, pending NRC approval.

  • Funding to accelerate domestic and international deployment.

Amazon becomes the first SAF user at Ontario Airport under new deal with Neste.

  • Supplies 7,500 metric tons of SAF to SFO and Ontario Airports through 2025.

  • SAF is blended with conventional jet fuel; first deliveries already underway.

  • SAF transported via pipeline at SFO and renewable diesel-fueled trucks at Ontario.

  • Reduces lifecycle emissions by up to 80% using renewable waste and residue.

  • Neste aims for 2.2M tons/year global SAF capacity by 2027.

CTP hits $50M+ in commitments for climate VC fund backed by CEFC, Qantas, and Airbus.

  • $15M each from Australian Ethical and CEFC anchors the Series A-focused fund.

  • Targets decarbonization tech in energy, transport, grid, and adaptation.

  • Builds on Australia’s policy clarity post-election and global momentum.

  • Fund backed by institutional investors and aims to link corporates with cleantech innovation.

New funding supports CO₂-enhanced low-carbon cement rollout at Ash Grove plant.

  • Converts industrial waste and CO₂ into SCMs for greener concrete.

  • Aims to localize materials, cut emissions, and fortify supply chains.

  • Backed by Builders Vision, BDC, Climate Investment, and Amplify Capital.

Houston-based Post Oak closes $764M for its fifth energy fund, focused on upstream deals.

  • $600M in core commitments plus $164M in co-investment capital.

  • Targets lower-middle market upstream and minerals plays in North America.

  • Five initial portfolio investments span Permian, Haynesville, and Utica.

  • Fund strategy centers on growth equity and yield-generating minerals.

Rubicon Carbon inks 2025–2033 offtake deal with Deep Sky for DAC carbon removal credits.

  • Deep Sky becomes first DAC partner in Rubicon’s carbon portfolios.

  • First Canadian facility to capture 3,000 tCO₂/year goes live this summer.

  • Deep Sky has raised $100M+ and uses a tech-agnostic approach.

  • Portfolio model aims to derisk delivery and scale early DAC.

Commonwealth LNG clears final regulatory hurdle; eyes FID by Q3 2025.

  • Final FERC order confirms 9.5 MTPA project in Cameron, Louisiana.

  • Major offtake deals secured with JERA, Glencore, and PETRONAS.

  • Project forecast to generate $11B in investment and $3.5B annual export revenue.

  • 2,000 construction jobs and 270 long-term roles expected.

  • Mubadala holds 24.1% stake via SoTex HoldCo.

Plains exits Canadian NGL, selling business to Keyera for $3.75B to focus on crude.

  • Transaction expected to close in Q1 2026, pending approvals.

  • Plains to retain U.S. NGL and Canadian crude assets.

  • Proceeds estimated at $3B net after tax and expenses.

  • Anticipated $0.35 per unit special distribution to unitholders.

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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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