A big announcement
The almost headlines
In case you missed
Balance sheet bolstered for modular, low-emission gas power at DCs & industry.
$2.0B 2L notes (2030) + $3.0B ABL; led by Goldman Sachs and JPMorgan.
Proceeds will support new projects, refinance existing debt, and accelerate long-term capital investments in distributed power assets.
it’s wild to think VoltaGrid was founded in 2020 as an OFS startup.
Blended-finance push to scale forest/ocean conservation, restoration, and high-integrity carbon credits.
Raises >$560M with commitments from IFC/Proparco/DEG, bolstering public-private credibility.
Deploys equity + project finance into deforestation prevention, ecosystem restoration, biodiversity, and carbon sequestration (esp. emerging markets).
Water-positive DAC: no external heat/water; 4 modules capture ~3,000 tCO₂/yr.
Phased funding from Shell & Mitsubishi; part of $100M+ in combined public/private backing.
Targets lower-cost, scalable CDR with clean water co-product.
Adds AI/remote-sensing MRV to boost transparency and diligence speed.
Pachama team (incl. CEO Diego Saez Gil) joins; strengthens science-led VCM quality.
Spain’s first long-term U.S. LNG SPA since 2018; supports EU security of supply.
VG cites 100+ MTPA portfolio; CCS under development at all facilities.
Steps toward construction to improve NYC reliability, displace fuel oil.
Serves 2.3M households; >$1B investment; est. >13k tCO₂/yr reductions.
Becomes largest U.S. well-services provider; margins softer on lower activity.
Adj. EBITDA $16.8M (–13%); FCF $8M; liquidity $116.7M, no borrowings.
Permian/Eagle Ford long-haul crude system changes hands; ~$5.25B total deal value across 10 months.
Third EPIC divestiture in a year; focuses on core Corpus Christi & U.S. basin assets.
Solid upstream quarter, debt down, portfolio pivot continues.
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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.