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Carbon TerraVault & National Cement to Build California’s First Net-Zero Cement Plant
Baker Hughes & Frontier Infrastructure Partner on CCS & Energy Projects
Watershed Opens 1 Megaton Carbon Removal RFP for Global Suppliers
OPAL Fuels Expands RNG Portfolio with Four New Landfill Projects
Last Energy to Deploy 30 Microreactors in Texas for AI Data Centers
EDF Renewables & Masdar Sign PPA with Soluna for Texas Wind-Powered Data Center
New Era Helium & Sharon AI Plan 250MW Net-Zero AI Data Center in Texas
Tandem PV Raises $50M to Scale U.S. Perovskite Solar Manufacturing
MPLX Acquires Remaining 55% Stake in BANGL Pipeline for $715M
The almost headlines
In case you missed
Carbon Capture Scope: Facility to capture & store 1M metric tons of CO₂ annually, cutting cement emissions.
DOE Backing: Selected for Industrial Demonstrations Program, eligible for $500M in funding.
Project Timeline: Operations targeted for 2031, pending regulatory approvals.
Economic Impact: Aligns with Kern County’s Carbon Management Strategy, supporting job creation & local economy.
Carbon Storage Expansion: Frontier’s SCS Hub in Wyoming to offer open-access CO₂ sequestration, with Class VI injection by late 2025.
Energy Infrastructure: Developing 256 MW gas-fired power for industrial & AI data center growth.
Tech & Execution: Baker Hughes to provide CO₂ compression, well design, & monitoring solutions for CCS & power projects.
Strategic Collaboration: Partnership to identify CO₂ storage sites in Poland, including land & Baltic Sea locations.
Decarbonization Goal: ORLEN targets 4M tonnes/year carbon storage by 2035, supporting industrial emissions cuts.
European Regulations: Aligns with EU’s Net-Zero Industry Act, mandating 50M tonnes of CO₂ injection capacity by 2030.
Equinor Expertise: Leverages Northern Lights & Sleipner CCS projects, pioneering cross-border CO₂ storage services.
Procurement Scale: Seeking 1 megaton of carbon removal credits, combining nature-based & engineered solutions.
Corporate Demand: Backed by 500+ sustainability-focused companies, easing supplier sales & contract negotiations.
Future Commitment: Selected vendors gain priority access to long-term agreements & multi-year purchase cycles.
RFP Deadline: Applications due March 31st, with supplier FAQs & detailed guidance available.
Project Scale: 1.5M MMBtu annual RNG capacity, supplying 20M GGE per year to heavy-duty trucking & industrial users.
Construction Timeline: Engineering & development in progress, with construction beginning in 2025.
Market Expansion: Supports U.S. clean energy transition, reinforcing OPAL’s leadership in landfill biogas-to-RNG conversion.
Project Scale: 200-acre site in Haskell County, TX, aiming for grid connection via ERCOT.
State & Industry Support: Backed by Texas Governor Greg Abbott, addressing growing AI power demand.
Advanced Nuclear Tech: PWR-20 reactors designed for mass-manufacturable deployment, supporting scalable clean energy solutions.
Operational Timeline: First core load of fuel secured, targeting September 2026 for initial deployment.
Renewable-Powered AI: Las Majadas Wind (273 MW) to supply 166 MW to Soluna’s Project Kati data center.
Grid Optimization: Captures underutilized wind power, reducing curtailment & transmission bottlenecks.
Data Center Demand: Supports AI & high-performance computing, as global data center power usage nears 1,000 TWh.
Sustainable Growth: Agreement showcases behind-the-meter renewable solutions to meet rising AI energy needs.
Site Acquisition: 200-acre site in Ector County, TX identified for 250MW AI/HPC data center, targeting late 2026 launch.
Energy Supply: Will use natural gas-fired power plant with CCUS, finalizing a supply contract by Q2 2025.
Strategic Location: Near fiber optic infrastructure, natural gas pipelines, & CO₂ storage capabilities.
Industry Demand: Supports growing AI & high-performance computing workloads, led by Sharon AI.
Funding Round: Secured $50M Series A & debt financing, led by Eclipse to build a U.S. commercial-scale plant.
Tech Superiority: 28% efficiency, expected to exceed 30% by late 2025, offering 30% more power than silicon panels.
Market Positioning: Targets gigawatt-scale production by 2028, strengthening U.S. solar industry leadership.
Strategic Impact: Aims to reduce reliance on Chinese imports, boosting domestic clean energy innovation & job creation.
Pipeline Expansion: BANGL system to increase capacity from 250K to 300K BPD by H2 2026.
Strategic Value: Connects Permian Basin NGL supply to Gulf Coast export & refining markets.
Financial Impact: Expected to generate mid-teen returns, closing July 2025.
Enbridge Expands $29B Growth Plan, Targets $50B in Future Investments
Investment Pipeline: Secured $29B in projects, adding $2.5B in new investments, with $50B+ potential by 2030.
Infrastructure Expansion: Mainline ($2B), T-North ($0.4B), & T15 ($0.1B) projects reinforce Liquids, Gas, & Renewables growth.
Check out the latest Sunya Stories podcast with Bala Nagarajan from S2G Investments
Bala Nagarajan is Managing Director of the Energy Investment team at S2G Investments.
You can find it on Spotify or Apple Podcasts.
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.
