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Wood Begins Operations at Wyoming’s Largest Membrane-Based Carbon Capture Plant
EPA Approves West Virginia’s Class VI Well Primacy for Carbon Storage
POET and Tallgrass Partner on Carbon Capture for Nebraska Bioethanol
Mercedes-AMG PETRONAS & Chestnut Carbon Partner on 200-Hectare Forest Restoration
Mizuho Bank & GenZero Partner to Develop Transition Credits for Coal Plant Retirements
Valar Atomics Raises $19M to Scale Modular Nuclear Reactor Production
Macquarie Acquires Majority Stake in DynaGrid to Expand U.S. Power Infrastructure
Ashtrom & CPS Energy Sign PPA for 150 MW Texas Solar Project
Ignis H2 Energy Secures $12.5M Series A for Geothermal Expansion
Resynergi Secures $18M to Scale Modular Plastic Recycling Tech
Aramco to Acquire 25% Stake in Unioil, Entering Philippines Fuel Market
The almost headlines
In case you missed
Project Overview: Wood to operate & maintain the world’s largest membrane-based carbon capture plant at Dry Fork Station, WY.
CO₂ Capture Capacity: 150 tons per day, achieving a 90% capture rate under the DOE's large-scale pilot program.
Contract Scope: 18-month agreement covering operations, maintenance, data capture, & inventory management.
Industry Leadership: Builds on Wood’s expertise in carbon capture & industrial decarbonization, reinforcing Wyoming’s energy innovation.
State-Level Authority: WV granted Class VI well primacy, allowing state regulation of CO₂ injection wells.
Energy & Economic Impact: Expected to attract investment & create jobs in carbon capture & storage (CCS).
Federal Endorsement: EPA Administrator Lee Zeldin & Interior Secretary Doug Burgum highlight energy independence & state control.
National Context: Fourth state approved for Class VI well primacy, third under Trump Administration.
Project Scope: POET’s Fairmont bioprocessing facility to capture bioCO₂ for sequestration via Tallgrass’ Trailblazer pipeline.
Infrastructure Repurposing: Tallgrass is converting a natural gas pipeline to transport CO₂, reducing the need for new construction.
Environmental & Economic Impact: Lowers bioethanol’s carbon intensity, boosts Nebraska corn markets, and supports local landowners.
Operational Timeline: Trailblazer pipeline set to go live in 2025, enhancing Midwest carbon capture & storage (CCS) efforts.
Carbon Removal Commitment: Planting 260,000+ native trees to restore 200 hectares of degraded farmland in the Southeastern U.S.
Offsetting Emissions: Securing 5,500 tons of CO₂ removal credits, reinforcing Mercedes-AMG’s net-zero 2030 goal.
Biodiversity & Community Impact: Improves local ecosystems, air & water quality, and supports rural economic development.
Verified Sustainability: Project registered under Gold Standard for Global Goals, ensuring rigorous carbon accounting & auditing.
Decarbonization Strategy: Transition credits to fund early coal plant retirements & replace them with renewables.
Financial Mechanism: Converts CO₂ reductions into carbon credits, directing profits toward closure & clean energy development.
Market Expansion: Boosts awareness & scalability of transition credits among Japanese industries.
Global Climate Impact: Supports Asia’s coal transition through fair cost-sharing & innovative financing.
Funding & Vision: $19M seed round led by Riot Ventures, AlleyCorp, Initialized Capital, Day One Ventures, and Steel Atlas, supporting pilot reactor development.
Gigafactory Model: Plans to mass-produce SMRs at “gigasites”, reducing nuclear project costs by shifting from custom-built to industrial-scale deployment.
Global Expansion: Secured initial contract with the Philippines Nuclear Research Institute, planning a test reactor & two full-scale reactors.
High-Temperature Innovation: Uses helium gas cooling, reaching 900°C—3x hotter than conventional reactors, enabling low-cost hydrogen & synthetic fuel production.
Strategic Acquisition: Strengthens transmission & substation infrastructure for U.S. grid modernization.
Investment Outlook: Targets $7.4T in U.S. infrastructure upgrades through 2033.
Growth Leadership: Andrew Olinick to lead Macquarie’s new investment strategy in utility services.
Long-Term Deal: CPS Energy to buy 70% of electricity from El Patrimonio Solar for 20 years.
Project Scale: 150 MW AC Bexar County project, powering 37,500 households.
Community Engagement: Includes scholarships & local education initiatives.
Operational Timeline: Targeting H2 2027 for full-scale production.
Investor Backing: Just Climate, Eagle Materials, GenZero & Breakthrough Energy Ventures lead the funding round.
Tech Expansion: OPUS technology enables cement decarbonization while integrating with existing infrastructure.
Commercial Rollout: First U.S. plant in Texas under development, with DOE awarding $52.6M for a second site.
Global Impact: Addresses 8% of global CO₂ emissions, targeting large-scale cement industry transformation.
Investor Backing: Alfa8 & Nabors Industries lead round, supporting global geothermal expansion.
Technology Focus: Uses machine learning to improve geothermal exploration & development.
Growth Target: Aims for 1 GW of geothermal reserves by 2030.
Market Positioning: Strengthens traditional geothermal energy development for low-carbon power generation.
Funding Expansion: Taranis-led Series B extension supports commercial-scale pyrolysis deployment.
Tech Impact: Converts hard-to-recycle plastics into reusable hydrocarbons, mitigating 70% increase in plastic waste by 2050.
Scalability: Modular plants can process 50 tons of plastic waste daily, reducing CO₂ emissions.
Strategic Growth: Expands partnerships in circular plastic supply chain & waste reduction industries.
Retail Expansion: Strengthens Aramco’s global downstream presence after recent moves in Chile & Pakistan.
Market Entry: Provides access to 165 retail stations & 4 storage terminals in the Philippines.
Brand Integration: Plans to introduce Aramco-branded fuel & Valvoline lubricants across select locations.
Regulatory Approval: Deal subject to approval, reinforcing Aramco’s long-term global retail growth strategy.
Base Power Expands to Houston, Bringing Battery-Powered Backup to Texas Homes
Market Expansion: Enters Houston metro area after success in Austin & Dallas-Fort Worth.
Cargill & Hafnia Launch Seascale Energy for Marine Fuel Procurement
Joint Venture: Combines Cargill's Pure Marine Fuels & Hafnia’s Bunker Alliance for global fuel procurement.
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.
