Core Viewpoint - Cielo Waste Solutions Corp. is progressing with its proposed acquisition of proprietary project development and evaluation assets from Canadian Discovery Ltd., with an amendment to the binding letter of intent extending the timeline for completion [1][4][9] Group 1: Proposed Acquisition - The proposed acquisition is subject to finalization of a definitive asset purchase agreement, satisfaction of customary closing conditions, and receipt of necessary corporate and regulatory approvals, including from the TSX Venture Exchange [4] - The original closing date of the acquisition was set before March 31, 2026, but has been extended to April 15, 2026, due to administrative matters [9] - The amendment clarifies that Canadian Discovery Ltd. will remain responsible for seller obligations until a subsidiary is formed to take over these responsibilities [9] Group 2: Webcast Presentation - Cielo's CEO, Ryan C. Jackson, will participate in a webcast presentation at the Lytham Partners 2026 Industrials & Basic Materials Investor Summit on April 1, 2026 [2][5] - The webcast will be accessible through the conference home page and will also have a replay available [5] Group 3: Company Overview - Cielo Waste Solutions Corp. focuses on advancing waste-derived feedstocks into sustainable aviation fuel and other low-carbon energy products, leveraging strategic feedstock relationships and proven technologies [6] - The company is developing its initial project in British Columbia while building a scalable pipeline of clean fuels projects across North America and select international markets [6]

Core Viewpoint - Cielo Waste Solutions Corp. has entered into a non-binding Strategic Partnership Framework Agreement with Tano T'enneh Enterprises to advance Project Nexus, a sustainable aviation fuel facility in British Columbia [1][2]. Project Structure - Project Nexus will be owned and financed through a limited partnership structure, with Tano T'enneh Enterprises holding up to 51% of the units, ensuring majority Indigenous ownership [3]. - Cielo and TTE will establish a general partner to operate the Project LP, with governance terms to be defined in the Definitive Agreement [3]. Land Acquisition - Tano T'enneh Enterprises is expected to acquire land within their territory for the Project site, which will support Indigenous financing programs and federal loan guarantees [4]. Financing Framework - The financing structure may include incentives from the British Columbia Low Carbon Fuel Standard, Indigenous loan guarantees, Canada Infrastructure Bank financing, and investment tax credits [5]. - Cielo's equity contribution could be partially recoverable through future LCFS credit allocations, reducing upfront capital requirements [5]. Roles of the Parties - Cielo will lead technical and commercial workstreams, while TTE will provide land access, community relations, Indigenous financing pathways, and workforce development [7]. Next Steps - Cielo plans to negotiate and execute Definitive Agreements, including land tenure and governance of the Project LP, to advance Project Nexus toward Final Investment Decision [9].

Core Viewpoint - Cielo Waste Solutions Corp. has successfully closed a non-brokered private placement financing, raising $1,000,000 to support its strategic asset acquisition with Canadian Discovery Ltd. [1][2][3] Financing Details - The financing involved the issuance of 16,666,667 Units at a price of $0.06 per Unit, each Unit consisting of one common share and one warrant [2] - Each warrant allows the holder to purchase an additional common share at $0.15 for a period of 48 months [2] - The financing was conducted under exemptions from prospectus requirements and is subject to a statutory hold period [4] Use of Proceeds - Net proceeds from the financing are intended for general corporate purposes and to advance ongoing project development activities, specifically related to Project Nexus and the Nexus Platform [5] Related Party Transactions - Certain principals of Canadian Discovery Ltd. and insiders of Cielo participated in the financing, which is classified as a related party transaction [6] - The company relied on exemptions from formal valuation and minority shareholder approval requirements due to the fair market value of securities issued not exceeding 25% of the company's market capitalization [6] Proposed Acquisition - The proposed acquisition of proprietary project development and evaluation assets from Canadian Discovery Ltd. is still subject to negotiation, execution of definitive documentation, and regulatory approvals [7] Company Overview - Cielo Waste Solutions Corp. focuses on advancing waste-derived feedstocks into sustainable aviation fuel and other low-carbon energy products [9] - The company is executing a disciplined, asset-anchored development strategy through its Nexus Platform, which supports project evaluation, engineering, financing, and execution [9][10]

Investment Rating - The report does not explicitly state an investment rating for the climate tech industry, but it provides insights into trends and deal activities that suggest a stable investment environment despite some declines in deal counts and values [10][34]. Core Insights - VC investment in climate tech has remained relatively stable, with a total of $42.2 billion invested in 2025, a slight decline of 1.4% from 2024 [12][14]. - The report highlights a shift in focus towards segments like dispatchable energy sources and low-carbon mobility, which have seen increased investment, while clean fuels and intermittent renewable energy have faced challenges [34][21]. - The median deal size and pre-money valuations have increased, indicating a concentration of investment in fewer companies [17][18]. Climate Tech Landscape - The climate tech landscape includes various segments such as built environment, carbon tech, clean fuels, dispatchable energy sources, grid infrastructure, low-carbon mobility, and sustainable food [7][11]. Quarterly Analysis - In Q4 2025, there were 124 deals, with the built environment and grid infrastructure leading in deal value at $2.3 billion and $2.2 billion, respectively [10][22]. - The overall deal count in 2025 fell to a five-year low of 2,130, with a significant decline in pre-seed/seed and early-stage deals [16][14]. VC Activity - North America accounted for 56.6% of the total climate tech deal value in 2025, with late-stage VC dominating the investment landscape [18][14]. - The report notes that while deal value remained stable, the deal count has been declining, indicating a trend towards larger investments in fewer companies [16][14]. Key Segments - Low-carbon mobility was the largest segment by deal value in 2025, with $7.7 billion across 224 deals, followed by dispatchable energy sources at $6.7 billion [21][22]. - Clean fuels represented the smallest segment by deal value at $2.1 billion, highlighting ongoing challenges in this area [21][10]. Top Deals and Investors - Significant deals in 2025 included Crusoe's $1.4 billion Series E funding and Base Power's $1 billion Series C funding, indicating strong interest in low-carbon technologies [27][23]. - Sector-specialist investors like Climate Capital and SOSV have been leading in deal counts, with corporate VC firms like Shell Ventures also participating [24][23]. Exit Activity - 2025 saw a notable spike in exit activity with $27.2 billion across 106 exits, surpassing the combined exit value of 2023 and 2024 [28][34]. - Public listings have accounted for the largest share of exit value, with significant IPOs from companies like Fermi and BETA Technologies [28][49]. AI Themes - AI technologies are increasingly being integrated into climate tech, particularly in areas involving complex datasets for energy monitoring and land management [29][33]. - The report indicates that AI-linked climate tech companies reached a high in deal value in 2025, despite a lower deal count compared to previous years [30][29].

Core Insights - Verde Clean Fuels, Inc. announced a revised strategy to deploy its proprietary liquid fuels processing technology through capital-lite opportunities [1] - The company is implementing a material cost reduction program targeting a 50% reduction in costs [1] Company Strategy - The revised strategy focuses on utilizing advanced-fuel conversion technology to convert low-value or stranded feedstocks [1]

Core Viewpoint - Cielo Waste Solutions Corp. has executed a binding letter of intent to acquire proprietary project development and evaluation assets from Canadian Discovery Ltd., marking a significant step in its transition to a scalable clean fuels project development company [1][4] Acquisition Details - The acquisition includes non-public technical and commercial information, databases, models, and intellectual property related to renewable and low carbon fuels production, which will enhance Cielo's project development capabilities [3][4] - The acquisition is expected to close in March 2026, subject to due diligence, regulatory approvals, and customary closing conditions [8][6] Financing Information - A non-brokered private placement financing is planned for aggregate proceeds of $1,000,000 CAD, expected to involve participation from certain principals of CDL and insiders of Cielo [11][14] - The financing will result in the issuance of approximately 16,666,666 units at a price of $0.06 per unit, with each unit comprising one common share and one warrant [12][13] Strategic Implications - The acquisition is intended to conclude Cielo's restructuring phase and enable the company to focus on executing its long-term growth strategy through disciplined project development and capital-efficient execution [4][5] - The integration of the acquired assets is expected to support the ongoing development of Project Nexus and future projects, enhancing Cielo's internal technical and commercial capabilities [4][5] Board Appointment - Following the acquisition, Kaush Rakhit, Executive Chairman of CDL, is expected to be appointed to Cielo's board of directors, bringing extensive experience in project development and governance [9][10] Company Overview - Cielo Waste Solutions Corp. focuses on advancing waste-derived feedstocks into sustainable aviation fuel and other low-carbon energy products, with a disciplined development strategy built around its Nexus Platform [17][18]

Core Viewpoint - Verde Clean Fuels, Inc. has suspended the development of its Permian Basin project due to changing market conditions, particularly the increasing demand for natural gas in the region [1] Group 1: Project Development - In February 2024, Verde entered into a joint development agreement with Cottonmouth Ventures, a subsidiary of Diamondback Energy, to develop a natural gas-to-gasoline plant in the Permian Basin using Verde's STG+ technology [2] - The development work for the Permian Basin Project included a front-end engineering and design study, which was completed in December 2025 [2] Group 2: Company Strategy - The CEO of Verde expressed gratitude to Diamondback for their support and noted that insights gained from the FEED study will be beneficial for exploring other opportunities to deploy their technology [3] - The company plans to focus its resources on other opportunities where natural gas is stranded or flared, aiming to provide a market for such gas while mitigating flare issues and producing gasoline with lower carbon intensity [4]

Core Insights - Haffner Energy and Luxaviation Group have established a non-exclusive 15-year offtake agreement in Europe for sustainable aviation fuel (SAF) with fixed volume and price terms [1][5] - This partnership aims to enhance SAF production and promote its use in the business aviation sector, marking a significant step towards sustainable aviation practices [2][3] Company Overview - Haffner Energy specializes in converting biomass into clean fuels, leveraging 32 years of experience in the industry, and has developed proprietary technologies for SAF production [6][8] - Luxaviation Group operates one of the largest private aircraft fleets globally and is committed to decarbonizing aviation through improved fuel efficiency and increased SAF usage [4][9] Strategic Initiatives - Luxaviation's "Go-to-Zero" Investment Fund was launched in 2023 to support SAF production, reflecting the company's commitment to sustainability [4] - Both companies are part of Project SkyPower, an initiative aimed at accelerating the development and adoption of SAF [7] Market Impact - The agreement is expected to facilitate financing for Haffner Energy's SAF projects in Europe, as long-term offtake agreements are crucial for securing funding [5] - Full-scale SAF production is anticipated to be achieved by 2030, coinciding with the European SAF mandate requiring airlines to blend SAF at a minimum of 6% [6]