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Dealflow: October 30 - November 5

2 deals tracked·2,248 MW total capacity·1 executive move

Published Monday, October 30, 2023

The Week in Deals

2 deals
DateDeal TypeTechSeller / SponsorBuyer / FinancierSizeLocationStatusNotes
Nov 2Power Purchase & OfftakeCarbon Captu…1PointFive (Occidental subsidiary)MicrosoftTXAnnouncedMicrosoft purchase of 500,000 metric tons CDR credits from 1PointFive's STRATOS DAC plant in Texas over 6 years — largest single DAC carbon removal purchase to date at announcement. Note: This is the November 2023 announcement; July 2024 announcement involved a separate larger commitment. STRATOS expected operational 2025.
Oct 31Power Purchase & OfftakeOffshore WindØrstedNew Jersey ratepayers (NJ BPU OREC)$4.00BNJCancelledØrsted ceased development of Ocean Wind 1 and 2 — combined 2,248 MW NJ offshore wind. Cited supply chain constraints, high interest rates, insufficient tax credits. $4B total impairment ($2.8B for Ocean Wind 1). Largest US offshore wind cancellation to date. Triggered industry-wide repricing/restructuring.

Change of Control

1 move

Ahmed Pasha joined as Senior Vice President and Chief Financial Officer at Fluence Energy (from CFO, US Utilities and Conventional Generation, AES Corporation)

Pasha joined Fluence (the Siemens/AES energy storage JV, now public) from AES, where he served as VP, Global Treasurer and Head of Investor Relations. Succeeded Manu Sial as CFO.

Press release

Nov 1

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