The Week in Deals
1 deal| Date | Deal Type | Tech | Seller / Sponsor | Buyer / Financier | Size | Location | Status | Notes | |
|---|---|---|---|---|---|---|---|---|---|
| Jun 11 | Corporate PPA | Nuclear | Talen Energy | Amazon (AWS) | 1,920 MW | PA | Closed | $18B / 1,920 MW × ~24/7 × 17 yrs ≈ $55-65/MWh implied. Talen disclosed ~$18B total revenue but not explicit $/MWh. CONFIDENCE: LOW. Listed here because it is the marquee PJM hyperscaler deal but the implied price is below the $80-100 hyperscaler-premium thesis (because it is behind-the-meter for an existing baseload asset rather than incremental REC procurement). COD: 2025-06-11. Contract term: 17 years. Price confidence: low. |
Change of Control
1 moveKevin Kroll departed RWE Clean Energy as Chief Operating Officer
COO Kroll exited RWE Clean Energy by mutual agreement amid RWE's broader US strategic restructuring as the IRA outlook turned uncertain. Function absorbed across remaining management team.
Jun 12
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