NewQ1 2026 Clean Energy Deal Intelligence Report is live

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Dealflow: February 23 - March 1

7 deals tracked·21,301 MW total capacity·5 executive moves

Published Monday, February 23, 2026

The Week in Deals

7 deals
DateDeal TypeTechSeller / SponsorBuyer / FinancierSizeLocationStatusNotes
Feb 28Project FinanceSolarArevon EnergyIntesa Sanpaolo, Crédit Agricole$183MILClosedTax equity bridge + construction-to-term loan + LC facility. Intesa Sanpaolo and Crédit Agricole as Coordinating Lead Arrangers, Joint Bookrunners, and Green Loan Coordinators. Crédit Agricole as Administrative Agent, BNY as Collateral Agent. Arevon cumulative project financings reach $5.1B over two years. COD expected end of 2026.
Feb 25Project FinanceSolar+BESSGeorgia Power / Alabama Power (Southern Company subsidiaries)US Department of Energy — Office of Energy Dominance Financing$26.50BAL, GAClosedLargest DOE loan in department history. Issued under Office of Energy Dominance Financing (One Big Beautiful Bill Act). Projects $7B savings for GA/AL customers over 30-year term; reduces Southern Company interest expense by $300M/year. Part of Southern Company $81B five-year capex plan (2026-2030).
Feb 24Corporate M&ASolar+BESSXcel EnergyGoogle1,900 MWMNAnnouncedLandmark hyperscaler deal with 100-hour iron-air battery (Form Energy). Largest long-duration energy storage project globally. Google commits to full infrastructure costs for Pine Island data center.
Feb 24Corporate M&ABESSRecurrent Energy (Canadian Solar subsidiary)Hunt Energy Network100 MWTXClosedRecurrent Energy sells operating 200 MWh merchant BESS in ERCOT South to Hunt Energy Network. Fort Duncan reached COD June 2025 as top-performing standalone storage system in ERCOT South. Acquisition brings Hunt Energy Network battery portfolio to 420 MW.
Feb 23Project & Portfolio M&ASolar+BESSExcelsior Energy CapitalEnel SpA$1.00BMulti-stateAnnouncedEnel acquires 830 MW operating wind+solar portfolio generating ~2.1 TWh/yr. Brings Enel's North American renewables capacity to ~13 GW.
Feb 23Project FinanceSolarOCI Energy / Arava PowerING Capital$394MTXClosedConstruction-to-term loan + tax equity bridge + LCs. Marks Israel-based Arava Power's entry into the US market. COD expected late 2027.
Feb 18Project & Portfolio M&ASolar+BESSHecate EnergySavion (Shell)2,000 MWWAClosedShell subsidiary Savion acquires one of the largest US solar+storage development projects. Located at DOE's Hanford Site in southeastern Washington. Hecate retains support role; adds to 12+ GW sold track record.

Change of Control

5 moves

Ben Downing joined as Chief Executive Officer at Massachusetts Clean Energy Center (from Chief Growth Officer, The Engine)

Former MA state senator who authored the state's offshore wind law takes charge of MassCEC's $41M grants budget. Previously backed climatetech startups like Form Energy and Sublime Systems at MIT's The Engine.

Press release

Feb 27

David Carroll appointed Board Chair at American Clean Power Association (from CEO and Chief Renewables Officer, ENGIE North America)

Carroll leads ENGIE North America's renewables activities spanning utility-scale wind, solar, distributed generation, and storage. His appointment comes as ACP projects 90%+ of new US power capacity in 2026 will come from clean energy sources.

Press release

Feb 23

Ken Young appointed Board Chair-Elect at American Clean Power Association (from President and CEO, Apex Clean Energy)

Young leads Apex Clean Energy, one of the largest independent renewable energy developers in the US. As ACP Chair-Elect, he is positioned to lead the trade group in 2027.

Press release

Feb 23

Philippe Bonin joined as Executive Vice President and Chief Financial Officer at Boralex (from Chief Financial Officer, Cogeco)

Bonin joins Boralex (TSX: BLX; 3,783 MW installed capacity) from Cogeco with prior experience at TC Transcontinental, Caisse, and E&Y. His arrival also reorganizes CSR and Enterprise Risk Management under Finance -- signaling tighter capital discipline as Boralex pursues its 8.2 GW development pipeline.

Press release

Feb 27

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