Las Lomas Wind (200 MW) + Anson Solar (200 MW share) — Microsoft hybrid PPA TX

Arcadia acquires ENGIE Impact — utility expense & data management, energy procurement, and sustainability advisory business; Washington, DC-based Arcadia carves the unit out of ENGIE to build an AI-powered energy management platform

ENGIE → Arcadia

Bluepoint Wind — federal OCS lease cancellation for 2.4 GW fixed-bottom offshore wind project off New York; DOI agrees to refund $765M in lease bid fees in exchange for redirected capital into US oil & gas infrastructure

Bluepoint Wind LLC → U.S. Department of the Interior (lease cancellation)

$765M (DOI lease fee refund)

Golden State Wind — federal OCS lease cancellation for ~2 GW floating offshore wind project off Morro Bay, California; DOI agrees to refund ~$120M in lease bid fees

Golden State Wind LLC → U.S. Department of the Interior (lease cancellation)

~$120M (DOI lease fee refund)

Conduit Power ERCOT Distributed Generation Portfolio — $200M equipment financing facility (200 MW hybrid gas + battery, modular 50 MW blocks, ERCOT Load Zone West, TX)

Conduit Power → Eldridge Capital Management

$200,000,000

Sempra Infrastructure Partners — 45% stake in North American energy infrastructure (LNG, pipelines, 1,600+ MW renewables, gas power)

Sempra → KKR, CPP Investments

$10B

Buckleberry Solar — Solar project, NC (CPLE). MW not publicly disclosed.

Buckleberry Solar, LLC → Duke Energy Progress, LLC