NewQ1 2026 Clean Energy Deal Intelligence Report is live
Lender / Financier

US Department of Energy

Track

41

Deals Tracked

$120.38B

Deal Value

34,022.8MW

Total Capacity

2

Executive Moves

Other

Top Technology

Deal Activity

Apr 23LenderNatrium Kemmerer Unit 1 — 345 MW sodium-cooled fast reactor with integrated molten-salt energy storage system (boostable to 500 MW peak), Kemmerer, Wyoming — first utility-scale advanced nuclear plant under construction in US historyOtherNuclear500 MW
Feb 25LenderSouthern Company grid reliability program — 16 GW firm power including 5 GW new gas, 6 GW nuclear uprates/renewals, hydropower, BESS, 1300+ miles transmission in Georgia and AlabamaProject FinanceSolar + Storage$26.50B16,000 MW
Dec 2LenderTVA Clinch River 600 MW BWRX-300 SMR (2 units, Oak Ridge TN) + Holtec Palisades 680 MWe dual SMR-300 (Pioneer 1 & 2, Covert MI)Project FinanceNuclear$800M1,280 MW
Nov 18LenderCrane Clean Energy Center — 835 MW nuclear reactor restart, Pennsylvania (formerly Three Mile Island Unit 1)Project FinanceNuclear$1.00B835 MW
Oct 29LenderWabash Valley Resources clean ammonia + integrated CCS facility — 500,000 metric tons/year carbon-negative ammoniaProject FinanceCarbon Capture & DAC$1.50B
Oct 16LenderTransmission upgrades — ~5,000 miles of transmission lines across AEP service territoryProject FinanceOther$1.60B
Jan 16LenderTransmission upgrades across New Jersey service territoryProject FinanceOther$716M
Jan 16LenderUp to 6 green hydrogen production and liquefaction facilities across the US (first project: Graham, Texas)Project FinanceHydrogen & Fuel Cells$1.66B
Jan 15LenderTrenton Channel Energy CenterDOE loan guarantee (conditional commitment)BESS220 MW
Dec 19LenderVertically integrated solar manufacturing facility — ingots, wafers, cells, and modules — Cartersville, Georgia. 3.3 GW annual capacityProject FinanceOther$1.45B
Dec 17LenderProject Polaris — conditional commitment for hydropower, BESS, transmission, VPP across Northern & Central CaliforniaProject FinanceSolar + Storage$15.00B
Dec 17LenderStarPlus Energy lithium-ion battery cell factories — ~67 GWh/yr battery cell capacity, Kokomo, IndianaProject FinanceOther$7.54B
Dec 16LenderBlueOval SK EV battery manufacturing — 120+ GWh/yr battery production capacity across 3 plants (BlueOval City TN + 2 Glendale KY plants)Project FinanceOther$9.63B
Dec 15LenderWEC Energy 1.7 GW renewable portfolio — utility-scale solar, wind, and energy storage across WisconsinProject FinanceSolar + Storage$2.50B1,700 MW
Dec 3LenderProject AMAZE — Zinc-bromine battery manufacturing expansion, Turtle Creek, Pennsylvania. Target 8 GWh/year capacity by 2027Project FinanceOther$304M
Nov 25LenderGrain Belt Express — 2,500 MW HVDC transmission line connecting Midwest gridsProject FinanceOther$4.90B2,500 MW
Nov 25LenderProject Polo — up to 1,000 distributed solar PV and battery energy storage systems across 27 statesProject FinanceSolar + Storage$290M100 MW
Nov 25LenderProject Horizon — EV manufacturing facility, Stanton Springs North, GeorgiaProject FinanceOther$6.57B
Nov 8LenderConsumers Energy grid modernization — solar, wind, battery storage, and virtual power plants across MichiganProject FinanceSolar + Storage$5.23B2,000 MW
Nov 1LenderDTE Electric renewable generation and storage — solar, wind, battery installations across MichiganProject FinanceSolar + Storage$7.17B3,000 MW
Oct 28LenderThacker Pass Phase 1 — 40,000 tpa lithium carbonate mining/processing facility, Humboldt County, NevadaProject FinanceOther$2.26B
Oct 16LenderProject Marahu — 200 MW solar PV + 285 MW/1,140 MWh BESS in Guayama and Salinas, Puerto RicoProject FinanceSolar + Storage$861M200 MW
Oct 1LenderProject Marahu — 200 MW solar PV + 285 MW / 1,140 MWh BESS, Guayama (Jobos) + Salinas, Puerto RicoProject FinanceSolar + Storage$861M485 MW
Sep 30LenderPalisades Nuclear Plant restart — 800 MW nuclear generating station, Covert Township, MichiganProject FinanceNuclear$1.52B800 MW
Jul 12LenderViejas Microgrid — 15 MW solar PV + 38 MWh long-duration energy storage on Tribal lands near Alpine, CAProject FinanceSolar + Storage$73M15 MW
May 14LenderUp to 6 green hydrogen production and liquefaction facilities — first project: Project Limestone (Graham, TX, 45 tpd liquid H2)Project FinanceHydrogen & Fuel Cells$1.66B
Mar 1LenderThacker Pass lithium processing plant (largest US lithium reserve, Nevada)Project FinanceOther$2.26B
Sep 1LenderProject Hestia (residential solar loan expansion)Project FinanceSolar$3.00B
Dec 12LenderUltium Cells 3 lithium-ion battery cell plants — Lordstown OH, Lansing MI, Spring Hill TNProject FinanceBESS$2.50B
Nov 30LenderHALEU production cascade — 16 AC100M centrifuges at Piketon, OHProject FinanceNuclear$150M
Nov 21LenderDiablo Canyon Power Plant — 2,256 MW nuclear (Units 1+2), Avila Beach CAProject FinanceNuclear$1.10B2,256 MW
Sep 30LenderAntelope Valley Solar Ranch OneDOE loan guaranteeSolar$646M253 MW
Sep 30LenderCalifornia Valley Solar RanchDOE loan guaranteeSolar$1.24B249.8 MW
Sep 30LenderDesert Sunlight 250DOE loan guaranteeSolar$1.50B249.7 MW
Sep 29LenderMojave Solar ProjectDOE loan guaranteeSolar$1.20B280 MW
Sep 29LenderMesquite Solar 1DOE loan guaranteeSolar$337M170 MW
Sep 28LenderCrescent Dunes Solar EnergyDOE loan guaranteeSolar$737M125 MW
Aug 17LenderRecord Hill WindDOE loan guaranteeWind$102M50.6 MW
Aug 5LenderAgua Caliente Solar ProjectDOE loan guaranteeSolar$967M347.7 MW
Apr 11LenderIvanpah 1DOE loan guaranteeSolar$1.60B126 MW
Dec 21LenderSolana Generating StationDOE loan guaranteeSolar$1.45B280 MW

Key People

Change of Control

1 joined1 departed
Jan 29New Hire
Gregory Beard→ Director
from Apollo Global ManagementSource →
Apr 29Departure
Jigar Shah← was Director, Loan Programs Office
to Multiplier (advisory firm) / Powerhouse VenturesSource →

Track US Department of Energy and 100+ firms

Free weekly clean energy deal intelligence. Every Monday.

← All Firms