|
Was this forwarded to you? Subscribe here — it’s free, every Monday. Join 250+ professionals.
|
DealFlow.energy
The market, summarized. Every Monday.
|
|
|
|
In this issue:
Deals (4)
·
Moves (8)
|
Dealflow: The Week in Deals
September 25 - October 1
|
|
Deal
|
Size
|
Tech
|
|
Electric Hydrogen — green hydrogen production (PEM electrolyzer manufacturing...
Electric Hydrogen (EH2) → Fortescue (lead), Fifth Wall, Energy Impact Partners; bp Ventures, Oman Investment Authority, Temasek, Microsoft Climate Innovation Fund, United Airlines Sustainable Flight Fund
Strategic & Growth Capital
MA · $380M (Series C)
Series C oversubscribed. First green hydrogen unicorn at $1B+ valuation. Lead investors Fortescue, Fifth Wall, Energy...
Electric Hydrogen ↗
|
1.2 GW
|
Hydrogen & Fuel Cells
|
|
Sunflower Wind — 200 MW onshore wind, Marion County, Kansas (SPP)
Ørsted → Multiple lenders + tax equity
Project Finance
KS · Undisclosed (component of broader Ørsted portfolio financing)
Ørsted completed 200 MW Sunflower Wind in Marion County, Kansas (SPP). Component of Ørsted's broader 957 MW US onshor...
Ørsted ↗
|
200 MW
|
Wind
|
|
Residential solar + battery system portfolio — 57,731 rooftop systems across ...
Sunrun → ABS investors (multi-tranche)
Corporate Debt & Capital Markets
Multi-state · $968M ($715M senior + $253M subordinated)
Largest residential solar securitization in industry to date at announcement. $715M Class A senior + $80M Class B BB+...
Sunrun ↗
|
0 MW
|
Solar + Storage
|
|
Liberty Solar — 134 MW (100 MWac) solar, Liberty County, Texas (MISO South)
Recurrent Energy (Canadian Solar) → Rabobank, Nord/LB, U.S. Bank ($120M debt); U.S. Bancorp Impact Finance ($80M tax equity)
Project Finance
TX · $200M ($120M debt + $80M tax equity)
$200M financing for Liberty Solar. Rabobank, Nord/LB, U.S. Bank as debt providers; U.S. Bancorp Impact Finance as tax...
Recurrent Energy ↗
|
100 MW
|
Solar
|
|
|
View Full Database →
|
|
Change of Control: The Week in Talent
8 notable moves
|
|
Clay Corbus has been promoted to President and Chief Executive Officer at Clean Energy Fuels Corp (from Senior Vice President, Strategic Development and Head of Renewable Fuels, Clean Energy Fuels Corp).
19-year CLNE veteran succeeds co-founder Andrew Littlefair after 30+ years; Corbus led all M&A and capital-raising and built the company's RNG production and distribution businesses; Clean Energy operates North America's largest natural gas vehicle fueling network.
SEC filing ↗
|
|
Andrew Littlefair departed Clean Energy Fuels Corp as President and Chief Executive Officer.
Littlefair co-founded CLNE with T. Boone Pickens in 2001 and led the company for 30+ years, building North America's largest natural gas fueling network; transitions to a three-year government relations consulting role ($750K/year) while remaining on the board.
SEC filing ↗
|
|
Richard H. Little is the new Chief Executive Officer & Director at enCore Energy Corp. (from Resource industry executive, Ajax Resources / private resource-industry executive).
Little takes the helm at enCore Energy — the only US uranium producer with two operational ISR Central Processing Plants (both South Texas) — to accelerate licensing and cost discipline as US nuclear-fuel sovereignty becomes a bipartisan priority alongside the data-center power buildout. Compensation disclosed: $600K base. Previously engineered the $1.24B sale of Ajax Resources' Northern Midland Basin assets to Diamondback Energy.
Press release ↗
|
|
Aaron D. Moss has been promoted to Executive Vice President & Chief Financial Officer at Edison International (from Senior Vice President & Chief Financial Officer, Southern California Edison).
Moss steps up from SCE CFO to parent EIX CFO at $730K base + 85% target bonus + supplemental $603K LTI grant (25% options / 25% RSUs / 50% performance shares). A career SCE/EIX finance hand who served as Controller of both entities (2016–2022); confirms internal promotion strategy at California's largest IOU.
SEC filing ↗
|
|
Maria Rigatti departed Edison International as Executive Vice President & Chief Financial Officer.
Long-tenured EIX CFO Rigatti retires after navigating wildfire-liability cycles and rate-base growth strategy at California's largest IOU. Steps down as CFO July 3, 2026 and full retirement Sept 1, 2026. Closes one of the longest-serving utility CFO seats in California.
SEC filing ↗
|
|
William M. Sheriff was appointed Executive Chair (return) at enCore Energy Corp. (from Founder; former Executive Chair (had transitioned off executive role), enCore Energy Corp.).
Founder Sheriff returns to an executive-chair role alongside new CEO Richard Little, signaling a strategic reset for the leading US ISR uranium producer. Mirrors a pattern at other US critical-minerals juniors where founders re-engage in governance to navigate licensing and capital-markets cycles. Tied to the broader 2026 nuclear-fuel onshoring push.
Press release ↗
|
|
M. Susan Hardwick was appointed Independent Director (Audit & Finance Committee; Compensation & Executive Personnel Committee) at Edison International (from Former Chief Executive Officer, American Water Works).
EIX board expanded from 11 to 12 seats to add Hardwick — a heavyweight utility-finance director with prior CEO/CFO experience at American Water and Vectren. Adds Audit + Compensation Committee depth as EIX prepares for the CFO transition from Rigatti to Moss.
SEC filing ↗
|
|
Sana Ouji is the new Energy Lead at Anthropic (from Strategic Energy Investments and Partnerships Lead, Data Center Division, Google).
First dedicated energy role at Anthropic, signaling the AI lab's commitment to securing clean energy capacity for AI infrastructure; Ouji brings 6+ years managing Google's data center clean energy strategy across multiple geographies.
Trade pub ↗
|
|
|
View All Moves →
|
|
Know someone who changed seats? Send us a tip — we cover C-suite, MD, and partner-level moves across clean energy development, project finance, and law.
|
|
Know someone who’d find this useful?
Forward this email to a colleague in clean energy finance. Help them stay ahead of the market.
|
|
|
|
← Previous edition · Read all past issues
DealFlow.energy — Clean energy transaction intelligence
Website
·
Submit a Deal
·
Unsubscribe
|
|