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DealFlow.energy
The market, summarized. Every Monday.
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In this issue:
Deals (3)
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Moves (8)
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Dealflow: The Week in Deals
June 23 - 29
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Deal
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Size
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Tech
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Sunrun residential solar + battery system leases/PPAs — record-setting senior...
Sunrun → ABS investors (multi-tranche)
Corporate Debt & Capital Markets
Multi-state · $886.3M
Sunrun's largest securitization ever — $886.3M, the largest residential solar securitization industry-wide at time of...
Sunrun IR ↗
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0 MW
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Solar + Storage
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Cape Station Phase 1 + Phase 2 — 320 MW Enhanced Geothermal System (EGS), Bea...
Fervo Energy → Southern California Edison
Power Purchase & Offtake
UT
World's largest geothermal PPA. Two 15-year PPAs totaling 320 MW. Powers ~350,000 SoCal homes 24/7 carbon-free. First...
Fervo Energy ↗
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320 MW
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Geothermal
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Baytown low-carbon hydrogen + ammonia complex — ~1 BCFD low-carbon hydrogen +...
ExxonMobil → Air Liquide (~$850M capex on industrial gas)
Power Purchase & Offtake
TX · ~$850M (Air Liquide capex)
World's largest low-carbon hydrogen offtake/supply pact. Air Liquide invests ~$850M in 4 large modular ASUs producing...
ExxonMobil ↗
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0 MW
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Hydrogen & Fuel Cells
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View Full Database →
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Change of Control: The Week in Talent
8 notable moves
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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 ↗
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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 ↗
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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 ↗
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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 ↗
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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 ↗
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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 ↗
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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 ↗
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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 ↗
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View All Moves →
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