NewQ1 2026 Clean Energy Deal Intelligence Report is live

TECHNOLOGY

Geothermal Deals

Geothermal — conventional, enhanced (EGS), and emerging closed-loop / pressure-geothermal. A small but accelerating category as policy support and offtake demand grow.

Methodology

20

Tracked Deals

32.2 GW

Total Capacity

$28.49B

Disclosed Value

2023–2026

Period

Top Deals

By disclosed value
DateAsset / CounterpartiesSizeValue
Jan 7, 2026Calpine Corporation — 27 GW natural gas + geothermal flee…

Energy Capital Partners, Access Industries, CPP InvestmentsConstellation Energy

27.0 GW$26.6B (stock + cash)
Dec 10, 2025Cape Station EGS development (Phase I 100 MW + Phase II 4…

Fervo EnergyB Capital (lead), Google, Mitsui, AllianceBernstein

500 MW$462M (Series E)
Mar 19, 2026Cape Station Enhanced Geothermal System (EGS) — Phase 1 ~…

Fervo EnergyRBC Capital Markets, Barclays, BBVA, HSBC, MUFG, Société Générale, J.P. Morgan, Bank of America, Sumitomo Mitsui Trust Bank

500 MW$421M
Jan 4, 2024Enel Green Power NA geothermal and solar portfolio — Cove…

Enel Green Power North AmericaOrmat Technologies

150 MW$271M
Feb 29, 2024Cape Station Phase I + Phase II — 400 MW Enhanced Geother…

Fervo EnergyDevon Energy (lead) + existing investors

400 MW$244M
Jun 11, 2025Cape Station Phase I — 100 MW enhanced geothermal (EGS), …

Fervo EnergyBreakthrough Energy Catalyst, Mercuria, XRA

100 MW$206M
Aug 22, 2023Cape Station Phase 1 development — 400 MW Enhanced Geothe…

Fervo EnergyDevon Energy (lead, ~$10M anchor)

400 MW$138M (Series D extension)
Jan 21, 2026Sage Geosystems $97M+ Series B — Pressure Geothermal powe…

Sage GeosystemsOrmat Technologies ($25M, co-lead), Carbon Direct Capital (co-lead), Exa, Nabors, alfa8, Arch Meredith, Abilene Partners, Cubit Capital, Ignis H2 Energy, SiteGround Capital, UC Berkeley Foundation Climate Solutions Fund

$97M+
Apr 16, 2026Zanskar AI-native geothermal exploration platform — $40M …

ZanskarJust Climate; Spring Lane Capital; Tierra Adentro Growth Capital

$40,000,000
Apr 19, 2023Initial Devon Energy investment in Fervo Energy — geother…

Fervo EnergyDevon Energy

$10M

Most Active Firms

Technology Mix

Geothermal20 deals · 32,153.5 MW

Deal Type Mix

  • Power Purchase & Offtake8
  • Strategic & Growth Capital6
  • Project Finance3
  • Project & Portfolio M&A1
  • Corporate M&A1

Activity by Year

20233 deals · 403.5 MW · $148M
20245 deals · 1,135 MW · $515M
20253 deals · 750 MW · $668M
20269 deals · 29,865 MW · $27.16B

Recent Deals

Latest 10

Recent Moves at Active Firms

All moves →
  • Jennifer Gasser joined as Partner, Energy and Infrastructure M&A at Paul WeissMar 3, 2026

  • Seth Richardson promoted to Partner, Project Development & Finance at Latham & WatkinsFeb 20, 2026

  • Thomas Verity joined as Partner, Energy M&A at Norton Rose FulbrightFeb 15, 2026

  • Neal Kemkar joined as Chief Network Officer at CeresFeb 9, 2026

  • Sean Wheeler joined as Partner, Co-Chair Global M&A; Head of Houston Office at Paul WeissFeb 3, 2026

Related

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