NewQ1 2026 Clean Energy Deal Intelligence Report is live

TECHNOLOGY

Hybrid Deals

Multi-resource hybrid portfolios — solar+wind, solar+wind+storage, gas+battery, and other diversified-asset deals where no single technology dominates.

Methodology

107

Tracked Deals

456.1 GW

Total Capacity

$307.73B

Disclosed Value

2023–2026

Period

Top Deals

By disclosed value
DateAsset / CounterpartiesSizeValue
Aug 8, 2025AES Corporation — global integrated utility (~36 GW, incl…

AES Corporation public shareholdersGlobal Infrastructure Partners, EQT Infrastructure VI, CalPERS, Qatar Investment Authority

36.0 GW$33.4B EV / $10.7B equity
Mar 2, 2026AES Corporation — diversified global power company with ~…

AES Corporation (NYSE: AES)Global Infrastructure Partners, EQT Infrastructure VI, CalPERS, Qatar Investment Authority

35.0 GW$33.4B enterprise value ($10.7B equity at $15/share)
Feb 25, 2026Southern Company grid reliability program — 16 GW firm po…

Georgia Power / Alabama Power (Southern Company subsidiaries)US Department of Energy — Office of Energy Dominance Financing

16.0 GW$26.5B
Oct 1, 2025Lighthouse Campus — ~2 GW renewable energy infrastructure…

Vantage Data Centers / WEC Energy GroupOracle / OpenAI

2.0 GW$15B campus investment
Dec 17, 2024Project Polaris — conditional commitment for hydropower, …

PG&EDOE Loan Programs Office

$15B
Jan 12, 2024Global Infrastructure Partners (GIP) — world's largest in…

Global Infrastructure PartnersBlackRock

19.0 GW$12.5B
Mar 10, 2026Intersect Power platform — digital power / data center + …

Greenbelt Capital Partners; TPG Rise Climate; Climate Adaptive Infrastructure (CAI)Alphabet (Google)

10.8 GW$12B enterprise value ($4.75B cash + assumed debt)
May 18, 2025TXNM Energy — regulated utility serving 800,000+ customer…

Blackstone Infrastructure

3.0 GW$11.5B
May 1, 2024Brookfield-Microsoft framework PPA — 10.5 GW new renewabl…

Brookfield RenewableMicrosoft

10.5 GW$10B+
Feb 24, 2025Innergex Renewable Energy — ~4 GW operating renewable por…

Innergex Renewable Energy public shareholdersLa Caisse (CDPQ)

4.0 GWC$10B (~US$7.3B)

Most Active Firms

Top Buyers / Financiers

#FirmDealsValue
1US Department of Energy5$15.26B
2Ares Management3
3Google3$2.40B
4BlackRock2$13.00B
5Meta2

Top Sellers / Developers

#FirmDealsValue
1Invenergy5$1.85B
2ENGIE North America4$1.00B
3Longroad Energy4$600M
4Intersect Power3$17.55B
5Hecate Energy3$681M

Technology Mix

Hybrid107 deals · 456,078 MW

Deal Type Mix

  • Corporate M&A32
  • Project Finance27
  • Power Purchase & Offtake14
  • Corporate Debt & Capital Markets13
  • Project & Portfolio M&A11

Activity by Year

20237 deals · 52,965 MW · $13.23B
202442 deals · 120,851 MW · $100.62B
202535 deals · 200,113 MW · $108.18B
202623 deals · 82,149 MW · $85.69B

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

  • David Carroll appointed Board Chair at American Clean Power AssociationFeb 23, 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

Related

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