NewQ1 2026 Clean Energy Deal Intelligence Report is live

TECHNOLOGY

Nuclear Deals

Nuclear — operating fleet uprates and asset transactions plus advanced reactor (SMR, Gen IV, fusion) deals as the new-build pipeline takes shape.

Methodology

25

Tracked Deals

67.0 GW

Total Capacity

$69.64B

Disclosed Value

2023–2026

Period

Top Deals

By disclosed value
DateAsset / CounterpartiesSizeValue
Jan 10, 2025Calpine Corporation — largest US power generator with ~26…

Energy Capital Partners (ECP) consortiumConstellation Energy

26.0 GW$26.6B
Jun 11, 2025Susquehanna Nuclear PPA — 1,920 MW carbon-free electricit…

Talen EnergyAmazon (AWS)

1.9 GW$18B
Nov 7, 2023Westinghouse Electric Company — global nuclear services, …

Brookfield Business Partners + Saudi Public Investment Fund (PIF)Cameco Corporation (49%) + Brookfield Asset Management/Brookfield Renewable (51%)

$7.875B (~$8.2B with working capital adj.)
Mar 1, 2024Energy Harbor — ~4,000 MW nuclear fleet + retail electric…

Energy HarborVistra Corp

4.0 GW$6.8B
Apr 6, 2026EnergySolutions (nuclear services — waste management, tra…

TriArtisan Capital AdvisorsEnergy Capital Partners (ECP)

~$2,000,000,000
Nov 1, 202344% ownership stake in South Texas Project (STP) — 2,645 …

NRG EnergyConstellation Energy

1.1 GW$1.75B ($1.4B effective after tax benefits)
Sep 20, 2024Crane Clean Energy Center (Three Mile Island Unit 1) — 83…

Constellation EnergyMicrosoft

835 MW$1.6B (investment)
Sep 30, 2024Palisades Nuclear Plant restart — 800 MW nuclear generati…

Holtec Palisades LLCDOE Loan Programs Office

800 MW$1.52B
Nov 18, 2025Crane Clean Energy Center — 835 MW nuclear reactor restar…

Constellation EnergyDOE Loan Programs Office

835 MW$1B
Nov 24, 2025Xe-100 high-temperature gas-cooled SMR fleet (80 MW per m…

X-Energy Reactor CompanyJane Street (lead), Ares Management funds, ARK Invest, Corner Capital, Emerson Collective

11.5 GW$700M (Series D)

Most Active Firms

Top Buyers / Financiers

#FirmDealsValue
1Microsoft3$2.60B
2Amazon (AWS)2$18.65B
3DOE Loan Programs Office2$2.52B
4Meta2
5Constellation Energy2$28.35B

Top Sellers / Developers

#FirmDealsValue
1Constellation Energy4$2.60B
2TerraPower3$650M
3Talen Energy2$18.65B
4Kairos Power2
5X-Energy Reactor Company2$1.20B

Top Lenders

#FirmDealsValue
1DOE LPO (EIR Program)1$1.52B
2DOE LPO (Energy Dominance Financing)1$1.00B

Technology Mix

Nuclear25 deals · 66,991 MW

Deal Type Mix

  • Power Purchase & Offtake11
  • Corporate M&A4
  • Project & Portfolio M&A3
  • Strategic & Growth Capital3
  • Project Finance2

Activity by Year

20234 deals · 1,150 MW · $9.63B
20248 deals · 13,395 MW · $11.07B
202510 deals · 51,601 MW · $46.95B
20263 deals · 845 MW · $2.00B

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

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

  • Debbie Yee joined as Partner, Energy M&A at Paul WeissFeb 3, 2026

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