Stock Markets June 4, 2026 03:46 PM

LS Power Nears Deal to Buy EDF’s North American Renewables Arm for Over €4 Billion

Advanced talks reportedly center on a roughly €4 billion-plus transaction as demand from data centers lifts interest in renewable supply

By Leila Farooq EDF

LS Power LLC is said to be in advanced negotiations to acquire Electricite de France SA’s North American renewable power business for more than €4 billion ($4.7 billion). The discussions, reported by Bloomberg News and attributed to people familiar with the matter, could lead to an announcement in the coming days or next week, but the talks remain ongoing and could still be delayed or fall apart. EDF and LS Power have declined to comment on the process.

LS Power Nears Deal to Buy EDF’s North American Renewables Arm for Over €4 Billion
EDF

Key Points

  • LS Power LLC is reportedly in advanced talks to buy EDF's North American renewable energy business for more than €4 billion ($4.7 billion).
  • Sources say a deal could be announced in the coming days or next week, though discussions remain ongoing and the timeline could shift or talks could end without a deal.
  • The reported interest is taking place amid rising energy demand linked to data center supply needs, which was cited as context for the talks.

Sources familiar with the matter have told Bloomberg News that LS Power LLC is in advanced negotiations to acquire Electricite de France SA's North American renewables unit for in excess of €4 billion, which is equivalent to about $4.7 billion. The discussions are described as progressing, and those people said a transaction could be announced within days or possibly next week.

Those close to the talks cautioned that the timeline is not fixed. They said negotiations are ongoing and that the process could extend past the current expectations or ultimately not produce a deal. The individuals asked to remain anonymous because the deliberations are confidential.

Representatives for the two companies have not offered public detail. A spokeswoman for EDF said the firm could not comment on an ongoing process. A spokesperson for LS Power declined to comment.

The reported takeover interest is occurring against a backdrop of rising energy demand tied in part to the needs of data centers. That factor was cited in the reporting as a context for the acquisition discussions.


Context and implications

  • The potential transaction would transfer EDF's North American renewables assets to a U.S. private company, if completed.
  • The timing of any announcement remains uncertain - sources indicate it could happen very soon, but also note it could be delayed or collapse.

What is known and what is not

  • Known - Parties reportedly in advanced talks, reported price guidance of more than €4 billion, possible near-term announcement window, and that both companies declined to comment publicly on the process.
  • Not known - Specific asset lists, transaction structure, financing details, and definitive closing timeline - these items were not provided in the reporting.

This article reports the details that have been publicly attributed to people familiar with the negotiations and official comments from company representatives. It does not introduce or infer details beyond those statements.

Risks

  • The negotiations are not complete - discussions could stretch beyond the expected timeline or collapse entirely, creating uncertainty for markets and stakeholders in the renewables and infrastructure sectors.
  • Limited public disclosure - both companies declined to provide substantive comment, leaving financing, asset scope, and transaction structure unclear and increasing execution risk for investors and counterparties.

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