March 16, 2026

OPC Energy Strategic Expansion into the US Retail Market

OPC Energy Secures $255 Million to Accelerate US and Israeli Energy Expansion

OPC Energy Ltd. announced the closing of a significant private placement, raising approximately 255 million dollars from leading Israeli institutional investors. The transaction involved the allocation of 8,000,000 ordinary shares, representing a strong vote of confidence in the company strategy across Israel and the United States.

A substantial portion of the allocation was taken by existing interested parties, specifically the Harel Group and the Menora Group. The shares were priced at 100 NIS per share, representing approximately 94.6 percent of the closing market price on the relevant trading day. Following the completion of this move, the new shares account for roughly 2.57 percent of the company fully diluted share capital.

Strategic Capital Allocation for Dispatchable Renewables and Grid Stability

This equity raise is the latest in a series of aggressive capital maneuvers. Throughout 2025, OPC Energy completed three other capital raises totaling 610 million dollars, bringing its total recent funding to over 865 million dollars. These funds are earmarked for high-priority projects within the company global pipeline.

Region	Key Development Focus	Project Pipeline Capacity
United States (CPV)	Natural gas with CCUS, wind, solar, and storage.	11 GW plus across renewable projects.
Israel	First private IPP; natural gas, solar, and storage units.	Expansion of generation and yard solutions.

By maintaining a mix of highly efficient natural gas and renewable assets, OPC is positioning itself as a leader in the energy transition space. The company provides reliable, base-load power that can be dispatched to balance the intermittency of wind and solar.

Institutional Support Amid US Retail Market Expansion and Infrastructure Buyouts

The involvement of Harel and Menora underscores the attractiveness of the OPC gentailer model, which is a hybrid of generation and retail. In early 2026, the US subsidiary Competitive Power Ventures expanded its retail operations into the New York market, aiming to serve large commercial and industrial clients. This vertical integration allows OPC to capture margins across the entire value chain, from production to the end customer.

The company recent full ownership consolidation of the 725 MW Shore power plant and the buyout of partners in the 1.35 GW Basin Ranch project demonstrate a shift toward total control of its core assets. This consolidation is expected to streamline financial reporting and enhance EBITDA, which was projected at approximately 275 million dollars for the Basin Ranch project alone in its first year of operation.

Physics-Informed Power Planning and the Economic Value of CCUS Readiness

The true information gain for investors lies in the proactive approach to Carbon Capture, Utilization, and Storage. Unlike legacy power producers with stranded coal or older gas assets, the new US facilities are being designed with CCUS compatibility. As the US regulatory environment evolves toward 2030, the portfolio is effectively future-proofed against stricter carbon mandates.

This 255 million dollar raise provides the liquidity necessary to reach the notice to proceed on major Israeli projects like Ramat Beka and Hadera 2. Both sites are targeting construction starts by the end of 2026. By securing institutional backing at a minimal discount of 5.4 percent, OPC has avoided the dilution trap often seen in high-growth utility stocks. The market appears to value this pipeline at a premium compared to traditional regulated utilities because of its ability to offer dispatchable, low-carbon energy at scale.

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