Power Alley 6/10/2026
Power Alley, by Industria Partners, is a collection of articles focusing on trends and transactions across the electrical infrastructure value chain.
Chart of the Week:
Two proposed 10 GW data center projects are planning to go live in the next 5 years, more than 20 times the energy capacity required of the first Meta data center. – Bloomberg
Recent Market News:
- Despite the piles of capital secured growing ever larger, supply-chain backlogs, permitting fights, and availability of power supplies have caused the construction of data centers to fall behind targeted timelines. – The Wall Street Journal
- A recent Bloomberg analysis found 100 GW of on-site gas-burning capacity are planned to power data centers across America, equivalent to 18% of the total existing capacity of all U.S. natural gas power plants. This is expected to result in higher energy costs for homes and businesses despite data centers’ independence from the grid. – Utility Dive
- General Motors is releasing a software update that allows some U.S. electric-vehicle owners to pipe power back to the electric grid during peak demand as well as power a house during a blackout. – Reuters
Transactions:
- 6/9/2026: Platte River Equity partnered with Tallman Equipment Company, a supplier of tools, equipment, services, and support for the electric utility and linework industries. – Platte River Equity
- 6/5/2026: Guardian Infrastructure Services (Energy Impact Partners) acquired E2 Consulting Engineers, a provider of engineering, project management, inspection, and field support services to electric and natural gas utilities. – citybiz
- 5/28/2026: Olenox Industries closed its acquisition of CS Digital Ventures, an energy-intensive data center and digital infrastructure company. – Newswire
- 5/27/2026: DigitalBridge Group entered into a definitive agreement to acquire ArcLight Capital Partners to form a leading alternative asset manager at the convergence of power, AI, and digital infrastructure. – DigitalBridge
- 5/27/2026: MYR Group entered into a definitive agreement to acquire Valley Electric Company and Comet Electric, full-service electric contractors serving the commercial and industrial markets, for considerations of ~$328 million. – GlobeNewswire
- 5/27/2026: Onni-Rye Holdings acquired Oilfield Electric & Motor, a provider of electrical installation, upgrade, maintenance & repair, and motor & generator sales. – Kitsap Sun
In-Depth Read:
New Cybersecurity Industry Coalition Aims to Lead US Critical Infrastructure Protection – Utility Dive
Industria Partners maintains a core focus on high-value electrical services and products, offering tailored strategic advisory services to companies at every stage of the business cycle. Through industry connectivity, transaction experience, and expert execution, Industria delivers superior outcomes to its clients. Visit our website: Industria Partners
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