Power Alley 7/22/2026

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: 

New additions of transmission lines peaked in 2013 and have averaged only around 110 miles per year since 2021. – Reuters

Recent Market News:

• Congestion on the U.S. electricity grid is becoming an increasingly costly bottleneck with the electric industry focused on renewable generation while transmission congestion cost market participants $777.8 million in June, according to a report from ‌Gridraven. – Reuters
• Southwest Power Poll, a regional U.S. grid operator, issued a warning for 14 central states that it may implement rolling blackouts due to the heat wave and increased electrical demand. – Fox 
• The Federal Energy Regulatory Commission’s effort to create a framework for data centers to connect to the grid in the PJM Interconnection failed to adequately protect other consumers from transmission costs. – Utility Dive

Transactions:

• 7/20/2026: TJC entered a definitive agreement to acquire Sunbelt Solomon, a provider of electrical engineering, automation, technical field services, temporary power solutions, and new and remanufactured electrical power distribution equipment. – Sunbelt Solomon
• 7/20/2026: Greenbelt Capital Partners acquired a majority stake in Bowe & Gant Electrical Services, a provider of electrical and energy infrastructure services, including substation services and high-, medium-, and low-voltage power distribution. – Greenbelt Capital Partners
• 7/20/2026: Centuri Holdings acquired J.J. White, a provider of mechanical and electrical construction services across power generation, data centers, and industrial end markets. – Centuri Holdings
• 7/20/2026: Nextpower acquired Prevalon Energy, a U.S.-headquartered battery energy storage system integrator, for up to $365 million. – Nextpower

In-Depth Read:
Data centers are ready to negotiate flexibility for speed – Utility Dive

Podcast:
Defending the Power Grid in an Age of Digital Threats – Switched On

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