Power Alley 7/8/2026
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:
In 2025, nearly 40% of all power demand from data centers came from facilities based in the U.S., according to this year’s Statistical Review of World Energy. – Canary Media
Recent Market News:
- Liberty Energy signed a $332.6 million equipment agreement with Wärtsilä to support prospective data center and distributed power projects. – Denver Business Journal
- According to the Energy Information Administration (EIA), U.S. power consumption, which hit its second straight annual record high in 2025, will rise further in 2026 and 2027, driven by data centers and electrification. – Reuters
- PJM, the largest U.S. electric grid operator, detailed price spikes and warnings of massive transmission line congestion as it braced for record-breaking demand driven by a heat wave ahead of July 4 celebrations. – Reuters
Transactions:
- 7/7/2026: MasTec entered into a definitive agreement to acquire The Superior Group, a full-service electrical contractor focused on critical infrastructure, for ~$1.65 billion. – MasTec
- 7/1/2026: New Mountain Capital acquired SAM, a provider of geospatial and inspection services to utility and critical infrastructure customers. – New Mountain Capital
- 7/1/2026: Atwell (Advent International) acquired NEI Electric Power Engineering, a provider of transmission, substation, and power systems engineering. – Business Wire
- 7/1/2026: Evergreen Holdings acquired Modular Power & Data, a provider of power distribution and modularized infrastructure products for data centers and industrial facilities. – Construction Owners
- 7/1/2026: Kimley-Horn acquired Belka Engineering Associates, a provider of electrical engineering and design for electrical power systems. – Kimley-Horn
- 6/30/2026: Albireo Energy (Huron Capital) acquired PASCO Building Automation Systems, a provider of building automation and energy services. – Albireo Energy
In-Depth Read:
Short-Term Energy Outlook July 2026 – U.S. Energy Information Administration
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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