Power Alley 8/19/2026

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: 

Nationwide, congestion costs are estimated to be $11 billion in 2023 and $12 billion in 2024, down from a high of $21 billion in 2022. – United States Department of Energy

Recent Market News:

• The Trump administration canceled three major electric transmission corridors that would help connect and supply power over long distances in the Southwest, Great Plains, and Mid-Atlantic-Canada regions. – Environmental Defense Fund
• Investor-owned utilities are expected to spend at least $1.4 trillion on capex projects over the next five years, but engineering headcount isn’t keeping pace with that spending. – Utility Dive
• Rising demand for AI technologies is solidifying the role of natural gas in powering the U.S. grid with existing infrastructure, including nearly 2,000 gas plants and extensive pipelines, underscoring the difficult transition away from natural gas. – MarketScale

Transactions:

• 8/18/2026: Guidant Power (Shore Capital Partners) acquired Dyna Scan Technical Services, a provider of infrared thermography inspections designed to identify electrical problems before they result in equipment failures, outages, or fires. – The Middle Market
• 8/10/2026: Norlee Group acquired Vintage Electric, an electrical contractor based in Gainesville, Florida. – Norlee Group
• 8/7/2026: CHAMPIONS GROUP acquired Powell Electric, a leading residential electrical service provider. – PR Newswire
• 8/6/2026: Veritas Capital entered into a definitive agreement to acquire Saber Power Services, a provider of mission-critical power infrastructure services. – The Deal
• 8/5/2026: Sargent Electric (Nearing Visabeira) acquired Carter Electric, a provider of medium-voltage infrastructure services and specialized electrical construction. – LinkedIn

In-Depth Read:
National Transmission Needs Study – United States Department of Energy

Podcast:
Gas Is Letting Data Centers Grow Beyond the Grid – 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