Power Alley

Power Alley 4/29/2026

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: 

The EIA reported that total average revenues per kWh increased by 9.0% from last February, to 14.36 cents/kWh in February 2026. – Utility Dive

Recent Market News:

  • The North American Electric Reliability Corp. is preparing to issue a Level 3 essential actions alert related to large computational loads unexpectedly disconnecting from the grid. – Utility Dive 
  • PJM, the largest U.S. power grid operator, controlling the flow of electricity on transmission lines across 13 Midwest and Mid-Atlantic states, is facing electricity shortfalls due to a recent surge in power demand from data centers that has outpaced supply. – Reuters 

Transactions:

  • 4/27/2026: Nexans signed an agreement to acquire Republic Wire, an American manufacturer of low-voltage copper and aluminum wire products. – PR Newswire
  • 4/27/2026: CES Power (Allied Industrial Partners) acquired three Ireland-based businesses: GH Energy Rental, Event Power, and Purecore, adding generators, lighting towers, transformers, cable, distribution equipment, and power management systems to CES Power’s fleet. – SVG
  • 4/8/2026: Mortenson acquired Nor-Cal Controls, a controls systems provider specializing in energy management control systems for solar, battery energy storage, and microgrid applications. – Mortenson
  • 2/19/2026: Quanta Services acquired Tri-City and Wilson, providers of electrical infrastructure services delivering critical-path solutions for load center facilities and electric utility programs. – PR Newswire

In-Depth Read:
Distributed Energy Can Unleash the Resilient, Affordable Grid of the Future – Pew

Podcast:
211. How Corporate Energy Buyers Are Reshaping the U.S. Grid: CEBA CEO Rich Powell on Data Centers, Nuclear, and Permitting Reform – The POWER Podcast

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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