Power Alley 5/13/2026

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: 

After decades of flat or low growth, nationwide electricity demand is forecast to increase by 78% between 2023 and 2050. – Pew

Recent Market News:

• America’s aging electric grid is struggling to meet modern demands, especially amid the AI boom, resulting in consumers grappling with rising utility costs and reduced reliability. – Gizmodo 
• The chairman of the top US energy regulator has put America’s biggest power grid on notice, warning that its operator may be too big to function adequately amid the AI data center boom. – Bloomberg 

Transactions:

• 5/12/2026: Graycliff Partners acquired Tramont Manufacturing, a manufacturer of custom-engineered generator enclosures and fuel tanks for backup power applications serving data center, commercial, and industrial end markets. – Business Wire
• 5/11/2026: VoltaGrid, a power generation business, received a $1.0 billion strategic equity investment from funds managed by Blackstone Tactical Opportunities and Halliburton Company, and signed a definitive agreement to acquire Propell Energy Technology and its affiliates, a key VoltaGrid supplier. – GlobeNewswire
• 5/4/2026: Prime Electric acquired Scholes Electric, an electrical contractor providing installation, maintenance, and repair services. – PR Newswire

In-Depth Read:
Will DOE’s ‘nuclear lifecycle innovation campuses’ solve the US nuclear waste problem? – Utility Dive

Podcast:
The Grid: The Largest Machine Ever Built – Stepchange

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