Power Alley 5/27/2026

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: 

BPS resources for the 2026 summer jumped by over 58.5 GW with the addition of substantial amounts of solar PV, battery resources, and some new natural gas-fired generators. – NERC

Recent Market News:

• Congress is trying to overhaul the federal environmental permitting process with a legislative package by the end of the year, planning to expand transmission lines and long-distance power lines. – Bloomberg 
• Power plants on the largest U.S. electric grid received a record payout of nearly $1 billion to cover their losses in the first quarter when fuel costs surged during a winter cold snap. – Reuters  
• According to research by Epoch AI, five data centers at a scale of one gigawatt or more are expected to come online in 2026, each operated by a different hyperscaler. – Quartz

Transactions:

• 5/27/2026: ONDEX Automation (Shore Capital Partners) acquired The Fitch Company, an electrical engineering and process automation company that provides electrical design, field engineering, and control systems integration. – Business Wire
• 5/21/2026: Carousel Capital partnered with Joel McMahon to recapitalize Jay Industrial Repair, a provider of maintenance, repair, replacement, and engineering services for industrial users of electric motors and generators, controls, and turbine equipment. – Carousel Capital
• 5/18/2026: NextEra Energy and Dominion Energy entered into a definitive agreement to combine in an all-stock transaction, creating the world’s largest regulated electric utility business by market capitalization. – NextEra

In-Depth Read:
2026 Summer Reliability Assessment – NERC

Podcast:
213. Duke Energy’s Nuclear Playbook: Three Horizons, One Strategy – 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