Industry: Transmission

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20x valuations: The grid infrastructure gold rush

Gold prices have increased by nearly 50% in the past year, but that’s not the only gold rush in town these days. The other gold rush is for a piece of the supply chain action that enables access to the grid for power generation assets, powering the upcoming AI-driven data centers. The grid infrastructure gold […]

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Musings from Houston Energy & Climate Week: AI and the Texas grid

The ADI team participated in multiple events across the city during the second annual Houston Energy and Climate Week in September 2025—which has now grown into a vibrant global event—hosting many of our clients who traveled from as far as Asia and Europe. Houston’s startup landscape feels vibrant and increasingly central to the energy transition; the ION and Greentown Labs have emerged […]

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Gridlock or green light? The future of U.S. power transmission

At the 2020 ADI Forum, Mark Herrmann, VP, Commercial Operations, NRG Energy, and Eric Carlos, Sr. Executive Advisor, SoEnergy International, spoke during the power panel. Key topics included the future of transmission lines, the role of large-scale renewable projects like wind and solar, and the need for new transmission infrastructure. The central theme was that […]

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The rising tide of capital investments in U.S. utilities

The U.S. energy landscape is undergoing a significant transformation leading to an impressive increase in capital expenditure (capex) in the utility sector. This upsurge in investment is fundamentally changing how energy is generated, transmitted, and consumed throughout the country. Several tailwinds are propelling the growth of capital investments in the utility sector in the U.S.: […]