How the Reuse Market Can Solve Supply Chain Delays

Altus Power, a leading commercial-scale power company, announced the acquisition of five community solar projects from New Leaf Energy, currently under development in Virginia. The 32 MW portfolio will participate in Appalachian Power Company’s (APCo) shared solar program and is expected to deliver the benefits of clean power to approximately 5,000 homes.

The ground-mounted projects expand Altus Power’s community solar footprint into Virginia and will deliver direct savings to eligible households and enterprises through solar bill credits, at a time when power prices continue to rise.

"Virginia has made a clear commitment to protecting ratepayers from rising electricity costs through the expansion of clean, incremental power and this program is a key part of that vision,” said Abhi Parmar, Chief Investment Officer, Altus Power. “We're excited to be partnering with New Leaf Energy to help bring it to life, combining our strengths to successfully navigate a new market and deliver real savings to households and businesses across the state."

This transaction marked the first collaboration between Altus Power and New Leaf Energy, reflecting a shared commitment to expanding access to community solar in emerging markets and delivering projects that benefit both local communities and the broader clean energy transition.

“This partnership demonstrates how quickly community solar can scale when strong development and execution come together,” said Kate Vann, Senior Director and Head of Mergers & Acquisitions, New Leaf Energy. “Our team is proud to have partnered with Altus Power on the development of these projects and expand clean, affordable energy for communities across the Commonwealth.”

These projects will operate under APCo’s shared solar program, underscoring Altus Power’s ability to navigate new regulatory frameworks and deliver results in evolving markets.

“We’re proud to help establish and shape a new shared solar program that puts affordability front and center for customers,” said Skylar Werde, Head of Community Solar, Altus Power. “This is about unlocking new pathways: working alongside partners to open new markets, expand access to community solar and ensure more households and businesses can benefit from locally generated, lower cost clean energy. It’s a clear reflection of our commitment to scaling this model nationwide.”

Altus Power | https://www.altuspower.com/community-solar

Eversource, National Grid, EnergyHub, Sunrun, and The Mobility House — leaders in grid flexibility and smart charging technology — announced a joint effort to test vehicle-to-grid (V2G) capabilities in Massachusetts. Under this effort, qualifying residential customers of Eversource and National Grid in Massachusetts will be able to enroll their V2G-capable electric vehicles (EVs) in ConnectedSolutions. The existing ConnectedSolutions program uses flexible capacity from thermostats, batteries, and commercial and industrial resources to reduce grid strain, and Eversource and National Grid will be leveraging those capabilities to test how they apply to V2G.

With more than 150,000 EVs on the road and an increasing number of bidirectional-capable models available, Massachusetts is sitting on a large and growing energy reserve. The introduction of vehicle-to-grid capabilities enables drivers to 'give back' to the grid, turning every parked EV into a vital tool for a more reliable energy system.

Participating EVs can play an important role in reducing costs for all Eversource and National Grid customers. During periods of peak demand, they will be able to send stored energy back to the grid — helping prevent system strain, while enhancing overall grid stability. The grid benefits that V2G-capable EVs can provide are potentially substantial, and participating drivers will be rewarded with incentives that support the value they deliver to the grid.

National Grid is also currently leveraging V2G for light-to-medium-duty fleets within ConnectedSolutions, beginning with school buses, while Eversource is in discussions with districts as part of its ConnectedSolutions+offering.

“ConnectedSolutions is an important part of our strategy to deliver safe, reliable and affordable service,” said David Roman Ubeda, Senior Program Manager at National Grid. “V2G may provide additional opportunities to customers in support of managing their energy bills while advancing long-term sustainability across Massachusetts.”

"ConnectedSolutions is the gold standard for how utilities can scale virtual power plants by unifying diverse energy assets into a single, cohesive program,” said Seth Frader-Thompson, President of EnergyHub.

“We are excited to bring our dispatching expertise to Massachusetts and help expand our vehicle-to-grid technology to more customers,” said Chip Silverman, Sunrun’s Director of Grid Services. “Vehicle batteries play a critical role in stabilizing the grid, providing backup power to homes, and lowering energy costs for everyone.”

"Electric cars and buses with bidirectional charging have a valuable capability to provide emergency back up power and vehicle-to-grid," said Russell Vare, VP of Vehicle-Grid Integration at The Mobility House North America. "The ConnectedSolutions program provides an excellent model to incentivize customers to interconnect their EVs to support the grid."

“ConnectedSolutions is a nation-leading model for implementing virtual power plants, enabling us to actively partner with customers to help ease the strain on the electric grid,” said Tilak Subrahmanian, Eversource Vice President of Energy Efficiency and Electric Mobility. “We are proud of the impact our demand response efforts have had so far, and we are excited to test the capabilities we’ve built within ConnectedSolutions on new innovations, such as V2G.”

To learn more about the ConnectedSolutions program, visit the following pages for:

• Eversource customers
• National Grid customers

Eversource | eversource.com

National Grid | https://www.nationalgridus.com/Upstate-NY-Business/ 

EnergyHub | www.energyhub.com

Sunrun | www.sunrun.com

The Mobility House | https://www.mobilityhouse.com/usa_en/

Panamint Capital has broken ground on Big Rooter Power, a 1.2 GWdc solar PV project located at the company's Twin Oaks power station in Robertson County, Texas. The $1.7 billion project located halfway between Dallas and Houston will be the largest solar project constructed at an existing coal mining site in North America. Construction is now underway on Big Rooter West, the 491 MWdc first phase that will enter commercial operation in August 2028. Big Rooter East, the 658 MWdc second phase, is expected to begin construction in December 2026 and enter commercial operation in August 2029. The projects will create over 800 construction jobs.

"Big Rooter Power represents our vision for getting more out of America's energy infrastructure and ensuring America's energy dominance," said Apolka Totth, Panamint's Chief Executive Officer. "When Big Rooter is complete, the Twin Oaks complex will have 1.5 GW of operating thermal and renewable power, in addition to over 20 miles of new 345 kV transmission, 1.6 GWh of battery energy storage and 790 MW of Batch Zero data center capacity under development across our 10,000-acre site."

The project represents the transformation of a historic Texas energy site into a next-generation power and digital infrastructure hub, leveraging existing infrastructure to help meet growing electricity demand while extending the economic value of assets that have powered the region for decades.

Big Rooter West project will continue Twin Oaks's 30-year legacy of empowering the local community. With a strong emphasis on local hiring and regional vendor selection, Big Rooter West is expected to contribute over $66 million to the local economy during its lifetime.

To deliver the project, Panamint selected leading U.S. renewable energy companies with extensive experience building, supplying and operating large-scale energy infrastructure.

SOLV Energy (NASDAQ: MWH), a leading provider of utility-scale energy infrastructure solutions, will provide EPC services for the project, including solar, substation and transmission infrastructure. "Big Rooter is a landmark project that reflects the scale of investment being made in America's energy future," said George Hershman, SOLV Energy CEO. "We are proud to partner with Panamint on this important project and help bring their vision to life. From project delivery through long-term asset performance, our focus is on creating lasting value for communities, customers and stakeholders."

First Solar (NASDAQ: FSLR) will manufacture approximately 2 million solar panels at facilities in Ohio, Louisiana and Alabama for Big Rooter West and Big Rooter East. Nextpower (NASDAQ: NXT) will deploy its advanced NX Horizon solar tracker systems with Hail Pro-75 and NX Navigator software to enhance performance and reliability in all weather conditions. The projects will use over 34,000 tons of domestically manufactured steel.

"We are proud to use domestically manufactured equipment made by American companies and installed by American workers," said Mr. Stanton, Managing Director of Development. "Our long-term power purchase agreement with one of country's largest companies will ensure the electricity we generate at Big Rooter will power job creation in the American economy into the 2050s."

Panamint Capital | https://panamintcapital.com/

DiagnaMed Holdings Corp. (CSE: DMED) (OTCQB: DGNMF) ("DiagnaMed" or the "Company") is pleased to announce that it has extended its strategic technical advisory agreement with Quebec Innovative Materials Corp. ("QIMC") to accelerate advancement of its Canadian natural hydrogen portfolio toward increasingly refined exploration targets. Under the renewed agreement, QIMC will continue advancing the Company's Temiskaming Natural Hydrogen Project in Ontario through the densification of previously identified hydrogen anomalies while initiating the first systematic soil gas exploration program on DiagnaMed's newly acquired Colchester East Natural Hydrogen Project in eastern Nova Scotia. Together, these programs represent the next stage in DiagnaMed's strategy of systematically evaluating prospective natural hydrogen systems in two of Canada's most promising hydrogen jurisdictions using a disciplined, science-driven exploration methodology. The extension reflects the continued advancement of DiagnaMed's natural hydrogen strategy following a series of significant exploration milestones achieved over the past year.

Previous exploration programs completed in Ontario identified numerous naturally occurring hydrogen soil gas anomalies, including hydrogen concentrations exceeding 2,000 ppm, across the Temiskaming Project. Subsequent exploration and interpretation expanded the known hydrogen-bearing corridor to more than 11 kilometres, providing compelling evidence of a large-scale hydrogen system within the Temiskaming Graben. These results have successfully advanced the project from regional reconnaissance to target refinement and established the foundation for a more detailed exploration phase focused on delineating priority exploration targets.

The next phase of work will consist of densification (infill) soil gas sampling and geophysics over priority hydrogen anomalies previously identified by QIMC. The higher-density sampling grid is designed to better define anomaly geometry, improve understanding of the structural controls influencing hydrogen migration, and prioritize high-confidence targets for future exploration activities.

In parallel, QIMC will commence the inaugural soil gas sampling program on DiagnaMed's recently acquired Colchester East Natural Hydrogen Project, comprising 30 exploration licences totaling 2,104 mineral claimswithin Nova Scotia's prospective Cumberland Basin. The property is strategically located along the regional Cumberland Fault system, a significant geological structure considered favourable for natural hydrogen generation and migration.

The Nova Scotia program will establish the first systematic geochemical dataset across the property and assist in identifying areas warranting more detailed follow-up development.

QIMC's advisory services include exploration planning, field program supervision, soil gas sampling, geoscientific interpretation, structural analysis, and the integration of geological and geochemical datasets to support drill target generation across both projects. QIMC is recognized as Canada's leading natural hydrogen company and has pioneered exploration methodologies that integrate structural geology, soil gas geochemistry and proprietary targeting models to identify naturally occurring hydrogen systems. The Company's technical team has successfully applied these methodologies across multiple Canadian sedimentary basins, including Quebec and Nova Scotia, where ongoing exploration continues to expand the understanding of Canada's natural hydrogen potential.

John Karagiannidis, Chief Executive Officer of DiagnaMed, commented:

"Our collaboration with QIMC has enabled DiagnaMed to rapidly advance one of Canada's emerging natural hydrogen exploration portfolios. In Ontario, we have progressed from regional reconnaissance to defining an extensive hydrogen system that now warrants detailed infill exploration and geophysics. At the same time, our Colchester East acquisition provides exposure to another highly prospective geological setting within Nova Scotia's Cumberland Basin. By advancing exploration programs in two of Canada's most prospective natural hydrogen jurisdictions, we are systematically evaluating multiple opportunities for naturally occurring hydrogen accumulations using a disciplined, science-driven exploration methodology. This next phase is focused on converting encouraging regional exploration results into increasingly refined targets that will guide future exploration programs while continuing to build long-term shareholder value."

The combination of advanced target refinement in Ontario and first-pass exploration in Nova Scotia provides DiagnaMed with a diversified pipeline of exploration catalysts expected throughout the current field season.

Upcoming Exploration Milestones

The Company expects the following exploration catalysts over the coming months:

• Completion of the Ontario infill soil gas sampling program.
   
• Completion of the inaugural Colchester East soil gas survey in Nova Scotia.
   
• Laboratory analysis of all soil gas samples.
   
• Integrated geological, structural and geochemical interpretation.
   
• Delineation of priority drill targets.

DiagnaMed Holdings | https://diagnamed.com/

Lightsource bp and Meta have finalized a long-term power purchase agreement (PPA) to support Mowata Solar, a 172MWdc (150MWac) solar project in development in Acadia Parish, Louisiana. This PPA will add new generation to the local grid, furthering Meta's commitment to expanding energy capacity in the regions where it operates.

This announcement marks another solar energy PPA with Meta managed by Lightsource bp. In 2022, Meta signed a long-term PPA for energy generated by the 134MWdc (107MWac) Arche Solar, in Gorham Township, Ohio.

"We're committed to ensuring that the communities and grid infrastructure across Louisiana benefit from our presence. Partnering with Lightsource bp to bring 150MWac of new solar energy online through Mowata Solar is a meaningful step — it adds generation to the local grid and supports economic growth in Acadia Parish. We're proud to contribute to a more resilient and energy-abundant Louisiana," said Amanda Yang, Head of Clean & Renewable Energy, Meta.

"Expanding our partnership with Meta through this PPA reinforces Lightsource bp's ability to scale renewable energy solutions alongside the technology sector's growing energy and operational needs. With Mowata Solar, Lightsource bp is investing $237 million in Louisiana's energy infrastructure, creating hundreds of construction jobs and providing lasting economic benefits to Acadia Parish. This partnership exemplifies how renewable energy can support technological innovation and drive meaningful economic growth in communities across the Pelican State," said Emilie Wangerman, Lightsource bp's Chief Operating Officer and Head of USA.

Lightsource bp’s power purchase solutions are designed to work alongside other forms of energy, as part of an integrated power strategy. Lightsource bp works under flexible commercial frameworks to shape tailored solutions around each customer’s specific priorities, combining grid-ready capacity, the latest technological solutions and extensive experience in shaping diverse power profiles. 

Lightsource bp | lightsourcebp.com

Pantheon Electric has completed the integration of four manufacturers into a single electrical infrastructure platform across 21 plants in North America and Europe. With a combined production capacity of hundreds of millions of pounds of copper wire a year, Pantheon Electric has achieved a scale that has made it critical to the AI, energy, and industrial boom. Pantheon Electric is now central to the supply chain powering the electrified economy, at a time when projected global copper shortages are expected to tighten supply.

Copper demand is rising faster than the world can supply it. This is being driven by a series of forces reshaping the economy, including the buildout of AI data centers, grid modernization, and a wave of electrification. Each of these industries runs on copper conductive components that carry electricity from the grid to the equipment that powers data centers, factories, and critical infrastructure. Considering that AI & Data Centers will alone drive 2 million additional metric tons of copper demand by 2040, the supply chain is already facing a projected 10 million metric ton shortfall.

For the companies racing to electrify, creating the physical infrastructure to carry that power at scale has long meant navigating a fragmented supply chain. Pantheon Electric was built to consolidate it. The company now processes over one million pounds of copper per day, converting it into conductors, engineered busbar systems, fabricated components, and power connections through a single integrated platform.

The result is a unified manufacturing base for the critical conductive materials companies need to build the electrified economy:

• Domestic manufacturing at scale, so companies can move quickly and count on dependable supply. That volume gives Pantheon Electric economies of scale that translate into stability and capacity to fill large orders that smaller suppliers can't.
• Supply security for a material the world is running short of. Pantheon Electric has unmatched access to raw material sources that ensure it can keep producing even when the market faces fluctuations and shortages.
• A single electrical infrastructure platform for every conductive component. Customers get copper conductors, busbars and engineered conductive systems from a single source, instead of stitching together fragmented suppliers.
• Built for the sectors that can least afford a supply gap. The same conductive backbone supplies hyperscale data centers, utilities modernizing the grid, manufacturers reshoring production and defense programs.

“The bottleneck for the electrified economy isn’t ambition or capital. It’s whether the physical materials and technical expertise exist to build what everyone is planning,” said Gregory J. Smith, CEO of Pantheon Electric. “We’ve put together the scale and the secured copper supply to make sure they do, so the companies powering the future have a partner who can deliver for years, not one scrambling for material every quarter.”

Pantheon Electric’s copper conductive solutions are relied upon by more than 2,500 companies powering data centers, grids, utilities and the American industrial base.

The company continues expanding capacity across its North American and European operations as well as investing in product innovation and advanced manufacturing processes. It is well positioned to supply the next generation of electrification as demand accelerates.

Pantheon Electric | pantheonelectric.com