Drafting vs. Engineering: Choosing the right partner for commercial projects

Spruce Power Holding Corporation (NYSE: SPRU), a leading owner and operator of distributed residential solar energy assets across the United States, announced a strategic partnership with Treehouse, a software-enabled installation platform for electrification projects, to accelerate Spruce’s expansion of offerings into the rapidly growing home battery storage (BESS) market. The partnership builds on the company’s Spruce Pro servicing platform, extending its reach beyond solar into battery energy storage.

Strategic Highlights

• Expands Total Addressable Market: Enters the rapidly scaling home battery storage market, one of the fastest-growing sectors in clean energy.
• Capital-Light Growth Model: Monetizes Spruce’s existing solar fleet through battery upgrades without requiring asset ownership or heavy capital investment.
• New Recurring Revenue Streams: Expands Spruce’s revenue potential through its partnership-driven battery storage (BESS) program, creating long-term value through installation activity and enhanced customer engagement, while enabling homeowners to benefit from emerging grid participation opportunities.
• Customer Retention & Value Lift: Deepens customer relationships, boosts lifetime value, and enhances long-term brand loyalty.
• Strategic Positioning: Reinforces SPRU’s leadership in distributed clean energy while setting the stage for homeowner participation in future grid-balancing and virtual power plant initiatives.

This partnership unlocks a powerful new growth engine for Spruce, one that delivers high margin, capital-light revenue by enabling battery upgrades and long-term customer value creation through its partnership with Treehouse. Together, the two companies will roll out a nationwide program to offer Spruce’s extensive customer base a seamless path to upgrade existing solar systems with energy storage, delivering resilience, control, and long-term energy savings.

“Battery storage is the next wave of value creation in distributed energy, and Spruce is built to lead it,” said Chris Hayes, CEO of Spruce Power. “Our partnership with Treehouse gives us the ability to rapidly activate our massive installed base and capture the upside of storage adoption, without the capital intensity of traditional deployment. It’s a strategic win that accelerates both growth and profitability.”

Through Treehouse’s proprietary software and proven hands-on expertise in home electrification, Spruce customers will gain access to best-in-class battery solutions with a turnkey, streamlined upgrade experience, from system design and permitting through to installation by Treehouse’s team of licensed electricians. Spruce customers can get started at https://pages.treehouse.pro/spruce

"Treehouse is proud to partner with Spruce in pursuit of our shared vision of home energy systems that deliver backup power and lower energy costs for customers," said Eric Owski, Co-Founder and CEO at Treehouse. “With ever lower battery prices and Treehouse’s software-enabled installation process, there's never been a better opportunity for Spruce customers to protect their homes from outages and increase the value of their energy systems.”

With more than 85,000 residential solar systems under management nationwide, Spruce Power is uniquely positioned to drive battery adoption at scale, creating new opportunities for growth and value creation, while empowering homeowners to participate in emerging grid services opportunities such as virtual power plants (VPPs).

Spruce Power | www.sprucepower.com

Treehouse | https://resources.treehouse.pro/

Sustainability Partners, a Public Benefit Company and leader in sustainable infrastructure funding, deployment and ongoing maintenance, is a key participant in Schneider Electric's new Accelerating Resilient Infrastructure Initiative. More than 20 firms, including Microsoft, Zurich Resilience Solutions and Sunrock Distributed Generation, along with Sustainability Partners, are joining forces to support public and private sector organizations with innovative solutions and funding to strengthen community-based critical energy systems.

"Sustainability Partners is poised to play a crucial role in the success of Schneider Electric's new Accelerating Resilient Infrastructure Initiative," said Jason Hewitt, managing partner of infrastructure. "Our unique Infrastructure as a Service® model allows clean, reliable energy to be quickly and efficiently deployed to facilities as diverse as federal and state agencies, municipalities, airports, K-12 education facilities, police and fire stations, and hospitals."

With Infrastructure as a Service®, or IaaS, Sustainability Partners coordinates the entire deployment of a clean energy infrastructure project, including full or partial funding, along with technology installation and ongoing preventive maintenance. There is zero upfront cost to the customer, which pays a monthly usage-based fee aligned with its revenue streams.

The objective of Schneider Electric's Accelerating Resilient Infrastructure Initiative is to rapidly deploy resilient energy infrastructure for communities while federal incentives remain available. With the confluence of rising energy demand and aging infrastructure, along with extreme weather and potential cyber attacks, communities are facing unprecedented pressure to maintain power that is both affordable and reliable.

According to Schneider Electric , the U.S. power grid could reach a critical inflection point in 2028, where peak electricity may no longer meet peak demand. Therefore, the Accelerating Resilient Infrastructure Initiative will reduce grid stress and energy costs by scaling distributed energy resources (DERs) like battery energy storage, solar panels and electric vehicle charging infrastructure. In this way, communities can reduce reliance on the centralized grid.

"With power outages costing the U.S. economy an estimated $150 billion each year, the need for resilient energy infrastructure has never been more urgent," said Jana Gerber, North American president of microgrids for Schneider Electric. "This initiative brings together industry leaders to accelerate the deployment of local, future-ready energy solutions, helping communities reduce risk, control costs and ensure continuity of critical services."

Schneider Electric | https://www.se.com/us/en

Sustainability Partners | https://www.sustainability.partners/

A review by the SUN DAY Campaign of data just released by the Federal Energy Regulatory Commission (FERC) reveals that the combination of solar and wind accounted for 90% of new U.S. electrical generating capacity added in the first seven months of 2025. In July, solar alone provided 96% of new capacity, making it the 23rd consecutive month in which solar has held the lead among all energy sources.

Solar was 96% of new generating capacity in July and 74% year-to-date:

In its latest monthly “Energy Infrastructure Update” report (with data through July 31, 2025), FERC says 46 “units” of solar totaling 1,181 megawatts (MW) were placed into service in July, accounting for over 96.4% of all new generating capacity added during the month.

The new facilities include the 202.8-MW Estonian Solar & Storage Expansion Project in Delta County, TX; the 200.0-MW Eland Solar Farm and the 150.0-MW Northern Orchard Solar PV project both in Kern County, CA; and the 150.0-MW Coldwater River Solar Project in Branch County, MI.

The 434 units of utility-scale (i.e., >1-MW) solar added during the first seven months of 2025 total 16,050-MW and were almost three-quarters (74.4%) of the total new capacity placed into service by all sources.

Solar has now been the largest source of new generating capacity added each month for twenty-three consecutive months: September 2023 – July 2025. During that period, total utility-scale solar capacity grew from 91.82 gigawatts (GW) to 153.09-GW. No other energy source added anything close to that amount of new capacity. Wind, for example, expanded by 10.68-GW while natural gas increased by just 3.74-GW.

Renewables were 90% of new capacity added year-to-date:

Between January and July, new wind has provided 3,288-MW of capacity additions – significantly more than the new capacity provided by natural gas (2,207-MW). Wind thus accounted for 15.2% of all new capacity added during the first seven months of 2025. Other than solar, the largest project to come on-line in July was the 15.5-MW Tehachapi Wind Resource II Expansion in Kern County, CA. It provided eight times more capacity than the 2-MW of new gas added in July.

For the first seven months of 2025, the combination of solar and wind (plus 4-MW of hydropower and 3-MW of biomass) was 89.6% of new capacity while natural gas provided just 10.2%; the balance came from coal (18-MW), oil (17-MW), and waste heat (17-MW).

Solar + wind are almost a quarter of U.S. utility-scale generating capacity; all renewables combined are over a third:

Utility-scale solar’s share of total installed capacity of (11.42%) is now almost equal to that of wind (11.81%). Taken together, they constitute nearly one-fourth (23.23%) of the U.S.’s total available installed utility-scale generating capacity.

Moreover, at least 25-30% of U.S. solar capacity is in the form of small-scale (e.g., rooftop) systems that are not reflected in FERC’s data. [1] Including that additional solar capacity would bring the share provided by solar + wind to more than a quarter of the nation’s total.

With the inclusion of hydropower (7.61%), biomass (1.07%) and geothermal (0.31%), renewables currently claim a 32.22% share of total U.S. utility-scale generating capacity. If small-scale solar capacity is included, renewables are now more than one-third of total U.S. generating capacity.

Solar remains on track to become the second largest source of U.S. generating capacity:

FERC reports that net “high probability” additions of solar between August 2025 and July 2028 total 92,631-MW – an amount more than four times the forecast net “high probability” additions for wind (22,528-MW), the second fastest growing resource.

FERC also foresees net growth for hydropower (579-MW) and geothermal (92-MW) but a decrease of 131-MW in biomass capacity.

Taken together, the net new “high probability” capacity additions by all renewable energy sources over the next three years - i.e., the bulk of the Trump Administration’s remaining time in office - would total 115,120-MW.  

On the other hand, there are only 35-MW of new nuclear capacity in FERC’s three-year forecast while coal and oil are projected to contract by 25,017-MW and 1,576-MW respectively. Natural gas capacity would expand by just 8,276-MW. [2]

Should FERC’s three-year forecast materialize, by mid-summer 2028, utility-scale solar would account for more than 17% of installed U.S. generating capacity – more than any other source besides natural gas (40%). Further, the capacity of the mix of all utility-scale renewable energy sources would exceed 38%. Inclusion of small-scale solar systems would push renewables ahead of natural gas.

"With one month of Trump’s ‘One Big Beautiful Bill’ now under our belts, renewables continue to dominate capacity additions," noted the SUN DAY Campaign's executive director Ken Bossong. "And solar seems poised to hold its lead in the months and years to come." 

Federal Energy Regulatory Commission | https://ferc.gov/

Sources:  

FERC's 7-page "Energy Infrastructure Update for July 2025" was posted on September 30, 2025. The link to the full report can be found at: https://cms.ferc.gov/media/energy-infrastructure-update-july-2025.

For the information cited in this update, see the tables entitled "New Generation In-Service (New Build and Expansion)," "Total Available Installed Generating Capacity," and "Generation Capacity Additions and Retirements."

Notes:   

[1] In a September 12, 2023 news release, EIA stated: “More than one-third of U.S. solar power capacity is small-scale solar. … We expect small-scale solar capacity … will grow from 44-GW in June 2023 to 55-GW by the end of 2024.”

See: https://www.eia.gov/outlooks/steo/report/BTL/2023/09-smallscalesolar/article.php

[2] Generating capacity is not the same as actual generation. Fossil fuels and nuclear power usually have higher "capacity factors" than do wind and solar. The U.S. Energy Information Administration (EIA) reports capacity factors in calendar year 2024 for nuclear power, combined-cycle natural gas plants and coal were 92.3%, 59.7%, and 42.6% respectively while those for wind and utility-scale solar PV were 34.3% and 23.4%. See Tables 6.07.A and 6.07.B in EIA's most recent "Electric Power Monthly" report. 

U.S. Department of Energy (DOE) Secretary Chris Wright announced the Loan Programs Office (LPO) has restructured its deal with Lithium Americas Corp. (LAC) with support from General Motors (GM) to further protect taxpayers and solidify the launch of the only domestic source of lithium carbonate here in America.  

The new terms provide the U.S. Government with 5% equity ownership in the form of LAC warrants as well as an additional 5% ownership in the form of warrants in the LAC/GM joint venture. LPO utilizes warrants as part of the overall collateral package on a loan, helping to reduce repayment risk for taxpayers. DOE was able to work with both parties to ensure greater loan resilience. The revised agreement includes robust loan amendments as well as more than $100 million of new equity.     

The U.S. Government’s stake in the project delivers on President Trump’s agenda to better steward taxpayer dollars, and ensures the project will go forward, spurring the creation of manufacturing jobs and securing our nation’s access to the largest confirmed lithium deposit in North America. 

“Despite having some of the largest deposits, the United States produces less than 1% percent of the global supply of lithium. Thanks to President Trump’s bold leadership, American lithium production is going to skyrocket,” U.S. Energy Secretary Chris Wright said. “Today’s announcement helps reduce our dependence on foreign adversaries for critical minerals by strengthening domestic supply chains and ensures better stewardship of American taxpayer dollars. President Trump promised to do both and he is delivering.”

LPO and LAC entered into a financial loan agreement in October 2024. The new terms of the deal will help finance the construction of facilities for manufacturing lithium carbonate at Thacker Pass. Once fully operational, the facility is expected to produce approximately 40,000 tonnes per year of battery-grade lithium carbonate for use in lithium-ion batteries, helping ensure the Trump Administration’s priority of onshoring U.S. supply chains will be realized.   

U.S. Department of Energy | https://www.energy.gov/

ABB has been named a Leader in the Verdantix Green Quadrant: Industrial AI Analytics Software 2025, a benchmark report that evaluates the capabilities and momentum of the most prominent industrial AI analytics software solutions on the market. The report ranked ABB among the top leaders in the Quadrant.

The Verdantix report, based on rigorous analysis of 19 vendors, highlights ABB’s Genix Industrial IoT and AI Suite for its comprehensive data integration, advanced model development and industry-leading energy management capabilities.

“We are honored to be recognized as a Leader in the Verdantix Green Quadrant report for industrial AI analytics software,” said Rajesh Ramachandran, Global Chief Digital Officer, Process Automation, ABB. “We are committed to empowering our customers across energy- and resource-intensive industries with scalable, AI-driven solutions that deliver operational excellence and measurable improvements in efficiency, reliability and sustainability. Genix is helping industrial operators – from the shop floor to the top floor – unlock the value of their data, accelerate digital transformation and achieve tangible business outcomes with industrial AI.”

Genix is an enterprise grade platform that provides seamless integration and contextualization of real-time data from operational technology (OT), information technology (IT) and engineering technology (ET) systems. Its semantic contextualization layer – Industrial DataOps – empowers multi-system analytics, earning ABB a top score in the Verdantix report for data acquisition and integration. As part of its modular industrial AI portfolio, Genix offers Genix AI Express and Genix Copilot, enabling scalable and flexible deployment of AI across industrial operations.

The report also recognizes ABB’s strengths in advanced model development capabilities. For model development and training, ABB combines low-code/no-code tools – such as automated machine learning (AutoML) flows, feature stores and reusable templates – with notebook-based workflows and machine learning operations (MLOps) for deployment and monitoring, garnering the company a top score.

ABB’s resource and energy management solutions received the highest score among all analyzed vendors, with offerings such as Genix Datalyzer CEMS and Genix Digital Twin Hub delivering measurable sustainability results, such as helping a UK-based construction materials company reduce CO₂ emissions by 8–12 percent at monitored sites.

ABB’s ongoing advancements in agentic automation are also highlighted, noting active pilots and a clear roadmap for deploying autonomous agents across industrial operations. The Genix Agentic Automation framework enables real-time monitoring, contextual interpretation and autonomous action, while ABB’s human-in-the-loop, semi-autonomous approach ensures users remain in control throughout the process.

The report finds ABB’s Genix platform with its pre-build industrial applications particularly well-suited for multi-site manufacturers and heavy process industries such as chemicals, metals, cement, power, water, and oil & gas – seeking to scale predictive maintenance, optimize energy use, and unify data governance.

“ABB Ability Genix Industrial IoT and AI Suite unifies data and accelerates industrial AI at scale,” said Henry Kirkman, Industry Analyst at Verdantix. “Teams with clear data governance standards and an appetite to operationalize AI can use ABB Ability Genix to scale from site-level to enterprise-scale models, with measurable performance and sustainability outcomes.”

ABB | www.abb.com

Wallbox (NYSE: WBX), a global provider of electric vehicle (“EV”) charging and energy management solutions worldwide, announced that its Supernova 180 kW DC fast chargers will be deployed in the new public charging network being built by SureCharge Corp across Alberta and British Columbia.

The project will establish up to 24 high-speed charging sites with 96 charging points along key travel corridors in Western Canada, creating an extensive regional fast charging hub. SureCharge is leading the rollout, with SureTek Electric & Technologies Ltd., a certified Wallbox partner with deep EV infrastructure expertise, providing installation, commissioning, and ongoing maintenance. The initiative is supported by over $4.7 million in funding from the Government of Canada through Natural Resources Canada’s Zero Emission Vehicle Infrastructure Program, reflecting the country’s commitment to expanding public EV charging infrastructure. In addition, the Government of British Columbia contributed $400,000 through a partnership with Natural Resources Canada to support the expansion.

Each site will be equipped with Wallbox's Supernova, the company’s flagship public fast charging solution designed to deliver up to 180 kW of power to support long-distance travel. Designed for scalability and efficiency, Supernova enables reliable charging experiences while optimizing the cost of ownership for network operators.

“This deployment demonstrates how advanced charging technology and local expertise can accelerate the adoption of electric mobility,” said Douglas Alfaro, Chief Business Development Officer at Wallbox. “By collaborating with SureCharge we are supporting the development of a robust fast charging network across Western Canada.”

SureCharge’s vertically integrated model combines in-house certified installers with a dedicated maintenance team, enabling turnkey solutions for charging infrastructure in high-traffic areas. This initiative represents a long-term collaboration that combines product innovation, infrastructure deployment, and service continuity across the region.

“This project is about opening up the map for EV drivers in Western Canada,” said Michael Palarchio, Vice-President at SureCharge Corp. “From the northern stretches of British Columbia to the southern reaches of Alberta, we’re enabling a fast-charging corridor that connects communities across the region — many of which have never had access to this kind of infrastructure before. By building a network that’s owned, installed, and maintained by Western Canadians, we’re not just supporting EV adoption — we’re creating a locally powered solution that works for the people who live, work, and travel here.”

The project is an example of how collaboration between technology providers, local operators, and government support can accelerate the development of a reliable charging network.

“With this funding, Canadians travelling on Alberta and British Columbia highways will have access to more EV chargers where they need them most. These chargers give peace of mind to current EV drivers, and helps address charging anxiety for those considering an EV purchase in the near future,” says the Honourable Tim Hodgson, Canada’s Minister of Energy and Natural Resources.

"Every new charging site brings us closer to a future where clean transportation is the easiest and most affordable choice. Supporting this network not only addresses charging gaps today but also lays the foundation for the next generation of drivers in Western Canada,” says Adrian Dix, B.C.’s Minister of Energy and Climate Solutions.

The first SureCharge sites are anticipated to go live by late 2025, starting with key hubs in Red Deer, Lacombe, and Enoch Cree Nation. From there, the network will expand rapidly across Alberta and into British Columbia, targeting a strategic mix of high-traffic corridors, gateway communities, and underserved regions.

Planned locations include Whitecourt, Grande Prairie, Jasper, Fort St. John, Fernie, and Edson, as well as smaller but vital communities such as Grand Cache, Hinton, Rocky Mountain House, Valleyview, and Diamond Valley. This broad geographic footprint ensures coverage across northern, central, and southern Alberta — extending into remote and rural areas — while also supporting regional travel and tourism routes.

This expansive rollout marks the first phase of a long-term initiative to establish a robust public fast charging network, enabled through partnerships with retail, hospitality, and convenience brands committed to the future of sustainable transportation.

Wallbox | www.wallbox.com

SureCharge | www.surecharge.ca

SureTek Electric | www.suretek.ca

Forgent Power Solutions Inc. (“Forgent” or the “Company”), a leading designer and manufacturer of electrical distribution equipment, announced that Bobby Rogers was appointed Chief Commercial Officer of the Company, effective September 15, 2025.

Mr. Rogers will oversee Forgent’s commercial strategy and lead its sales organization across the data center, grid and industrial markets. Mr. Rogers brings 20 years of enterprise sales and sales management experience to Forgent, including most recently as Schneider’s Vice President of Strategic Account Sales for the data center vertical in North America. He has built multiple high-performing sales organizations in several verticals and is recognized as a proven sales leader with a track record of growing market share.

“Bobby is a proven sales leader whose experience, capabilities and relationships align closely with Forgent’s mission to eliminate bottlenecks in the digital and industrial economies,” said Gary Niederpruem, Chief Executive Officer of Forgent. Mr. Niederpruem added, “Bobby’s decision to join Forgent underscores the unique value proposition we offer customers as well as the tremendous growth opportunity we have ahead of us.”

“I’m thrilled to join Forgent at such a pivotal moment,” said Mr. Rogers, Chief Commercial Officer of Forgent. “Forgent is delivering exactly what large data center, grid and industrial customers want, customization at scale. I look forward to working with this talented team to help our customers achieve their goals and continue Forgent’s growth.”

Forgent Power Solutions I www.forgentpower.com