Maximus ecosystem 2026 to 2029, evidence cut 18 September 2026. Back to the folder · Start here
Maximus Ecosystem 2026 to 2029

61
128 to 144
18 to 24
2028 to 2031

Q4 2026 2027 2028 2029 DEMAND SUPPLY RULES RIVALS EKU US electricity sales +1.9% in 2026 and +2% in 2027; Texas and the Gulf lead the growth (EIA, 9 Sep 2026) On-site generation demand 25.5 GW in 2026 to 2030, needing 31.6 GW of plant, 7.1 GW of it reciprocating engines; ERCOT 5.0 GW, PJM 7.5 GW (Enverus, 11 Aug 2026) Dec 2026: Texas audit of the 474 GW large-load queue due (directive of 3 Aug) Jun 2028: PJM year with a 6.8 GW shortfall begins (auction, 14 Jul 2026) Q4 2026: Caterpillar ships the restarted 10 MW gas engine, 1.5 GW a year of capacity (Q2 2026 results) 2027: Generac ships $1.35B of its data-center backlog(Q2 2026 results) 2028: engine order books run out; 3.8 GW of engines deliveredto VoltaGrid; new mtu engine, +20% power density 2029 to 2031: Caterpillar orders into 2030;GE Vernova reservations for 2031 A transformer ordered today arrives between mid 2029 and 2030: 128 to 144 weeks (Wood Mackenzie). Switchgear about 44 weeks. 16 Sep 2026: AI Energy Management Alliance names four proofs a site must show: response speed, duration, predictability, behavior in an emergency Sep 2026: comments close on FERC orders to all six grid operators on co-location and behind-the-meter generation; rulemaking RM26-4 stays open 9 Apr 2027: ERCOT Batch Zero study deadline for loads of 75 MW or more under Texas SB 6, which lets ERCOT call on site backup generation Standing through 2029: NERC Level 3 alert on large loads (4 May 2026); EPA 50 hours of demand response for emergency engines; DOE emergency orders in ERCOT and PJM Sep 2026: Pramac Link (Generac group) formal launch; OmniMetrix buys Gen-Tracker; Rehlko Power Plus expands (Aug); DSE G7 controllers (Jul) Late 2026: Siemens Energy becomes Omterra and carves out its compression business (D08 partner candidate); Generac integrates Enercon switchgear Standing: ComAp above EUR 100M revenue in 2025 and buying engineering firms; mtu EnergetIQ as the architectural mirror;Atlas Copco ECO Controller as a site energy manager on rental fleets (watch); Generac Link Manager release train every 2 to 3 months 28 Sep 2026: Day 90. D09 revenue map, D10 roadmap, D11 priority stack, D12 handover. leadership sign-off fixes the public facts Q1 2027: measured site behavior against the four proofs; newsroom and first wire release; Mining Indaba (Feb); the Texas case 2027 to 2029: the retrofit window. Sites that ordered engines in 2026 commission in 2027 and 2028 with the controls the packager chose;the mixed-brand fleet is the installed base Maximus enters. Kanbina Lumina projection, Working Hypothesis.

Caterpillar, Rolls-Royce mtu, Wärtsilä, Volvo Penta, Kohler / Rehlko
Mecc Alte, Generac, Pramac, Aggreko and Mesa Power Solutions (packaged and rental fleets)
Generac with Enercon (from 2026), Siemens Energy and Schneider Electric (scale references), packager-built boards; GeneSys 4 to 15 kV, up to 28 MVA (public datasheet DRM-96)
ComAp, Deep Sea Electronics (Generac), DEIF, Woodward, Basler, Rehlko APM804, mtu EnergetIQ, Atlas Copco ECO Controller (watch); Maximus
Generac Link Manager and Pramac Link, Rehlko Power Plus, ComAp WebSupervisor, Trackunit, OmniMetrix with Gen-Tracker, Cat Connect; Sophia Onsite and Cloud
ERCOT, PJM, MISO; PUCT (SB 6), FERC (RM26-4), NERC (large loads), EPA (engine hours), AI Energy Management Alliance

For use inside EKU