AGP Executive Report
Last update: 11 hours agoEnergy Storage Procurement: India’s SECI invited bids for 50 MW/100 MWh standalone battery storage under short-term tariff-based competitive bidding, with a pre-bid on Sept. 8 and bid deadline Sept. 30. Maritime & Trade Risk: Dorian LPG will spend about $345M on three new gas carriers after Strait of Hormuz disruptions pushed charter rates higher, with deliveries slated for 2030. Logistics Real Estate: Solect Energy Development leased 125,000 sq. ft. in Enfield, bringing occupancy closer to full in a 362,568 sq. ft. industrial building. AI Power for Data Centers: Flex agreed to buy EPC Power for $4.4B, adding 800V DC and grid-forming tech for AI data center power infrastructure. Port & Rail Connectivity: Oman ratified a $2.5B rail deal linking Sohar to the UAE network, aiming to cut Sohar–Abu Dhabi travel to about 100 minutes and expand freight options. Supply Chain Compliance: U.S. CBP issued an advance notice that could broaden importer supply-chain disclosure requirements, with comments due by Dec. 1, 2026. Hydrogen & Drones: Heven AeroTech opened a 56,000 sq. ft. hydrogen-powered drone production facility in Winchester to scale domestic manufacturing.
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