The Grid's Biggest Problem Isn't Making Power. It's Getting It to the Right Place at the Right Time

News Provided by Equity Insider on behalf of NOMAD Power Solutions, Inc.

NEW YORK, Aug. 27, 2026 (GLOBE NEWSWIRE) -- Equity Insider News Commentary - The story of the modern power grid is usually told through generation: how many gigawatts of solar, wind, gas, or nuclear a region can build. But a quieter problem is becoming just as important, and it is not about making electricity so much as moving it, storing it, and having it available exactly where and when demand spikes. As data centers, electrification, and extreme weather strain aging infrastructure, utilities are discovering that a battery bolted to one substation for twenty years is not always the most efficient answer. A different idea is gaining traction: energy storage that can be picked up and moved to wherever the grid needs it next. One small-cap company just cleared an important U.S. Department of Energy milestone built entirely around that concept. Companies mentioned in today's commentary include: NOMAD Power Solutions, Inc. (Nasdaq: NMAD), Vistra Corp. (NYSE: VST), Constellation Energy Corporation (Nasdaq: CEG), NextEra Energy, Inc. (NYSE: NEE), and Bloom Energy Corporation (NYSE: BE).

Key Takeaways

• A DOE milestone reached. NOMAD Power Solutions received U.S. Department of Energy authorization to advance its Vermont Long Duration Energy Storage Demonstration Project into Phase 3, moving it into installation, integration, and construction.
• Real dollars and real scale. The approximately $19 million project is supported by a $9.5 million DOE award and an approximately 50% non-federal cost share, and is expected to deploy up to eight transportable battery units across five sites within Green Mountain Power's Vermont service territory.
• A commercial reference already in the field. The advancement follows Green Mountain Power's operational use of an existing NOMAD system for peak management and to keep commercial customers powered during planned utility maintenance.
• The differentiator is mobility. Unlike conventional stationary batteries designed for one location, NOMAD's patented platform is built to be redeployed as needs change, targeting peak management, emergency response, maintenance support, and renewable integration across multiple sites over its life.
• A demand backdrop that keeps growing. The milestone lands as utilities, data centers, and industrial users face surging electricity demand and mounting pressure to make the grid more flexible and resilient.

What the DOE Authorization Actually Means

On August 26, 2026, NOMAD Power Solutions, Inc. (Nasdaq: NMAD), through its wholly-owned subsidiary NOMAD Transportable Power Systems, announced that the U.S. Department of Energy's Office of Electricity had authorized it to advance into Phase 3 of the Vermont Long Duration Energy Storage Demonstration Project. In a demonstration program structured in phases, moving into Phase 3 is a meaningful step: it marks the transition from earlier development and validation work into actual installation, integration, and construction.

The specifics give the milestone weight. According to the company, the roughly $19 million project is expected to deploy up to eight NOMAD transportable battery energy storage system, or BESS, units across five sites within Green Mountain Power's service territory in Vermont. It is supported by a $9.5 million DOE award and an approximately 50% non-federal cost share, with future reimbursements subject to the terms and milestones of the cooperative agreement. Phase 3 is slated to incorporate NOMAD's latest platform, including next-generation lithium iron phosphate batteries and microgrid-enabled controls, and is intended to demonstrate how transportable, long-duration storage can improve grid reliability and resilience in rural communities. The company noted the work proceeds under DOE award DE-OE0000952 in accordance with the project's Statement of Project Objectives.

Why Transportable Storage Is a Different Idea

The core of NOMAD's pitch is a rethinking of what an energy-storage asset is for. A conventional battery installation is generally engineered for a specific location and a specific application, and it stays there for its operating life. NOMAD's patented platform is instead designed to be moved among locations and repurposed as operational requirements change. In the company's framing, a single transportable system can potentially support seasonal peak management, planned maintenance, emergency response, renewable-energy integration, infrastructure upgrades, and critical-facility resilience at multiple sites over time, rather than serving just one.

That flexibility is the whole thesis. If a utility can redeploy the same storage asset to wherever it is most needed, whether that is smoothing a summer demand peak in one town, backing up a hospital during a storm, or bridging power during a substation upgrade elsewhere, the potential utilization of that asset rises, and the economics can look different from a battery that sits idle for much of the year. It is a bet that mobility itself is a feature the grid increasingly values, and it is the idea the DOE project is designed to put to a real-world test.

The Green Mountain Power Proof Point

What separates this from a pure science project is that a utility has already been using the technology in the field. The Phase 3 advancement follows Green Mountain Power's operational use of an existing NOMAD system for peak management and to maintain service to commercial customers during planned utility maintenance, helping businesses keep operating while grid work was completed. “Green Mountain Power's operational use of our technology also demonstrates how a transportable energy storage system can support multiple utility needs,” said Geordan Pursglove, CEO of NOMAD Power Solutions, in the company's release, adding that the company believes “mobility can enable utilities to deploy storage where and when it is needed, improving flexibility and potentially increasing asset utilization.”

The company's chief operating officer framed the dual milestone in similar terms. “Mobility expands the range of applications that utilities can address with an energy storage asset,” said Chris McKay, Chief Operating Officer of NOMAD, describing Green Mountain Power's experience as a demonstration of the platform's practical operating flexibility and calling the Phase 3 authorization an important project milestone. NOMAD, headquartered in Waterbury, Vermont, has said it sees these real-world applications as a valuable commercial reference as it engages additional utility and industrial customers across North America.

The Demand Pulling Storage Forward

NOMAD is a small player, but the force behind its opportunity is enormous. Electricity demand is climbing at a pace the grid has not seen in decades, driven by data centers, electrification, and the reshoring of industry, and utilities everywhere are under pressure to add flexibility and resilience. The clearest way to understand the tailwind is to look at the large companies on the demand side of the power equation. The four below are referenced solely as market and sector context. They are vastly larger and more established than NOMAD, are not peers, competitors, or financial comparables of NOMAD Power Solutions, and their results are not indicative of NOMAD's prospects. NOMAD is an early-stage company; the companies below are large, established enterprises. All figures are approximate and subject to change.

Vistra Corp. (NYSE: VST)

Vistra is one of the largest independent power producers in the United States, with roughly 44,000 megawatts of generation capacity spanning gas, nuclear, solar, and battery storage, and it has been actively deploying utility-scale storage alongside its generation fleet. It represents the large-operator end of the demand for storage: exactly the kind of company that deploys batteries at scale and stands to benefit from more flexible ways to manage a grid under strain.

Vistra has drawn heavy investor attention around AI-driven power demand, recently reporting quarterly results and announcing a storage-and-power arrangement tied to a major technology partner, even as its shares have traded lower over the past year on merchant-power pricing concerns in Texas. It is referenced to illustrate the scale of the independent-power-producer segment deploying storage, a far larger and more established company than NOMAD whose activity reflects the demand backdrop NOMAD is positioned around.

Constellation Energy Corporation (Nasdaq: CEG)

Constellation Energy operates the largest carbon-free nuclear fleet in the United States and has become one of the primary vehicles for meeting surging data-center power demand, signing large power-purchase agreements with major technology companies. It represents the reliability-and-baseload end of the same demand story: the pressure on the grid to deliver firm, around-the-clock power is what makes flexible resources like transportable storage increasingly valuable.

Constellation has signed hundreds of megawatts of new power deals with investment-grade technology customers and remains a central name in the AI-power theme, though its shares have traded below their earlier highs during the year. It is referenced to illustrate the scale of grid-power demand from data centers and industry, a vast, established generator whose stage and scale differ entirely from NOMAD's, included as sector context.

NextEra Energy, Inc. (NYSE: NEE)

NextEra Energy is one of the world's largest generators of renewable energy and among the most active deployers of utility-scale battery storage, pairing batteries with its vast wind and solar portfolio to smooth intermittent output. As perhaps the definitional storage-deploying utility, it embodies the demand for exactly the kind of grid-flexibility resource that NOMAD's transportable systems aim to provide.

NextEra combines a regulated Florida utility with a large clean-energy development arm, and it continues to expand storage capacity as electricity demand grows, maintaining a long track record of dividend growth. It is referenced to illustrate the scale of utility-side storage deployment, a far larger and more established company than NOMAD, cited only as sector context rather than as a comparable.

Bloom Energy Corporation (NYSE: BE)

Bloom Energy makes on-site power-generation platforms that deliver electricity where and when it is needed, and it has seen a surge in demand as data centers and industrial users seek fast, distributed power solutions that do not depend solely on the central grid. It shares a conceptual thread with NOMAD: bringing power resources directly to the point of need rather than relying only on fixed, centralized infrastructure.

Bloom Energy has been among the stronger-performing names tied to distributed power and the data-center build-out, with rising demand for its on-site energy platforms. It is referenced to illustrate the growth of point-of-need power solutions, a larger and more established company operating in a different part of the energy landscape from NOMAD, included here as sector context.

Why This Matters Now

A single DOE Phase 3 authorization does not remake a company or a grid, and NOMAD remains a small, early-stage business with the execution, funding, and commercialization risks that come with that. The DOE cooperative agreement itself makes clear that not all remaining funds are guaranteed, and future reimbursements depend on hitting milestones. But the direction is what makes the story worth watching: a real utility has used the technology in the field, a federal agency has funded its advancement into construction, and the broader need for a more flexible, resilient grid is intensifying rather than fading.

For investors trying to understand where grid innovation is heading, transportable storage is a genuinely different answer to a growing problem, and NOMAD is one of the few public companies built specifically around it. Whether the company can scale that idea into durable commercial traction is unproven, and this is a description of a company and its sector rather than a prediction about its stock or any kind of recommendation. But as electricity demand climbs and utilities hunt for flexibility, the companies rethinking what an energy-storage asset can be are among the most interesting to follow as the grid evolves.

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Article Sources:

[1] NOMAD Power Solutions, Inc., “NOMAD Power Solutions, Inc. Receives DOE Authorization to Advance Vermont Long-Duration Energy Storage Project into Phase 3,” August 26, 2026 (project scope, DOE award and cost share, platform description, and management commentary), at www.nomadpower.com.
[2] Public disclosures and market data of the referenced companies (Vistra, Constellation Energy, NextEra Energy, and Bloom Energy) as cited in the body of this article.
[3] Industry reporting on U.S. electricity demand growth, grid resilience, and energy-storage deployment.

Equity Insider | editor@equity-insider.com

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Cautionary Note Regarding Development Stage and Forward-Looking Statements. NOMAD Power Solutions, Inc. is an early-stage company. Statements regarding the Vermont Long Duration Energy Storage Demonstration Project, the DOE award and cost share, deployment of transportable battery systems, platform capabilities, commercialization, and future utility and industrial customer engagement are objectives and expectations, not achieved results, and are subject to significant risk. As disclosed by the company, activities proceed under DOE award DE-OE0000952 and are subject to the terms and milestones of the cooperative agreement; not all remaining funds under that agreement are guaranteed to be disbursed, and future DOE milestone, performance, and funding decisions remain uncertain. This publication may contain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks and uncertainties, including risks related to the company's ability to perform under the DOE award, market acceptance and adoption of transportable energy storage, customer purchasing and deployment decisions, competition, supply chain and manufacturing execution, and financing. Actual results may differ materially. Readers should refer to NOMAD Power Solutions, Inc.'s filings with the U.S. Securities and Exchange Commission at www.sec.gov, including its most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q, for a full discussion of risk factors.

Cautionary Note Regarding Referenced Companies. References to Vistra Corp., Constellation Energy Corporation, NextEra Energy, Inc. and Bloom Energy Corporation are provided solely as market and sector context. Those companies are not peers, competitors, or financial comparables of NOMAD Power Solutions, Inc., and differ substantially in size, stage, capitalization, operations, and business model. Any reference to their storage deployment, power generation, or demand is general industry context and does not imply any commercial relationship with NOMAD. Their results and share performance describe those companies only, are not indicative of NOMAD's prospects or results, and must not be relied upon in evaluating the profiled company. No partnership, affiliation, or endorsement is implied.

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