Energy Sector Sees Fresh Capital Flows as Power Infrastructure Investments Accelerate

## Energy Infrastructure Briefing: New Capital and Technology Deployments Signal Shifting Power Landscape A pair of notable energy sector announcements this week underscore the accelerating pace of investment in U.S. power infrastructure — developments that carry downstream relevance for the maritime industry as ports and shipping operators increasingly seek reliable, grid-independent energy solutions. ### TerraFlow and DG Matrix Pioneer New Power Architecture Houston-based TerraFlow Energy and DG Matrix have announced a commercial agreement to deploy what they describe as the first U.S. integration of Vanadium Redox Flow Battery (VRFB) technology with a Solid-State Transformer architecture. According to a PR Newswire release dated 28 September 2026, the partnership combines TerraFlow's LDUPS™ system with DG Matrix's Interport™ platform to create a novel power architecture initially targeting AI data center compute loads. While the immediate application is high-performance computing, the underlying technology — long-duration energy storage paired with advanced power conversion — is directly applicable to port microgrids and shore power installations. VRFB systems are increasingly being evaluated by port authorities seeking stable, scalable energy storage that can support cold-ironing infrastructure and reduce reliance on diesel generation. The Houston-based origin of TerraFlow is also noteworthy given the Gulf Coast's strategic importance to U.S. maritime commerce. ### Stark Power Secures $85 Million Credit Facility In a separate development, Israel-listed Stark Power Ltd. (TASE: STRK) announced it has secured an $85 million credit facility from Bank Hapoalim to fund acquisitions of operating utility-scale power assets in the United States, as well as initial construction financing ahead of project financial close. According to the company's announcement, the facility is structured to support both the acquisition of existing generating assets and early-stage development capital — a flexible financing model that has become increasingly attractive to infrastructure investors navigating volatile energy markets. Stark Power's move into U.S. utility-scale assets reflects broader international investor confidence in American power infrastructure at a time when grid reliability is under heightened scrutiny. For the maritime sector, utility-scale power investment of this nature is foundational to the buildout of electrified port infrastructure. Shore power mandates at major U.S. ports require substantial grid upgrades, and the availability of well-capitalised independent power producers helps underpin those investments. ### Broader Context Both announcements reflect a maturing energy transition investment environment in which private capital is moving decisively into power infrastructure. For maritime stakeholders — from terminal operators planning electrification programmes to shipowners evaluating alternative fuels — the health and innovation of the broader energy ecosystem is a critical enabling factor. Developments in long-duration storage and utility-scale power financing will continue to shape the pace and cost of maritime decarbonisation in the years ahead.