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Large-scale EPC and component commitments validate demand for SOLV Energy and related suppliers; could improve SOLV’s backlog and project visibility, potentially benefiting MWH on pipeline expectations.
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Panamint Capital broke ground on the 1.2 GW Big Rooter solar project at Twin Oaks in Texas, with SOLV Energy as EPC. The $1.7 billion program advances Phase 1 (491 MWdc) to operate in Aug 2028 and Phase 2 (658 MWdc) to start construction in Dec 2026 and operate by Aug 2029, expanding local employment and U.S. energy infrastructure. The project features domestic manufacturing, significant transmission upgrades, and a 1.6 GWh storage component, potentially boosting SOLV’s backlog and MWH exposure over the next few years.
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