Solvara
Investor Executive Summary

Powering the Infrastructure
of the AI Economy

Solvara Power Procurement sits at the intersection of the most urgent supply-demand imbalance in the modern economy — connecting surplus power generation equipment to the operators who need it now.

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The Opportunity

A $163 Billion Market in Structural Disruption

The global power generation equipment market is projected to grow from $99.3 billion in 2024 to $163.3 billion by 2034. But the real opportunity is not in manufacturing — it is in the critical gap between supply and demand that has emerged in the past 18 months.

$163B
Global Market by 2034
Market.us Research
5.1%
Annual Market Growth (CAGR)
Market.us Research
74 GW
U.S. Data Center Power Demand by 2028
Morgan Stanley
49 GW
Projected U.S. Power Shortfall by 2028
Morgan Stanley
The Demand Surge

Artificial intelligence is driving the fastest acceleration in global electricity demand in over a decade. Data centers alone are expected to account for nearly one-fifth of all new global electricity consumption through 2030 — a volume roughly equivalent to Canada's entire annual power demand. Major technology companies have committed over $1 trillion in energy infrastructure spending for 2025–2026 alone.

The Supply Constraint

Original equipment manufacturers such as General Electric and Caterpillar have seen lead times double from 18 months to 36 months or more. The desperation for immediate equipment access has become so acute that a secondary market has emerged specifically to buy and sell positions in OEM production queues. New GE Frame 7 turbines have increased in price by 235% since 2024; used units have appreciated 200% in just 18 months.

The Procurement Gap

Data center operators, industrial facilities, and utilities cannot wait 36 months for equipment. They need power generation capacity now, and they are willing to pay a significant premium for it. This creates a structural arbitrage opportunity for a specialized procurement intermediary with the relationships, expertise, and capital to source and transact surplus and used equipment at speed.

Business Model

How Solvara Creates Value

Solvara operates as a specialized procurement intermediary — sourcing surplus, used, and hard-to-find power generation equipment and connecting it to buyers who need immediate capacity.

01
Equipment Sourcing

Solvara identifies and acquires surplus, decommissioned, and hard-to-source power generation equipment — turbines, generators, transformers, and ancillary systems — through a proprietary network of industry relationships.

02
Deal Structuring

We structure transactions to maximize value for both sellers and buyers, including outright purchase, consignment, and brokered arrangements. Our expertise in equipment valuation, logistics, and compliance reduces transaction friction and risk.

03
Buyer Placement

Solvara maintains a curated network of qualified buyers — data center developers, utilities, industrial operators, and EPC contractors — who require immediate equipment access and are willing to pay a premium for speed and certainty.

04
Logistics & Delivery

We manage the full delivery chain from inspection and refurbishment coordination through transportation, customs, and site delivery — providing a turnkey solution that eliminates complexity for both parties.

Why Now

A Decade-Defining Window

36+ mo
OEM Lead Times (Up from 18 months)
IRMI, Feb 2026
235%
New GE Frame 7 Price Increase Since 2024
IRMI, Feb 2026
200%
Used Turbine Value Appreciation (18 months)
IRMI, Feb 2026
$350B
Projected Value Creation Across Power Supply Chain
Morgan Stanley
"The desperation for equipment has become so great that a secondary market has developed that buys and sells places in line with the OEMs."
IRMI — Elevated Construction and Power Generation Equipment Costs for AI Data Centers, February 2026
Competitive Advantage

Why Solvara Wins

Proprietary Deal Flow

Solvara's leadership has cultivated deep relationships across the power generation industry, providing access to equipment opportunities that never reach public markets.

Speed as a Product

In a market where buyers are paying premium prices specifically to avoid 36-month OEM wait times, Solvara's ability to close transactions in weeks — not years — is itself a competitive moat.

Specialized Expertise

Power generation equipment procurement requires deep technical knowledge of equipment specifications, condition assessment, regulatory compliance, and logistics. Solvara's team brings this expertise, which is not easily replicated.

Asymmetric Information

The secondary market for power generation equipment is highly fragmented and opaque. Solvara's market intelligence and transaction history create an information advantage that compounds with each deal.

Capital-Light Model

Solvara's brokerage and intermediary model generates significant returns without requiring the capital intensity of equipment manufacturing or ownership, enabling high returns on invested capital.

Tailwinds Across Cycles

Whether the economy is expanding (new data center builds) or contracting (distressed asset sales), power generation equipment procurement remains essential — providing resilience across economic cycles.

Investment Thesis

The Case for Solvara

Market TimingOptimal
Demand VisibilityMulti-Year
Supply ConstraintStructural
Capital EfficiencyHigh
Competitive MoatRelationships + Expertise
Cycle ResilienceStrong
Solvara Power Procurement is positioned to capture a disproportionate share of value in the most critical infrastructure buildout of the 21st century. We invite qualified investors to explore a partnership that aligns capital with one of the most urgent and defensible market opportunities of this decade.
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