The Daily Dig
EquipmentShare (Nasdaq: EQPT) announced a multiyear fleet agreement with Cummins Inc. on September 29, 2026. The deal makes them a key rental and distribution channel for Cummins. It's also expected to grow their natural gas power generation fleet to 1 gigawatt for major energy projects across the U.S.
Grid Lock
Contractors are running into a bottleneck that has nothing to do with labor or materials. Regional utility providers are struggling to keep pace with soaring power demand.
The release cites North American Electric Reliability Corporation projections of more than 220 gigawatts in peak demand growth over the next decade.
The deal includes a commitment to the Cummins C1400N6C, a 60Hz continuous lean burn gas generator set rated between 1,400 and 1,750 kVA.
EquipmentShare says the investment will establish them as a leading provider of temporary power, microgrid, and battery energy storage for critical infrastructure projects nationwide.
"Combining Cummins' proven leadership in reliable, mission-critical power solutions with EquipmentShare's technology-driven distribution platform allows us to bring a gigawatt of resilient energy capacity online to high-impact jobsites when and where they need it most," said Jabbok Schlacks, founder and CEO of EquipmentShare.
Fill 'Er Up
Fuel comes from existing pipeline infrastructure where it's available. Where it isn't, EquipmentShare uses virtual pipeline logistics to deliver fuel to off-grid sites.
The company says this natural gas approach can cut contractors' total energy costs by 50% to 80% compared to traditional mobile power.
Snapshot:
Companies: EquipmentShare.com Inc (Nasdaq: EQPT); Cummins Inc.
Announced: September 29, 2026
Agreement Type: Multiyear fleet agreement
EquipmentShare Role: Key rental and distribution channel for Cummins
Target Capacity: 1 gigawatt of natural gas power generation (expected)
Committed Equipment: Cummins C1400N6C, 60Hz continuous lean burn gas generator set
Unit Output: 1,400 to 1,750 kVA
Services: Temporary power, microgrid, battery energy storage
Target Market: Major energy and critical infrastructure projects
Region: Nationwide, U.S.
Fuel Strategy: Existing pipeline where available; virtual pipeline logistics for off-grid sites
Claimed Cost Savings: 50% to 80% vs. traditional mobile power (company estimate)
Demand Context: 220+ GW peak demand growth over the next decade (NERC, as cited in release)
EquipmentShare HQ: Columbia, Mo.
EquipmentShare Founded: 2015
Cummins Spokesperson: Susan Cleaver, Vice President, Global Power Generation
TheJobWalk Thoughts
When the utility can't deliver on time, temporary power stops being a line item and starts driving the schedule. Gen sets this size also need switchgear and tie-in work, so confirm before bid day whether that sits in the rental package or your electrical scope. Finding out after award gets expensive.
Other mobile power providers should take a claimed 50% to 80% savings seriously, even as a company estimate. GCs should compare total energy cost, fuel delivery included, not just day rates. On off-grid sites, trucked fuel also means delivery access belongs in the logistics plan.
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