reduce, reuse

Engie to add 'precycling' agreements for forthcoming solar projects

Thanks to a new partnership, Engie North America plans to add 'precycling' provisions to power purchase agreements on projects in the Midwest. Photo via Getting Images.

Houston-based Engie North America has partnered with Arizona-based Solarcycle to recycle 1 million solar panels on forthcoming projects with a goal of achieving project circularity.

The collaboration allows Engie to incorporate "precycling" provisions into power purchase agreements made on 375 megawatts worth of projects in the Midwest, which are expected to be completed in the next few years, according to a news release from Engie.

Engie will use Solarcycle's advanced tracking capabilities to ensure that every panel on the selected projects is recycled once it reaches its end of life, and that the recovered materials are returned to the supply chain.

Additionally, all construction waste and system components for the selected projects will be recycled "to the maximum degree possible," according to Engie.

“We are delighted to bring this innovative approach to life. Our collaboration with Solarcycle demonstrates the shared commitment we have to the long-term sustainability of our industry,” Caroline Mead, SVP power marketing at ENGIE North America, said in the release.

Solarcyle, which repairs, refurbishes, reuses and recycles solar power systems, estimates that the collaboration and new provisions will help divert 48 million pounds of material from landfills and avoid 33,000 tons of carbon emissions.

“ENGIE’s precycling provision sets a new precedent for the utility-scale solar industry by proving that circular economy principles can be achieved without complex regulatory intervention and in a way that doesn’t require an up-front payment," Jesse Simons, co-founder and chief commercial officer at SOLARCYCLE, added in the release. "We’re happy to work creatively with leaders like ENGIE to support their commitment to circularity, domestic energy, and sustainability.”

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A View From HETI

The report concludes that natural gas would need to remain a “foundational component of the region’s energy system” to meet the demands of AI data centers. Photo courtesy UH

A new study from the University of Houston estimates that the U.S. will need more than $1 trillion in new midstream energy infrastructure investment by 2052 to meet the rising energy demands from data centers in the age of artificial intelligence.

According to the report, this would average $40 billion to $48 billion per year across investments in natural gas, oil, natural gas liquids, hydrogen and CO2 infrastructure.

UH, in collaboration with the INGAA Foundation and Wood and ESMIA Consultants, released the 2025 North American Midstream Infrastructure Report, which details the needs, pipelines and associated infrastructure necessary to meet global market needs and increased energy demands. UH led the consortium that conducted the analysis. Paul Doucette, hydrogen program officer at UH, served as the principal investigator of the report.

According to the U.S. Department of Energy, data center energy consumption could reach 800 terawatt-hours annually by 2050, a roughly 167 percent increase from 300 terawatt-hours in 2025. Meanwhile, electricity generation from all energy sources is projected to reach 5,858 terawatt-hours in 2052, a 27 percent increase over current levels.

The report proposes two routes to meeting this level of demand.

The first scenario is a reference case based on current federal, state and provincial policies as of April 1, 2025. The second option presents a low-carbon scenario. The report concludes that natural gas would need to remain a “foundational component of the region’s energy system” in both scenarios.

“Meeting energy demand is a critical challenge right now, and this report quantifies the necessary midstream infrastructure and corresponding development dollars needed to meet that demand,” Hebe Shaw, executive director of the INGAA Foundation, said in a news release. “Meeting the energy needs of North America will require sustained investment and development, which must begin now to ensure a safe, reliable and affordable energy system.”

The report also identified several key midstream infrastructure requirements, including:

  • 103,000 miles of new natural gas gathering pipelines
  • 37,000 miles of additional natural gas transmission pipelines, which includes approximately 33,800 miles in the United States
  • 24 million jobs over 25 years

The report adds that hydrogen, carbon capture, utilization, and storage (CCUS), and other decarbonization strategies can help meet infrastructure needs.

UH released a condensed version of the report here.

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