Microgrids Are the Resilience Infrastructure Play

Microgrids — islanded or grid-tied clusters of generation, storage, and load with autonomous control — are seeing accelerated adoption driven by grid reliability anxiety, not just decarbonization. California's PSPS (Public Safety Power Shutoff) events, Texas's Winter Storm Uri, and Puerto Rico's ongoing grid fragility have created a genuine willingness-to-pay for islanding capability. Military bases (DOD microgrid program), hospitals, universities, and data center campuses are the anchor customers with clear business cases. The enabling technology is microgrid controller software — the brain that manages dispatch, islanding transitions, and grid export. Schneider Electric, ABB, and Siemens dominate at scale; Enchanted Rock (gas-based resilience microgrids) and BoxPower (modular containerized systems for remote communities) represent interesting niche plays.