Insights

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All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

All Analyses

August 25, 2026 9 min read

Owner Furnished Equipment Procurement Risk Starts Earlier

Owner furnished equipment procurement risk now lands before the design is finished. What a limited notice to proceed commits, and what it does not.

owner furnished equipmentEPC contractinglimited notice to proceed

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August 24, 2026 7 min read

Wildfire Mitigation Federal Land Permitting: 1 in 3 Late

Wildfire mitigation federal land permitting misses its own 120-day target on nearly a third of Forest Service requests. What that does to a pole order.

wildfire mitigationfederal land permittingvegetation management

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August 21, 2026 8 min read

USDA Will Forgive 40% of These Rural Utility Loans. The Match Cannot Be Borrowed.

The USDA rural utility loan program 2026 forgives up to 40% of a loan. Letters of interest are rolling from September 8, and the match cannot be debt.

USDARUScooperatives

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August 16, 2026 11 min read

How to Write Or Equal Specification Language

Or equal specification language decides whether you get three bids or one. What a performance spec has to state, and the review process that keeps equal honest.

procurement strategyspecificationscompetitive bidding

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August 15, 2026 8 min read

CAISO DER Wholesale Market Participation Hinges on Metering

CAISO DER wholesale market participation turns on a metering reform now in draft final. Comments close September 4 and the board votes in late October.

DERCAISOmetering

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August 14, 2026 8 min read

Data Center Load Pipeline vs Contracted: How to Discount It

Utility data center load pipeline vs contracted figures converted anywhere from 1.2:1 to 9:1 this quarter. Here is how to discount a large-load GW number.

data centerslarge loadinterconnection

Read Analysis DistroForge Research

August 12, 2026 7 min read

What Public Grid Data Can't Tell You About Interconnection

GridSolver scores 66,000 neighborhoods on DER value. It is the best free public grid data yet, and it cannot tell you whether you can interconnect.

DERgrid datahosting capacity

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August 11, 2026 10 min read

ERCOT Data Center Interconnection Pause: The Deposit Trap

The ERCOT data center interconnection pause froze Batch Zero with hundreds of millions in deposits posted. ERCOT now says the study slips past April 2027.

ERCOTTexasdata centers

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August 9, 2026 7 min read

The Distributed Data Center Lands on a Service Transformer

Sunrun's distributed data center pilot puts compute nodes behind residential meters. The company says commercialization is 2027 or 2028. The planning question is nearer.

data centersdistributed energyvirtual power plants

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August 8, 2026 7 min read

Large Load Resource Adequacy: What Six RTOs Told FERC

All six grid operators filed large load resource adequacy reports on July 20. ISO-NE wants data centers to bring their own generation. Here is what each one answered.

FERCdata centerslarge load

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August 7, 2026 7 min read

Section 202(c) Must-Run Orders Defer Seven Retirements

Seven plants sit under rolling Section 202(c) must-run orders deferring retirement. The renewal dates are public, and the first one falls August 16.

Section 202(c)DOE emergency ordermust-run

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August 4, 2026 6 min read

Equipment Production Slot Reservation Replaces the Order

GE Vernova signed 18 GW of slot reservations against 2 GW of orders last quarter. What the equipment production slot reservation means for utility buyers.

GE VernovaProlec GEtransformers

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