Insights

Page 2 of 5

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

Market Signals 6

May 2

MISO's Anti-PJM Auction: 141 GW Cleared, Prices Halved, and the Solar Surge That Did It

May 1

PJM at the Inflection: 220 GW Queue, FirstEnergy's Refusal, and the Hull Street Veto

Apr 30

Prysmian-Encore Wire's McKinney Plant: What New Domestic Wire Capacity Means for Procurement

All Analyses

April 28, 2026 8 min read

IEEE PES T&D 2026: A Muni and Co-op Procurement Field Guide

What ComEd, Hubbell, and the IEEE PES T&D 2026 vendor floor are telegraphing about the spec language municipal utilities and cooperatives will see in 2027 and 2028 procurement orders.

IEEE PES T&Dmunicipal utilitycooperative

Read Analysis DistroForge Research

April 26, 2026 5 min read

SF6-Free Switchgear Has Crossed the Commercial Threshold. Procurement Specs Are Next.

Hitachi Energy now has 65+ North American orders for 420 kV SF6-free dead tank breakers. Here is what that means for utility switchgear procurement in 2026 and beyond.

SF6 free switchgearcircuit breakershigh voltage

Read Analysis DistroForge Research

April 24, 2026 4 min read

Data Center Moratoriums Relocate Equipment Demand, They Don't Erase It

Maine became the first state to enact a data center moratorium. Twelve more are filing bills. Here is where the equipment demand actually goes.

data centersmoratoriumsgrid infrastructure

Read Analysis DistroForge Intelligence

April 22, 2026 6 min read

Trump's Wartime Powers on the Transformer Shortage

Trump's DPA order targets transformer shortage, grid equipment supply. NEMA says impact depends on ~$323M FY26 funding. What distributors watch.

transformer procurementfederal policyDPA

Read Analysis DistroForge Research

April 21, 2026 8 min read

The $1.4 Trillion Utility Capex Wave: What It Means for Transformer Procurement

U.S. investor-owned utilities plan $1.4T in capital spending through 2030, with $686B aimed at T&D. Here is what the new baseline means for transformer lead times, pricing, and sourcing strategy.

transformer procurementutility capexlead times

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April 20, 2026 7 min read

PJM Goes Live on FERC Order 881: 15-40% Capacity Gain, Five RTOs to Follow

PJM became the first RTO to implement FERC Order 881 ambient-adjusted ratings on March 4, 2026. The compliance wave through 2028 creates a procurement pipeline for DLR sensors, EMS upgrades, and grid-enhancing technologies.

FERC Order 881dynamic line ratingsambient-adjusted ratings

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Insights

MISO's Anti-PJM Auction: 141 GW Cleared, Prices Halved, and the Solar Surge That Did It

PJM at the Inflection: 220 GW Queue, FirstEnergy's Refusal, and the Hull Street Veto

PJM Reopens Its Queue: 220 GW Across 800 Projects

NYISO Summer 2026 Reserve Margin: 417 MW and Falling

PG&E Undergrounding Filing: 9,000 Miles, $1B/Year to 2037

Prysmian-Encore Wire's McKinney Plant: What New Domestic Wire Capacity Means for Procurement

IEEE PES T&D 2026: A Muni and Co-op Procurement Field Guide

SF6-Free Switchgear Has Crossed the Commercial Threshold. Procurement Specs Are Next.

Data Center Moratoriums Relocate Equipment Demand, They Don't Erase It

Trump's Wartime Powers on the Transformer Shortage

The $1.4 Trillion Utility Capex Wave: What It Means for Transformer Procurement

PJM Goes Live on FERC Order 881: 15-40% Capacity Gain, Five RTOs to Follow