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All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

All Analyses

June 16, 2026 5 min read

Sodium-Ion Grid Storage Goes Domestic: A Procurement Read

Peak Energy and GM are scaling domestic sodium-ion grid storage. What the deal means for BESS procurement, domestic content, and project siting.

sodium-ionbattery storageBESS procurement

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June 14, 2026 5 min read

IRA Safe Harbor Restored: A Four-Week Procurement Window

A federal court restored the IRA safe harbor June 6, reopening solar and wind credit eligibility. Here is the equipment procurement window before July 4.

IRA safe harbor5% safe harborbeginning of construction

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June 13, 2026 5 min read

Who Pays for Data Center Grid Upgrades? FERC's June 18 Decision Will Set the Answer

FERC votes June 18 on data center grid upgrade costs. The RM26-4 ruling follows three coordinated industry moves in 60 days. Here is what to watch.

FERCdata centerscost allocation

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June 12, 2026 5 min read

Three Signals Compressing Equipment Procurement Before July 4

Three June 2026 regulatory decisions are compressing equipment procurement timelines simultaneously. Here is what to watch before the July 4 IRA credit deadline.

procurement timelinesFERCPJM

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June 9, 2026 5 min read

Switchgear Refurbishment vs Replacement: Federal Signal

Federal buyers are choosing switchgear refurbishment vs replacement as lead times stretch. Here is what their June 2026 SAM.gov buys signal for your sourcing.

switchgear refurbishmentcircuit breaker overhaultransformer repair

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June 8, 2026 4 min read

Data Center Substation Design Is a Procurement Decision

Data center substation design now decides the bill of materials. Footprint, schedule, and storage choices are reshaping what utilities buy and when they buy it.

substationsdata centersgas-insulated switchgear

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June 7, 2026 5 min read

Grid Resilience Monitoring Investment After Storm Fern

Winter Storm Fern destroyed poles, transformers, and substations across 34 states. Here is why grid resilience monitoring investment is the procurement story that follows the rebuild.

grid resiliencewinter storm fernsmart grid sensors

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June 5, 2026 5 min read

Pole and Conductor Procurement: The 2027 Supply Crunch

Three utility mega-programs are locking up pole and conductor procurement supply through 2027. What smaller co-ops and munis should budget and order now.

pole and conductor procurementcomposite polesadvanced conductor

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June 4, 2026 5 min read

The 2026 Shift: Why Utility Spend Is Moving Down to the Distribution Grid

Regulatory pressure, storm hardening, and load growth are all pushing utility capital toward the distribution grid in 2026. What it means for the equipment buy stack.

distribution grid procurementstorm hardeningfront-of-meter storage

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June 2, 2026 5 min read

CAISO Transmission Plan: $6.7B and the Equipment Wave

The CAISO transmission plan just approved $6.7 billion across 38 projects. Here is the high-voltage equipment buyers should plan to chase, and when.

CAISOtransmissionPath 15

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May 24, 2026 10 min read

Western Distribution Hardening Super-Cycle: 2026 Procurement Through 2037

PG&E undergrounding, Idaho Power weather sensing, Denton GIS, and DPA Section 303 define a Western distribution hardening super-cycle. What the procurement frame looks like through 2037.

distribution hardeningwildfire mitigationundergrounding

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May 21, 2026 7 min read

DOE PJM Data Center Curtailment Order: Procurement Impact

DOE granted PJM authority to curtail data centers before rolling blackouts. Procurement impact for backup power and switchgear.

DOE PJM data center curtailment orderPJM emergency curtailment data centersDOE order grid reliability

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