Insights

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All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

All Analyses

July 13, 2026 5 min read

PJM 2028/2029 Capacity Auction: The Procurement Read

PJM posts its 2028/2029 capacity auction result July 14 under a ~$325/MW-day collar. Here is what a third straight clear near the ceiling means for equipment buyers.

pjmcapacity-marketdata-centers

Read Analysis DistroForge Research

July 12, 2026 6 min read

Interregional Transmission Just Had Its Proof Week

In one July week, interregional transmission got its federal case, a nearly subscribed three-market HVDC flagship, and an operational stress test. Here is what utility equipment buyers should take from it.

interregional transmissionHVDCDOE

Read Analysis DistroForge Intelligence

July 9, 2026 5 min read

DOE Transmission Loans: The $3.26B AEP Texas Close

The DOE transmission loan to AEP Texas covers up to 80% of project costs at sub-market rates. What federal financing means for equipment buyers through 2028.

DOE loantransmissionAEP Texas

Read Analysis DistroForge Intelligence

July 8, 2026 6 min read

Modular Substations: The Data Center Lead-Time Lever

Modular substation packages cut data center interconnection schedules 30 to 50 percent, yet the transformer stays a 52 to 80 week gate. How co-op and muni buyers should spec them.

substationsmodular substationdata centers

Read Analysis DistroForge Intelligence

July 7, 2026 5 min read

Are Data Centers Really Driving Up Electricity Prices?

A Columbia study says data centers are not the main reason electricity prices are rising in 2026. Aging infrastructure and cost allocation matter more.

electricity-pricesaffordabilitydata-centers

Read Analysis DistroForge Research

July 6, 2026 6 min read

Pad-Mounted Switchgear Procurement: 2026 Buyer's Guide

Pad-mounted switchgear procurement is more competitive and lead-time constrained than buyers expect. What to spec and how to source it in 2026.

pad-mounted switchgeardistribution switchgeardistribution automation

Read Analysis DistroForge Research

July 5, 2026 6 min read

DERMS Grid Modernization Procurement Goes Mainstream

DERMS grid modernization procurement is moving from pilots to real orders at ComEd and BGE, shifting spend from heavy iron to smart grid electronics.

DERMSgrid modernizationvirtual power plants

Read Analysis DistroForge Research

July 4, 2026 6 min read

Federal Transformer Procurement: Policy vs. Reality

Federal transformer procurement in 2026 runs on domestic-sourcing rhetoric while the biggest federal rebuild imports its fleet. What the gap means for buyers.

federal transformer procurementDOE efficiency ruletransformer supply chain

Read Analysis DistroForge Research

July 3, 2026 6 min read

Data Center Load Flexibility Is Now an Equipment Spec

Data center load flexibility trades curtailable load for faster interconnection, and utilities enforce it with owned breakers and relays. The procurement read.

data centersload flexibilitylarge load

Read Analysis DistroForge Research

July 1, 2026 7 min read