Insights

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All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

Market Signals 4

May 2

GE Vernova's Q1: $42.4B Electrification Backlog, Prolec Fully Absorbed, Two-Source Strategy Now Mandatory

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

PJM Reopens Its Queue: 220 GW Across 800 Projects

All Analyses

May 20, 2026 7 min read

May 2026 Gas Wave: 20 GW of CCGT Decided in 30 Days

Five gigawatt-scale combined-cycle gas projects cleared regulatory or construction milestones in May 2026, adding about 20 GW to the U.S. pipeline. What it does to turbine slots, GSU lead times, and equipment procurement.

gas plant procurementcombined cycledata center load

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May 19, 2026 8 min read

NextEra Dominion Merger: A $66.8B Procurement Reset

NextEra's $66.8B Dominion acquisition creates the world's largest regulated utility. Three procurement shifts for AML, capacity, and tariff design.

NextEra Dominion mergerutility consolidationregulated utility

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May 18, 2026 7 min read

Pennsylvania Large Load Tariff: 'But For' Cost Allocation

Pennsylvania's first-in-nation large load tariff puts hyperscalers on the hook for upgrades they trigger. The procurement timeline compression starts now.

Pennsylvania PUClarge load tariffdata centers

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May 9, 2026 7 min read

Evergy Gas Pivot: 4.7 GW, 90% Solar Cut, SPP Procurement Wave

Evergy's Q1 2026 IRP raised gas to 4.7 GW, cancelled 2.4 GW of wind, and slashed solar 90%+. Here is the Kansas-Missouri equipment math that goes with it.

EvergySPPdata centers

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May 8, 2026 10 min read

Utility Data Center Strategies: Embrace, Resist, Distribute

First week of May 2026 produced three different utility answers to the same data center load question. Eversource refused, Dominion announced 3 GW of gas, Sunrun hit 4.3 GWh of distributed storage. What each strategy means for distribution equipment procurement.

data centersutility strategyload growth

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May 7, 2026 8 min read

11 States Now Mandate Advanced Transmission Technology

Pennsylvania's HB 2233 brings the count to 11 states with advanced transmission technology mandates. The pattern is now policy, not pilot. Procurement implications across conductors, DLR, power flow controllers, and topology software.

advanced transmission technologyATT mandategrid-enhancing technologies

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May 6, 2026 7 min read

Hyperscaler Utility Capex 2026: Three Q1 Strategies

Q1 2026 hyperscaler utility capex disclosures from AEP, Entergy, Duke, and Xcel reveal three competing buyer strategies plus a NERC Level 3 mandate. Procurement implications for distribution buyers.

hyperscalerdata centersutility capex

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May 5, 2026 6 min read

American Energy Dominance Act: What 45Y/48E Restoration Means for Equipment Demand

Four PJM-state House Republicans want to strip OBBBA's accelerated 45Y/48E tax credit deadlines. The procurement read on collector-substation equipment, storage interconnections, and the July 4 cliff.

45Y tax credit48E tax creditAmerican Energy Dominance Act

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