Insights

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All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

Market Signals 3

Apr 29

NYISO Summer 2026 Reserve Margin: 417 MW and Falling

Apr 27

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

Apr 25

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

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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

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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

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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

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April 21, 2026 9 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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April 19, 2026 6 min read

DOE FY27 Budget: $15B IIJA Cut Threatens the Grid Funding Procurement Teams Are Counting On

The White House FY27 budget proposes canceling $15.247B in IIJA DOE funds. Here is what is already gone, what survives, and what it means for equipment procurement budgets through 2026.

DOE budgetIIJA fundingGRIP program

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April 19, 2026 6 min read

Hawaiian Electric: A $7,879 Transformer Is the New Baseline

Hawaiian Electric's 2026 rate filing says a transformer that cost $3,730 in 2020 now runs $7,879. The number every procurement team needs to check against their budget.

transformer cost increaseHawaiian Electricutility rate case

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April 13, 2026 6 min read

Data Center Grid Infrastructure Costs: The $10B Fight Over Who Pays

Data center grid infrastructure costs are triggering a political battle across 13 states. Who pays for $3.5B in upgrades that were overdue anyway?

data centersgrid infrastructurePJM capacity

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