Research

Page 6 of 13

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

Market Signals 1

Transmission Substation Procurement: ComEd Beat the Backlog

All Analyses

August 4, 2026 6 min read

Cooperative Utility Data Center Load Meets a 936 MW Fleet

A cooperative utility data center load of 1.8 GW is landing on a G&T that owns 936 MW. What Kentucky's public dockets show muni and co-op buyers.

data centerscooperativesmunicipal utilities

Read Analysis DistroForge Research

August 1, 2026 7 min read

IONATE Hybrid Transformer: When to Qualify a New Supplier

IONATE and GM are collaborating to deploy hybrid transformer units at a Michigan plant. A qualification framework for new transformer suppliers.

transformer procurementsupplier qualificationgrid modernization

Read Analysis DistroForge Research

July 30, 2026 9 min read

DOE Reopens the 2024 Transformer Efficiency Rule

DOE reopened the distribution transformer efficiency standards on national security grounds. The comment record says repeal is not the risk. The date is.

transformer procurementtransformersregulatory

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Insider

July 29, 2026 14 min read

PJM Large Load Curtailment Rule: What FERC Kept

FERC rejected the PJM large load curtailment rule on Oct. 9, 2026 and kept the Large Load definition and registry. What that means for buyers.

pjmlarge loadcurtailment

Read Analysis DistroForge Research

July 27, 2026 9 min read

Ratepayer Protection Act Passes House: Data Centers

The House passed the Ratepayer Protection Act, H.R. 9340, 417-3 (House Clerk). What the proposed data center cost standard would ask covered utilities to consider.

Ratepayer Protection ActPURPAdata centers

Read Analysis DistroForge Research

July 26, 2026 5 min read

Data Center Nuclear Power: The 100-Day Procurement Update

Data center nuclear power procurement enters a new phase: 13 GW of PPAs, an 800V DC interconnection shift, and SRP's September board vote on Marigold.

data centersnuclear power800V DC

Read Analysis DistroForge Research

July 22, 2026 8 min read

Transformer Bushing Lead Times: The Longest-Lead Component

A May 2026 national lab report names large power transformer bushings the longest-lead item, at up to 130 weeks. How to qualify alternatives in an RFQ.

transformer lead timesbushingstap changers

Read Analysis DistroForge Research

July 19, 2026 6 min read

Storm Restoration Equipment: The Readiness Shift

Storm restoration equipment is moving from post-storm scramble to pre-staged readiness. What co-ops and munis stock before the next major storm hits.

storm restoration equipmentgrid resilienceinventory readiness

Read Analysis DistroForge Research

July 18, 2026 4 min read

Gas Turbine Scarcity Is Tightening the Distribution Queue

Gas turbine scarcity is a leading indicator for distribution equipment lead times. What OEM backlogs and slot reservations tell muni and co-op buyers.

gas turbine scarcitygas turbine lead timesturbine backlog

Read Analysis DistroForge Research

July 16, 2026 3 min read