Insights

Page 6 of 10

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

All Analyses

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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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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