Insights

Page 7 of 10

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

Market Signals 7

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

Prysmian-Encore Wire's McKinney Plant: What New Domestic Wire Capacity Means for Procurement

All Analyses

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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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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Insights

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

MISO's Anti-PJM Auction: 141 GW Cleared, Prices Halved, and the Solar Surge That Did It

PJM at the Inflection: 220 GW Queue, FirstEnergy's Refusal, and the Hull Street Veto

PJM Reopens Its Queue: 220 GW Across 800 Projects

NYISO Summer 2026 Reserve Margin: 417 MW and Falling

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

Prysmian-Encore Wire's McKinney Plant: What New Domestic Wire Capacity Means for Procurement

11 States Now Mandate Advanced Transmission Technology

Hyperscaler Utility Capex 2026: Three Q1 Strategies

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

IEEE PES T&D 2026: A Muni and Co-op Procurement Field Guide

SF6-Free Switchgear Has Crossed the Commercial Threshold. Procurement Specs Are Next.