Research

Page 9 of 13

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

All Analyses

June 9, 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

Read Analysis DistroForge Intelligence

June 8, 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

Read Analysis DistroForge Research

June 6, 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

Read Analysis DistroForge Research

June 5, 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

Read Analysis DistroForge Research

June 3, 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

Read Analysis DistroForge Research

May 25, 2026 9 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

Read Analysis DistroForge Research

May 22, 2026 3 min read

DOE’s May 2026 PJM Order: Backup Power and Procurement Limits

What DOE Order 202-26-23 authorized during May 18–20, and why that emergency window did not establish equipment purchases or runtime specifications.

DOE PJM data center curtailment orderPJM emergency curtailment data centersDOE order grid reliability

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May 21, 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

Read Analysis DistroForge Research

May 20, 2026 9 min read

NextEra Dominion Merger: A Procurement Reset

The pending NextEra Dominion merger would build a regulated utility giant. Three procurement shifts for AML, capacity, and large-load tariffs.

NextEra Dominion mergerutility consolidationregulated utility

Read Analysis DistroForge Research

May 19, 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 10, 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

Read Analysis DistroForge Research

May 9, 2026 2 min read