Market Analysis

43 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

August 28, 2026 8 min read

PJM Bilateral Capacity Contracting: What Buyers Lose

PPL's CEO says PJM bilateral capacity contracting, not the auction, will add the generation. What that removes from an equipment demand forecast.

pjmcapacity-marketlarge load

Read Analysis DistroForge Research

August 26, 2026 8 min read

Data Center Islanding Interconnection Is the Harder Case

Data center islanding interconnection looks like less work for the utility. It is more. The protection scope nobody puts in the interconnection budget.

data centersislandinglarge load

Read Analysis DistroForge Research

August 15, 2026 8 min read

CAISO DER Wholesale Market Participation Hinges on Metering

CAISO DER wholesale market participation turns on a metering reform now in draft final. Comments close September 4 and the board votes in late October.

DERCAISOmetering

Read Analysis DistroForge Research

August 14, 2026 8 min read

Data Center Load Pipeline vs Contracted: How to Discount It

Utility data center load pipeline vs contracted figures converted anywhere from 1.2:1 to 9:1 this quarter. Here is how to discount a large-load GW number.

data centerslarge loadinterconnection

Read Analysis DistroForge Research

August 12, 2026 7 min read

What Public Grid Data Can't Tell You About Interconnection

GridSolver scores 66,000 neighborhoods on DER value. It is the best free public grid data yet, and it cannot tell you whether you can interconnect.

DERgrid datahosting capacity

Read Analysis DistroForge Research

August 9, 2026 7 min read

The Distributed Data Center Lands on a Service Transformer

Sunrun's distributed data center pilot puts compute nodes behind residential meters. The company says commercialization is 2027 or 2028. The planning question is nearer.

data centersdistributed energyvirtual power plants

Read Analysis DistroForge Research

August 4, 2026 6 min read

Equipment Production Slot Reservation Replaces the Order

GE Vernova signed 18 GW of slot reservations against 2 GW of orders last quarter. What the equipment production slot reservation means for utility buyers.

GE VernovaProlec GEtransformers

Read Analysis DistroForge Research

August 3, 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

July 31, 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 25, 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 21, 2026 7 min read

Transformer Bushing Lead Times Now Exceed the Transformer

A DOE-funded federal lab report puts transformer bushing lead times at up to 130 weeks, longer than the tank they bolt into. The spec clause that shortens them.

transformer lead timesbushingstap changers

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July 17, 2026 5 min read

Gas Turbine Scarcity Is Tightening the Distribution Queue

Gas turbine scarcity just canceled a $2B PJM plant. With OEMs sold out to 2029, turbine backlogs are now a leading indicator for distribution equipment lead times.

gas turbine scarcitygas turbine lead timesturbine backlog

Read Analysis DistroForge Research