Market Analysis

7 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

April 13, 2026 6 min read

Data Center Grid Infrastructure Costs: The $10B Fight Over Who Pays

Data center grid infrastructure costs are triggering a political battle across 13 states. Who pays for $3.5B in upgrades that were overdue anyway?

data centersgrid infrastructurePJM capacity

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April 13, 2026 8 min read

The VPP Procurement Wave Is Here

Virtual power plant procurement is accelerating as state mandates and falling battery prices push utilities from pilot programs to real equipment orders.

virtual power plantsbattery storagedistributed energy

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April 10, 2026 7 min read

The Triple Squeeze Hitting Utility Equipment in 2026

Record demand, Section 232 tariffs, and $4B in storm damage are hitting the same constrained equipment supply chain at once.

transformer shortagesection 232 tariffswinter storm fern

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April 6, 2026 5 min read

MISO Data Center Power Demand Is Reshaping the Grid

MISO data center power demand is driving $27B in new generation, 1,332 MW of battery storage, and urgent storm replacement.

data centersMISObattery storage

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April 4, 2026 9 min read

Section 232 Tariff Overhaul: What the New 15% Grid Equipment Rate Means for Transformer and Switchgear Procurement

The April 6, 2026 Section 232 restructuring creates a four-tier tariff system with a temporary 15% rate for grid equipment. Here is what procurement teams need to know about the 21-month window, the full customs value shift, and the real cost math.

tariffsprocurement strategytransformer supply

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April 1, 2026 5 min read

The Real Reason Your Electric Bill Keeps Climbing (It's Not the Power)

New MIT/Heatmap data shows distribution and transmission costs, not generation, are driving utility rate increases of 35-60%. Here's what that means for equipment procurement.

utility-ratesdistribution-coststransmission-infrastructure

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March 23, 2026 10 min read

The State of Transformer Procurement in 2026: Lead Times, Pricing, and What Smart Distributors Are Doing Differently

Transformer lead times still exceed 2 years for large units and prices are up 77% since 2019. Here is what top electrical distributors are doing to stay ahead.

transformer procurementlead timespricing trends

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