Market Analysis

47 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

October 11, 2026 5 min read

Large Load Contract Terms: Kentucky Power's 1 GW Deal

Large load contract terms in Kentucky Power's amended TeraWulf deal: customer-funded bill credits, plant financing and collateral, pending PSC review.

kentuckyaepdata-centers

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October 9, 2026 4 min read

Data Center Construction Equipment Constraint: 3 Risks

CBRE flags a data center construction equipment constraint, Ceres counts power-plant water withdrawals, and a noise suit targets operating gear.

data centerslarge loadMEP equipment

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September 30, 2026 7 min read

How Utility RFPs Are Scored: A Bidder's Guide

Tacoma Power's 2026 pad-mount transformer RFP weighted price at 20 of 100 points. How utility RFP evaluation works, from gates and scoring to award and protest.

utility RFPbid responseprocurement process

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September 28, 2026 5 min read

DLA's $400M Electrical Steel Contract: Ceiling vs Orders

DLA electrical-steel records distinguish the contract ceiling, reported obligations and delivered material. Reporting delays limit what buyers can infer.

electrical steelgrain-oriented electrical steelDefense Logistics Agency

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August 29, 2026 4 min read

PJM Bilateral Capacity Contracting: What Buyers Lose

PPL disclosures separate turbine reservations, load agreements and construction. Use those stages without treating them as equipment orders.

pjmcapacity-marketlarge load

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August 27, 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

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August 16, 2026 3 min read

CAISO DER Settlement Proposal: Customer Exports, Aggregation Limits

CAISO’s July DDEMI draft permits measurement of authorized customer exports while retaining an aggregation-level limit. What that means for utility planning.

DERCAISOmetering

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August 15, 2026 8 min read

Data Center Load Pipeline vs Contracted: How to Discount It

Utility data center load pipeline vs contracted figures were counted differently by each utility in Q2 2026. How to discount a large-load GW number.

data centerslarge loadinterconnection

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August 13, 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

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August 10, 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

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August 5, 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

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August 4, 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

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