Market Analysis

18 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

June 2, 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

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May 24, 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

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May 21, 2026 7 min read

DOE PJM Data Center Curtailment Order: Procurement Impact

DOE granted PJM authority to curtail data centers before rolling blackouts. Procurement impact for backup power and switchgear.

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

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May 20, 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

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May 19, 2026 8 min read

NextEra Dominion Merger: A $66.8B Procurement Reset

NextEra's $66.8B Dominion acquisition creates the world's largest regulated utility. Three procurement shifts for AML, capacity, and tariff design.

NextEra Dominion mergerutility consolidationregulated utility

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May 18, 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 9, 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

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May 8, 2026 9 min read

Utility Data Center Strategies: Embrace, Resist, Distribute

First week of May 2026 produced three different utility answers to the same data center load question. Eversource refused, Dominion announced 3 GW of gas, Sunrun hit 4.3 GWh of distributed storage. What each strategy means for distribution equipment procurement.

data centersutility strategyload growth

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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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April 24, 2026 4 min read

Data Center Moratoriums Relocate Equipment Demand, They Don't Erase It

Maine became the first state to enact a data center moratorium. Twelve more are filing bills. Here is where the equipment demand actually goes.

data centersmoratoriumsgrid infrastructure

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April 19, 2026 6 min read

Hawaiian Electric: A $7,879 Transformer Is the New Baseline

Hawaiian Electric's 2026 rate filing says a transformer that cost $3,730 in 2020 now runs $7,879. The number every procurement team needs to check against their budget.

transformer cost increaseHawaiian Electricutility rate case

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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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