Market Analysis

32 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

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

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July 15, 2026 5 min read

PJM Capacity Auction Results: A Cap-Clear, No New Steel

PJM's 2028/2029 capacity auction results clear at the $325/MW-day cap with almost no new supply. The procurement read for equipment buyers.

pjmcapacity-marketreliability-backstop

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July 13, 2026 5 min read

PJM 2028/2029 Capacity Auction: The Procurement Read

PJM posts its 2028/2029 capacity auction result July 14 under a ~$325/MW-day collar. Here is what a third straight clear near the ceiling means for equipment buyers.

pjmcapacity-marketdata-centers

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July 12, 2026 6 min read

Interregional Transmission Just Had Its Proof Week

In one July week, interregional transmission got its federal case, a nearly subscribed three-market HVDC flagship, and an operational stress test. Here is what utility equipment buyers should take from it.

interregional transmissionHVDCDOE

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July 9, 2026 5 min read

DOE Transmission Loans: The $3.26B AEP Texas Close

The DOE transmission loan to AEP Texas covers up to 80% of project costs at sub-market rates. What federal financing means for equipment buyers through 2028.

DOE loantransmissionAEP Texas

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July 7, 2026 5 min read

Are Data Centers Really Driving Up Electricity Prices?

A Columbia study says data centers are not the main reason electricity prices are rising in 2026. Aging infrastructure and cost allocation matter more.

electricity-pricesaffordabilitydata-centers

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July 5, 2026 6 min read

DERMS Grid Modernization Procurement Goes Mainstream

DERMS grid modernization procurement is moving from pilots to real orders at ComEd and BGE, shifting spend from heavy iron to smart grid electronics.

DERMSgrid modernizationvirtual power plants

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July 3, 2026 6 min read

Data Center Load Flexibility Is Now an Equipment Spec

Data center load flexibility trades curtailable load for faster interconnection, and utilities enforce it with owned breakers and relays. The procurement read.

data centersload flexibilitylarge load

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June 27, 2026 6 min read

SPP Western Interconnection Expansion: The Procurement Read

SPP's Western Interconnection expansion put nine co-ops, munis, and WAPA on one grid. Here is what the RTO buildout means for equipment procurement.

SPPRTO expansionWestern Interconnection

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June 24, 2026 6 min read

Hyperscalers Own Generation: The Data Center Buyer Shift

Hyperscalers now own and finance generation outright. What hyperscaler-owned generation means for data center equipment procurement.

hyperscalersdata centersgeneration

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June 12, 2026 5 min read

Three Signals Compressing Equipment Procurement Before July 4

Three June 2026 regulatory decisions are compressing equipment procurement timelines simultaneously. Here is what to watch before the July 4 IRA credit deadline.

procurement timelinesFERCPJM

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June 7, 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

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