Market Analysis

47 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

August 1, 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

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July 26, 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

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July 22, 2026 8 min read

Transformer Bushing Lead Times: The Longest-Lead Component

A May 2026 national lab report names large power transformer bushings the longest-lead item, at up to 130 weeks. How to qualify alternatives in an RFQ.

transformer lead timesbushingstap changers

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July 18, 2026 4 min read

Gas Turbine Scarcity Is Tightening the Distribution Queue

Gas turbine scarcity is a leading indicator for distribution equipment lead times. What OEM backlogs and slot reservations tell muni and co-op buyers.

gas turbine scarcitygas turbine lead timesturbine backlog

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July 16, 2026 3 min read

PJM Capacity Auction Results: New Generation and Uprates

PJM's 2028/2029 auction cleared about 525 MW UCAP of new generation and uprates, but remained 6,831 MW below its reliability requirement.

pjmcapacity-marketreliability-backstop

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July 14, 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 13, 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 10, 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 8, 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 6, 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 4, 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 28, 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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