Market Signal

3 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

April 13, 2026 11 min read

Solid-State Transformers: $500 Million and 140 Years of Disruption

Half a billion in venture capital says the conventional transformer's days are numbered. Here's what utility procurement teams need to know right now.

solid state transformersgrid modernizationequipment procurement

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April 12, 2026 8 min read

50 GW of Data Centers Are Rewriting Grid Procurement

Data center grid infrastructure demand is forcing utilities into a procurement race against 128-week lead times, aging fleets, and a 30% transformer shortfall.

data centersgrid infrastructureequipment procurement

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April 5, 2026 3 min read

Steel or Composite? The Transmission Conductor Debate Is Missing the Right Cost Metric

A T&D World analysis argues utilities overpay for composite conductors. The per-foot numbers back that up. The per-amp numbers tell the opposite story. Here is what procurement teams should actually be measuring.

transmission conductorsreconductoringgrid modernization

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