Market Signal

10 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

May 2, 2026 6 min read

GE Vernova's Q1: $42.4B Electrification Backlog, Prolec Fully Absorbed, Two-Source Strategy Now Mandatory

GE Vernova's Q1 2026 numbers and the February Prolec consolidation reshape transformer procurement. Backlog jumped 86% YoY, data center orders alone exceeded all of 2025, and one of the two qualified North American suppliers most municipals carry just became one.

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May 2, 2026 6 min read

MISO's Anti-PJM Auction: 141 GW Cleared, Prices Halved, and the Solar Surge That Did It

MISO's 2026-27 Planning Resource Auction cleared at $116-126/MW-day annualized, roughly half last year's $212-217 range. Solar accreditation jumped 59% and 5.6 GW of new accredited capacity entered the market. The signal for distribution equipment buyers in the 15-state footprint is the opposite of PJM.

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May 1, 2026 7 min read

PJM at the Inflection: 220 GW Queue, FirstEnergy's Refusal, and the Hull Street Veto

Three PJM market-design moves in six days redraw the procurement map for distribution equipment buyers in the 13-state footprint. What the convergence means for 2026-2028 buying.

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April 30, 2026 6 min read

PJM Reopens Its Queue: 220 GW Across 800 Projects

PJM's first new interconnection cycle since 2022 brought in 800 projects totaling 220 GW. The procurement implications for substation transformers, switchgear, and protection equipment across 13 states.

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April 29, 2026 6 min read

NYISO Summer 2026 Reserve Margin: 417 MW and Falling

NYISO's summer 2026 baseline reserve margin sits at 417 MW, the lowest in recent history. What the 80% drop since 2022 means for mobile substation, peaking, and replacement transformer procurement across New York.

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April 27, 2026 5 min read

PG&E Undergrounding Filing: 9,000 Miles, $1B/Year to 2037

PG&E's Q3 2026 OEIS undergrounding filing locks in 5,000 miles of underground cable plus 4,000 miles of overhead hardening through 2037. Here is what it means for everyone else.

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April 25, 2026 6 min read

Prysmian-Encore Wire's McKinney Plant: What New Domestic Wire Capacity Means for Procurement

Prysmian and Encore Wire opened a 340,800 sq ft copper building wire plant and a 1 million sq ft service center in McKinney, Texas. Here is what new domestic wire cable manufacturing capacity actually changes for procurement teams.

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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.

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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.

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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.

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