Market Signal

14 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

September 20, 2026 6 min read

Hitachi's Mississippi Transformer Plant Starts in 2029

Hitachi's $528M Mississippi transformer plant is scheduled to build 10 to 160 MVA units from 2029, per a Hitachi SVP, and replaces an existing plant.

Hitachi Energytransformerslead times

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September 18, 2026 5 min read

SRP Marigold Energy Center: What the Substation Scope Shows

SRP approved Marigold on Sept. 14. What the SRP Marigold Energy Center substation scope discloses, and what the ACC siting hearing does not cover.

SRPpublic powersubstations

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July 21, 2026 4 min read

Transmission Substation Procurement: ComEd Beat the Backlog

ComEd delivered 345 kV wind-interconnection substations four months early. What its transmission substation procurement reveals about beating the backlog.

transmission substationrenewable interconnectiontransformer lead times

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June 18, 2026 4 min read

Con Edison Grid Upgrade Hits $3.9B: A Procurement Read

Con Edison deployed 230 new transformers in a record $3.9B grid upgrade for summer 2026. A procurement read for Northeast utilities and distributors.

con-edisontransformer procurementunderground cable

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May 3, 2026 4 min read

GE Vernova Completes Prolec GE: What Buyers Should Change

GE Vernova completed its Prolec GE acquisition on Feb. 2, 2026. What the Q1 2026 filing shows, and why bid lists should now count corporate parents.

GE VernovaProlec GEtransformers

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May 3, 2026 7 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.

MISOcapacity auctionsolar

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May 2, 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.

PJMFERCcapacity market

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May 1, 2026 7 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.

PJMinterconnection queuegas generation

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April 30, 2026 7 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.

NYISONew Yorkreserve margin

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April 28, 2026 4 min read

PG&E Undergrounding Filing: 5,000 Miles Proposed to 2037

PG&E's September 30, 2026 undergrounding filing proposes 5,000 underground miles replacing 4,000 overhead miles from 2028 to 2037, pending approval.

PG&Eundergroundingwildfire mitigation

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April 26, 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.

wire and cabledomestic manufacturingdata center procurement

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April 14, 2026 12 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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