Regulatory Update

18 articles

All Market Analysis Procurement Strategy Regulatory Equipment Industry Trends Market Signals

July 4, 2026 6 min read

Federal Transformer Procurement: Policy vs. Reality

Federal transformer procurement in 2026 runs on domestic-sourcing rhetoric while the biggest federal rebuild imports its fleet. What the gap means for buyers.

federal transformer procurementDOE efficiency ruletransformer supply chain

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July 1, 2026 4 min read

Chinese Energy Inverter Ban: What Buyers Do Now

The US is drafting a Chinese energy inverter ban on grid-security grounds. What the FCC rule means for inverter sourcing and how buyers should prepare.

chinese importsinverterssupply chain

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June 23, 2026 5 min read

FERC Large Load Interconnection Order: 6 RTOs on the Clock

The FERC large load interconnection order gives six RTOs 60 days to rewrite data center tariffs. What the show-cause ruling means for equipment buyers.

FERCdata centerslarge load

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June 18, 2026 5 min read

AI Ratepayer Protection Meets State Utility Law

The AI ratepayer protection pledge is voluntary. State utility regulation, not Washington, decides who gets to buy power directly. A procurement read.

ratepayer protectionretail choicedata centers

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June 14, 2026 5 min read

IRA Safe Harbor Restored: A Four-Week Procurement Window

A federal court restored the IRA safe harbor June 6, reopening solar and wind credit eligibility. Here is the equipment procurement window before July 4.

IRA safe harbor5% safe harborbeginning of construction

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June 13, 2026 5 min read

Who Pays for Data Center Grid Upgrades? FERC's June 18 Decision Will Set the Answer

FERC votes June 18 on data center grid upgrade costs. The RM26-4 ruling follows three coordinated industry moves in 60 days. Here is what to watch.

FERCdata centerscost allocation

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May 7, 2026 8 min read

11 States Now Mandate Advanced Transmission Technology

Pennsylvania's HB 2233 brings the count to 11 states with advanced transmission technology mandates. The pattern is now policy, not pilot. Procurement implications across conductors, DLR, power flow controllers, and topology software.

advanced transmission technologyATT mandategrid-enhancing technologies

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May 5, 2026 6 min read

American Energy Dominance Act: What 45Y/48E Restoration Means for Equipment Demand

Four PJM-state House Republicans want to strip OBBBA's accelerated 45Y/48E tax credit deadlines. The procurement read on collector-substation equipment, storage interconnections, and the July 4 cliff.

45Y tax credit48E tax creditAmerican Energy Dominance Act

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April 22, 2026 6 min read

Trump's Wartime Powers on the Transformer Shortage

Trump's DPA order targets transformer shortage, grid equipment supply. NEMA says impact depends on ~$323M FY26 funding. What distributors watch.

transformer procurementfederal policyDPA

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April 20, 2026 7 min read

PJM Goes Live on FERC Order 881: 15-40% Capacity Gain, Five RTOs to Follow

PJM became the first RTO to implement FERC Order 881 ambient-adjusted ratings on March 4, 2026. The compliance wave through 2028 creates a procurement pipeline for DLR sensors, EMS upgrades, and grid-enhancing technologies.

FERC Order 881dynamic line ratingsambient-adjusted ratings

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April 19, 2026 6 min read

DOE FY27 Budget: $15B IIJA Cut Threatens the Grid Funding Procurement Teams Are Counting On

The White House FY27 budget proposes canceling $15.247B in IIJA DOE funds. Here is what is already gone, what survives, and what it means for equipment procurement budgets through 2026.

DOE budgetIIJA fundingGRIP program

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April 11, 2026 4 min read

NFPA 800 Battery Safety Code: Procurement Impact

The NFPA 800 battery safety code goes to vote this week. Here is what BESS procurement teams should audit, update, and prepare for.

NFPA 800battery safetyBESS procurement

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